Inside Microsoft Dynamics 365: The Benefits for Manufacturers

Inside Microsoft Dynamics 365: The Benefits for Manufacturers

Inside Microsoft Dynamics 365: The Benefits for Manufacturers

Do you want your manufacturing organization to take advantage of predictive analytics?

If you answered yes, then get ready to learn about how Microsoft Dynamics 365 can help manufacturers. This article will share the latest in manufacturing processes. We’ll cover the benefits from supply chain management to customer service.

Microsoft Dynamics 365 Steps Up

Microsoft Dynamics 365 is an integrated, data-driven software solution. It helps manufacturers shorten and optimize their sales cycle. In addition, the tools empower a personalized customer service experience and enhance customer loyalty.

This tool strengthens customer relationships with the manufacturer. It also centralizes, optimizes, and streamlines the customer’s experience data. Some of the benefits include:

  • Identify critical customers for revenue opportunities
  • Control leads campaign from lead generation to capitalization
  • Provide personalized engagement based on customer’s journey
  • Run simultaneous campaigns using web content, email, and events

Dynamics 365 transforms the customer’s journey into a great buying experience. This documented experience empowers sales, marketing, customer service, and customer insights.

Sales

Microsoft Dynamics 365 connects salespeople to customers through their preferred selling and communication channel. The software’s AI can shorten the sales cycle with suggested best action steps. These steps focus on the highest-priority activity that has the most significant potential to close.

The system also predicts revenue fluctuations. When addressing the funnel, the system highlights the customers needing attention from the salesperson.

Marketing

The software supports the marketing team in finding and nurturing the right leads. The unit can focus on the latest trends and create a connected customer experience. The experience is a personalised journey that strengthens relationships and builds loyalty.

For a holistic experience, marketing, sales, commerce, and services impact the customer journey. Marketing can use AI-driven content recommendations to enhance the experience. Also, the AI provides relevant actions for customer segmentation, channels, and analytics.

Microsoft Dynamics 365 connects with other tools most marketing departments use. The built-in features protect the customer data and provide the information needed for personalisation. The best part is its ability to customise the experience journey.

The marketing team will also enjoy the predictive, design, and delivery aspects of the tool.

Customer Service

Customer service employees will appreciate the connected experience. Before a customer connects to a customer service employee, they’ll have the choice of working with an automated self-service module. This module uses virtual agents and a portal to a deep knowledge base.

For those customers wanting to speak with a live person, the AI productivity tools take the guesswork out of case resolution. The system provides the correct information at the right time. Also, AI insights and analytics improve the customer and agent experience.

Field Services

Microsoft Dynamics 365 provides everything needed to optimise resources that help improve the technicians’ efficiencies. The result includes reduced operational costs. Most of these savings come from the team being more proactive.

The system provides predictive services that can prevent many reactive situations from happening.

Finance

Operational expenses decrease by using the system along with the simplification of financial complexities. These successful results come from AI-driven insights.

The fine-tuning of the financial controls generate reports and embedded analytics to keep the team on task. The automated processes also reduce the time needed for financial reporting.

Microsoft Dynamics 365 can also watch financial performance and budgets. The automated tasks boost productivity to maximise financial performance. Regulatory reporting and financial planning also take advantage of the AI process.

The system uses rule-based charts, a no-code configuration process, and automated tasks to boost productivity. In addition, this solution connects to electronic invoicing and global payments.

Operations

Supply chain management uses predictive operations. As a result, the manufacturing process gets simplified and automated. Also, the system extends the life of the assets.

Managing the process in the cloud helps ensure business continuity.

Commerce

Microsoft Dynamics 365 provides the ability for customers to connect when, how, and where they want on any device. The system creates a consistent engagement across both online and offline channels. You also get a comprehensive view of your customers and partners.

The process uses a unified commerce platform to foster relationships. The solution scales to meet your needs both on the vendor and consumer sales side. The user-friendly applications create a friction-free retail experience.

The infusion of AI plays a role in your ability to scale commerce solutions. This ability drives a strong ROI and supports the optimisation of business practices.

HR

Self-service HR tools provide empowerment for employees to get the information they need when they need it. The data can include:

  • Benefits
  • Compensation
  • Leave and absence
  • Certifications
  • Training
  • Compliance programmes

This process frees up HR professionals to handle complex and urgent issues.

The HR solution is scalable, so it grows as your company grows. The system also connects with partnering systems to centralise the information.

The result is better decision making and happy employees.

Reinvent and Innovate

Microsoft Dynamics 365 brings insight into operations that allow you to cut expenses. This focus inspires positive change in operations to address optimization. It also impacts change with shortened processes and cost-cutting.

This means you can improve on time to market.

The tool also helps with collaboration so teams can improve:

  • Speed research and development
  • Reduce costing and resources
  • Innovate production processes
  • React faster to trends and industry developments

Dynamics 365 allows you to reinvent a product. This might come from innovation or the development of a new product based on a shift in the market. The system gives you the agility and needed information to stay in the game

Real-Time Insight

Microsoft Dynamics 365 provides real-time insight. Manufacturing organizations can also capitalize on predictive analytics. Plus, machine learning fuels the communication between CRM and ERP systems.

The manufacturing industry can now provide every employee with customer service answers. In addition, the manufacturing processes can also transform with real-time data during production.

Contact us if you’re ready to learn more about the intelligent platform. Also, check out our other blog posts on similar topics.

Transform your business

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Inside Microsoft Dynamics 365: The Benefits for Manufacturers

Inside Microsoft Dynamics 365: The Benefits for Manufacturers

Inside Microsoft Dynamics 365: The Benefits for Manufacturers Do you want your manufacturing organization to take advantage of predictive analytics? If you answered yes, then get ready to learn about how Microsoft Dynamics 365 can help manufacturers. This article will...

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Microsoft Ignite – helping businesses get on with business.

Microsoft Ignite – helping businesses get on with business.

Microsoft Ignite – helping businesses get on with business.

The Microsoft Ignite digital event was held between 2 and 4 November 2021. This event was the second to be held this year. Over 100,000 attendees from all over the world were expected to attend the November 2021 Microsoft Ignite event.

 

Microsoft showed up with many of its heavyweights to present the company’s newest services offerings. Here are a few new services that Microsoft either has already implemented or will implement soon.

 

Industry-specific cloud services.

 

The company also announced some industry-specific services. One of these is the Microsoft Cloud for Manufacturing. Some smart factories can generate 1 petabyte of data each day. This data can be precious if harnessed correctly. Still, most companies use less than 1 percent of their data to generate new services or business models.

 

The Microsoft Cloud for Manufacturing connects the intelligent, integrated cloud, and edge capabilities of the Microsoft stack to essential manufacturing processes. It connects your staff, assets, workflow, and business processes to enable you to build a more robust manufacturing business.

 

Another industry-specific offering announced by Microsoft is the Microsoft Cloud for Financial Services. The Microsoft Cloud for Financial Services incorporates Microsoft Azure, Microsoft 365, Microsoft Dynamics 365, and Microsoft Power Platform with unique features designed to support the financial services industry.

 

According to Microsoft, the Microsoft Cloud for Financial Services “was also designed for even the most complex control frameworks and regulatory requirements facing the industry, with [their] multi-layered security, comprehensive compliance, and trust commitments build-in”.

 

Microsoft Cloud for Financial Services aims to enhance customer and employee experiences, combat financial crimes, and manage security and compliance.

 

Microsoft also released the Microsoft Cloud for Nonprofit. This tool is built for roles unique to the nonprofit sector like fundraisers, program managers, and volunteer managers. Microsoft Cloud for Nonprofit assists role players to better engage with supporters, manage data, and design and deliver programs.

 

Microsoft Cloud for Sustainability assists organizations pursue and achieve their sustainability goals. The tool enables organizations to record, report, and reduce their carbon emissions.

 

Microsoft Cloud for Healthcare also received new updates that will enhance patient experiences, frontline worker collaboration, and care coordination.

 

New features for Microsoft Dynamics 365.

Dynamics 365 also received new features to assist businesses and their employees in navigating the new hybrid world. These features revolve around enhancing connectivity and streamlining communication and collaboration.

Collaborative apps for Microsoft Dynamics 365, Power Platform, Office 365, and Teams.

Updates to Dynamics 365 that are currently in preview will allow organizations to “operate as one business, everywhere.” Dynamics 365 and teams promote accessibility to business data. That means relevant information gets to the persons who need it most in order to make informed business decisions.

 

These new features give sales teams access to experts in your organization. This will allow your sales team to build informed proposals that address your customers’ needs. Sales teams can invite anyone in your company to collaborate with them via a Teams chat or channel. They could also make use of the “chat now” pop-up feature in Dynamics 365 or use the inbound/outbound digital voice feature.

 

The new collaborative features encourage real-time engagement. Collaborators can see who is working on a project with them. The Dynamics 365 apps also make it easy for individuals to contact those who are collaborating with them. These communication options include calls, chats, and scheduling meetings.

 

Microsoft Customer Experience Platform.

The Microsoft Customer Experience Platform allows your business to harness your customer data to create more personalized customer journeys. “With a deep understanding of customers and rich, out-of-the-box insights, organizations can now understand and predict intent to deliver the right content on the right channel and I the right moment.”

 

The Consent-enabled Customer Data Platform (CDP) (currently in preview) permits your chief data officer to use consent data in the consumer platform. This can help your business construct complete customer profiles while protecting their data.

 

The business-to-business CDP merges customer data from various sources. This includes CRM tools, email, websites, social networks, partner systems, and even point-of-sales.

 

In addition to this, AI content creation features automatically generate content snippers that can be used as the starting point for customer emails. This simplifies segment creation and enhances targeting to specific audiences.

 

Microsoft Dynamics Supply Chain Management.

 

Microsoft Dynamics 365 Supply Chain Management can help you to “predict demand shifts, supply constraints, and equipment downtime by eliminating siloed Manufacturing Execution Systems (MES) to improve visibility of the production floor”.

 

More than that, Microsoft has added a priority-based feature (in preview) to the planning optimization engine in Dynamics 365 Supply Chain management. This helps to avoid out-of-stock situations. This feature automatically calculates which high-demand stock needs to be replenished based on outstanding orders, current stock levels, and projected inventory. This automation can streamline a company’s supply chain management processes.

 

Microsoft Dynamics 365 Customer Service voice channel.

Customer service solutions revealed during the Microsoft Ignite event include the Microsoft Dynamics 365 Customer Service voice channel. According to Microsoft, “this addition to the existing omnichannel capabilities leverages the power of Microsoft Teams to bring traditional Contact Centre as a Service (CCaaS), Unified Communications as a Service (UCaaS), and Customer Engagement Center (CEC) under a single, integrated customer service Software as a Service (SaaS) solution with Dynamics 365 Customer Service”.

 

The Microsoft Ignite event revealed a smorgasbord of exciting new features that encourage more effective and efficient collaboration and business processes, helping your business get on with its business.

Transform your business

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Inside Microsoft Dynamics 365: The Benefits for Manufacturers

Inside Microsoft Dynamics 365: The Benefits for Manufacturers

Inside Microsoft Dynamics 365: The Benefits for Manufacturers Do you want your manufacturing organization to take advantage of predictive analytics? If you answered yes, then get ready to learn about how Microsoft Dynamics 365 can help manufacturers. This article will...

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Power BI: Microsoft is the BI and Analytics leader –  Gartner Magic Quadrant 2018

Power BI: Microsoft is the BI and Analytics leader – Gartner Magic Quadrant 2018

Gartner 2018: Microsoft No.1 for BI & Analytics

Microsoft’s been innovating in analytics and business intelligence for a long time. However, Gartner’s 2018 BI and Analytics report ranked PowerBI as the no. 1 product in terms of both vision and the ability to execute. This put Microsoft ahead of 10+ niche tech firms. But it also put it well beyond the established big players, including SAP, SAS, Salesforce, Tableau and IBM.

2018 Gartner Magic Quadrant for Analytics and Business Intelligence Platforms*

 

Why is this so exciting? The top spot in Gartner’s Magic Quadrant for Analytics and Business Intelligence Platforms can be claimed only by a company with huge amounts of both vision and grit. A company that can see the future – and then make it happen. For real.

It’s no big surprise. For 11 consecutive years, Microsoft has come out as a leader in the Gartner rankings. And for 3 of those, it has claimed the spot for having the most complete vision of in the BI and analytics space. All testament to the calibre of Microsoft’s global leadership and unceasing drive for innovation and excellent execution.

What is Power BI?

At its core, Power BI is a suite of business analytics tools to analyze data and share insights. The technology enables decision makers to monitor their business and get answers quickly with rich dashboards available on every device. It’s built on the same data model as Office 365 and Dynamics 365 so it has deep integration there, but it also has hundreds of data connectors, making it very simple to bring in your data and start giving you the insights you need.

The Magic of Microsoft

Hundreds of thousands of businesses are already plugged into Microsoft’s BI solutions. And the reasons include everything from cost-effectiveness (the professional license is only $9.99/user/mth and is often bundled in many Office 365 plans) to how comprehensive the end solution truly is.

It’s also great for multinationals with offices across the globe – Microsoft guarantees great performance and security everywhere in the world.

Check out the experiences of some of Microsoft’s major clients:

“We use Power BI in Office 365 to turn data into insights, so we can ensure our place in the future of the luxury car industry.” 

– Andrew Palmer, Chief Executive Officer, Aston Martin

“With Office 365 E5, we’re delivering an intelligent workplace, where employees gain self-service access to interactive, graphical reports and dashboards through Microsoft Power BI … It’s easy to use Power BI to analyze real-time sales data and fine-tune our marketing activities to drive sales.”

– Markus Petrak, Corporate Director, Henkel

The solution is both scalable and flexible, too. Power BI allows companies to tap into architecture allowing easy and rapid integration with both Microsoft and 3rd party products. Moreover, businesses only pay for the capacity they need, meaning no wasted spend – but plenty of room to grow.

Rave Reviews

At The CRM Team, our own customers rave about the insights they receive. These insights have led to higher lead conversion, reduced customer churn and better engagement. Whenever we do a Dynamics 365 implementation we always leverage PowerBI to provide incredibly rich and relevant data visualisations. It’s such a great product and it enables us to add a lot of value to our clients.

All businesses search for that ‘edge’ over rivals. Microsoft is no different. It is determined to remain a leader and visionary in the BI platform environment. And it looks like Microsoft is getting it right – delivering modern BI and analytics solutions for a variety of users, and getting rave reviews in the process.

Why? Not only does the technology behind Power BI enable users to create and share insights in real time, but Power BI lets users create develop rich, compelling stories. These stories perfectly visualise data, allowing decision makers an at-a-glance understanding of how their business is doing. Custom visuals only add to the magic and personalisation.

What new heights Microsoft will reach from here is anyone’s guess. The company is on a rocket trajectory – who knows what tomorrow may bring?

Want to get more information what a Microsoft CRM solution could do for you? Check out our solution’s page. All of our solutions incorporate Power BI to enable incredible data visualisation and reporting. 

 

*This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Microsoft (The CRM Team is a strategic partner with Microsoft). Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organisation and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Don’t miss more articles by The CRM Team

Inside Microsoft Dynamics 365: The Benefits for Manufacturers

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Microsoft Office 365 & Dynamics 365

Microsoft Office 365 & Dynamics 365

Dynamics 365 & Microsoft Office – Better Together

Every month, more than 85 million people are more productive thanks to Microsoft Office 365. Users can work from anywhere, at any time and across any device.

Add Microsoft Dynamics 365 to your Office 365 subscription and transform the way you work with customers.

Let’s take a look at how Dynamics 365 and Office 365 work together.

Office 365 and Dynamics CRM logos

Outlook & Dynamics 365

Track customer interactions – in one click

Create new Dynamics 365  records in Outlook. Never fail to track email leads again. Click one button and the email sender becomes a record in Dynamics 365. You can also bulk create records from any of your Outlook contacts.

Quick create customer tasks. Create activity lists in response to emails. Simply drag emails that need actioning into Outlook Tasks. These are automatically scheduled as tasks in Dynamics 365 and added to the customer record.

See important account info in Outlook. View account info next to the message. Dynamics 365 draws sales activities, cases and opportunity information about the account and places it next to the relevant mail.

Log your sales activities from within Outlook Calendar. With a single click from within Outlook Calendar, track meetings and customer appointments. Managers get an update on these activities without the sales rep having to log in to Dynamics 365.

 

OneNote & Dynamics 365
Sync Notes. Never lose a piece of information about a customer. Record text, photos, voice, spreadsheets and even handwritten notes. Access them directly from the customer record.

Mobile. Take notes on the move. Dynamics 365 will connect these to the customer record.

 

Word & Dynamics 365
Merge customer data into word templates. Pull customer information into quote and proposal templates at the click of a button. Word imports account information from Dynamics 365 into merge fields. E.g. Company Name, Account Contact etc. Creating sales documents has never been quicker.

 

Excel & Dynamics 365
Use Excel Online directly inside Dynamics 365. Perform analyses within Dynamics 365 and cut out the frustration of transferring data between applications. View your data in familiar Excel spreadsheets and perform functions like ‘what-if’ analyses. All analyses are saved in Dynamics 365, maintaining the sales workflow.

Connect Excel to Dynamics 365 data at the touch of a button. If you prefer seeing reporting data within excel, Dynamics 365 will link with whatever reports you produce. The data in Excel remains linked to Dynamics 365, so your reports update dynamically. And because the data is drawn from Dynamics 365, user security roles are maintained. If the excel doc contains some data above your security clearance, that part of the data will be hidden on the spreadsheet.

 

Power BI & Dynamics 365
Blend data from Dynamics 365 with other data to get smarter insights. E.g. Draw sales figures from Dynamics 365 and compare it against weather reports to see if outside temperature has an effect on sales. View this graphically to spot trends.

Create custom dashboards. Set up all your key metrics in one window. Import datasets from Dynamics 365 with a few clicks, using the pre-built content packs. It’s never been easier to see the data you need, all in one place, on any device.

 

Sharepoint & Dynamics 365
Documents added to SharePoint can be instantly accessed in Dynamics 365 against a customer record. And vice versa.

See calendars and shared docs from within Dynamics 365. Your company SharePoint accounts automatically get imported to Dynamics 365, making integration easy and seamless.

Smart collaboration on proposals. Source customer data from Dynamics 365 and those documents automatically get attached to the customer record.

 

Skype for Business & Dynamics 365
Click to Call. Call anyone from inside Dynamics 365 using Skype for Business. There is no need to invest in telephony platforms. The best part is that all calls will be logged inside the customer record.

Instant follow up. Conduct webinars or whiteboard discussions with Skype for Business and then immediately send a record of the event to participants. Dynamics 365 will track who received it, and add it to their customer record.

 

Office 365 Groups & Dynamics 365
Enhanced Group Collaboration. Office 365 Groups automatically import into Dynamics 365. So, you’ll continue to have a central access point for all shared documents and calendars. But now you’ll also see all customer and potential customer records there as well.

 

Don’t miss more articles by The CRM Team

 

Inside Microsoft Dynamics 365: The Benefits for Manufacturers

Inside Microsoft Dynamics 365: The Benefits for Manufacturers

Inside Microsoft Dynamics 365: The Benefits for Manufacturers Do you want your manufacturing organization to take advantage of predictive analytics? If you answered yes, then get ready to learn about how Microsoft Dynamics 365 can help manufacturers. This article will...

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10 Reasons Why We Use Dynamics 365 on the Microsoft Cloud

10 Reasons Why We Use Dynamics 365 on the Microsoft Cloud

10 Reasons Why We Use Dynamics 365 on the Microsoft Cloud

Here’s ten reasons why we’ve chosen to go with Microsoft Dynamics 365 on the Microsoft Cloud:

 

1. Higher Security

The level of data-security that Microsoft provide is far higher than many companies can afford to provide by themselves, and it is all included in the price, taking that worry away from you.

2. Less Hassle

Upgrades, maintenance, and system administration are all managed at Microsoft. This means you won’t need to spend time or energy managing a dedicated IT department or contractors when servers go down or software updates mandate a system tweak.

3. Lower Costs

Because there is not a big hardware install, your capital expenditure is much lower. So you benefit from better cash flow and greater flexibility, which reduces your overall costs.

4. Greater Flexibility

You can add or remove users as your business requires them. So short-term projects become cost-effective, because you only pay for additional license fees for the duration of the project. And as your business grows, so does Microsoft Dynamics 365. Because it can run 100,000 users concurrently, Dynamics 365 will never cap your growth.

5. Quicker Return

Time is money, and with the on-premise set up being far more complex, you will get a much quicker return in your business if you opt for an online system. The online system can be installed in a day and your business can be running it at its max in a matter of weeks, meaning you’ll quickly see a meaningful return on your investment.

6. Assistance Wherever You Are

Wherever your company expands to you’ll find that there’ll always be a Microsoft partner proficient in Dynamics 365 nearby. This means that help or advice will never be far away. With Microsoft Dynamics 365 currently operating in 40 countries in 41 different languages, it’s truly a global product.

7. Greater Access

With the world becoming more mobile, it’s essential that everyone in your business can access information wherever they are. With Dynamics 365 you don’t even need a laptop as you can get full functionality via your tablet or even your cell phone (Android, iOS, or Windows).

8. Greater Cost Efficiency

You only pay for the users that are active on the system. In traditional deployments you purchase a number of licenses up front but with Dynamics 365, you can adjust what you pay according to the needs of your business. So the cost is mainly an operational cost, and only increases as your business does.

9. Guaranteed Uptime

Microsoft promise a 99.9% uptime or they will give you your money back. With multiple global data centres, you don’t need to worry about glitches or bugs, or even cyber attacks, as Microsoft has this covered, leaving you to focus on your core business.

10. Strict Data Protection

Because we care about your data, if you go with us, we’ll place your data in centres in Europe, where the strict European laws ensure that your data remains your own. In contrast, if you house your data yourself, you come under the data protection laws of the country that you reside in.

If you are looking for a fully connected system so you can focus on your business, view Microsoft Dynamics 365 here!

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Inside Microsoft Dynamics 365: The Benefits for Manufacturers

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What is the Minimum Viable Product?

What is the Minimum Viable Product?

What is the Minimum Viable Product?

Minimum Viable Product (MVP) is a commonly misunderstood term. This video is adapted from Crisp’s blog by Henrik Kniberg explaining his, now famous, MVP drawing. His drawing shows up all over the place, in articles and presentations, even in a book (Jeff Patton’s “User Story Mapping”).

 

Many state that the drawing really captures the essence of iterative and incremental development, lean startup, and MVP (minimum viable product). However, some misinterpret it, which is quite natural when you take a picture out of its original context. Some criticize it for oversimplifying things, which is true. The picture is a metaphor. That’s why we’ve made this video to put the picture in its true context. Enjoy.

Want to find out more?

Check out how our implementation process makes use of the minimal viable product.

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Inside Microsoft Dynamics 365: The Benefits for Manufacturers

Inside Microsoft Dynamics 365: The Benefits for Manufacturers

Inside Microsoft Dynamics 365: The Benefits for Manufacturers Do you want your manufacturing organization to take advantage of predictive analytics? If you answered yes, then get ready to learn about how Microsoft Dynamics 365 can help manufacturers. This article will...

Microsoft Ignite – helping businesses get on with business.

Microsoft Ignite – helping businesses get on with business.

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