MASAO https://www.masao.eu/en Masao, expert solutions Microsoft, CRM Dynamics 365 Mon, 31 Aug 2020 12:25:59 +0000 en-US hourly 1 https://wordpress.org/?v=5.7.1 https://www.masao.eu/wp-content/uploads/2019/07/cropped-minilogo-300x300-150x150.png MASAO https://www.masao.eu/en 32 32 Power Safe Office: an app to manage back to the office. https://www.masao.eu/en/power-safe-office-an-app-to-manage-back-to-the-office Mon, 20 Jul 2020 10:32:51 +0000 https://www.masao.eu/power-safe-office-an-app-to-manage-back-to-the-office The crisis we are experiencing is likely to have a significant impact on the evolution of telework. Companies will certainly stop the race to expand their offices and will instead invest in collaborative work with tools such as Teams and will look for solutions to manage the presence of its employees on site. That’s why […]

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The crisis we are experiencing is likely to have a significant impact on the evolution of telework. Companies will certainly stop the race to expand their offices and will instead invest in collaborative work with tools such as Teams and will look for solutions to manage the presence of its employees on site.

That’s why Masao and Microsoft are working together on the power safe office application to help businesses manage the number of seats available in the office.

This application will be particularly useful in this time of return to work in a limited team. You will be able to manage requests for access to the office according to the number of places available and health constraints.

Developed with Power Apps and Power Automate,this app available at the end of May on the AppSource will have the following features:

  • News of the moment
  • View of current office access guidelines
  • Access to a availability calendar
  • Questionnaire to make a first approval filter
  • Approval flow of office access requests
  • Tracking the status of employee’s requests
  • Back office with management of the number of places available per week
  • Manager validation tasks for each request

Other features will appear in future releases and can be developed if you have specific needs.

Fill out our contact form to be notified as a priority of the availability of the Power Safe Officeapplication.

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Dynamics 365 App for Outlook updated with several new features https://www.masao.eu/en/dynamics-365-app-for-outlook-updated-with-several-new-features https://www.masao.eu/en/dynamics-365-app-for-outlook-updated-with-several-new-features#respond Mon, 14 Oct 2019 08:38:19 +0000 http://dmhojbj.cluster028.hosting.ovh.net/dynamics-365-app-for-outlook-updated-with-several-new-features Microsoft Dynamics 365 App for Outlook helps you maximize productivity by displaying Dynamics 365 data in the app Outlook. Indeed, when you receive an email you can for example see all the information related to Dynamics 365. As a result, the app has a user experience closer to Outlook based on The Design Principles of […]

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Microsoft Dynamics 365 App for Outlook helps you maximize productivity by displaying Dynamics 365 data in the app Outlook. Indeed, when you receive an email you can for example see all the information related to Dynamics 365.

As a result, the app has a user experience closer to Outlook based on The Design Principles of Unified Interface. In addition, users can enjoy a consistent experience across the browser, desktop, mobile and Outlook.

Here are some examples of how to use them:

  • Follow an email or appointment in Dynamics 365 App for Outlook and view the activity record directly in Outlook.
  • Create a new record in the app using the quick creation function.
  • Pin and anchor the Dynamics 365 app for Outlook in the Outlook desktop.
  • Search Dynamics 365 to quickly access your data.
  • Explore Dynamics 365 records in the app.

The Dynamics 365 app for Outlook version 9.0 is now available to all Dynamics 365 customers (online) version 9.0.

Finally, you can learn more about this update here.

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Dynamics 365 family expands with the arrival of spring https://www.masao.eu/en/dynamics-365-family-expands-with-the-arrival-of-spring https://www.masao.eu/en/dynamics-365-family-expands-with-the-arrival-of-spring#respond Mon, 14 Oct 2019 08:38:10 +0000 http://dmhojbj.cluster028.hosting.ovh.net/dynamics-365-family-expands-with-the-arrival-of-spring Microsoft adds a marketing brick to its Dynamics 365 offering. Which also benefits from enhanced integration with the PowerApps service. The Dynamics 365 family is growing with the arrival of spring. Indeed, Microsoft has added a brick of marketing automation whose general availability is announced for the month of April. In addition, the publisher responds […]

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Microsoft adds a marketing brick to its Dynamics 365 offering. Which also benefits from enhanced integration with the PowerApps service.

The Dynamics 365 family is growing with the arrival of spring. Indeed, Microsoft has added a brick of marketing automation whose general availability is announced for the month of April. In addition, the publisher responds to Salesforce on the CRM component by also launching a “light” version of its offer. We notice that this offer is oriented towards a functional heart. With limitations especially in terms of personalization of the interface and the use of plugins.

The Dynamics 365 platform also benefits from enhanced integration with PowerApps. Thus, the junction is at the level of the Common Data Service, operated since the end of 2016 to promote the creation of bridges between applications through a shared database.

This update brings server-side programming functions. It also provides an additional mode of application creation, focused not on the interface (canvas mode; see first image below), but on the data (second image).

A connection is also created between the Common Data Service and Power BI to simplify the analysis of data from business applications. Which can be valued in the Azure ecosystem, especially thanks to machine learning tools. Microsoft does not forget to release some artificial intelligence in its products. These include a “customer relationship assistant” (alert and reminder system) and the prioritization of the most “receptive” contacts in Outlook messaging. This allows users to make better decisions.

At the same time, the firm is considering data exploitation scenarios. The data will be collected through its Edge browser and its Bing search engine. Microsoft tells VentureBeat it has not yet determined what information would be used. But we understand better some recent decisions, such as the launch of Edge on iOS and Android.

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Will Dynamics 365 for Field Service revolutionize predictive maintenance? https://www.masao.eu/en/will-dynamics-365-for-field-service-revolutionize-predictive-maintenance https://www.masao.eu/en/will-dynamics-365-for-field-service-revolutionize-predictive-maintenance#respond Mon, 14 Oct 2019 08:37:47 +0000 http://dmhojbj.cluster028.hosting.ovh.net/will-dynamics-365-for-field-service-revolutionize-predictive-maintenance Equipped with hundreds of sensors capable of analysing their operation in real time, modern vehicles are perfect examples of the application of the concept of predictive maintenance. Analyzing a vehicle’s performance makes it easier to anticipate breakdowns. And also direct its owner to the nearest garage. The good news? These new technological ecosystems are transferable […]

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Equipped with hundreds of sensors capable of analysing their operation in real time, modern vehicles are perfect examples of the application of the concept of predictive maintenance. Analyzing a vehicle’s performance makes it easier to anticipate breakdowns. And also direct its owner to the nearest garage. The good news? These new technological ecosystems are transferable to other areas such as industry, transportation, home automation, etc.

The emergence of “IoT” connected objects only accelerates this “predictive” process. By launching Field Service, a solution attached to Dynamics 365, Microsoft is positioning itself as a predictive maintenance player. After a round-up of the ins and outs of this technology, put into perspective the strengths of the Microsoft Dynamics 365 for Field Service solution.

Predictive maintenance: definition, operation and actors

What is predictive maintenance?

Xavier Guérin, mapR’s vice president of business development for The EMEA, said predictive maintenance “is about continuously monitoring the performance of a system or equipment to detect any signs of failure. Possible. This strategy allows for greater control over the overall operation […] But predictive maintenance is also valuable to avoid unforeseen immobilization.”

In fact, how does it work?

Sensors collect data throughout the production process, as is the case for robots on vehicle production lines. Then, this data is analyzed by a computer solution that formalizes types of behaviors (normal, critical, etc.). One of the aims is, like the algorithms of machine learning applications, to teach the machine to function better in the context of its use and to make it self-diagnosed. Imagine this technology as a doctor constantly by your side to take your pulse: a real 24-hour checkup.

To understand, nothing better than examples. The now predictive, extension of preventive maintenance, was launched by industry players. Today, with the development of data-driven applications, connected objects and advances in big data, all sectors are getting started: aeronautics, transport, elevator and washing machine manufacturers as well as players such as Darty, for example.

Find out the Rolls-Royce case

Who are the big players in predictive maintenance today?

There are many historical players such as Bouygues Energies and Services, CMI Group, Cofely Endel or Vinci Energies. But, it is also important to take into account the emergence of an ecosystem of highly innovative start-ups such as INTENSENS , TEEO, CONNIT, or more recently ERMEO. Finally, let’s not forget the players of the telecom internet at the forefront of the Internet of Things like Sigfox.

Dynamics 365 for Field Service’s strengths in addressing predictive maintenance challenges

With Azure resources, the solution will enable professionals to move from a “classic repair model to a predictive model with integrated data collection, analytics and alerts.”

In practical terms, this allows a maintenance team to

  • Easily connect any resource to the Microsoft Azure IoT Hub;
  • Enjoy predictive maintenance and remote control
  • Automate remote problem solving to limit the number of passes of other maintenance technicians.

Imagine the time and cost savings for an actor like the PSA Group with its thousands of industrial robots?

But Microsoft Dynamics 365 for Field Service lets you go much further! It gives you the opportunity to optimally plan the actions of your teams. As well as the steps of your project and gain mobility through intuitive mobile applications like PowerApps.

This Microsoft solution is not going to revolutionize predictive maintenance. It goes beyond that by enabling the company to become more agile thanks to a state-of-the-art technology ecosystem. One step closer to a successful digital transformation!

Learn more about Dynamics 365 for Field Service:

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What’s new in the Dynamics 365 administration centre https://www.masao.eu/en/whats-new-in-the-dynamics-365-administration-centre https://www.masao.eu/en/whats-new-in-the-dynamics-365-administration-centre#respond Mon, 14 Oct 2019 08:37:40 +0000 http://dmhojbj.cluster028.hosting.ovh.net/whats-new-in-the-dynamics-365-administration-centre With the introduction of Common Data Services for Apps, which relies on the same platform as Dynamics 365 for customer engagement, PowerApps users will be able to create Common Data Service instances. As a tenant administrator or Dynamics 365, you can control and manage them. If your company has multiple environments and instances, we give […]

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With the introduction of Common Data Services for Apps, which relies on the same platform as Dynamics 365 for customer engagement, PowerApps users will be able to create Common Data Service instances. As a tenant administrator or Dynamics 365, you can control and manage them.

If your company has multiple environments and instances, we give administrators the ability to filter the list of instances on the types of instances you’re interested in: Production, Sandbox, Trial or other instance types.

New filter in Dynamics 365 administration center

The screenshot below shows an example of an administrator selected to filter “Production.” This helps manage the instances your company uses in production. Similarly, if you want to see and manage your Sandbox or Trial environments, set the filter accordingly. Moreover, it is not necessary to go through instances of several types.

Filter for production instances

In addition, Dynamics 365 User Licenses and SKU units were equipped with PowerApps (and Microsoft Flow) capabilities from the outset.

In fact, we made them available in the old Dynamics CRM user licenses. What is different now is that when a PowerApps user who writes model-driven applications creates a database under his or her environment, they commission a Common Data Service instance that operates the same platform as Dynamics 365 for Customer Engagement. Depending on the user’s license, they can create an instance. The latter may be a production instance or a common data service instance. For more information on the features of the Common Data Service instance, see The Environment Presentation section.

Identify Common Data Service instance

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Microsoft’s CRM strategy through LinkedIn (Dynamics 365 for Sales and LinkedIn Sales Navigator edition) https://www.masao.eu/en/microsofts-crm-strategy-through-linkedin-dynamics-365-for-sales-and-linkedin-sales-navigator-edition https://www.masao.eu/en/microsofts-crm-strategy-through-linkedin-dynamics-365-for-sales-and-linkedin-sales-navigator-edition#respond Mon, 14 Oct 2019 08:37:23 +0000 http://dmhojbj.cluster028.hosting.ovh.net/microsofts-crm-strategy-through-linkedin-dynamics-365-for-sales-and-linkedin-sales-navigator-edition In a nutshell Last spring, Microsoft announced the Microsoft Relationship Sales solution, which was rolled out over the summer. This solution combines Microsoft Dynamics 365 for Sales and LinkedIn Sales Navigator Enterprise Edition. Presentation Last April, Microsoft announced the Microsoft Relationship Sales solution, which combines Microsoft Dynamics 365 for Sales and LinkedIn Sales Navigator. In […]

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In a nutshell

Last spring, Microsoft announced the Microsoft Relationship Sales solution, which was rolled out over the summer. This solution combines Microsoft Dynamics 365 for Sales and LinkedIn Sales Navigator Enterprise Edition.

Presentation

Last April, Microsoft announced the Microsoft Relationship Sales solution, which combines Microsoft Dynamics 365 for Sales and LinkedIn Sales Navigator. In practical terms, salespeople will have access to information from the world’s largest professional social network. This will make it easier for them to find leads and strengthen their business relationships. The benefits of this solution are:

  • Access to 500 million LinkedIn professional profiles with photos, specifying the current position and work experience. This allows salespeople to better understand the expectations of their current customers and identify new leads.
  • Recommendations for the best action to take at Dynamics 365. Based on the combination of signals detected in email, CRM and LinkedIn. In addition, this new solution uses AI to suggest actions. Actions that can be presentations, contact requests, as well as sending InMail and messages. Users also receive suggestions for breaking the ice (such as press articles and joint contacts) when contacting new customers.
  • Notifications to assess the quality of the relationship with the buyer (including scheduled meetings, number of emails exchanged, level of engagement) and identify messages awaiting response from the seller. Users can also estimate the business relationship through business team and customer-based activities, by setting trends in the number of open emails, attachments displayed, and clicks on a link.
  • Notifications about updates, such as news and post changes. This allows users to tailor conversations to each customer.

Why does it matter?

With the acquisition of LinkedIn for $26.2 billion in December 2016, Microsoft joined the circle of software vendors that acquire and integrate data as a service (DaaS) into their platforms. Thus, Microsoft is positioning itself to make LinkedIn’s data have a significant impact on Microsoft’s CRM capabilities. The combination of Dynamics 365 and LinkedIn Sales Navigator illustrates this impact.

At the same time, LinkedIn Sales Navigator is a powerful tool for finding leads. Users pick up business opportunities, receive tailored recommendations and notifications. Microsoft now has the ability to position itself well in the CRM management market by providing sellers with the data available in LinkedIn as well as relationship support and business recommendations based on artificial intelligence.

The competitive environment

Of course, integrating social data into CRM management is nothing new. In fact, most of the major suppliers in the market offer comparable offers

Salesforce

For example, Salesforce has offered both data.com and SalesforceIQ since the acquisition of RelateIQ in 2014. This solution allows several things:

  • Automating data capture from emails
  • The suggestion of the best action to take when selling in need of special attention
  • Increased visibility into interactions between team members and a prospect
  • Performance analysis.

So, while it’s still in the early adoption phase for salespeople, Einstein’s SalesCloud solution also looks promising.

Sugarcrm

Through its partnership with TrustSphere, SugarCRM provides relational graphics for both internal and external social networks. This helps salespeople identify relationships with a prospect and determines how to exploit them. This software also provides features to update CRM records based on data from social networks. In addition, Sugar makes significant investments in other organic capabilities to better assist and inform sellers.

Microsoft

Clearly, Microsoft enjoys an advantage because of the volume and granularity of business relationship data within LinkedIn. However, the secret to the massive adoption of a sales force automation (SFA) solution is its ease of use.

Microsoft offers a competitive offer with a monthly fee of $135 per user. With a discount on the estimated amount bringing this rate to $97 for a volume of 1000 to 5000 licenses.
With this discount Microsoft should offer a lower rate than Salesforce but higher than Sugar’s.

Customers considering new investments in sales force automation should be interested in both data and artificial intelligence capabilities in their suppliers’ product.

In addition, they should study the roadmap to ensure the availability of this solution, but also to ensure that salespeople can adopt it easily and efficiently. As artificial intelligence-based business functions are now integrated into most SFA solutions, Microsoft and other companies will highlight the comparative advantage that salespeople will enjoy through a smarter sales technique, placing it at the heart of the sFA checklist.

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Get ready for GDPR: Find out how Dynamics 365 can help you https://www.masao.eu/en/get-ready-for-gdpr-find-out-how-dynamics-365-can-help-you https://www.masao.eu/en/get-ready-for-gdpr-find-out-how-dynamics-365-can-help-you#respond Mon, 14 Oct 2019 08:36:39 +0000 http://dmhojbj.cluster028.hosting.ovh.net/get-ready-for-gdpr-find-out-how-dynamics-365-can-help-you If your solution or project processes the data of EU citizens or residents, the legal obligations of the General Data Protection Regulation (GDPR) apply to you and your company. So get your Microsoft Dynamics 365 solution and projects today for GDPR by watching this free webinar.Not only will you get an introduction to GDPR, but […]

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If your solution or project processes the data of EU citizens or residents, the legal obligations of the General Data Protection Regulation (GDPR) apply to you and your company.

So get your Microsoft Dynamics 365 solution and projects today for GDPR by watching this free webinar.
Not only will you get an introduction to GDPR, but you will learn:

  • The GDPR means you and your organization.
  • How to navigate governance, active oversight and regulatory reporting requirements.
  • How to use the built-in features of your Dynamics 365 solutions for your compliance efforts.

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The new business model: relational sales https://www.masao.eu/en/the-new-business-model-relational-sales https://www.masao.eu/en/the-new-business-model-relational-sales#respond Mon, 14 Oct 2019 08:36:25 +0000 http://dmhojbj.cluster028.hosting.ovh.net/the-new-business-model-relational-sales Relationship sales are about empowering sellers to stimulate customer engagement. In the digital age, engagement is not limited to face-to-face interactions. It is a question of maintaining a personalized relationship with the customer that takes into account its specificities and context. Moreover, this relationship must be measurable (conversion, satisfaction rate, etc.).In addition, it is important […]

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Relationship sales are about empowering sellers to stimulate customer engagement. In the digital age, engagement is not limited to face-to-face interactions. It is a question of maintaining a personalized relationship with the customer that takes into account its specificities and context. Moreover, this relationship must be measurable (conversion, satisfaction rate, etc.).
In addition, it is important for other executives, including CFOs and IT managers, within an organization to support the transition from a sales management team to a team focused on human/customer.

Relationship sales and its impact on your organization

Companies that have sales processes focused on the customer experience get better results. But this requires a new organization because sales and marketing must be one.

To do this, companies need new tools like Dynamics 365. The latter centralizes all the information which allows all the stakeholders of the company to work with the same data. In addition, information sharing becomes much easier and allows the company to be smarter, make better decisions and lower acquisition costs.

The future of relational sales

We have seen that in order to make relational sales you have to centralize the tools. But the future is well beyond that. Indeed, with Dynamics 365 it is possible to automate sales and marketing processes. This allows salespeople to focus on the relationship they have with their client. On the other hand, it allows marketing people to perform better and better analyze the impact of their campaigns.

All this is possible thanks to the Microsoft Relationship Sales solution. So don’t hesitate, ask us for an appointment with one of our experts!

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Dynamics 365 for marketing – A giant unleashed! https://www.masao.eu/en/dynamics-365-for-marketing-a-giant-unleashed https://www.masao.eu/en/dynamics-365-for-marketing-a-giant-unleashed#respond Mon, 14 Oct 2019 08:36:04 +0000 http://dmhojbj.cluster028.hosting.ovh.net/dynamics-365-for-marketing-a-giant-unleashed Microsoft Dynamics 365 for Marketing has finally been launched! An impressive platform of modern technology, capable of doing things that were impossible before. How many impatient customers have they claimed to get into this revolutionary marketing #FreightTrain of innovation? The product is … Impressive! Compared to all other Marketing Automation platforms, this one makes them […]

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Microsoft Dynamics 365 for Marketing has finally been launched! An impressive platform of modern technology, capable of doing things that were impossible before. How many impatient customers have they claimed to get into this revolutionary marketing #FreightTrain of innovation?

The product is …

Impressive! Compared to all other Marketing Automation platforms, this one makes them all look like antiques. Microsoft Dynamics 365 for Marketing is a virtual showcase of everything Microsoft can bring to the table… and for the most part, only Microsoft can bring to the table. It is based on the modern dynamics 365 user interface, runs on the Common Data Service, uses the Custom Control Framework, integrates Azure Customer Insights, leverages customer voice and social engagement. All other Email-Centric Marketing Automation platforms seem bare. More than steroid marketing, it also includes comprehensive event management features. The current list continues, and the future roadmap is robust.

Who was he?

Even the simplest marketing automation platforms have some complexity needed to get results. Successful marketing is a mix of Art and Science, and Dynamics 365 Marketing allows both. But this ability to mix the right and left brains creates some necessary complexity. So it’s not for the smallest of companies. This is also not the case for a larger company, with very simple needs. The sweet-spot is the mid-sized company, or a division of a company, think 50-500 employees. There will certainly be use cases for smaller or larger companies, but that is the wheelhouse. It is also better suited to B2B than B2C. Fortunately for Microsoft, there are a ton of companies that meet this criterion.

The licensing model

Microsoft Dynamics 365 for Marketing is currently available to customers. Like most Dynamics 365 products, it is available both as a standalone application and in addition to other Dynamics 365 products. The standalone version costs $1,500 per month, for up to 10,000 contacts in your database. You can add 5,000 contacts increments for an additional $250 per month. When purchased as an addition to an existing Dynamics 365 app, the cost is reduced to $750/month for the first 10KB contacts and $250/month for each additional 5K contact.

In both cases, you have the right to send 10 times more emails than your number of contacts. Well, it’s indeed a fairly simple licensing model to understand. In fact, it’s one of the simplest licensing models Microsoft has for any Dynamics 365 product. It’s so simple actually, i don’t even need a piece of paper to see that none of my clients could even afford it.

Contacts vs Contacts

Contacts in competing marketing automation platforms are very different from contacts in Dynamics 365. Yes, both records indicate a person, but in one case, the only reason the person is present is to market to them. In Dynamics 365, it is very common for the vast majority of contacts in our systems to be marketed and never will be.

The CDS promises to add even more non-marketable contacts to this database from everything it connects, such as ERP. Thousands of supplier contacts, for example. I have hundreds of Microsoft contacts. You may have customer contacts in your system belonging to your partners or resellers that you do not market. Inactive contacts, deceased contacts, competing contacts, your own employees … The list is really endless. We have Small Business customers with over 100,000 contacts, larger customers could have millions.

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Dynamics 365 – A glossary for SMEs https://www.masao.eu/en/dynamics-365-a-glossary-for-smes https://www.masao.eu/en/dynamics-365-a-glossary-for-smes#respond Mon, 14 Oct 2019 08:35:19 +0000 http://dmhojbj.cluster028.hosting.ovh.net/dynamics-365-a-glossary-for-smes Although Dynamics 365 was not specifically designed for the SME customer, we engage every day with our SME customers who are always interested in Microsoft’s offering. Most of these conversations begin with an explanation of the terms and concepts used in Customer Engagement… or what we called CRM. The basics of CRM For most SMEs […]

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Although Dynamics 365 was not specifically designed for the SME customer, we engage every day with our SME customers who are always interested in Microsoft’s offering. Most of these conversations begin with an explanation of the terms and concepts used in Customer Engagement… or what we called CRM.

The basics of CRM

For most SMEs the world of CRM is unknown. We must both discover new software but also integrate from our processes. Indeed, it is necessary to adapt its old marketing, sales and human resources processes to digital.

Thanks to Dynamics 365, the digital transformation is smooth. Especially since we provide you with a whole team of experts to train and accompany you.

However, it is necessary to know a few vocabulary words that will enrich your daily language.

Lead

A lead is a commercial contact. It can be someone you meet in a salon, a contact from a form, or a Linkedin profile that interests you.

We can compare a lead to a lead, a clue that must be qualified to know if that person can become a real prospect.

Opportunity

When a prospect gets serious we call it an opportunity. Translate here as a business opportunity.

An opportunity can be several things:

  • A future customer who is ready to buy your product or service.
  • A company that within its business can include several business opportunities. Every opportunity must be properly addressed.
  • An existing customer who has a new need, a new problem that you can address by selling your services or products.

sum

An account is everything that covers contacts, opportunities and various information. Generally an account is a business. Within the latter you will find contacts, opportunities and data about this company and the relationships you have with it.

If you delete an account, you delete all related data.

Contact

A contact can be a lead, a prospect an opportunity but also a part of a project or sale. In B2B, a contact is always linked to an account while in B2C it can be autonomous.

However, with Dynamics 365 you can modulate all these fields according to your activity. Dynamics offers processes and naming that are unanimous as their efficiency and performance are recognized.

entity

An entity is a “thing,” a data and registration field. Leads, opportunities, accounts and contacts are entities. In other words, it’s a generic term that you’ll find when you want to create a customer journey or relationships.

form

A form is a data field. For example, in Dynamics 365, when you create a new contact you fill out its form:

  • Name and surname
  • Phone number
  • Where you met him
  • His email address
  • A comment
  • Etc.

Thus, each record in Dynamics 365 is followed by a specific form.

posting

The display is a data view. For example, you can view accounts based on the number of sales you make. Or, show customers who haven’t made a purchase in a while. On Dynamics 365, displays are unlimited and can be customized.

Qualifying

Qualifying something in Dynamics 365 is an important step. Let’s take a few examples.

If you qualify a lead, it implies that the lead is serious. Thus, the latter will move from lead to prospect status. If you do the same thing with a prospect, it will create an opportunity.

to disqualify

Quite simply, disqualifying is the opposite of qualifying. For example, you disqualify a lead when the lead is not at all interested in your offer.

Activities

The activities are all the actions carried out by your teams and their contacts. Let’s take the example of a salesman and his lead, the activities will be:

  • Lead recording in Dynamics 365
  • Exchanges (by email, phones)
  • Appointments
  • The qualification of the lead as a prospect. Here, all activities will be switched to the entity of the new prospect.
  • Send a quote
  • The signing of the quote
  • Etc.

With the activities you can find out where your salespeople are and know the full history of a relationship or sales process. For example, you can analyze stock history to improve your sales processes.

Workflow

A workflow is a series of automated, stimuli-triggered tasks. For example, you can automate emailing when someone has filled out a contact form. Then, when you detect that the email has been opened, a notification is automatically sent to one of your salespeople. Thus, the latter will contact this lead to qualify or disqualify it.

Sales process

A sales process is a series of logical steps that salespeople follow to maximize their chance of closing a sale. In fact, Dynamics 365 lets you create as many processes as you want. Especially in other areas such as marketing and human resources.

Dashboards

The dashboards in Dynamics 365 are essentially chart holders. Indeed, the point of a dashboard is to show you in a global way key information on a specific topic.

B2B and B2C

The first means that your company does business with other companies.

The second means that your business is doing business with individuals.

Duplicats

Duplicats are your enemies. Indeed, it is simply duplicates that will pollute your CRM and your performance.

Smb

SMB is simply the acronym for “Small, Midsize and Corporate Business”. In other words, more French-speaking: SMEs.


In conclusion, most of these words are surely already familiar to you. But what is certain is that you will discover new ones every day!

L’article Dynamics 365 – A glossary for SMEs est apparu en premier sur MASAO.

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