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Build better relationships with Dynamics 365 for Customer Engagement

Our Build better relationships with Dynamics 365 for Customer Engagement webinar will give you the foundation needed in order to learn more about Microsoft Dynamics 365 for Customer Engagement. See how easy it is to build relationships with CRM data located in an easy to use platform. This data can then be displayed using the Embedded Insights Navigator and then used to improve the current sales process. Attend our webinar and learn about this and other functionality for Microsoft Dynamics 365 for Customer Engagement such as:

•Customer Service Hub
•LinkedIn Sales Navigator
•Outlook Integration

Date: February 27, 2019
Time: 2:00PM - 3:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Published in WebSan Blog
Tuesday, 12 February 2019 00:28

Manage your KPIs with Dynamics 365 Goals

Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in no time at all. Additionally, since Goals are native to the system, they work seamlessly with workflows, business rules and other various Dynamics 365 functions.

Goals Pic 1

To help you understand how goals work, consider the following scenario:

Your company sells drywall, you, as the sales manager, want to set a revenue target for the overall sales team and then targets for each individual sales team rep who will contribute to the sales team target. With the given targets you want the ability to monitor progress throughout the fiscal period.

To get the results you desire you will need to utilize a couple entities in Dynamics 365 and create a handful of records:

1. Goal Metric: this allows you to set the detailed measurement (amount or count) for the defined goals. You can create multiple goal metric records to measure different elements, revenue and number of panels sold for example.

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2. Rollup Fields: the goal metric includes a section where you identify the rollup fields which will be used to track against the metric. You will define rollup fields which will be used to measure both the in progress and actual values.

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3. Goal: the entity where you will define who is responsible for the goal, the metric being measured and the target. In the scenario where you are setting an overall sales team goal and then individual goals, you will create multiple goal records (1 for the overall cumulative goal, and then 1 for each sales team member).

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All sales records identified will be rolled up against each sales agent’s goal, which are the child goals. Then the child goals will be rolled up to the parent goal, which is the overall sales team goal. You can then set up a dashboard with data components which display goal metrics, allowing you to sit back and monitor results as they start rolling in.

If you need assistance or have any questions while setting up goals, please reach out to our support team at This email address is being protected from spambots. You need JavaScript enabled to view it.. We are always happy to help you increase the productivity of your Dynamics 365 environment!

Published in Dynamics 365

Setting up the native SharePoint integration in Dynamics 365 can greatly benefit your organization. SharePoint allows users to store files, organize them, and provide ease of access to their colleagues. One of the biggest upsides of enabling this integration is that SharePoint offers much more storage space then D365 Sales, so you do not need to worry about your D365 instance running out of storage, thereby incurring steep costs to increase storage limits.

D365 SharePoint integration allows records in D365 Sales to have their own folders in SharePoint, this ensures all files have their own place in the system. This blog will walk you through the step-by -step process on how to setup your D365 SharePoint integration.

Before you get started, ensure you meet the following criteria so the process runs smoothly.

Requirements:

  • Dynamics 365 Sales License with System Admin Access
  • Office 365 Global Admin Access

Once you have verified the requirements, log into your Dynamics 365 for Sales web client and go to the Settings tab, in the drop-down menu select Document Management.

SharePoint pic 1

In the Document Management screen, Click on Enable Server-Based SharePoint Integration.

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This will open a pop-up window to walk you through the setup, first simply click Next to start the process.

SharePoint pic 3

Next select whether your SharePoint is Online or On-Premises, once done click Next.

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On the next screen, enter your SharePoint site URL. Keep in mind your SharePoint should be under the same tenant as your D365 environment, once done click Next.

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Once your site has been validated, click Enable and this completes your setup process.

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Now that your Server-Based SharePoint Integration has been enabled, you can go back to your Document Management screen and select which entities should be enabled for SharePoint folders.

Click on Document Management Settings and in the pop-up window select the entities which you anticipate storing documents against and click Next.

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On the next screen, you can define the folder structure. It is suggested that you choose Account, thereby creating the structure wherein the Account is the primary folder, and associated records fall as sub-folders beneath it. Make your selection and click Next.

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Once this is done, click Finish.

That’s it! If all the steps were performed successfully you will now see a document option under your enabled entities which will allow you to store and manage files using SharePoint directly inside D365.

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Enabling the D365 SharePoint Integration can be a huge boost to your office productivity. Users will no longer need to switch between windows and tabs looking for files; instead everything will be linked and managed, so your entire team can access them with ease. If you have any questions contact This email address is being protected from spambots. You need JavaScript enabled to view it..

Published in Dynamics 365

One of the newer modules in the Dynamics 365 family, Field Service, leverages the latest technology offered by Microsoft and combines it into one powerful solution. D365 Field Service is an integrated solution with your current D365 environment, enabling you to be field ready with your already configured environment, filled with customer data.

D365 Fields Service has tools to help organizations optimize their resources, effectively manage team members and automate work order creation to save you time and money. Field Service can even be used with IoT devices to alert you of an issue even before your customers are aware there is one.

In D365 Field Service, Work Order Management, Service Scheduling and Resource monitoring are 3 key capabilities provided by D365 Field Service.

Work Orders in D365 Field Service are records that track service jobs. Work orders can be created automatically based on set criteria from your opportunity or case records or created manually. Within a work order you can track specific incidents types, estimated time required to complete a job and create the bookings for the work orders With Work Orders stored in D365 you also can create rich reports to identify which phases of your services can be improved upon.

Field Service pic 1

Scheduling Service has never been easier with D365 Field Service. With the Field Service Schedule Assistant, all you must do is specify your criteria and the system will find the best resource to get the job done. Field Service considers factors such as skill set, availability and even current location of your resources to help make the best decision possible. If you want to get even more efficient, you can setup up resource scheduling optimization to let the system handle all the scheduling for you.

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Finally, Resource Monitoring gives your manager and dispatch team a 360-degree view of where all your resources are. The Field Service schedule board tracks your resources’ schedules and where they currently are based on job sites. The schedule board also displays the status of the job in different colors to easily distinguish the various statuses of jobs, from Traveling to In Progress to Completed.

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D365 Field Service is a great asset to have for any service organization. It helps business stay on top of their field work and provide great insight on how the organization is performing. D365 Field Service is a modern workplace necessity. To learn more about how D365 Field Service can benefit your organization, contact This email address is being protected from spambots. You need JavaScript enabled to view it..

Published in Dynamics 365

What if your most depended upon customer service rep leaves the company and no one else on the team has the level of knowledge he had on various topics? Or at the most granular level, wouldn’t it be incredibly useful if canned suggestions surfaced when opening a service case for a customer?

There is no reason to spend excess time and money researching and troubleshooting the same (or similar) issues repeatedly. Plan ahead and build a knowledge base which withstands the test of time (and turnover) and is shareable both internally and externally.

Knowledge Articles in Microsoft Dynamics 365 provide the ability to create articles with versioning and translation functions. Building a base of Knowledge Articles allows Customer Service Reps to reference and utilize the information to deliver accurate and consistent information to customers, while following the organization’s processes.

KB pic 1

By providing access to the article directly from a Case record, the rep can link the article to the case, thereby documenting its inclusion as a step for resolution. Not only can the rep use the information as an assist to themselves, they can opt to share the article with their customer, who may prefer to “do it themselves.”

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Knowledge Articles not only benefit reps, who now have answers at their fingertips, those that administer the articles also have something to gain. Analytics are measured which provide article insights for content managers. A couple key stats are how many views each knowledge article has, and the Cases which have been associated to the article. These statistics allow administrators to not only evaluate which articles provide the most value, but ultimately it may provide intel into where there may be a bigger issue which needs attention.

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It is worth mentioning that the topic discussed herein is an updated feature which has gone through a handful of iterations throughout the years with Microsoft Dynamics CRM. This most current version introduces some major improvements and enhancements over previous iterations. Do note, that while you can continue to use the legacy Knowledge Base Articles, it is good practice, and a Microsoft recommendation, to transition to the Dynamics 365 Knowledge Articles, as they provide improved capabilities and translation support. Microsoft has confirmed that the legacy Knowledge Base Articles will be deprecated sometime in the near future.

If you need assistance or have any questions about either writing a knowledge article or linking articles to cases, please reach out to our support team at This email address is being protected from spambots. You need JavaScript enabled to view it.. We are always happy to help you increase the productivity of your Dynamics 365 environment!

Published in Dynamics 365
Tuesday, 16 October 2018 00:07

D365 Workflows, your personal assistant

Ever wonder how your team can work more efficiently in D365? The answer is automation, and the number one tool to automate processes in D365 is workflows. Many of the simple (and complex) tasks users perform in D365 can be automated using workflows. Workflows evaluate given parameters and perform actions based on predetermined logic. Such an example is the automation of sending a welcome email when a new contact is created without you having to lift a finger.

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Workflows in D365 are processes that typically work in the background to automate the flow of information. D365 Workflows are comprised of triggers, conditions, steps and actions. These properties determine the behavior which you want to have occur which impact your D365 records.

worklfow pic 2

There are many functions you can accomplish using workflows in D365, below are some of the most common:

  • Automate Emails – Send out Emails to accounts, contacts or users when a certain criterion is met
  • Transfer Information – Automatically pass data from one entity to another entity
  • Update Fields – Update fields value based on different conditions and field value changes

These are just some of the automated processes which workflows can perform. The true possibilities of workflows are endless because they are custom built and can be created for just about every entity in D365. Contact This email address is being protected from spambots. You need JavaScript enabled to view it. today to learn more about how these quiet helpers can be implemented in your D365 environment, allowing you to be more efficient, organized, and on top of your day to day responsibilities.

Published in Dynamics 365

Dynamics 365 Business Rules help organizations achieve automation by performing tasks for users based on predetermined logic. This means less time entering data and more time making key decisions. Business Rules can also be used to enforce behavior by controlling certain field properties. This allows upper management to ensure proper steps are taken daily. If these controls are implemented properly, both the organization and users will see the benefit afforded through the configuration of Business Rules.

Business Rules in Dynamics 365 are a simple way to apply logic to your business data without the need for any code. D365 Business Rules are effective, yet easy to manage. The typical Business Rule follows the “if, then” statement structure and often contains two or more parts. The first part is always a condition statement where you state the condition which will trigger the business rule to take effect. The second part is the action, meaning once the set condition has been met, what action should be performed.

Below is sample Business Rule diagram to illustrate how a typical Business Rule is setup.

Business Rules 1 Pic

Business Rules 2 Pic

As you can see, the condition statement is checking the Estimated Revenue for an opportunity, if the Estimated Revenue exceeds a certain threshold then an account manager must be associated to the opportunity. Simple rules like these can help organizations improve their daily process and grow more effective to achieve their goals.

Business Rules in Dynamics 365 can perform an explicit set of functions against records. Below is a list of the actions and what each does.

Business Rules 3 Pic

  • Create Business Recommendations: Provide users a recommendation on suggested next action
  • Lock/ Unlock Fields: Lock/Unlock fields to control user input
  • Show Error Message: Alert users when certain key information is missing or entered incorrectly
  • Set Field Values: Automatically populate fields based on set conditions
  • Set Default Value: Enter default value on normal conditions
  • Set Field Requirement Levels: Enforce data capture to ensure fields are completed
  • Set Visibility: Show and hide fields based on conditions

Now that you know what Business Rules are capable of, why not try creating one for yourself. Checkout our step by step instructional video on how you can setup your own business rules.

As always if you require any assistance with setup or require a better understanding of Business Rules, contact This email address is being protected from spambots. You need JavaScript enabled to view it..

Published in Dynamics 365

Microsoft provides a robust connection between SSRS reports and Dynamics 365, allowing a user to run a report providing a summary of defined records. To create custom reports though, you will need to have a high-level knowledge of SQL/XML, or hire a consultant to build the report for you.

Why not take matters into your own hands and build your reports using out of the box components in Dynamics 365? Dynamics 365 offers both Excel Templates and Word Templates, empowering you to create reports which best suit your business needs, using the application that fits the bill.

WordExcelTemplates 1

Excel and Word templates allow you to create and share templates, so documents always have a consistent look and the necessary details included. Excel and Word templates are easily configured by selecting fields from your starting entity (i.e. Opportunity) to use as dynamic values in both Excel and Word. Not only can you select fields from the entity you began from, you also have the ability to select fields from related entities which have either a 1:N or N:N relationship with the starting entity.

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With the help of Excel and Word templates, you can prepare beautifully crafted reports, which include data elements dynamically pulled in from D365. Should needs change, you can always modify and upload the revised template into D365, allowing you and your colleagues to always have the most current templates at your disposal.

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Some benefits of using Excel and Word templates:

  • One-click away from summary reports
  • Flexible formatting
  • Save time and money
  • Simple to configure
  • Ability to use Excel functions to analyze data
  • And so much more…

If you need assistance or have any questions when creating Excel and Word Templates, please reach out to our support team at This email address is being protected from spambots. You need JavaScript enabled to view it.. We are always happy to help you increase the productivity of your Dynamics 365 environment!

Published in Dynamics 365

How many products/services do you sell? How many pricing structures do you have for each? Do you offer volume discounts? A no-nonsense, structured approach which can be seamlessly applied (every time and without a second thought) can improve your sales strategy and have everyone on the same page.

The Product Catalog in Dynamics 365 makes it easier for your sales reps to increase their sales by having an authority by which to work when talking to potential customers about products/services offered. The product catalog is a combination of the products themselves, and the underlying pricing mechanism.

Below are the components which form the Product Catalog:

  • Families & Products – Products are the items which you sell and product families provide a way to group, classify and categorize products for streamlined product management. Both bundles and individual products can be included in a product family tree.
  • Price Lists – Price Lists are product groupings with associated pricing. Sales operation managers can link Dynamics 365 territories to price lists. This directly benefits salespeople by defaulting the appropriate price list to opportunities, quotes, orders and invoices.
  • Discount Lists - Discount lists are optional and are used in conjunction with price list items for volume pricing offers.
  • Unit Groups - Unit Groups define the quantities by which a product or service is sold. For example, mouse pads may be sold in lots of 50, 100, or 200. Or Services sold by the hour may be grouped by day, week or month.

Product Catalog 1

As you begin configuring your product catalog, add components in the following order: Discount Lists (if needed), Unit Groups, Price Lists, Products. When adding Product, you can define bundles, which allows you to combine multiple products into a group, to be sold as a package. Product relationships can also be defined, allowing for the suggestion of product substitutions; accessory recommendations; highlight cross-sell and up-sell opportunities.

Once the Product Catalog is setup, salespeople will have the ability to select and add products to their Opportunities, Quotes, Orders, and Invoices.

Product Catalog 2

Once a Product Line Item has been added, the User can open the line item and make any necessary modifications that are specific to the Customer they are working with (i.e. modify price per unit or offer a line item discount).

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Furthermore, once a line item has been added, a Suggestions hyperlink will display. Clicking the “Suggestions” hyperlink enables the User to pick products suggested for up sell, cross sell, substitution, or as an accessory. The items selected are added as new product line items.

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Product Catalog 5

In addition to modifying the individual line items, the Salesperson can apply an overall discount to all product line items added, by dollar amount or percentage.

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By recognizing the full potential of the Product Catalog in Dynamics 365, you can promote standardization amongst your sales team, and enable them to be more efficient and informed when speaking to customers and adding product line items to opportunities, quotes, orders, and invoices!

If you need assistance or have any questions when configuring your product catalog, please reach out to our support team at This email address is being protected from spambots. You need JavaScript enabled to view it.. We are always happy to help you increase the productivity of your Dynamics 365 environment!

Published in Dynamics 365
Wednesday, 12 September 2018 19:50

Locating Data in Dynamics 365 is a Snap!

Finding the data you are looking for may be far easier than you realize in Dynamics 365. There are many out-of-the-box elements in D365 which enable you to quickly (and easily) locate just what you need. Not only that, once you pinpoint the data, there are features that give you the ability to save the filter and create valuable metrics. This session will provide end users with valuable tips to efficiently and effectively find just what they need!

Topics to include:

  • Maximizing Views
  • Charts and how they interact with Views
  • Effective Use of Global Search and Quick Search
  • Creating Advanced Find Queries

Date: Thursday September 27, 2018
Time: 11:00AM - 11:30AM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

 

Published in WebSan Blog
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