With Microsoft Dynamics 365, a business has the ultimate solution to enable Digital Transformation. In this e-book released earlier in the year, we look at the main issues businesses face, and why digital transformation is important. We also look at how Dynamics 365 is the perfect solution to enable this. Download the e-book now to […]
Digital Transformation through Microsoft
With Microsoft Dynamics 365, a business has the ultimate solution to enable Digital Transformation. In this e-book released earlier in the year, we look at the main issues businesses face, and why digital transformation is important. We also look at how Dynamics 365 is the perfect solution to enable this.
Download the e-book now to discover: Look at the four key challenges facing UK Business Understand how technology can overcome these hurdles.Be introduced to Microsoft Dynamics 365.If you have already decided that you want to transform your business with Microsoft Dynamics 365, then contact us now to arrange a bespoke demonstration on 01296 328 689 or email@example.com
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Three ways to keep on track of GDPR with SeeLogic
The countdown is well and truly on for May 2018 and the General Data Protection Reform (GDPR). Here are three ways you can keep up-to-date with information and reduce the time spent on trying to manage GDPR compliance:
Follow SeeLogic on Twitter @SeeLogicCRM
Follow us on Twitter for an aggregation of latest information from ICO, DMA and IT vendors like Microsoft and Salesforce. We publish TechNet articles related to security updates and latest releases. Plus all our own updates, webinars, videos and White Papers are released through this channel. Follow us to stay in the loop.
Download our free White Paper on CRM and GDPR
Download our White Paper to read about the key highlights your business needs to be aware of regards GDPR and CRM. Featuring considerations for CRM and a Q & A session featuring a variety of questions other businesses want to know. Download your copy here and get the answers your business needs.
Purchase our GDPR Governance solution – Coming soon!
Using familiar Office 365 Productivity tools together with the functionality of Dynamics 365, we are putting together an easy to use solution which will help bring together all your GDPR tracking requirements into one place. Featuring employee surveys, GDPR documentation management, breach detection and notification analysis, right to be forgotten management and much more. Designed to be accessible with minimal configuration, a plug in and play solution to help businesses track and manage GDPR requirements through a single portal.
With the tool, you can:
- Benchmark employee knowledge, training and compliance
- Locate Impact Assessment, Training Documents and all other Governance items in single, shared location
- Track breaches at tier level
- Monitor R2BF requests
- Set GDPR tasks and reminders to colleagues
- More functionality being developed.
Contact us now to enquire or register your interest. SeeLogic is an independent CRM, ERP and Cloud Technologies specialist. A CRM system is central to customer data collection, processing and management. We, therefore, provide a range of CRM-related GDPR services. To find out more, please contact us on 01296 328 689 or email firstname.lastname@example.org
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ClickDimensions Summer release
There is a host of great new features available in ClickDimensions Summer release. Version 8.8 was made available in the US back on 10th July and all other regions on 1st August. Version 8.9 was released in the US on 7th August and will be available elsewhere on 27th August. That is a Bank Holiday weekend in the UK, so we have our calendar set to upgrade first thing on Tuesday. Most ClickDimensions customers will be able to use the auto-update feature to download or initiate the update. SeeLogic customers can contact us if they need any further assistance.
Let’s take a look at the new functionality:
Social Posting from within Dynamics 365
ClickDimensions users will now be able to post to major social media platforms from within Dynamics 365! Not only can you post to Facebook, Twitter, LinkedIn and Google+ you will be able to see special Page View records for any clicks on links within the post. To use the latest solution file, setup a CNAME and connect to your social profiles. Of course, if you are a SeeLogic customer, you can also speak to our support team for further advice.
Improvements to Email Send experience
When you upgrade to the new version and go to email send entity, you may notice that things are laid out differently. The fields are still there, they have been rearranged based on feedback, to make the send process easier. Once the email is sent, the send statistics will be easier to see, with a new position at the top of the screen. This should make it even easier to set up, send and analyse performance.
Improvements to Email Statistics
Social statistics graphs have been moved to the Email Statistics button at the top of an email send plus the overall look of the graphical stats window has been updated. There has been an update to security and now users must have full read permission in order to see the Email Send Record Ribbon.
Web Visits Generated
ClickDimensions Summer release sees a completely new field that will show the total number of visits that were generated from an email sent. This new field is added in “Web Visits Generated” and automatically counts all visits associated with the send.
Pending Email Sends
Once the new version is released it will be even easier to follow along with where your email is in the sending process. A new Pending view has been added to the list of views on the email send. This shows all email sends that are pending, in progress, or throttled.
There are lots more updates, here is a very quick overview:
Quick send email templates
There is a new view called Quick Send Email Templates which displays only the templates marked for quick send.
Survey & Import Enhancements
It will be possible to import and export survey questions from one environment to another. Form fields now import and export with their mapping and show a list of fields that failed to map.
Separate Solution File for Dynamics 365
There is now a separate ClickDimensiosn solution file for Dynamics 365 environments. There is also an app in Dynamics 365 to see all ClickDimensions in one place.
Sun-setting Nurture Campaigns
As with all upgrades, there are some features which no longer make the grade. After the Summer release, the Nurture Program feature will be phased out in favour of Campaign Automation feature. If you use Nurture Program feature regularly then you may want to review this ClickDimensions help article here. advice.
This is just a quick tour of the exciting features in the ClickDimension Summer release. You can find out more about all the new features by visiting ClickDimensions here for version 8.8 or version 8.9.
SeeLogic customers can contact the support on 01296 328 689 or email@example.com for further.
If you do not currently use ClickDimensions for your marketing automation and are now intrigued, we would be delighted to arrange a demonstration for you. Contact us on 01296 328689 or email firstname.lastname@example.org
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Microsoft is ensuring Dynamics 365 is GDPR ready
On the 25th of May 2018, General Data Protection Regulation (GDPR) will come into effect. Microsoft is committed to ensuring Dynamics 365 is fully compliant, which includes ensuring Microsoft servers are located within the EU.
At the most recent Microsoft Inspire event, held in Washington DC, GDPR and compliance were shown to be a focal point for Microsoft who is working hard towards educating clients on how to become GDPR ready, as well as ensuring they are compliant themselves.
Microsoft has rolled out new contractual commitments to the General Data Protection Regulation, which is hoped to gain customer trust, Microsoft has reiterated its focus on security, privacy, compliance and transparency. The new contractual commitments guarantee you will be able to:
• Respond to requests to correct, amend or delete personal data.
• Detect and report personal data breaches.
• Demonstrate your compliance with the GDPR.
Microsoft is the first global cloud services provider to offer these commitments publicly.
How is Microsoft Dynamics 365 GDPR ready?
Microsoft has designed Dynamics 365 with industry leading security measures and privacy policies to ensure your data is safe and secure in the cloud, which includes the categories of personal data identified by the GDPR.
Regulating who has access to personal data is fundamental to securing your data as data security is a critical requirement of the GDPR. Dynamics 365 allows you to control and manage access to your data in several ways:
Role-based security in Dynamics 365 enables you to group a set of privileges that limit the tasks that can be performed by individual users. This is an important function, especially when people change roles within an organisation.
Record-based security in Dynamics 365 allows you to restrict access to specific records.
Field-level security in Dynamics 365 enables you to moderate access to specific high-impact fields, such as personally identifiable information.
Protecting personal data is also an essential requirement of the GDPR, Dynamics 365 is designed to enhance and optimise the security of your data:
Security Development Life-cycle is a necessary Microsoft process which embeds security requirements into each phase of the development process. Dynamics 365 itself has been built using the Security Development Lifecycle.
Encryption in transit between your devices and our data centres, as well encryption when saved within Microsoft databases, this helps protect your Dynamics 365 data.
How does Microsoft manage privacy?
Privacy is a core priority for Microsoft, they are keen to ensure customers know you are the owner of your data, Microsoft will never mine your data for advertising purposes, and if you ever cancel the service, you can take your data with you. Microsoft sees themselves as the custodian of your data when using Dynamics 365; this means they will only use your data for purposes that are consistent with the service you subscribe to, they also prevent mingling of your data with that of other companies.
Microsoft has gone above and beyond to show how they are GDPR ready; they have in place commitments on security, privacy, security and transparency which puts users minds at ease. Making sure your company is GDPR ready can sometimes be a daunting task. However, Microsoft has introduced some key features within Dynamics 365 to help manage this task.
For full details visit Microsoft trust centre here: https://www.microsoft.com/en-us/trustcenter/default.aspx
Microsoft can only go so far to help your company in becoming GDPR compliant. If you need further advice, SeeLogic offers a range of consultancy services which can help ensure compliance and reduce the risk of fines.
Contact us to find out more.
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Do I need a CRM consultant for cloud-based CRM?
Traditionally, on-premises installation required expert CRM consultants. Consultants who could install and configure hardware such as a server with software such as the desktop CRM. They would integrate other applications, like Office 365 productivity tools, ensuring all systems worked seamlessly together. In addition, the CRM consultant would liaise with internal IT teams regarding future upgrades and enhancements.
But in today’s world of cloud-based CRM systems, which are always available and ready to go on a subscription basis. You may ask yourself whether you still need to involve CRM consultants.
Well, our view, of course, is Yes!
It may appear on an initial view that purchasing licences without using a CRM consultant will be cheaper. However, a good consultancy will take pride in reducing overall life-time costs as well as ensuring user-adoption across your business.
A CRM consultant will ensure your project success in a number of ways:
Understanding your business processes
The reasons for introducing a system may be clear and you may have internal IT team capable of customisation. However, your IT team are unlikely to be experts in sales, marketing and other business functions.
CRM consultants understand business processes and that there is much more involved than simply adding a few custom fields here and there. A good consultant helps you to understand the overall process, business requirements and objectives behind any deployment. At SeeLogic, we offer a range of services such as business process mapping and fit-gap analysis to understand and evaluate your specific business requirements.
There is sometimes a tendency for internal IT departments to focus on field customisations and they may not appreciate the various interactions and processes between sales, marketing, HR and customer service departments.
Key thought: A good consultancy will ensure your business processes are reviewed and mapped accordingly to a new system. This ensures better workflows and efficiency from the start.
Change Management is key to a successful CRM project. It is a well-known fact that one of the biggest obstacles to a successful CRM implementation is gaining user buy-in. The latest technology and the promise of being able to work smarter and more productively may be exciting for some. For others, however, learning how to use a new system and moving away from ingrained processes may seem more of a daunting proposition.
This is where an effective Change Management strategy is crucial to ensure all end-users are brought on board from the very beginning of a project and supported once the new system has gone live. Ultimately, it takes away the fear of the unknown and provides reassurance throughout the transition process to help them embrace their new system.
High-quality training delivered by experienced expert trainers can reap dividends in engendering understanding and enthusiasm in your users. SeeLogic can provide high-quality in-context training and on-going support to your team; we also deploy other methods such as surveys and email campaigns to give your employees a voice help ascertain their expectations of a new CRM system including their interests, needs and any concerns at the very beginning of the project.
Key thought: Simply purchasing licences for the latest cloud CRM technology is not enough to guarantee that the workforce will start using it straight away. Lack of user-adoption is a prime reason many CRM projects fail. SeeLogic provides a range of services to engage potential CRM users and ensure that the entire workforce feels the benefits of the new CRM.
IntegrationThe evolved integration of your website, marketing automation software and finance system brings in valuable customer information directly into your CRM software solution. Potentially the installation and configuration of your CRM system is only the first step on the ‘yellow brick road’.
At SeeLogic, we have undertaken many complex integration projects with multiple software across multiple platforms. We can help with a range of integration requirements and use the latest technology to achieve a smooth transition. This area includes working with other applications, such as email marketing software, all the way through to high-end marketing automation integration with systems such as HubSpot. This knowledge is unlikely to be found within your internal IT department.
Key thought: The purchasing of licences may be simple enough but integrating across multiple platforms can be very complicated. A consultancy will have lots of experience in integrating complex systems. SeeLogic is an expert systems integrator, structured around eleven centres of excellence for thorough product knowledge.
Your IT team will have other important mission critical services to support or may be limited in their experience and understanding of the new system. This is where using a consultant who offers support is essential.
SeeLogic offers expert phone and email assistance when you need help with CRM. Whether you are an organisation that provides 24-hour services to your customers, operates globally, or operates during standard business hours. SeeLogic has got you covered with a range of support packages to meet your needs.
SeeLogic offers the following support options:
Monday to Friday, 9:00 am to 17:30 pm
Monday to Friday, 04:00am to 20:00pm
Monday to Sunday, 09:00 am to 17:30 pm
Monday to Sunday, 24 hours
At SeeLogic, we have implemented over 700 CRM systems, so have met and resolved all sorts of implementation challenges. We work to latest cyber security and GDPR best practice. Therefore, we can ensure that your system is correctly implemented to the highest standards.
Key thought: By working with a consultant you get the benefit of many years experience should any unforeseen circumstances arise.
Time and resource
You may be in the fortunate position that your IT team have the experience and capability to implement the new CRM with your existing systems. Whilst it is great they have the capability, do they have the capacity? Your IT colleagues will be busy with their day jobs, time spent on a new project might lead to business-as-usual tasks suffering. When you work with a consultancy such as SeeLogic, you are guaranteed a level of service availability. We have a scalable workforce in the UK and Nepal so that if we need extra bandwidth to ensure a project meets the deadline, we can draw on this trusted and experienced extra resource.
Key thought: Capability and capacity are two different issues. Outsourcing is not a judgement towards the skill of internal teams, it is a practical way of ensuring the business can move forward without impacting current work levels.
A final thought and next steps
A final word on using consultants. We have a long-term interest and stake in the successful implementation of your system and will invest time and effort to ensure successful system adoption, as well as in supporting your deployment over the years to come. We are here to support the ongoing evolution of the system, we notify and advise on getting the best from new releases and add-ons.
If you are considering upgrading to a cloud-based system and have questions on the best approach, we provide lifetime savings calculations, consultations and more to help you decide. Please complete the form below to receive a bespoke consultation.
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Five top tips for getting ready for GDPR with Office 365
General Data Protection Regulations (GDPR) will come into effect on 25th May 2018. GDPR will replace the existing Data Protection Act and subsequent electronic communications act. GDPR brings into play many key rules that every business needs to adhere to, regardless of whether they are a sole trader or global enterprise. The key focus is the collection, storage, and processing of personal data. If you operate in the UK or provide goods or services within the UK, then you need to consider GDPR and make necessary preparations. Fortunately, if you are a Microsoft user, then there are many ways you can ensure your business is compliant. In this article, we look at top five tips you can use to get ready for GDPR with Office 365
1. Set your Office 365 data centre to the correct location
A central tenet of GDPR is the storage of personal data within the EU. Most software providers are making this possible by opening data centres across the globe. Microsoft is enabling Office 365 users to change the location of their data if they have specific data residency requirements.
Moving data applies to core data only, which is as follows:
- Exchange Online mailbox content
- SharePoint Online site content and the files stored on that site
- Files uploaded to OneDrive for Business.
If your core data includes any details which might be considered personal data such as customer contact details, then it would be advisable to check and reset to the United Kingdom.
2. Update to multifactor authentication
Multifactor authentication (MFA) provides extra layers of security to protect against a compromise. Multifactor authentication includes two-factor steps, such as a code texted to your mobile after you enter your usual username and password options. It also includes use of smart cards, certificate based authentication (CBA) and third-party SAML identity providers.
You can apply multifactor authentication with your Office 365 and Exchange account by following this link: https://support.office.com/en-us/article/Using-Office-365-modern-authentication-with-Office-clients-776c0036-66fd-41cb-8928-5495c0f9168a
GDPR sets out new rulings for the collection, storage and processing of personal data which could identify an individual and includes new considerations such as the right to be forgotten.
3. Consider how and when to use encryption
Encryption is a process of encoding data so that it cannot be read by computers or people unless the encrypted data is decoded. Decryption is done using an encryption key that only authorised users would have.
Microsoft encryption works for content at rest (i.e. a saved document) and content in transit (i.e. an email). Encryption for data at rest is standard and unlikely you would want to amend. Encryption for content in transit can be varied and may suit different circumstance. The main types of encryption for email are Office 365 Message Encryption (OME), IRM and S/MIME. You may want to use different methods in different scenarios.
OME is best for sending sensitive information to recipients outside your organisation IRM is best for sending an internal confidential email that should not be shared outside the business. S/MIME is more commonly used when communicating with government agencies. For more information on how to set up rules and different encryption types, please visit: https://support.office.com/en-us/article/Email-encryption-in-Office-365-c0d87cbe-6d65-4c03-88ad-5216ea5564e8
4. Keep up-to-date with Windows and other software updates
It is vital to keep up-to-date with the latest patches and software releases. Outdated software versions are far more vulnerable to cyber-attacks. Windows updates can sometimes take a long time and you may be tempted to delay them. Instead, amend your update settings to run out of active hours or during lunch breaks.
To ensure you have the latest updates:
Go to Settings
Go to Update & Security
View latest update information
Change active hours so that restarts do not happen during working hours
View Update History to see which updates were successful and which ones failed. Attend to any failed updates.
5. Access anywhere, anytime?
Connected devices allow users access to desktop services from any location and at any time. This is ideal for field-based staff who want to check emails or update CRM. The problem is that not all wi-fi connections are secure. Many public wi-fi networks are open, and there is potential for malicious inference.
Make sure staff are aware of your company’s internet and device security policies. Set sync functions so that they only work when a device is connected to a secure and approved network. If a staff member loses their device, it is possible to wipe it remotely through OWA and Office 365 Security Center. Finally, make sure you visit the Office 365 Security & Compliance Center. This is the data protection portal for Office 365. You can use it to audit your organisation, view latest alerts, manage devices and set up data loss prevention schemes. If you are looking to update your CRM software or are interested CRM specific GDPR consultancy services, then SeeLogic can help. Please contact us on 01296 328 689 or email email@example.com to find out more.
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Dynamics 365 and LinkedIn Sales Navigator Highlights
Watch the first in our deep dive series which explores the latest features and benefits of Dynamics 365. In this edition, we look at the partnership between Dynamics 365 and LinkedIn. In particular, how LinkedIn Sales Navigator has seamless integration with Dynamics 365.
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Microsoft Inspire Day Three Highlights
Microsoft Inspire Day Three – Read the latest highlights here!
Day three round-up:
The sessions on day three focused heavily on global issues such as the forthcoming GDPR and environmental sustainability. It was interesting to note a developing dynamic between large corporations and governments. Is there a space for corporations to fill in the moral ambiguity left behind by some governments? It’s clear that corporations like Microsoft will become increasing global champions and will endeavour to ensure technology is developed to help solve ‘human’ issues. It was a very thought provoking day and certainly made for interesting discussions at network opportunities.
Brad Smith, President, Chief Legal Officer talking data protection
Top 5 takeaways:
All companies need to be aware of GDPR since any personal data held on record must be processed in accordance with that individual’s national rules. The digital business may well have customers from across the globe including EU nationals. For instance, there are many data centres set up in Ireland, within EU governance. Microsoft will release a range of support material for GDPR, please continue to follow us for our digest of material. You can read part one of our GDPR series here
Microsoft is making the biggest change to it’s go-to-market strategy in a decade
Microsoft is supporting business growth by making the transition from Business Edition to Enterprise just one simple click
Microsoft will not support any government going after any client but will support every client from any threat
Financials module just gets better and better… now no longer a cut down product but a full module of Finance and Operations for the same low cost.
Overall theme of the day?
“Day 3 and there is not shortage of buzz especially when the new sales strategy was announced and how it will present a better go to market strategy for companies to work on a more global scale”
“Political interview explaining how organisations are leading the way for driving change around the globe and not countries. Especially now USA has taken a step back from trying to lead the way globally. Could Mark Zuckerberg be the next US president ?”
Overheard at Inspire Day Three?
Eddie Harford was confused with a rockstar by a member of the LinkedIn photography team. Not sure which one mind… Any guesses are welcome!
SeeLogic MD Eddie Harford or British rockstar? Answers on a postcard…
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Microsoft Inspire Day Two Highlights
Microsoft Inspire Day Two – Read the highlights here!
Second Day Keynote
After a very informative first day we were excited to get stuck into the Microsoft Inspire Day Two vision keynote, today we heard from many inspiring speakers, one of which was Easton LaChapelle who designed an affordable ground-breaking 3D printed robotic limb at 14 years of age, subsequently founding Unlimited Tomorrow. This inspiring story led into information from Microsoft around Digital transformation, and how this can influence and inspire people’s day to day lives.
Microsoft discussed how technology can be used to save lives. Dr Ola Olagoyinbo (From USAID) explained how through monitoring the detection, treatment and management of HIV in South Africa they aim to achieve their 90-90-90 goal. This is that 90% of all people living with HIV in SA should know their status, 90% are engaged in care for their HIV and that 90% will have effective therapy. Their CRM solution utilises Azure, PowerBI and machine learning to spot trends and offer solutions, in turn they estimate over 500,000 lives have been saved so far.
Microsoft is bringing more focus to the education sector, their acquisition of LinkedIn and Mojang – which offers a code only version of Minecraft to education organisations to help teach children how to program. This really highlighted the commitment and importance Microsoft dedicates to the education sector. Microsoft is changing how it will engage with partners to ensure a more effective and seamless process. We are looking forward to these positive changes in partner management. You can now convert your own voice into subtitles in real-time using PowerPoint. These subtitles can also be translated into 20 different languages in real-time. The subtitles are not only for display, they can also be used to index slides for fast searching. Microsoft Stream converts video audio into text and then indexes the video, enabling you to search for what you have said, this can then be found in the video along with the associated time slice.
Microsoft’s Frontline worker solution provides workers with the right tools and solutions to manage their time effectively, improve their skills through training and share knowledge and ideas. Offering a great solution for hotel and cleaning companies, as well as a wide range of other industries.
Microsoft Inspire Day Two – Overall Theme
Day 2 was a positive day; showing how digital transformation impacts people’s lives.
Favourite presentation of the day and why?
“Using Skype for collaborative working sessions helped surgeons provide real-time support for surgeons in remote parts of the world. Surgery in countries like the US and UK are common place but in places like Armenia the experience does not exist. Now the doctors from around the globe can assist with operations and provide support in making potentially life and death choices in the operating theatre.”
Top quips overheard at Microsoft Inspire day two?
“LinkedIn integration with Dynamics 365 is going to get better and better.”
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Microsoft Inspire Day One Highlights
Microsoft Inspire Day One – Read the highlights here!
The opening keynote from Satya Nadella (Microsoft CEO) showcased the sheer scale of Microsoft’s partner network. There were people from 140 countries attending the event. Microsoft works with 64,000 partners who employ over 17 million staff worldwide. Microsoft announced a massive financial investment to further support partners.
Satya discussed the shift to a new paradigm called the Intelligent Cloud and Intelligent Edge. These systems will no longer be bound by one device. User experience is set to become multi-device, multi-sense and infused with Artificial Intelligence (AI).
Satya further explained how Microsoft will divide solutions into four key areas: Modern Workplace, Business Applications & Infrastructure, Data & AI.
The modern workplace is too often dominated by routine tasks, individual productivity, disparate system & tools and individual threats. Satya believes that the future workplace will move towards:
Creative & critical thinking will replace routine tasks
Dynamic & agile teamwork will replace individual productivity
Coherent & integrate solutions will replace disparate systems & tools
Increasingly sophisticated organisational breaches could replace individual threats
He predicted their will be a shift in business applications of the future. Current business applications can be impaired through monolithic suites, disconnected data silos and custom logic & extensibility. The future of business applications is:
Modular, modern business applications will replace the monolithic suites
Connected data graphs & artificial intelligence will replace disconnected data silos
Common data model & composite apps will replace custom logic & extensibility
The sheer scale of Microsoft Inspire event revealed!
Key take-aways from day one:
Finance is now available as a cut down version with a fully extended version available later in the year (possibly November 2017)
Power Apps migration from tenants available 21st July
AI is key to everything!
Favourite presentation of the day and why?
“Power Apps”. It was great to see so many female technical leaders present at this year’s event. The Power Apps presenter in particular was very tech-smart and helpful with all the audience questions.
Top quips overheard at Microsoft Inspire day one?
“Business Edition of Marketing is actually a new Microsoft acquisition. Watch this space for the full product details…”