Author: Chris Lightley Dynamics 365 for Marketing is a powerful marketing solution, built on the Microsoft Power Platform. Fully integrated with Dynamics 365 CRM, the Marketing application gives marketers the ability to effectively utilise the data gathered within Dynamics to deliver seamless communication to contacts. The Marketing solution feature’s three main focus areas: Email marketing, Event management & Social publishing Email Marketing Email marketing forms the core […]
Introduction to Dynamics 365 for Marketing
Author: Chris Lightley
Dynamics 365 for Marketing is a powerful marketing solution, built on the Microsoft Power Platform. Fully integrated with Dynamics 365 CRM, the Marketing application gives marketers the ability to effectively utilise the data gathered within Dynamics to deliver seamless communication to contacts.
The Marketing solution feature’s three main focus areas: Email marketing, Event management & Social publishing
- Email Marketing
Email marketing forms the core functionality of the Marketing application and offers powerful email sending capabilities to help automate email communication and deliver the right message to the right contact at the right time.
An intuitive Drag and Drop email designer enable marketers to design and create beautiful, responsive email messages without any need for additional html knowledge. AI based SPAM scoring helps to improve email deliverability, and an out the box integration with Litmus allows creators to preview their email design in a variety of different inbox renderings.
The enhanced recipient Segment builder allows for the full utilisation of Contact data stored within Dynamics 365. The segment builder enables marketers to build complex queries to identify specific recipients based on contact data, related entity data and behavior data – including email campaign interactions and event registrations.
The real magic of the Dynamics for Marketing application comes from its powerful Customer Journey builder. The Customer Journey allows for the creation of sophisticated email automation to deliver emails and other actions based on the behavior and interactions of recipients with your email communication.
Customer Journeys can send follow up emails if an email wasn’t opened, create tasks for users if certain links in the email are clicked or even add recipients to a different segment for inclusion in other customer journeys.
Carefully planned customer journeys can fully automate lead nurturing campaigns, taking the guess work out of what to send and when.
2. Event Management
Event management in Dynamics for Marketing allows for the creation of events, agendas, speaker engagements, passes and even allows for the hosting of the event online using an Events Portal!
Event management gives the ability to record details about the event including dates, venues, costing and more.
Agendas can be created to manage and display event sessions and tracks that your guests can attend.
Guests can register online and receive a QR code for easy sign in at events. Attendees can be added to customer journeys to receive useful event info and event managers are able to send follow up surveys to gain a better understanding of their audience feedback.
3. Social Publishing
Being able to manage social publishing from a central platform is a useful feature offered by Dynamics 365 for Marketing. A social publishing calendar allows all members of the team to have an overview what’s being posted and when. The calendar also allows for the scheduling of posts for publication.
Advertising content (media and pictures) can also be stored centrally within Dynamics, allowing the social media team to easily work with the same resources.
In conclusion, by combining powerful functionality with advanced contact management Dynamics 365 for Marketing offers marketers a sophisticated tool for managing communications and interactions with their clients.
Keep up to date with the latest technology by reading our other blogs.
At Dogma Group, we help you harness the power of CRM, ERP & related technology for success.
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New Look Coming to Dynamics 365 with a Faster, More Efficient User Experience
Microsoft is moving to a new look and feel for Dynamics 365. The classic view (legacy web client) will no longer receive any new features – so from the new year 2020, updates will only be available for the new interface.
Why Introduce a Unified Interface?
Let’s have a look at top 4 features of the new interface of Dynamics 365.
1. Timelines: A New, Improved Way of Viewing All Your Activities and Communications
With the introduction of Timelines, you will be able to see more communication threads and activities in a single page. Quickly view everything from posts and voice attachments to emails and notes – all in one place. Timelines (previously Social panes) are now more user-friendly and configurable with specific, targeted filters that even let you narrow down your preferences.
2. Extract advanced data and insights with Interactive Dashboards
Get an even faster and interactive data viewing experience with the new dashboards. Thanks to a well-designed layout, you will be able to capture crucial insights at a glance right away without having to scratch your head. The dashboard presents data in visually appealing charts and grids to help you analyse the information and make better decisions.
3. Improve productivity by working from anywhere on any device in a uniform, responsive interface
With a consistent user experience across the entire Dynamics platform, switching between various business apps is seamless on any device and screen. Capture your leads on-the-go, save contacts directly from your emails and do so much more with improved usability across devices.
4. Navigate faster and smoother: Access apps in a sidebar, Embedded LinkedIn, and Business Process Flows
Easy-to-access sidebar replaces boxy top menus
Swiftly navigate between different apps in a click with an improved sidebar that replaces the boxy design of the classic view. With the sidebar available on the new interface, you can easily switch to any tab and find everything in one pane – quick access to recently viewed records, pinned ones and more!
Get through your steps more comprehensively with Business Process Flows (BPF)
An improved, advanced Business Process Flows guides you through important steps and processes better. You can now dock the business process stage on the screen and stay focused on the task at hand especially when dealing with complex steps.
Connect with your contacts instantly with better embedded LinkedIn
LinkedIn Sales Navigator can be easily surfaced from within Dynamics 365 records to better connect with contacts. View your contact’s LinkedIn profile from the navigator that’s now embedded right into your screen as opposed to in the sub-grid in the classic interface.
What to do now?
From October 2020, some aspects will be retired and overall the classic view of Dynamics 365 will be replaced by the Unified Interface. Our responsibility is to put ourselves in your shoes and ensure you have a smooth, painless transition.
If you want advice on migrating to the Dynamics 365 Unified Interface, please get in touch with Dogma Group at 01296328689 or email us at firstname.lastname@example.org. You can also register for webinar scheduled on December 2019 and January 2020 to learn more about this transition.
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Will your 2020 competitive advantage be Insights driven powered by AI?
Artificial Intelligence is no longer a futuristic technology; it’s already mainstream! Data volumes are doubling every 18 months, the winners are using AI to spot the trends, issues, and make suggestions on how to improve their business. This is not the future, it’s not the ‘rise of the robots’ – it’s here now & being used by business and others.
Artificial Intelligence in Dynamics 365 (embedded intelligence) and Salesforce (Einstein) increase productivity and help you grow through advanced insight. We at Dogma Group help you transform your business through the AI technologies of today so you will be ready for tomorrow. As a CRM and ERP specialist, we use our technical expertise and proven project skills to focus on real outcomes.
According to a recent Forbes Insights survey of 300-plus executives, 95% believe that AI will transform their organisation. The most significant business benefits corporate leaders see from Artificial Intelligence include:
Let’s dive into some of the business benefits you can derive from AI:
1. Better Business Decisions with AI based Analytics
Make well informed, data-driven decisions with AI based analytics. Continuously analyse customer interaction, activities, meetings, and communications with Relationship Insights and leverage Microsoft’s Power BI to explore your data in a variety of graphical visualizations, including charts, graphs, or scatter diagrams. Likewise, analyse big data and customer interactions to generate new options and get a 360-degree view of your customers.
2. Improve Productivity through AI
According to McKinsey, 45% of the activities done by humans could be automated with technology. How could this benefit your organisation’s efficiencies? AI being built into Microsoft’s Dynamics 365 and into Salesforce, improves existing resources and provides insight that human eyes alone might miss. Moreover, introducing AI can also lead to smoother workflows, improved work quality, and increased reliability.
3. Increase Customer Demand and Improve Marketing Results
Incorporating AI into sales and marketing will help your business in many ways. AI-based applications can customize the sales and marketing information depending upon your consumers. Create Customer Journey and Cross-Sell/Up-sell, as product suggestions are available for a product line item where product relationships have been defined.
4. Prioritise the Best Leads & Opportunities, and Win more Deals
Increase conversion rates by using machine learning to prioritise leads and opportunities with the highest likelihood to convert. Lead Scoring- can score and grade all leads automatically based on behavior-tracking data, lead configuration and other behavior defined in lead scoring models. Likewise, you can also recommend products to your customer using the likes of Cortana Intelligence Suite that suggests additional items personalised to your customers.
5. Automate your Operations with Predictive Sales & Inventory Forecast
Get a holistic view of inventory and optimize your supply chain with products such as Dynamics 365 for Business Central. Predict potential sales using historical data and get a clear overview of expected stock-outs. Maintain the right amount of inventory by automatically calculating stock levels, lead times, and reorder points to meet customer demands and save time.
6. Earn Customers for Life and Deliver Positive Customer Experiences
Today 63% of people prefer to message a chat bot vs. talk with a human when communicating with a business. AI chatbots is a boon for businesses in this digital era- keeping the customer engaged and solving their queries promptly in a highly efficient manner. All in all, provide exceptional customer service with intelligent virtual agents and enable your customer service team to enhance service with AI-driven insights.
To sum up, seeing the importance of AI is one thing; weaving it into a business successfully is another. At Dogma Group our services go beyond traditional automation to build deeper relationships with embedded intelligence, helping you turn relationships into revenue. We believe in making AI accessible to everyone by transforming your growing volume of data into intelligent insights!
Contact us today for a no-obligation consultation on 01296 328 689. Or email us at email@example.com
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CRM for Sales: How AI Enabled CRMs Can Take Your Performance to a New Level
“The playing field is poised to become a lot more competitive, and businesses that don’t deploy AI and data to help them innovate in everything they do will be at a disadvantage.” — Paul Daugherty, Chief Technology and Innovation Officer, Accenture
AI is changing the traditional view of CRM solutions. Businesses now want AI-enabled CRMs that can extract, analyse and interpret data to make accurate sales decisions. In fact, considering how the volume of data is rising exponentially, it’s almost imperative for businesses to go for CRM systems with built-in AI capabilities.
Here are 5 ways in which AI and CRM can be powerful tools in your arsenal to achieve your sales goals.
1. Make intuitive and actionable sales decisions by using data and insights effectively
Leading CRM systems use AI to suggest ways you can improve sales and hit your monthly targets. For instance, Salesforce’s Einstein and Dynamics 365 AI are ahead of the game – providing smart suggestions, forecasts and insights – so you can win deals.
Moreover, AI is empowering CRM; it’s here and is being used by businesses to make intuitive, actionable decisions. Meanwhile, organisational data is doubling every 18 months! In other words, if you aren’t using AI-powered CRM, then you might be missing an important trick or two.
2. Increase your leads and sales through a personalised sales strategy
CRM systems can increase lead conversion rates by up to 300 percent, according to a Forrester study. Furthermore, AI-enabled CRMs with predictive lead scoring to help you identify leads most likely to purchase your products. Smart insights and recommendations help you come up with an effective sales pitch. You can hit the right prospects with the right material at the right time rather than wasting time on cold calls.
3. Engage and retain potential customers for long-term business prospects
AI-enabled CRM systems give you an edge over the competition in winning long-term business from your customers. Because the AI allows you to explore customers’ challenges, goals, and preferences, you can personalise your sales strategy. A great example of this is the sentiment analysis which helps you understand customers’ satisfaction with your products and identify aspects that need improvement.
4. Increase upsell/cross-sell opportunities and provide real value to customers
Traditional CRMs aren’t as intuitive in understanding what drives sales. However, with AI-powered systems, you can predict customer’s purchase behaviour and preferences to help you upsell personalised, best-fit solutions relevant to their business. As a result, you can stay on top of your clients’ past purchase records and sign winning upsells with AI’s recommended next best actions.
5. Encourage more productive teamwork by automating routine processes
AI and automation are – by disrupting the traditional CRM – improving productivity. While you focus on nurturing relationships and strengthening retention, AI assists you in rather routine work: entering data, scheduling meetings, making phone calls. In addition, AI allows your salespeople to become more efficient and creative and handles complex CRM processes.
At Dogma Group, we adopt a ‘configure-first’ approach that challenges the status quo to help you realise the full benefits of the CRM, ERP and complementary technology and minimise (and often, eradicate) the need for custom development. We use our experience and technical skills to provide trusted advice and proven solutions. Contact us or call us today on 01296 328 689 for a no-obligation consultation or email us at firstname.lastname@example.org.
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Salesforce October 14 Release: Execute Powerful Case Resolution with These 5 Service Cloud Features
Salesforce has unveiled its Winter ’20 Release plan, with updates scheduled to roll out globally from October 14, 2019. AI is both the highlight and the driving force of Service Cloud’s advanced new features, as Einstein is enabling you to handle cases faster and better with the power of AI.
Smarter case assignments, bot-powered knowledge articles and omni-channel customer support are some of the exciting features to look out for.
1. Einstein Case Routing: Use AI Prediction to Reduce Errors with Right People Looking After Right Cases
Save time and deliver excellent results with more control over the accuracy and speed of case handling. By having the right agents look after the right cases, you can reduce errors while speeding up the process. With Einstein’s AI prediction feature, you can automatically apply predicted values to custom fields in cases, making it easier for your agents.
2. Improve Field Service Appointments with Smarter Resource Scheduling
Facilitate faster, smarter workflow by assigning tasks to the ideal project service resource. Through the Extended Match Work Rules, you can schedule service appointments to your resources based on territory, skill level, and more. For e.g. if your agent working remotely supports a specific post code, you can assign tasks convenient to them within their area.
With the new Mobile Time Sheets feature, workers can also easily log their working hours on their mobile devices and view the status of their entries at any time.
Moreover, the Health Check functionality identifies problem areas in your Field Service configuration and provides on-the-spot recommendations about best practices.
3. Deliver Fast, Accurate Answers to Customers with Easy-to-Access Knowledge Articles
Answer customers’ queries in a flash with the ease of search and access to knowledge articles. You can also share articles across chat, messaging, and social posts for greater reach.
Find all the articles – drafts, archived, or published ones – conveniently in one place with list views option. You can use the rich text editor to full advantage in creating visually appealing content that’s relevant to the customer with added HTML style choices.
4. Deploy NLP-powered Einstein Bots to Better Understand and Resolve Customer Inquiries
With a single click, you can receive knowledge articles most likely to address customer questions. Understand and quickly resolve customer cases using recommended knowledge articles right at your fingertips. Einstein bots, now integrated with Natural Language Processors (NLPs), have become smarter in terms of understanding customer sentiments and queries.
5. Provide Excellent Support and Experience through Advanced Email, Chat, and Messaging
Improvements in Chat, Messaging, and Email will help you increase the productivity of your agents. Enjoy a much more responsive emailing experience with collapsible email threads, interactive templates, and easy access to contact lookup.
Offer better availability and flexibility for the customer accessing your customer service through multiple channel support. You can now start customer conversations via newly added WeChat and WhatsApp support and right away from contact detail pages as well.
If you want to know more, here is some helpful resource provided by Salesforce about its Service Cloud.
Salesforce Service Cloud enables you to increase customer satisfaction across multiple channels and empowers your business with a 360-degree view of every customer. To meet your goals, Salesforce and SeeLogic can equip your business with the right tools and technology. As our customers’ most trusted advisor it is our vision and mission to offer unbiased advice best suited for your business. Give us a call today at 01296 328 689 for a no-obligation consultation. Or email us at email@example.com.
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Close Deals Faster and Grow your Business with Salesforce October 14 Release!
Salesforce has decided it’s time for the Winter ’20 version, globally available on October 14, 2019. As a Salesforce user, you can drive customer engagement, track customer information, make insightful decisions, and deliver exceptional experience.
Let’s have a look at some of the new Salesforce October 14 Updates features to bring your company and customers together:
1. Get Incredible Mobile Experience with New Mobile-App
Sales teams will love this modern UI and improved user experience navigation! This major update means that all information in the Salesforce environment can now be accessed even more easily via mobile. Reduce training time and delight users across devices no matter how or where they work.
2. Connect with Customers via WeChat and WhatsApp
Let customers communicate with support agents using WhatsApp and WeChat. Winter ’20 brings in the much-awaited ability to integrate service console with WeChat and WhatsApp, bringing even more power to customer service agents allowing them to get in touch with customers and track conversations.
3. Improve Sales Process & Deliver Uniform Sales Experience
Sales representatives now have everything they need to sell faster all in one screen. From following up on leads and assessing companies to identifying key contacts and more, Salesforce has it covered. Your sales managers can now see customer engagement along with the performance of the sales team.
Sales managers can create sales cadences- sales process steps-depending on the results of a call with prospects. For instance, for each step in the sales process you can see the number of calls made, emails sent, and emails opened.
4. Find a Time That Works for Everyone!
Your Sales team will love the calendar availability view as they can start scheduling business even faster. View, create, and edit events in a day, week, or month. You can also see any calendars shared by your colleagues. Sales personnel can easily scan who’s free to make a client pitch or host a lunch. See event details faster as everything you want is here at a glance!
5. Personalise your Search and Get Instant Reports
Can’t find a report or don’t have time to create one? Get instant access to important data by turning your search terms into record filters with conversational search. Just enter search terms the way you start a conversation. For example, enter “my closed cases this month” to see a list of your recent cases with a closed status.
Get search results based on what’s important to you- geographical locations, product areas, industries and people- with search personalisation.
6. Integration with Gmail Just Gets Better- Email Improvements
Boost customer engagement by automating and personalising your email marketing at scale. Sales teams now get reminders to log emails from Gmail to salesforce, schedule emails to send later and track emails- thus giving sales team flexibility and control over their workflow.
7. Save Paper with Printable View for Lists
You don’t need to print your entire screen just to make a hard copy of your list. Generate a simple, summarized, ink-saving view of your lists and related lists with Printable View.
8. Automate Customer Feedback with Salesforce Surveys
Win more customers by getting to know their needs and concerns. Customer surveys can be sent out automatically. For example, you can easily conduct surveys to gather data on your products, promotions, or overall customer experience.
9. Access the Recycle Bin in Lightning Experience
Easily see deleted items in the Recycle Bin in Salesforce Lightning, which can be very useful if you accidentally remove an item. You no longer need to switch to previous version- Salesforce Classic- to access the Recycle Bin.
Keep up to date with the latest Salesforce October 14 updates by reading our other blogs. The coming Salesforce update will turn on Lightning Experience for all businesses that haven’t done so yet!
Want to check out everything Salesforce offers? Contact us today for a no-obligation consultation on 01296 328 689. Or email us at firstname.lastname@example.org
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Dynamics 365 for Marketing
Author: Ujen Maharjan
It is purpose-built marketing app under Dynamics 365 to provide all tools need to execute successful marketing campaigns across several channels. It features tools that can be used out-of-the-box to create and deliver campaigns across various channels and comes loaded with high-end templates that can be extensively customized using a simple drag-and-drop interface. As part of Dynamics 365 family and using same Common Data Model to store and share data with other apps, Dynamics 365 for Marketing benefits from being tightly integrated with other branches of the Dynamics CRM system such as Sales and Customer Service. Hence sales and marketing can collaborate more effectively.
Dynamics 365 for Marketing features a lot of intensive tools, and depth tracking of customer journeys, making it more powerful and complex. Therefore, it isn’t best suited for small business since they can’t have the resources as well as fully utilize its capabilities. For mid-sized or large organizations who are willing to invest little more on marketing strategies, it is a great toolkit. Its generally more suited to business to business marketing.
Dynamics 365 for Marketing features
Dynamics 365 for Marketing includes a bundle of apps and solutions which support marketing departments and coordinate with sales. The core Marketing features which makes it unique includes email marketing, customer journeys, behavior tracking, lead scoring, marketing pages and more.
- Customer journey creation:
Before creating campaigns and generate leads, users need to figure out the customer journey. This app features a drag-and-drop customer journey builder, where users can create unlimited numbers of custom workflows, assigned to specific segments of contacts. Each stage in the journey can be automated to execute a step like sending emails.
- Event Management:
This feature really sets apart Dynamics 365 for Marketing from other tools. It offers value to existing and prospective customers by organizing and promoting webinar events, event schedule, speaker management, registrations and tracking. There’s portal management system through which companies can create a branded event portal for attendees to manage their profile, attendance and more important information.
- Voice of Customer:
This is a feature allows users to create and send surveys to customers in order to obtain relevant feedback. With this tool users can know how customers feel and may adjust and adapt to the changing environment since market is always changing.
- Lead Management:
The end goal of all marketing campaigns is to generate leads. Dynamics 365 for Marketing contains intuitive lead management tools to help track, score and nurture leads more effectively. The app uses an automated lead-scoring system to qualify leads at every stage of the customer journey based on predetermined rules, such as email engagement, website visits and event registration, so business can rate leads based on criteria that is valuable to them. The scoring system assign grades to the leads and help salespeople to focus on the most lucrative areas. Then there is Lead dashboard to get an overview of lead based on parameters including lead age, interactions and so on.
- Dynamics 365 Connector for LinkedIn Lead Gen Forms:
LinkedIn has revolutionized professional networking just as Facebook has done in social networking. In case of Dynamics Marketing app, users can automatically sync up leads captured on LinkedIn from multiple accounts, score them, and funnel them either into Marketing segment, or straight through to the sales team.
- Dynamics 365 Portals:
Customer portals can be set up to help event attendees get the most out of an organization’s events. Customer engagement content and online surveys can also be managed through the tool. The app also integrates with Voice of Customer survey platform, that enables users to create, distribute and analyze customer surveys.
If you would like to implement Dynamics 365 for Marketing in your organisation, just call our team on 01296 328689 or drop us an email at email@example.com. Our team will be more than pleased to discuss these with you.
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Some details about String
Author: Amol Shrestha
String is immutable. We cannot change the content of a string. For example,
var str = “This is a test”.
Here, str points to a location where the content of the string is located.
If we append something to the string like:
str += “and it does not matter much”.
Now, the str does not point to the same memory address. Rather str points to a new address and the content is “This is a test and it does not matter much”.
Referring to StringBuilder, if we append something to it, it does not amend the address and is cost-effective in terms of resource allocation.
So, when to use the string?
If we visit the basics, string is an array of character.
string temp = “Aylesbury”
for(int i = 0; i < 9; i++)
Console.WriteLine(temp[i] + “\n”);
The above will print all the characters in a new line.
How to optimize resource usage with string?
For that we need to refer to string interning.
var tmp = string.Intern(“Hello World”);
Here, any reference to “Hello World” will result in the address of tmp. The hash of the string content is the key and address is the value of the hashtable.
If we want to find if a string has been interned, we can use
var interned = string.IsInterned(tmp);
If the string is added to the intern pool, content of the string is returned and if not null is returned.
The string literals are interned by default.
string tmp = “OK”;
is interned by default.
var tmp = 123;
var temp = 123.ToString();
Here temp is not interned.
At Dogma Group, we help you harness the power of CRM, ERP & related technology for success.
If you have any questions or queries, just call our friendly team on 01296 328689 or drop us an email at firstname.lastname@example.org. Our team will be more than pleased to discuss these with you.
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10 New Salesforce Features to Take Control of Your Data, Activities, and Events
Salesforce, one of the leading CRM platforms, has announced enhancements in usability, functionality, and productivity in its Summer ‘19 release.
In this blog, we will talk about key improvements in – email experience, event list views, search result relevancy – and addition of activity sharing, virtual confetti celebrations, and customisable schedules.
Here are our 10 favourite new Salesforce Summer 19 release features you can use to scale your business, boost productivity, and elevate customer satisfaction.
1. Take Charge of Organisational Activities with Einstein Activity Capture
Users want more control over sharing and with the new Einstein Activity Capture, you are always in charge. It gives you a clearer picture of all your activities and lets you share activities with colleagues. It also provides deep and authentic insights at a blazing fast speed.
2. Never Miss Out on Important Events with Event List Views
It’s important to keep track of important events, agendas and make actionable plans. The new event list views option in Quick Actions saves you from relentlessly digging through your calendar. It provides at a quick glance, all your upcoming events and helps you be organised and on top of everything.
3. Capitalise on Your Data with Improved Dashboard
New dashboards will enable you to better use your data. You can classify data and narrow your preferences quickly with powerful data classification, for example, sorting data both by type and stage. This is then summarised and presented in easy to use dashboards.
4. Automate and Manage Team Workloads with Product Schedules
Product schedules will help you immensely in streamlining sales processes. You can automate tasks and manage workloads with customisable product schedules. This feature also significantly improves tracking and forecasting.
5. Take Your Email Experience to the Next Level
Sales teams will love this feature. Salesforce has enhanced the Lightning Email experience with attractive templates to take your messaging to the next level. The advanced email composer gets a lot of handy features, like adding images directly from your computer or URL.
6. Massive Step Ahead with the User Search Results
The search feature in Salesforce is more relevant and personalised. Salesforce has also made search faster, stressing that search affects how you navigate in the Lightning Experience.
7. Setup and Manage Built-In Sales Quotas with a Few Clicks
You can easily view and manage your sales quotas, without using Data Loader or API separately. After Summer 19 update, Quotas in Collaborative Forecasts are built right into the Setup area so that you can always keep track of your quota data.
8. View Options in Salesforce
Existing customers can now switch smoothly from Salesforce classic to Lightning page layouts. Enabling the full view option will give your customers the look and feel of the old classic view, while still using features of the new Lightning experience. Salesforce will likely switch to Lightning after October 2019, so it’s good to stay prepared.
9. Customise Wisely with Enhanced Related Lists
With the new enhanced Related Lists feature, you have more control over your record lists. You can choose to see all your records in one place or customise how many show up in the lists. You can display, resize and sort up to 10 columns and perform several mass actions.
10. Virtually Celebrate Sales Milestones with Your Team
Salesforce has added virtual confetti to its platform for milestone celebrations. Confetti celebrations might be common at your wonderful office. Your hard-working team members can now celebrate the completion of an opportunity in Salesforce. Isn’t this a nice, fun addition to instil a sense of accomplishment in your team members?
While a few updates announced in the Salesforce ’19 Summer Release have rolled out, others will take time to come into effect. We will be compiling more similar blogs on other modules of Salesforce too. If you want to know more about how you can use these features for your business, contact us for a no-obligation consultation on 01296 328 689. Or email us at email@example.com.
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7 Upcoming Dynamics 365 for Sales Features to Accelerate Your Sales Process
The October 2019 release brings lots of brand-new capabilities and enhancements in Dynamics 365 for Sales features – improved email communication, multitasking, simplified lead management, business card scanning, and LinkedIn Sales Navigator integration.
Here are the 7 major Dynamics 365 for Sales features updates.
1. Easily Manage and Keep Track of Leads
Sales teams won’t have to enter company or contact details manually while creating a new lead. The system will autofill fields with relevant information for existing clients, making it more convenient. Also, lead management will become a lot easier as the tool allows you to move swiftly along various stages of the sales cycle.
2. Get More Details on a Won/Lost Opportunity
You can get more data on a won/lost opportunity to help strategies in the future. With the ‘Opportunity Close’ dialogue box in Dynamics 365 for Sales, you will get details on why the opportunity was lost or won.
3. Compose Multiple Emails from the Same Screen
Composing emails will be much easier with contextual email communication after this update. You will no longer have to navigate away from the screen while composing emails, significantly saving time. It also allows you to view all the relevant content in one place. Multitasking will genuinely come to life in this new update.
4. LinkedIn Sales Navigator: Send InMails Directly to Customers
You can now engage with your customers by composing and sending LinkedIn InMail directly from Dynamics for Sales. You can easily drag and drop to select who receives the mail. Dynamics 365 for Sales will become a one-stop solution for sending InMails and viewing profiles of relevant receivers.
5. Scan and Save Business Cards Instead of Stacking Them
You can now scan all your business cards via the scanner, and automatically fill in relevant information in the system.
6. Make Quick Customer Calls Directly with Softphone Dialler
This new feature allows you to integrate your softphone dialler from your phone provider with Dynamics 365 for Sales to quickly call contacts. Without switching screens, you can quickly call customers.
7. Simplified Adding and Editing Products in an Opportunity
Save time creating multiple products line items using Create and Add capability. You can add new products to an Opportunity, Quote, Order, and Invoice with or without a price list. This also lets you view product properties while still editing them in the Opportunity.
See the links below to learn about our other blogs on the Wave 2 release series.
- 6 Upcoming Dynamics 365 for Marketing Features You Should Know
- Dynamics 365 Virtual Agent Delivers Fast and Responsive Customer Service
- 7 Best Picks from Dynamics 365 2019 Wave 2 Release
- [Infographic + Video] A Graphical Overview of Microsoft’s Dynamics 365 2019 Wave 2 Release
We will be posting more blogs on the other Dynamics 365 and Power Platform applications. Do subscribe to our blog for the latest information to be delivered in your inbox.
Dynamics 365 for Sales goes beyond the traditional sales force automation (SFA) and builds deeper relationships with embedded intelligence to guide your sales team through each stage of your customer journey. If you want to learn more about D365 for Sales and how it can increase your revenue, contact us today for a no-obligation consultation on 01296 328 689. Or email us at firstname.lastname@example.org.