Microsoft 365 and Dynamics 365 can provide a more powerful and rich business collaboration experience for a standard unification of processes to provide comprehensive, more secure, and more efficient customer handling.

How can Dynamics 365 customer engagement be enhanced with Office 365 integration?

There are multiple ways to make the most out of both Microsoft products. Combining benefits of office 365 for business and Dynamics 365 customer engagement can create a more powerful resource for your business.

• Better interactions with customers

With Office 365 and Dynamics 365, salespeople within the company can handle customers and take actions on important data seamlessly. The overall efficiency of the system working together reduces response time for the customers and results in better customer responses.

• Time-saving in-app switching

App switching costs the business, especially the sales department, a lot but it is often left ignored. With Office 365 + Dynamics 365 combo, you get to save time with less app switching and thus improve productivity. A disconnected system always leads to unproductive business operations. Thus with Microsoft 365 and Dynamics 365 integration, redundant administrative tasks are avoided.

• Improved collaboration and communication

Using Dynamics 365, you can get a broadened view of Organizational visibility. Office 365 and Dynamics 365 integration results in a one-window where all the major and important information regarding any project and its customers is compiled. This way, the sales team can be clear on the internal matters within the company on the specified subject.

• Easy reporting

Integration between Office 365 and Dynamics 365 comes in handy while companies struggle for easy and streamlined reporting. With this approach, you can expect a free flow of data within the entire company for better growth and overall productivity.

• Improved user adoption

Since the sales team can get their hands on relevant information with convenience. The best part is: it requires no additional training. With this, the sales team can get better insights from customer’s data and provide better user adoption of the company’s services.

ALSO READ: 5 processes to automate for better Microsoft CSP productivity

MachPanel Automation Module for Microsoft Dynamics 365 & CRM

MachPanel is your next up automation tool for a variety of dynamic services. Its Automation Module for Microsoft Dynamics 365 & CRM keeps all your billing and provisioning streamlined. In addition to the CRM Services on a hosted platform in the cloud, it provides features for CRM Organization creation/deletion, Enable/Disable CRM Organization, CRM organization/user/roles management, reporting, etc. which lets the organization make better business decisions and eases the amount of work needed for the purpose. With MachPanel, business productivity is bound to increase and so CSPs are able to scale up their cloud business like never before.

So, here’s your chance to get MachPanel with the best features at affordable rates for a better cloud business journey.

Lets TalkRequest a Demo

The post Towards better Dynamics 365 customer engagement with O365 appeared first on MachSol Blog.

MachPanel is a robust platform that favors cloud providers and makes them do more with less. With MachPanel, Resellers can boost up their business profit and increase their revenue stream like they wish. Following are three ways how MachPanel can boost business profits and reduce overall business costs.

Utilize tailored approach

MachPanel experts make sure that each reseller is dealt in a unique and special manner. That is why, MachPanel offer services according to your business type. Nevertheless, the road to success doesn’t only require implementing cutting edge technology to your business environment, but also to implement that in the most efficient manner to stay ahead of the curve. MachPanel provides that efficiency and so you can utilize MachPanel’s offerings according to your business niche to increase business profits.

Powerful integrated tools

MachPanel is equipped with best in line integrated tools for cloud computing that foster cloud provider’s business ideas and turn them into reality. With a wide variety of integrated tools like invoicing and billing, Power BI, hybrid marketplace, MachPanel makes it easier for cloud providers and resellers to resell their offerings. There are multiple Automation modules offered at MachPanel like Automation module for Microsoft SharePoint, Automation module for Microsoft Exchange, Automation module for Mycroft Skype for Business, Automation module for Microsoft Hyper V, Automation module for Microsoft Dynamics,  Automation for Work Folders,  Multi-Tenant Remote Desktop Services and many others that help Cloud provider with the tools and modules they need for better productivity of their cloud business.

24/7 technical support

MachPanel experts are there to provide you 24/7 technical support. With a huge number of Customer Representatives on board, you can always rely on your customer’s technical problems being solved from MachPanel experts. This way, your customer base increases and so does your revenue stream.

ALSO READ: Improve Business Productivity with Remote Desktop Service

MachPanel Automation module for Microsoft CSP

With MachPanel Automation module for Microsoft CSP, you get all the tools needed to fully automate your cloud business. With this module, you can easily manage the entire lifecycle of your Direct and Indirect CSP Business. You can showcase, bundle and sell integrated offers and services under the white-lablelled customized storefront. There is complete business automation of Microsoft O365 & Azure.  Recurring subscriptions and easy billing make MachPanel the favorite cloud business automation platform of Cloud Providers.

Get on board with MachPanel and discover the full potential of your cloud business.

Lets TalkRequest a Demo

The post 3 ways MachPanel can boost your business profits appeared first on MachSol Blog.

The importance of Dynamics 365 server can’t be denied. The power of Microsoft products in business space has been strengthened this year. Three main business productive software’s are out this year with major versions: Microsoft SharePoint Server 2019, Microsoft Exchange Server 2019 and Microsoft Skype for Business Server 2019. Adding to the list of updates of Microsoft products this year, Dynamics 365 Server  version 9.0 is here!

A lot has been changes in this version of Dynamics 365 Server. Microsoft is improving Dynamics 365 Server in every update and this time, a whole new look and feel is given to the product. With new features, which we mention in a minute, there are many features that are being phased out and others that have been deprecated entirely.

Talking of the new features, the interface of the latest version is customized with a refreshed look in mind and hence Dynamics 365 Server has a refreshed new interface which makes it look new altogether. Similarly, a new look and feel has been introduced for a better mobile experience. Apart from these there is a Customer Service Hub along with a better Outlook experience for Dynamics 365 Server. Let’s explore these features in a bit detail:

1. New User Interface

The interface is designed for a better User Experience. There, an option is given in the new version of Dynamics 365 Server. Business process can be displayed in a “floating mode”. There are three options: Vertical or horizontal layout, now available on Sitemap and defined criteria to trigger Options Setup. Now, the UI looks more streamlined and display has less clutter on screen. Theming capabilities are also provided.

1. Customer Service Hub

The Interactive Service Hub has been named as the Customer Service hub in this version. Customer related management like creating; updating customer interactions are now enabled through a Case Timeline. This has been introduced in this version. The Activity Timeline gives better insight to disposition of cases, updates regarding records and a management dashboard.

1. Better Outlook Experience

Many features have been introduced for Outlook users to be able to work with Dynamics 365 server like pin favorite records, edit records from app, insights compatibility, advance search capabilities and tracking of tasks and appointments.

1. Refreshed Mobile App:

The app has been revolutionized in a better way. Things are more organized and quite easy to use for even first-time users.

Features phasing out

Following features are being replaced:

1. 1. Dialog’s are replaced by Mobile Task Flows and Business Process Flows
   2. Service Scheduling is replaced by Unified Resource Scheduling
   3. Email Router is replaced with Server-Side Sync
   4. Silverlight is replaced with HTML5
   5. Ready to Use Business Processes are not readily available but can be loaded from Microsoft’s AppSource

ALSO READ
Dynamics 365 Online or On-Premise

MachPanel and Automation Module for Microsoft Dynamics 365

For better implementation of Dynamics 365 Server, MachPanel is the solution. It works with Microsoft Dynamics 365 Server/Dynamics CRM 2016/2015/2013/2011 with support of ADFS 3.0. the multi-tenancy feature of MachPanel takes your enterprise to a new level with better productivity and smart approach. It’s secure and user friendly with a good management of bulk users and multiple environments. MachPanel is your gateway to a successful Dynamics 365 implementation.

Feel free to get MachPanel to take your business to success with better management in a Smart manner.

Lets TalkRequest a Demo

The post New and deprecated Features of the v9.0 of Dynamics 365 Server appeared first on MachSol Blog.

Multi-tenancy in Dynamics CRM :

Multi-tenancy refers to a pattern in software architecture where a single instance of the software runs on a server(s), serving multiple client-organizations/tenants.

Dynamics CRM Server Edition allows to create multiple organizations using single instance of the software. All CRM Organizations are technical grouped within the CRM application and each organization in Dynamics CRM has its own database and can have totally different set of customizations. furthermore, Active Directory OU restrictions can also be applied easily to limit entire Active Directory browsing functionality while adding users.

Start Offering Dynamics CRM !

Opportunity!?  How do you successfully offer Dynamics CRM as a hosted service?  scope ! yes, customers still have reluctance about storing CRM data in the cloud or those who have regulatory compliance standard in place that must be met to store sensitive CRM data in a specific geographical locations?!

So plan, start and grow faster, Expand your hosted services portfolio to deliver Microsoft Dynamics CRM Service.

Key Points for offering CRM as a service:

• Ability to Drive efficient delivery of Microsoft Dynamics CRM services across tenants using a multi-tenant architecture
• Maintain Completely segregated and organized OU structure in Active Directory (intact privacy & security)
• Automated way to Provision and manage Dynamics CRM organizations
• CRM IFD enabled provisioning support
• Easy and user-friendly UI to Add and manage CRM Users with the Support of Multiple UPN Suffixes
• Ability to offer detailed SPLA and Usage Reports

Author : Jameel

…

For product & sales related queries, please email us at sales@machsol.com

The post Microsoft Dynamics 365 – CRM (on-premises) and Multi-tenancy appeared first on MachSol Blog.

Dynamics CRM is a Customer Relationship Management System., and handling billing related operations with CRM is really a complex and tricky job because its not an accounting/billing system !  though CRM system does offer a basic invoicing flow but sometimes complex system customization is required in CRM to cover the complete billing life cycle.

We have a requirement in one of our Dynamics CRM / “Dynamics 365 for Sales” setup to add a handling in invoice entity form that will calculate VAT amount based on provided percentage value by billing / sales department.

By default, there is no way to handle VAT amount for CRM invoice based on some defined percentage value. Our basic goal to achieve a functionality where sales person has the ability to enter a VAT % with in a field and based on that a VAT amount should be calculated (added into another custom/built-in field) automatically and after saving/recalculating the invoice form vat amount should be added to the Total amount of the invoice.

How to compute “Value added tax” on CRM invoices ?!

Target Entity = Invoice

Create and Add a custom field with the following details on invoice form, which will hold vat percentage value.

• Data type “Decimal Number”
• Min value = 0
• Max value = 100

secondly, In order to store VAT amount we need to use another field and for that we have used an existing field. i.e. “freightamount” ( data type currency), as we never used / utilized freight amount field so this can be used to hold vat amount. we have changed its display name to VAT Amount on Invoice form.

Once the vat percentage % is mentioned in the newly generated custom field, VAT amount gets calculated automatically. (Please note that the JS will triggers as an onchange event of that percentage field,. so it triggers as soon as we press “tab” key or click elsewhere on invoice form.

Following is the JS (web resource) which needs to be added to invoice entity form and use the “calculate” function as an OnChange event for newly generated custom field. i.e. “ms_invoicevatpercent”

function calculate ()

{

var val1 = Xrm.Page.getAttribute(“ms_invoicevatpercent“).getValue();

var val2 = Xrm.Page.getAttribute(“totalamount“).getValue();

if(val1==null) return;

if(val2==null) return;

var result = val1* val2/100;

Xrm.Page.getAttribute(“freightamount“).setValue(result);

}

Lets take a look the above handling in action !!

 Author : Jameel

…

For product & sales related queries, please email us at sales@machsol.com

The post Value added tax (VAT) on Dynamics CRM invoices appeared first on MachSol Blog.

Dynamics 365 is a Combination of CRM and ERP, It is a cloud-based enterprise system with maximum flexibility and offers sound customization basis. Dynamics 365 bundles CRM & ERP (Finance/Operations) capabilities that combines Microsoft’s best technologies all into single enterprise system.

Difference between Dynamics CRM 2016 and Dynamics 365

As part of December 2016 update for Dynamics 365 (online and on-premises), the product name changes from Microsoft Dynamics CRM 2016 to Microsoft Dynamics 365. Dynamics 365 will provide a new application platform and common data model which will pair across other cloud apps like Microsoft Power-Apps, Power BI and Microsoft Flow along with Office 365.

Major components in this solution stack are …

• | Dynamics CRM
• | Enterprise Resource Planning (ERP)
  

Important:

As of now, Dynamics 365 Server is just an update of Dynamics CRM 2016 (Dec 2016 update) and No separate setup / media is in place to establish a new deployment. We have to deploy Dynamics CRM 2016 first and then need to apply the Dec 2016 update – alternatively we can upgrade existing deployments in a given path and sequence.

Author : Jameel

…

For product & sales related queries, please email us at sales@machsol.com

The post Microsoft Dynamics 365 Server appeared first on MachSol Blog.

Get aligned with industry’s leading cloud automation solution. MachPanel’s latest build uncovers plenty of new features, functionality enhancements and 3rd party integrations. Below listed are some of the major highlights:

Now, Introducing Microsoft Dynamic CRM 2015 and Hyper-V Generation 2 VM support!

MachPanel support for Dynamics CRM 2015 and Hyper-V 2012 R2 Generation 2 VM’s adds up more strength to your product offering and gives you an edge to be the first one in the industry to offer latest Microsoft products. Aside, MachPanel also has enabled WHMCS for resellers and enhanced customer manage allows your to move them between providers, resellers and convert them into resellers. Further improvements are made in AD user management via AD interface, ADSync usage reports based on each organization alongside usage reports on Lync calls and billing.

Sign up to get latest automation solution in the industry and leave the competition far behind.
Don’t wait to step ahead and partner with Microsoft Validated and Qualified solution vendor and grow your revenue exponentially.

Have Questions? Email us at: sales@machsol.com

The post MachPanel – Gateway to Cloud Automation appeared first on MachSol Blog.

1.    E-Mail Editor:

The new email editor in CRM 2015 is really a blessing for marketing individuals because it lets you create emails with drag and drop controls alongside having advanced editor for HTML/CSS manipulation.

2.    Enhanced Business Processes:

CRM 2015 allows you to define branching rules to cater possible scenarios and process flow. With branching rules, you have the ability to put together multiple conditions for a complex process to follow.

3.    Enhanced Business Rules:

Now, it’s a great favor to you because you may not need multiple business rules for a case because CRM 2015 allows you to create IF/Then logic and combine them with And/Or operators and lead to the actions.

4.    Search:

The generation navigation search bar is now powered enough to search everything within CRM 2015. You can now search across multiple record types or you may configure your prioritized entities to be searched out.

5.    Sync Enhancements:

A lot of sync improvements are rolled out in CRM 2015. Now, additional fields of phone/address can be synced and apart from that end users will be able to add information to a contact note and restrict it being circulated within CRM.

Yet, there is a lot more new in Microsoft Dynamics CRM 2015 that covers up overall improved and enhanced user experience, field level security, support of Cortana, calculated fields, hierarchy visualization, product families/taxonomy and better sales/marketing collaboration interfaces.

To keep up the pace, MachSol has also announced MachPanel integration and support for Dynamics CRM 2015. Get in touch with us for further details or browse MachPanel CRM.

The post Top 5 New Features of Dynamics CRM 2015 appeared first on MachSol Blog.

MachPanel Exchange

Microsoft Approved Control Panel and completely supports Microsoft Exchange 2013 alongside older version i.e. Exchange 2010 SP2 and Exchange 2007.

MachPanel SharePoint

Allows you selling hosted SharePoint and completely supports Microsoft SharePoint 2013. It also supports Microsoft SharePoint 2010 and SharePoint 2007.

MachPanel Lync

Unifies your communication and fully supports Microsoft Lync 2013 alongside Microsoft Lync 2010 and its multi-tenant hosting pack release. MachPanel Lync has achieved Microsoft Qualified Lync Application status as well.

MachPanel CRM

Empowers you to sell Microsoft Dynamics CRM 2013 and support to legacy versions Dynamics CRM 2011 and 4.0

MachPanel Hyper-V

Helps you provision, manage and bill Microsoft Hyper-V 2012 R2 (VPS) via self-serving control panel for providers, resellers and end-clients.

MachPanel Blackberry

Helps you starting off with BlackBerry Enterprise Server including Express edition and BlackBerry Enterprise Server 4.0/5.0

MachPanel Web Hosting

The most secure, fast and reliable windows web hosting control panel with completely Cloud Hosting management capabilities.

The uniformity is built-in within MachPanel since all module are available under one roof and have interconnection with each other. One can have complete control over all of the services via single control panel alongside having full command to business operations like billing, management, helpdesk and monitoring etc. Precisely, MachPanel is an All-in-One cloud automation solution that can take your to new heights of cloud!

The post Gateway to Cloud Automation: A Unified Approach appeared first on MachSol Blog.

MachPanel CRM adds billing, provisioning and management of Microsoft CRM Services to your hosted services. It allows your enterprise to perform better and in its entirety, by covering every functional capability (e.g. CRM site creation/deletion, Enable/Disable CRM site, CRM Site/Users/Domains, roles management, reporting etc.) Below are some of the prominent features of Microsoft CRM 2013 supported by MachPanel – whilst you can view the complete features list here.

Business Process Flow

With the release of CRM 2013, organizations can now create processes for any entity, as well as processes that go across entities. In addition, multiple processes can be created for the same record type and made available to users through security roles.

Quick Create Forms

Whenever the user clicks create on the top right of the screen, the form that is displayed is called the Quick Create form. This allows users to fill out a subset of fields needed to create the record.

Portable Business Logic

Completely new to CRM 2013, portable business logic is a wizard that allows you to create logical functions on the form including hiding and showing fields, enabling or disabling fields, showing a message, or set ting the requirement level on fields.

Guided Processes

A new visual process display can be made available that guides the user through pre-defined processes. Multiple processes can be added to each record type – think sales process for inside sales vs. outside sales. A sales organization can make sure each required step in each pipeline phase is completed before moving to the next pipeline phase.

Real time / Synchronous Workflows

Processes in CRM 2011 always ran in the background requiring a user to reload the form to see the end result of the workflow. CRM 2013 now introduces processes that run immediately and update the form in real time.

Auto Save

Once you’ve created a record, this new feature automatically saves information on your form triggering every 30 seconds as well as when you leave the form.

If you are planning to start hosted Microsoft CRM Service or looking to migrate from an older version then contact us today to schedule a call with our CRM specialist or to schedule a demo of MachPanel CRM.

The post Microsoft CRM 2013 – Start Selling Hosted CRM appeared first on MachSol Blog.