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.

Microsoft Dynamics 365 & CRM Benefits to Businesses

There are multiple Microsoft Dynamics CRM features. Staying in control of your business information is what you need to make informed business decisions. Dynamics 365 help businesses take decisions with a dynamic approach. Here are five ways MS Dynamics 365 can be beneficial to business and bring more bang for the buck. You can utilize Microsoft Dynamics CRM features to get the following benefits.

• Reduced costs and Increased flexibly

The best thing about Dynamics is that you don’t have to purchase a full set of apps of which half you don’t use for your business but still have to pay for them. Instead, you can have a tailored solution of the apps you need and utilize the Dynamics 365 unified operations in a cost-effective manner. So, you only pay for what you need!

• A unified approach

Microsoft Dynamics 365 is a full-fledge Customer Relationship Management and Enterprise Resource management solution providing Dynamics 365 unified operations. It offers a unified approach towards data analytics and insights (which we’ll be covering in a moment) along with customer engagement using Microsoft Dynamics 365 customer engagement. Business success is dependent on decision making. Dynamics 365 supports decision makers with its unified portal where there is every bit of detail needed to make informed business decisions and have a better customer experience with your clients.

• Intelligent insights

Since Dynamics has Microsoft’s AI-based business tools, it provides much needed intelligent insights needed for better decision making of your business. The best thing about Dynamics 365 is that it provides you a platform to connect to experts and progressive peers and provide you with actionable insights for a progressive business.

• Better productivity

With informed decisions and Dynamics 365 unified operations, comes better productivity thanks to the modern Microsoft Dynamics CRM features. With a centralized approach, you get access to the data you need for any task. Since there an built-in automation tools Dynamics 365 takes care of all your repetitive tasks and customer with Dynamics 365 customer engagement to take your business to the right direction of success.

• Improved security and compliance

With Microsoft Dynamics 365, you won’t have to take the burden of infrastructure management and focus on the functional needs of your business. This also keeps you off from falling into security loopholes that might affect your business productivity. You don’t have to keep patching your system for security compliance of your business. The platform is robust and addresses the privacy concerns of your organization. Business’s data is secured and well protected within Dynamics 365. There is a decent data center infrastructure which is complaint to all laws.

ALSO READ: An insight into Microsoft Teams Security for better cloud security

MachPanel Automation Module for Microsoft Dynamics 365 & CRM 2016

MachPanel is a complete Multi-Cloud Service Orchestration & Delivery Platform (MSOP) providing easy automation to manage the entire life-cycle of businesses. It provides all the necessary tools you need for a decent cloud provision and management. Its Module for Microsoft Dynamics 365 provides billing and provision of Microsoft CRM Services to your hosted services platform. All the functional capabilities like Enable/Disable CRM Organization, CRM Organization creation/deletion, CRM organization/user/roles management, reporting etc. are supported.

Get on board with MachPanel and take your Business to the Right business track.

Lets TalkRequest a Demo

The post 5 business benefits you get by utilizing Microsoft Dynamics 365 CRM features appeared first on MachSol Blog.

For all IT gurus out there, there are obvious Dynamics 365 benefits that can lead to a prosperous business since there is a good ROI on implementing Dynamics 365. On the other hand, customers still have ambiguities in mind and are still unaware of “under the hood” benefits of combining a decent CRM with a promising ERP system.

Here are 5 major ways by which Dynamics 365 can facilitate your cloud operations Team to take business operations to a next level.

• Improve customer retention

There are many ways Dynamics 365 facilitates organizations and help maintain better customer retention, with streamlined lead generation and support of revenue streams. Your customers can be facilitated via Dynamics 365 since it connects project, sales and service functions.

• Sales process automation

Not only Dynamics 365 benefits the cloud operations team, but Dynamics 365 can facilitate marketing team in planning, designing and deploying entire marketing campaigns.  Customers can be made aware of Relationship Analytics and so wasted sales and marketing can be cut down.

• Better integration

The core benefits of Dynamics 365 lie within the connection of various tools that Dynamics 365 has to offer and the knowledge of cloud operations team on how to utilize this combination to move the business forward. Once the team is aware of how Dynamics 365 is integrated with other Microsoft Products, it’ll be able to utilize from the segregated data repositories and create robust reporting mechanism beneficial for business.

• Less overhead of infrastructure

With a cloud-based CRM such as Dynamics 365, there is reduced CapEx for the customers since there is less up gradations and patching required and server CRM lifecycle management is eradicated in the first place. Fewer infrastructures overhead means less budget spending on infrastructure maintenance by the cloud business operation team.

• Streamlined management

Dynamics 365 brings together multiple ERM and HR related functions all in a unified platform which makes customers happy with their own customized dashboard. So, employees can have what they need daily on their dashboards and drop off what they don’t need each day.

MachPanel Automation Module for Microsoft Dynamics 365

MachPanel is a robust platform for cloud automation and cloud business lifecycle management. It implements all operations of Microsoft Dynamics 365 Server/Dynamics CRM 2016/2015/2013/2011/4.0 together with support for ADFS 3.0 and also enables the enterprise to work efficiently and more productively. For a smart approach, it implements easy billing, provisioning and management of Microsoft CRM Services to your hosted services platform. This gives you a streamlined experience for your cloud business with features such as Enable/Disable CRM Organization, CRM Organization creation/deletion, CRM organization/user/roles management etc.

Get your hands on MachPanel for a smooth flow of business operations ideal for a progressive business.

Lets TalkRequest a Demo

The post 5 Major Dynamics 365 benefits for your Cloud Operations Team appeared first on MachSol Blog.

Dynamics 365 and its uses

Decision making is not just a one step process. MS Dynamics 365 makes you able to understand what prospects are hot and which are not. Dynamics is used particularly for ERP systems that constitute of CRM systems as well. Together CRM and Dynamics 365 make you able to take better business decisions for future. This can ultimately decide whom you should contact and at what time precisely. Sales forecasts make CSP decide whether to grow your sales and marketing team since more sales are required. Furthermore with ERP, you are able to track down the inventory management in your cloud business and order in advance if there is a prediction of shortage of products.

Importance of Dynamics 365 from data perspective

When it comes to data, there is no use of it if it is not analyzed.  There are many options in Dynamics 365 available which can help you unlock the potential of data and hence make it usable for the business. This brings data from all parts that are scattered throughout multiple cloud systems and hence integrates them together for better predictability.

Dynamics 365 Availability in Azure

Azure Cloud offers the management, storage and backup along with controlling data access for Dynamics 365 users. You have to be a user of the systems in order to have access to dashboards.

Power BI and its uses

Business Intelligence empowers CSPs by adding more value to their cloud offerings and strengthening customer relationships since it helps customers take better decisions. Power BI is a powerful reporting and analytics tool specially designed for data visualizations. It makes you able to visualize data that is coming from any service like Google Analytics, Marketo, SAP HANA, Adobe Marketing Cloud, Salesforce, MailChimp or even GitHub. For example, it can be used for comparison between website visitors to sales or highlight that which promotional campaigns have resulted in more customers.

There are options to ask questions in real time and be able to make custom visualizations.  Visual information can be categorized based on different levels of users like manager and business analyst’s to perform cloud Business Intelligence analysis etc. Information can be presented at a glance which displays target metrics and actual achieved figures.

Importance of Power BI from data perspective

In power BI Dashboards are more powerful. But at the same time, they require in-depth knowledge of databases and SQL in order to build the initial data view. Hence it has more power than Dynamics 365 and also makes to possible share insights that come from cloud Business Intelligence using Power BI. The rich dashboards provide all the flexibility needed to monitor the business on-goings more closely.

Power BI Availability in Azure

Power BI accounts can be setup for free with Office 365 accounts. For Azure, Power BI is introduced by Microsoft as Power BI embedded with which you can get the visually rich features of dashboards with the Azure Portal.

The bonus tip

Together Dynamics 365 and Power BI can do wonders for cloud business. Power BI is a decent suite of business analytics tools for better organization and presentation of data that supports decision making process. Both can be used simultaneously. If you are a Dynamics 365 person, you can check out Power BI visualizations through Reporting Tab. In the Power BI case, you can select Dynamics 365 Organization as a data source which makes the system sync all organization’s data and show you visualizations. In addition to that, you can also integrate third party tools and apps for cloud Business intelligence like Cortana Intelligence Suite. This suit is not only easily integrated with Dynamics 365 but also offers intelligent actions.

For finance and operations, both Dynamics 365 and Power BI can work together to build personalized workspaces by making use of Power BI tiles and add links to several reports which are hosted in PowerBi.com. In this way, these Power BI reports can be directly accessed from Dynamics 365 for Finance and Operations.

Together the concepts of Big Data analysis, Artificial intelligence and cloud Business intelligence work towards the improvement of the process of making business decisions.

MachPanel Automation Module for Microsoft Dynamics 365 & CRM and Microsoft CSP

MachPanel is your next up automation tool for a variety of dynamic services. Its Automation Module for Microsoft Dynamics 365 & CRM keeps all you’re 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 make 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 hence CSPs are able to scale cloud business like never before.

In addition to this, MachPanel offers a complete CSP Automation Platform where Providers can resell Microsoft Office 365 & Azure services as a CSP Indirect Provider, Direct Partners & Indirect Resellers. End- to-end automation, simplified billing process and the diverse options to showcase, bundle and sell Cloud business services make MachPanel a favorite platform of CSPs in the market.

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

Lets TalkRequest a Demo

The post The Power of cloud Business Intelligence: Dynamics and Power BI appeared first on MachSol Blog.

Microsoft has provided many interesting solutions for Cloud users of which most of them favor the CSPs in terms of business return. Out of these solutions is Dynamic 365. Like in SharePoint and Exchange, CSPs have an option to either opt for Dynamics 365 Online and Dynamics On-premises. Dynamics 365 On-line is hosted by Microsoft on their Cloud servers whereas Dynamics 365 On-premise is hosted in the Provider’s data center. Here are a few key differences of both variations of Dynamics 365 solutions:

Microsoft Dynamics 365 (Cloud)

As mentioned earlier, Microsoft takes the responsibility to host data which is accessible online. This solution has the following features:

Cost Benefits: Implementation of CRM is possible quickly and efficiently without any need of in-house technical resources or the introduction of other hardware expenses. Furthermore, There is no cost of upfront licenses neither there is any recurring fee for renewal of software license. The monthly subscriptions are predictable and there are no hidden costs.

Maintained: The Online solution avoids the burden of maintained of a dedicated server for the enterprise.

Updates: Feature updates are sent to Dynamics 365 Online customers before they are available for Dynamics on-premise customers.

Uptime: The service is up 99.9% of the time according to your initial agreement under this solution plan; it is also backed by Microsoft financially.

Disaster Recovery: For the users of Dynamics 365, data protection is done with 5 layers of security. It also offers Disaster Recovery service in case of calamities. The DR Service complies with ISO27001 & EU standards.

Collaboration: Dynamics 365 Online works on the platform of Office 365 in order to combine the benefits of CRM with Skype, SharePoint and hosted Exchange services of Microsoft.

Microsoft Dynamics 365 (On-Premises)

Cost: It reduces investment costs since the Dynamics 365 on-premise infrastructure is set up within enterprise premises. That makes the company’s existing IT in investments being utilized to establish IT infrastructure.

Ownership: Enterprises who opt for this solution retain entire ownership of their data

Control: you are in full control over the CRM updates

Management: With Dynamics 365 On-premise, the responsibility of management and maintained of database, that includes disaster recovery models and uptime factor of the server, lies with the enterprise. In this way, you will be able to utilize your in-house staff and technical resources for maintained and management of CRM.

Storage limit: Dynamics 365 on-premise protects enterprises from rising data storage costs. The default limit of cloud storage is set to 10GB.

Updates: On-premise customers get updates after Dynamics 365 Online customers.

ALSO READ
Microsoft Dynamics 365 – CRM (on-premises) and Multi-tenancy

MachPanel and Automated Module for Dynamics 365

MachPanel provides entire business automation and lifecycle management solutions with reliability and better margin for CSPs. With MachPanel Automated Module for Microsoft Dynamics 365, all operations of  Microsoft Dynamics 365 Server/Dynamics CRM 2016/2015/2013 can be implemented along with ADFS 3.0 and enabling your enterprise to move smartly towards better productivity. It adds billing, poisoning and management of CRM services to customers ‘hosted platforms. The automated solutions allow enterprises to function better by covering core functional Dynamics 365 capabilities.

Now that you know about it, get your hands on MachPanel for a promising business growth and better lifecycle management.

Lets TalkRequest a Demo

The post Dynamics 365 Online or On-Premise appeared first on MachSol Blog.

Today we are glad to announce that MachPanel accelerates by offering automated provisioning of Microsoft CSP product that enables WHMCS billing system. A recommended validation solution that provides best management of most widely used billing system i.e. WHMCS and integrates with all types of MachPanel Hosted Products i.e. MachPanel Automation Platform for Microsoft CSP, Skype for Business (Lync), SharePoint, Dynamics 365 and Hyper-V to extend customer management, billing and invoicing functionality.

If the Service Provider has already deployed WHMCS it’s easier to bill your client with MachPanel WHMCS Module.

Within WHMCS, the installation of the module is very simple and the configuration is just a single page to define billing plans, automated account creation, custom fields, etc. MachPanel provides API that can be used to achieve an excellent degree of automation which Generates Encryption Key and Security Code for WHMCS secure login. Finally, the Product Setup is required within WHMCS in order to link with MachPanel.

At high level, MachPanel WHMCS module facilitate CSP providers by offering multiple options for Add-on selling likeManaged\Unmanaged, product Configurable Options for both Customers and Resellers. The flexibility doesn’t end there, with WHMCS integration Service Provider not only has the ability to revolutionize billing of cloud services but can also achieve inimitable business operations via Order Forms (Online Store). We are constantly adding new facilities as per demand of our clients.

Following is a revealing insight into the key features of MachPanel WHMCS:

1. The user friendly interface allow providers to associate both new and existing subscriptions from WHMCS to MachPanel.
2. The WHMCS Import Wizard aids providers to Import \ Link existing subscriptions from WHMCS to MachPanel requires only two values i.e. WHMCS UserId and WHMCS ServiceId
3. To ensure Secure Automated Login to Control Panel from WHMCS, Advanced Encryption Standard (AES) has been used to encrypt the data.

Moreover discover compliance of MachPanel WHMCS Module, how different CSP offers can be incorporated in WHMCS product using the WHMCS configurable options with reduced time, manual effort and thus enhancing its capability of handling bundles of Microsoft CSP Offers and Sub-Offers (Add-On offers).

Thus MachPanel is preeminent automation solution that provides WHMCS billing management system to your cloud services.

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

The post Office 365 Selling & Billing Made Easy with MachPanel WHMCS Integration appeared first on MachSol Blog.

We at MachSol Inc., are pleased to announce the immediate availability of the latest build of MachPanel Provisioning System – Complete SaaS & Traditional Hosting Windows Control Panel. Latest build MachPanel v.5.2 Build 10 includes an array of new features and performance improvements alongside bug fixes, to name a few are:

• Dynamics CRM 2015 Integration
• SmarterMail 13 integration
• Improvements in MachPanel API
• ADSync Usage Report per Organization

You may review the complete list by visiting the useful link(s) mentioned as under:

– How to Update to MachPanel v.5.2 Build 10

For more information about MachPanel, visit our website at: http://www.machsol.com or call Toll free number: +1 877 622 4765. Our Sales & Support teams are always available to assist you in every way possible.

The post MachPanel v.5.2 BUILD 10, Now Available! 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.

1. Download CRM language pack

2.  Select your required language and hit to change then go for download and run the installer on CRM server.

3. Open your  CRM organization and Click on settings>> Administration>> languages

4. Now you can see the Installed language packs. Select required one and click Apply.

5.  To verify the presence of applied languages click on Tools >> Options>> Languages

6. Now select the User interface language and click Ok.

The post How to Install and configure CRM Language Pack appeared first on MachSol Blog.

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