Month: February 2017

Dynamics 365 is the next-gen intelligent app unveiled by Microsoft. Microsoft thus invested in one more cloud business software. Dynamics 365 brings together the world class ERP and CRM business applications by Microsoft with the benefits of Power BI, Cortana Intelligence and productivity application Office 365, on cloud. In short, your wait for ‘The Business Application’ has come to an end with the launch of Microsoft Dynamics 365.
Microsoft Dynamics 365 combines current ERP and CRM cloud solutions with other purpose-built apps to manage each and every business function. But what does it have in it for you and your business? What if your business is already using ERP and CRM software, separately? What if you think your business can get along without any business solution? What if you actually don’t understand what is best for your business?

The answers to all these questions are with Dynamics 365.

Whether your business is large or small, the future of business is not completely predictable. You never know when the need for a good business solution may rise up. An investment in intelligent business application is a huge one. You need to make a fool proof plan, take risks and get ready for changing your business model too. But the end result is going to be transformative and productive. With Dynamics 365, you don’t have to worry about yearly upgrades or huge data silos or security. It is agile and flexible. It meets your demand scales. If your business is small, start with fewer apps and scale as your business demands.

Here are some reasons why, if your team is thinking of investing in an intelligent business app, should invest in Dynamics 365:

•  It is Productive: Productivity remains the cornerstone of Dynamics 365. It lets users harness the power of your business solutions on any device you choose. It delivers breakthrough mobile capability and interoperability with Office 365 apps.
• It is Intelligent: In this digital economy, businesses need intelligent apps to deliver the most value, empower them by combining data from various sources and provide insights to drive the optimal results.
• It is Adaptable: Dynamics 635 delivers an adaptable platform and tools that you can use to extend your applications, create custom apps and automate processes and get a single b\view of your data for business growth.
• It is Purpose-built: You get a choice of using individual apps that work brilliantly on their own or together. Tailor make your apps according to your business needs.

Contact us and know how Dynamics 365 fits in your business needs.

Route Planning is an Add-On in Microsoft Dynamics 365 for Sales. It helps you plan your appointments on map by analyzing the Dynamics CRM data and plotting it across the routes. With Route Planning, you can track leads, make a quick analysis, enhance your sales activities, and close deals quicker. This add-on is available for CRM web and Tablet client.
Route Planning is now available for mobile client too.

Appointment-wise

It is used for directions and route planning for Sales/ Marketing person who individually schedules appointment.

Following are the steps:

1. Create an appointment in CRM for related customer.

2. Go to Route Planning and select date for which you want to see route planning in Map. You will see Google Map Markers with optimized route (the nearest location from our current location) of appointments. It will automatically optimize Route for the appropriate appointments of the selected date from customer’s latitude and longitude Recorded on Account Card.

3. You will see the address of Customer in white box by Clicking on Google Marker Pin.

4. You will see a table, which is  directly mapped with CRM appointment and related customer, showing Route location information, where:

A – Current location of sales person (Current User of CRM)
B – Nearest location from Current User’s Location i.e. A
C – Nearest location from location B.

5. You will get a confirmation box for completing a particular appointment from table. When you click on green tick, it will ask you for Confirmation. If you select OK, the appointment will be completed and will automatically remove this location from the map.

6. Then, you will get a new optimized route in map.

7. When you select EDIT from route information table, you will get the following screen. It will redirect to CRM appointment card and you can edit details on appointment.

Customer Territory wise

It is used for directions and route planning for Sales/ Marketing person whose customer are in same territory.

Following are the steps:

1. This is a sales person dashboard. Here, custom activity entity is used to assign territory to sales person.

2.  Click to any one of given record and you might get route of specific territory customer. You will see Google Map marker with optimized route (nearest location from our current location) of selected territory’s customer. It will automatically optimize the route for an appropriate customer of the selected territory’s latitude and longitude Recorded on Customer Card.

3. Click on Google Marker Pin and you will see the address of the customer in white box.

4. You will see a table, which is directly mapped with CRM customer, showing Route location information, where:

A – Current location of sales person (Current User of CRM).
B – Nearest location from Current User’s Location i.e. A.
C – Nearest location from location B.
F – Destination of route planning (marked with red color in map)

5. You will get a confirmation box to complete a particular customer’s appointment from table. When you click on a green tick, it will ask you if you have visited this customer already. Select OK and it will automatically create an appointment for appropriate customer. Appointment should be visible in CRM activity view with completed status.

6. You will see difference in customer information table. The green tick will change to a yellow one which means this route has already been visited by sales person.

7. You will get the following screen when you select EDIT from route information table. It will redirect to CRM sales order card. Order will be created with appropriate details taken from the customer. Product name will automatically be filled up according to the selected price list. You just have to add the desired quantity of the product. The purpose is to make order process simple and dynamic.

If you need help, please feel free to reach us.