Dynamics 365 (online) version 9.0 is here and there are some important developer changes you should know about! In addition to deprecated client-side code, the Dynamics 365 SDK will be retired and replaced with what Microsoft is calling the "Developer Guide". Developers use the current SDK to search for coding compatibility, access tools such as the Plugin Registration tool and access coding samples and references to the libraries (.dll's) for use in their projects. You can read more about this change here.
The release of the Developer Guide will allow developers to download just what they need. The tools such as the Plugin Registration tool, etc. and the libraries will be available for download via NuGet.
Sample code will be available to reference and use via msdn.microsoft.com or GitHub. Documentation for the APIs will be available on docs.microsoft.com and provide more details per entity with inclusion of the metadata (properties, attributes and relationships) and available operations. Both the conceptual and reference content will be visible on the same page rather than having to click on links to open other pages!
These are all very exciting changes as it will make it much easier for developers to find the information they need when creating your new custom projects.
Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing and Unified Communication Systems.
The post Dynamics 365 SDK Retirement appeared first on CRM Software Blog | Dynamics 365.
As innovative technologies emerge, the world of business continues to shift and evolve. Keeping up with these changes isn’t easy. To succeed, your organization needs the right tools.
The Microsoft Office 365 suite is far and away one of the best tools for maximizing your company’s productivity. There are a lot of things to love about Office 365: you can access it from any location, collaboration between team members is easy, and your data is always secure. And, most of all, Office 365 connects seamlessly with your existing Dynamics 365 CRM.
JourneyTEAM, based out of Utah and Tennessee, has deep experience in helping organizations integrate these tools into how they currently do business. Let’s look at why Office 365 is the right choice for your organization. Then, we’ll explore how it can integrate with Dynamics 365 and how JourneyTEAM can help you leverage the maximum efficiencies out of these tools.
Access Office 365 from Any Location
One of the best things about Office 365 is its portability and accessibility. You don’t need to worry about syncing between different devices and locations, Office 365 does it for you. Whether you’re working on a document in Word, an Excel sheet, or an Outlook email, you can rest assured that you’ll have access to it anywhere and everywhere. Need to throw together a presentation? Simply grab a PowerPoint file from the cloud, and you’re in business.
Collaborating is Easy
Whether your organization is large or small, your team’s ability to collaborate efficiently and effectively can mean the difference between success or failure with any given project. Office 365 understands this, and Microsoft has made it easy for your team to work side-by-side, even if its members are separated by thousands of miles of physical distance. Thanks to Skype Meeting Broadcast, Delve, SharePoint, and other Office 365 apps, you can collaborate with ease.
Top Notch Security
No matter what field you’re in, running a business can be a challenge. That’s why it’s so important to choose a software solution that minimizes the number of things you have to worry about, like the security of your data. Office 365 offers built-in security features, including privacy controls and compliance tools. With Office 365, you’ll never have to worry about the safety of your data.
Integration with Microsoft Dynamics 365
Of all the reasons that Office 365 is such a great choice for your business, this has to be at the top of the list. Office 365 integrates quickly and easily with Microsoft Dynamics 365 CRM.
What does this look like? Let’s take an example. You get an email delivered to your inbox, and you need to track the customer data it contains. Whether the email comes from a lead or a current client, all you have to do is select the CRM tracking option in Office 365. As a result, customer data is automatically synced with Dynamics 365 CRM. It doesn’t matter what device you’re using, either. Whether you’re on your laptop, your office computer, or your phone, all it takes is the click of a button to integrate new customer data with your Dynamics CRM.
Thanks to its seamless integration with Dynamics CRM, Office 365 can dramatically improve your organization’s efficiency and workflow. Are you ready to learn more about how Office 365 can work for you? Contact JourneyTEAM now to set up a free consultation!
Article by: Dave Bollard - National Director of Marketing
JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com
The post Office 365 and Dynamics CRM: The Perfect Match appeared first on CRM Software Blog | Dynamics 365.
Ledgeview Partners takes an inside look at the Microsoft Dynamics 365 Version 9 Update in an On-Demand Webinar that is available to the public.
Get expert tips, best practices, and find out everything you need to know with V9 Updates.
In this On-Demand Webinar, you will:
Are you ready to get the details? At least one person in your organization, hopefully, many more, should be aware of how Microsoft Dynamics 365 V9 Updates will affect your organization.
Catch up with everything you need to know about the Microsoft Dynamics 365 V9 Update. Watch Ledgeview's On-Demand Webinar here.
The post Discover What’s New in the Microsoft Dynamics 365 V9 Update appeared first on CRM Software Blog | Dynamics 365.
Insurance benefits brokers know that using a good CRM system can make them more productive. But, finding one can be easier said than done.
A good CRM system can help any business quickly identify new sales opportunities, manage follow-through from lead to close, and nurture existing customers. But the methods and terminology used in the insurance industry for employee benefits brokers are unique.
Not using any system is ineffective. Just choosing an off the shelf CRM system can prove to be disappointing. But building a custom solution written just for your company can be prohibitively expensive. Let’s compare the options and the solution.
Managing without a CRM system
Without a good CRM solution, it is common for employee benefits brokers to rely on a mix of Office suite programs like Microsoft Excel and Microsoft Outlook for information management; including, contact management, email communication and scheduling. . Most brokers also use an assortment of physical aids and filing systems, for example, filing cabinets, desk drawers or manila folders in common areas. Not having a secure process and storage location for contractual insurance documents presents many risks, and possibly HIPAA violations. Managing without a CRM system oftentimes creates siloes of information that may serve individual people, however, information siloes are always counterproductive for the agency at large. When data needs to be entered in different places it greatly increases staff workload and the likelihood of human error, which in turn, presents risk to the agency.
Off the shelf CRM system
Brokers who choose to use an off the shelf standard CRM system have a better experience compared to not using anything, but the unique methods and terminology of your specific business greatly limit the value of such systems because they too are designed for the broadest range of uses and business types. Businesses cannot shoehorn a CRM system into their organization because it can quickly turn into a disruptive and expensive mistake.
Custom-built standalone CRM software
A software system that is built just for your company is going to be expensive and time-consuming to build. It can also be difficult to maintain and support if the original author of the software is unavailable. Custom-built standalone systems have three major drawbacks which call into question their value for employee benefits brokers. First, the systems are rigid, meaning that any flexibility they have for client customization is negligible, if it even exists. Second, the ability to seamlessly interact with a client’s other software is limited. This means that like other standalone solutions the data must be re-entered in different places with the related problems of extra work, more mistakes, and inefficiency. Third, standalone systems can be quite expensive to design and maintain.
CRM software tailored to the Benefits Broker Industry
The best solution for employee benefits brokers is to invest in a flexible CRM system that has been specifically adapted for your industry.
A CRM systems tailored for employee benefits brokers must have the following prerequisites. It must:
It is equally important to invest in a CRM platform from an established software company that you trust and is likely to be around for as long as the software will be needed. It is also vital to consider the scale of the user community and the business implementation partner’s availability to assist you in supporting your changing needs as they arise. No business should risk finding itself dependent on mission-critical software that was developed by a company that is no longer around or has poor or lacking customer service.
Brokers are by definition intermediaries between customers and carriers. This means that in order to succeed you need to be intimately acquainted with your clients as well as with the highly complex, competitive offering of different carriers. You must record and process important information from many sources about both clients and carriers. To do that effectively, you must:
The nature of the benefits broker business is such that mistakes or oversights can potentially have huge financial and legal implications - an issue made more acute by the enormous variety and complexity of available options. For that reason, the security of any customized CRM system for brokers must be more rigid than systems built for a less sensitive industry.
The system must:
It must also have a robust and adaptable workflow engine to automate repetitive tasks and create process consistencies that save time and minimize the risk of human error.
An integrated CRM solution like this can address brokers’ unique requirements in a way that no out-of-the-box software can. As well as being cost-effective from day one, an integrated CRM solution for your industry is an investment that continues to enhance the bottom line for as long as it is used.
An integrated CRM systems for the benefits brokers industry that can incorporate all those features is only possible if it was designed by software and business professionals who fully understand the industry as well as the adaptability of the underlying software platform.
The answer is Crowe BenefitsBridge for Microsoft Dynamics 365
Crowe BenefitsBridge is a highly flexible agency management solution customized for the benefits broker industry. It sits on top of industry-leading software, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM). It was designed to help employee benefits brokers manage clients, insurance carriers, policies, plan rates, renewals, and commissions in addition to leads and opportunities. The tool integrates Microsoft tools for familiar and intuitive ease of use.
With visibility across your sales, marketing, and support functions, you can save money and gain better client insights.
Watch a Crowe BenefitsBridge overview video.
Crowe Horwath works with insurance agencies looking to drive measurable improvement in every business process, enable closer client relationships, and help any agency achieve new levels of profitability.
If your agency is interested in evaluating Microsoft Dynamics 365 with Crowe BenefitsBridge, contact us today.
By Ryan Plourde, Crowe Horwath, a Microsoft Dynamics 365 Gold Partner www.CroweCRM.com
Follow us on Twitter: @CroweCRM
The post How to Compare CRM Options for the Employee Benefits Broker Industry appeared first on CRM Software Blog | Dynamics 365.
The world of CRM is populated with all kinds of “solutions.” We use quotation marks here before many of these so-called customer relationship management “solutions” are anything but.
That said, there are only two real options for the vast majority of businesses: Salesforce or Dynamics 365. They’re both industry leaders, and they both have their fair share of solid reviews.
So, which should you choose?
The bottom line? There’s no contest: Microsoft Dynamics 365 trounces Salesforce.
Don't take our word for it. In the recent Forrester Wave report Microsoft is ahead in Salesforce.com’s traditional sales software. Forrester concluded - "Microsoft is a best fit for companies looking to capitalize on the productivity gains of their other Microsoft cloud investments..." – which is fairly obvious. But interestingly, they will go on to say: “...and those companies that are …looking to disrupt their peers with Artificial Intelligence (AI) and machine learning.” (CLICK HERE to see more.)
Why Dynamics 365 is the Best Option
Salesforce has spent an awful lot of money over the years making themselves out to be the best CRM out there. They have millions of users, and they paint themselves as the obvious choice. But, when you’re picking a CRM that you plan to use for years to come, the question is: how will this CRM develop in future years?
When it comes to the future, we’re convinced that Dynamics 365 is the way to go. That’s why we’ve helped one client after another make the switch from Salesforce to Microsoft Dynamics.
If you’re not yet convinced, we don’t blame you. Salesforce might still seem like an attractive option. That’s why we’ve put together this list of reasons why Dynamics is the way to go. Keep reading to learn more.
The Cost Factor
Let’s be frank here: Salesforce is expensive. It’s literally almost twice as expensive as Dynamics 365. Plus, Dynamics actually offers more features than Salesforce does. That’s what we call value!
On top of this, Salesforce has all sorts of expensive and non-inclusive “add-on options.” A good example of this is when it come to licensing. With Microsoft Dynamics 365, you get access to Customization, Marketing, Sales, and Service, all under one license. If you go with Salesforce, you have to pay for each of those service individually. What a headache!
There are a lot of reasons that going with Dynamics 365 makes sense. Out of all of them, though, integration might be the most important. At the end of the day, Dynamics integrates better with your organization’s other technologies than Salesforce does. It doesn’t matter whether you’re talking about Office 365, Outlook (Exchange), SharePoint, or Yammer. Regardless, Dynamics 365 integrates with these other programs at the click of a button.
How does this actually look when it comes to your day-to-day operations? Take email tracking as an example. You can technically track emails with both Dynamics and Salesforce. But, if you’re using Dynamics 365, you can actually run the program inside of Outlook thanks to the Microsoft integration. Your sales team will save a massive amount of time thanks to these kinds of integrations.
Easy to Use
When selecting a company-wide CRM, it’s important to prioritize ease of use. You want all of your team members to actually use the software. Using Dynamics 365 couldn’t be easier: it’s incredibly similar to other Microsoft software that they’re already familiar with. If they’re already using Word, Excel, or Outlook, then transitioning them to Dynamics will be easy.
Ownership of Data
You may not have ever considered it, but: who owns your CRM data? Believe it or not, Salesforce actually makes you pay an additional fee if you want to backup your data and access their API. On the flip side, Dynamics 365 offers free API access as part of your subscription. Plus, your CRM information is available anytime.
Dynamics 365 is particularly universal in that it makes use of common programming languages like Java, HTML, and the .NET framework. Meanwhile, Salesforce uses its own programming language called Apex. It’s easy for Dynamics 365 companies to customize their software solution, but Apex customization is quite limited. Plus, it’s not easy to find a developer that can actually work with Apex.
If you ever need to transition your Dynamics 365 system from external to in-house hosted, doing so is simple. It’s possible to do this with Salesforce, too, but it’s both expensive and challenging. Before you can even get started, you’ll need to sign up for the unlimited version of Salesforce. Is it just us, or are we really racking up costs with Salesforce?
Speaking up racking up fees, Salesforce is known for its hidden costs. Its add-on features can get expensive, but many of them are built-in to Dynamics 365. And, if they aren’t included with Dynamics, adding them is generally cheaper than with Salesforce. A quick example: while Dynamics storage is about $10 per GB, comparable storage with Salesforce can run as much as $250!
One of the great things about Dynamics is how easy it is to deploy. You can set it up as SaaS, private hosting, via an on-premise option. Salesforce doesn’t offer this flexibility: cloud hosting is the only option available to you. Some organizations simply can’t take the cloud hosting risk.
In the modern tech-centered world, data drives the vast majority of company decisions. With this in mind, it’s astonishing that Salesforce users have to manually refresh their dashboards in order to see up-to-date data, while Dynamics 365 CRM dashboards are updated in real time. Plus, you can opt to include Power BI reports in Dynamics 365 if your organization uses them.
Microsoft Dynamics 365: The Obvious Choice
There’s no question that Dynamics 365 is the way to go. As a CRM solution, it’s custom tailored to fit your needs as they grow and evolve.
Are you ready to get started with Microsoft Dynamics 365? If so, JourneyTEAM is here to help. We’ve worked with countless businesses to help them transition from Salesforce to Dynamics, and we’re ready to help you do the same! Visit our website at journeyteam.com, or call us at 800.439.6456 to get started. Click here to see more about this article.
JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.jourenyteam.com
The post The Better CRM: Microsoft Dynamics 365 or Salesforce? Forrester study says Dynamics 365. appeared first on CRM Software Blog | Dynamics 365.