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be taught the what, why, and hows of CRM 2016 on-line.
This chapter is from the publication
Microsoft has made titanic investments in Microsoft Dynamics CRM on-line to supply a value-useful and full-featured sustain for users. the combination with Microsoft office 365 online has streamlined the process and gives a random for groups to consolidate their workplace 365 and Microsoft Dynamics CRM on-line experiences.
This chapter is committed to the online edition of Microsoft Dynamics CRM 2016. In some locations, this chapter explicitly notes changes between On-Premises and on-line, but the region it doesn’t, which you could signify on that the textual content is set CRM online.
For more tips about On-Premises installations of CRM, view CHAPTER 29, “On-Premises Deployments.”
Microsoft Dynamics CRM is available in three simple installing alternatives: On-Premises, CRM online, and accomplice hosted. This chapter covers CRM online, including licensing, advantages and barriers, an operational overview of the capabilities provided by Microsoft, and a ebook on the route to check in and control a CRM online instance.
Microsoft Dynamics CRM on-line is a Microsoft-hosted provider that presents tight integration with the workplace 365 platform. Microsoft started offering CRM on-line complete over the CRM four.0 days, with near characteristic parity with what you may acquire the employ of an On-Premises or accomplice hosted implementation. With the liberate of CRM 2011, the on-line offering changed into additionally up-to-date, and the modifications between the alternate options narrowed, however obstacles imposed on account of a shared hosting ambiance saved some groups from the usage of this carrier providing. In 2012, Microsoft rolled out updates that extra narrowed the differences and greater protection, enabling CRM on-line to be a actual first-type citizen in the Microsoft CRM world.
REDMOND, Wash. — Sept. 12, 2016 — Microsoft Corp. has entered a six-12 months settlement with HP Inc. to deploy Microsoft Dynamics to lots of personnel across HP, dramatically enhancing collaboration across marketing, income and service operations. With Dynamics, in addition to Azure, office 365 and other Microsoft Cloud solutions, HP has invested in the sales and service collaboration platform it must deliver a seamless revenue journey for customers and partners while increasing the business’s performance and economies.
“we've chosen Microsoft Dynamics as their CRM avow for their direct promoting, partners and features,” referred to Jon Flaxman, chief operating officer, HP. “This brings us a cloud-based avow that promises a extra helpful and efficient collaboration engine across their business.”
HP is present process a event to seriously change its revenue and companion environment, using elevated productiveness and collaboration in a basically all-digital world. As a Part of this transformation, the business is touching to a extra built-in revenue adventure for each HP sales reps and the channel accomplice group.
Complementing Dynamics CRM, office 365 offers global income, provider and advertising professionals at HP with an immersive, linked productivity adventure for teamwork and collaboration. in addition, vigour BI will empower HP marketers to find powerful enterprise insights and predictions. Azure will give the IT company with a world, open, hybrid cloud for complete of the options, whereas additionally giving HP a platform for brand fresh capabilities and functions at a low total can imbue of ownership.
“HP continues to innovate in its consumer engagement, with the tools and business techniques it offers to its personnel and accomplice group and, of course, the items and features it delivers,” spoke of Judson Althoff, govt vp of global industrial business at Microsoft. “We partake this dedication to digital transformation with HP and are tremendously arrogant to work with it because it offers incredible know-how experiences to americans worldwide.”
In July, Microsoft unveiled plans to introduce a brand fresh strategy to enterprise manner functions with Microsoft Dynamics 365, a circulation that evolves its latest CRM and ERP cloud solutions into one cloud provider with fresh goal-constructed apps to back control specific company capabilities. valued clientele can register for a webcast sequence about maximizing productivity and delivering first rate customer experiences with Dynamics prerogative here.
Microsoft (Nasdaq “MSFT” @microsoft) is the main platform and productivity enterprise for the mobile-first, cloud-first world, and its mission is to empower every adult and each company on this planet to obtain more.
note to editors: For more guidance, information and perspectives from Microsoft, gladden contend with the Microsoft intelligence center at http://news.microsoft.com. internet hyperlinks, phone numbers and titles were apposite at time of booklet, but might also believe modified. For extra tips, journalists and analysts may contact Microsoft’s rapid Response crew or other applicable contacts listed at http://information.microsoft.com/microsoft-public-family members-contacts.
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For any business to be successful or better their services, learning about their customers & customer feedback plays a pivotal role. Analyzing the feedback from customers and making required changes to the business process/models accordingly is Part of any business growth. Keeping this in view, Microsoft Dynamics 365 CRM which is customer centric or revolves around customer relations has introduced a survey utensil which can be embedded within your Dynamics 365 CRM and helps in capturing the customer feedback.
Voice of the Customer (VOC) was introduced with Microsoft Dynamics CRM 2016 online, and is used to capture feedback regarding their products or services from within CRM. With Voice of the Customer, they can set up surveys, dole them to contacts or leads via workflows, and capture responses. The captured data can then be utilized for analysis, generating reports and making usurp changes to their product/service.
This feature/app is available globally as Voice of the Customer solution for Microsoft Dynamics 365 CRM (here after referred as D365) online subscriptions. It can be installed from the Applications area of Dynamics 365 Administration Center.
Installation :
We will walk you through installation of the solution step by step in detail.
Sign in to https://login.microsoftonline.com with your Global Administrator or CRM System Administrator credentials.
Navigate to Admin Centers > Dynamics 365
In the D365 Administration center window, navigate to Applications Tab.
Select the Voice of the Customer solution, and click on Manage. Proceed through Terms of Service to accept the terms.
Select any Instance from drop down list and click on Install.
Before Installation, the status of solution will be Not Installed. After clicking on Install, it will purchase few minutes to start installation and shows status as Installation Pending. When the solution is ready, status will change to Installed.
Note: During Installation Pending status, the CRM instance is in maintenance mode and is offline for a short age of time.
Once the Voice of the Customer solution is successfully installed, Voice of the Customer is added to the sitemap.
Survey Process
Using Voice of the Customer, user can conduct Email/Web-based surveys.
Create a Survey
To create fresh survey record, navigate to Voice of the Customer > Survey.
On survey record by default, 3 forms are available as shown below:
SurveySurvey page has a theme, logo, conduct controls, as well as question/response configurations, they can modify them as per the requirement.
Designer:The Designer page allows us to design UI and questions for the survey. It provides options to add pages and questions. For example, they can design a welcome page to reflect the message that they would relish their recipients to view upon opening the survey.
The survey questions can be added to a fresh page or on the existing page via the drag-and-drop editor. The user can double-click on questions to edit it, and the user can click on the edit button on the shape for more editing options.
Once complete the questions are added and required changes are done, preview the survey to check if complete questions are saved properly (only saved questions will be displayed in the preview).
Dashboard:
The Dashboard is the statistical representation of Survey data or survey response. It will parade complete the responses or feedback in bar graphs.
Distributing the Survey
To dole or employ the survey externally, they requisite to publish the survey. To achieve so, click on Publish button on the ribbon.
Once the survey is published, email snippet and anonymous link are automatically generated. These email snippets or anonymous links are used for distributing the survey to the customers.
We can test the survey page before sending it to the customers by using Test button. Test displays the survey page that will be sent to customers and the response provided in the test page aren’t stored as survey response.
The Test button will not work if the survey is not published.
The Test button displays only the published content where as Preview displays the saved content.
Email Snippet can be used in email templates or in the email content directly. For example, the below mentioned email snippet can be pasted in the email template or email content directly.[Survey-Snippet-Start]2dfd9f6d-295f-4488–8132–773357e758ea[Survey-Snippet-End]
The text of the link (email snippet) can be added in Invitation Link Text field. This text is displayed in the email that is sent to the customers.
For Example, in above image, the Invitation Link Text province is set to Click Here. So, Click Here is displayed as a link in email and on clicking this link will redirect to the survey page. If the Invitation link text province is blank then the survey link is displayed in the email that is sent to the customer.
Here is an instance of using email snippet in route email step of a workflow:
Anonymous Link is used in Survey Activities and in conducting web-based survey (social networking sites, etc.).
Fill complete related fields data of Survey activity and click on save. Once saved, this will generate the survey Invitation Link (anonymous link of survey selected in survey field) that can be sent to users for providing feedback.
Taking Survey
By clicking the link generated above, users can provide feedback. Below is the sample feedback created for capturing the session.
Page 1: Welcome Page
Page 2: Questions Section
Page 3: Complete Page
Survey Responses
Once the survey is completed by customers, the responses that are given by customers are stored in Survey Responses entity.
The results of the survey are stored in Response Summary tab in the Survey Responses entity. It is an HTML page which displays the answers given by customers for complete the questions from the survey.
Question Responses entity stores the records of each question and respective avow from the customer.
Response Outcomes — For every survey, there is an outcome after taking the survey (complaint or complement or appreciation, etc.) based on the Responses Routing created for the survey.
Limitations of VOC
There must be minimum of two pages in every survey.
A maximum of 200 surveys only can be published at any point of time. You might requisite to unpublish surveys which are not in employ anymore, if needed.
We can comprise a maximum of 250 questions in a survey. If you’ve enabled feedback for a survey, you can comprise a maximum of 40 questions.
We can create a maximum of 25 pages per survey.
We can route a maximum of 10,000 email invitations in a 24-hour period. Any emails that exceed that amount will remain pending during that time and will automatically start sending when the time limit is over.
Voice of the Customer for Microsoft Dynamics 365 will drag a maximum of 2,400 survey responses per day. Voice of the Customer leverages Azure to host the surveys and capture responses. So, If there are more responses (more than 2400) in a day, 2400 will achieve in, remaining will remain in Azure until the next day.
Voice of the Customer for Microsoft Dynamics 365 allows storage of a maximum of 1,000,000 survey responses for an instance.
With the release of Microsoft Dynamics CRM 2016, Microsoft has expanded its license offerings to better suit the needs of its diverse customer base.
License Options Explained
As minute in design 4.8, Microsoft now offers four levels of subscriber licenses for Online:
Enterprise—This top-end license for CRM Online includes complete features as well as most of the rest of the items that tumble under the Dynamics CRM umbrella, such as Parature and convivial Engagement.
Professional—This license includes access to the core functionality, the capacity to customize and access complete modules delivered by Microsoft, and xRM solutions developed in house or by external vendors.
Basic—This mid-tier license provides basic access to several core entities, such as Contact, Account, Case, and Lead (in addition to xRM solutions). This is a salubrious option for organizations that achieve not employ the Sales favor Automation, Customer Service, or Marketing components that are delivered with CRM.
Essential—The entry point for CRM Online is the Essential license. With this flush of license, the user cannot access any of the core components or core entities. A salubrious instance is a simple xRM solution, as described in Chapter 3, “Customizing and Designing Applications Within Dynamics CRM 2016 (xRM).”
Figure 4.8 User capabilities by license flush for CRM Online.
The availability and licensing options by user vary, and as fresh products are added, they continue to evolve. design 4.8 provides a sample breakout of the features available at each license level, but be sure to check out the licensing and purchasing options available at the time of purchase for changes to this list.
In addition to the access and functional rights provided with each license, as the number of licensed users within an organization grows, additional free capacity enhancements are included. A quirk that existed before Dynamics CRM 2016 was that regardless of the number of users, every organization received 5GB of storage. This meant that organizations with only one or two users had 5GB, and organizations with thousands of users also had 5GB. Luckily, Microsoft has recognized this deficiency and added scaled storage, as described in the next section.
For On-Premises deployments, the following options now exist:
Although this fresh licensing is significantly simplified over previous licensing, it silent requires some conversation with esteem to the actual pricing because Microsoft licensing is as diverse as its many offerings.
Online Add-on Features
Microsoft recognizes that the number of users is not always a lucid indicator of the needs of an organization and that the additional storage and non-production instance scale-up outlined previously may not meet an organization’s needs. To address this, Microsoft allows an organization to, on a monthly basis, purchase additional capacity:
Additional production instance—An organization may purchase an additional production instance as an add-on license. Each user licensed in the main production instance has access to this fresh production instance. The projected cost for this is $549 per month per additional production instance. For example, a service organization may determine to employ the additional production instance to segregate a client’s data.
Additional non-production instance—An organization may elect to purchase additional non-production instances for activities such as development, testing, or demonstrations. The cost for a non-production instance is $150 per month for each additional non-production instance. This comes as a much relief for organizations that require additional instances but achieve not want to purchase plenary production instances.
Additional storage—For each additional 20 licensed users, an organization is granted 2.5GB, up to a maximum of 995GB total, at no charge. However, if the organization wants to purchase more storage than allocated, it can achieve so at $9.99 per gigabyte.
Figure 4.9 shows the options available.
Figure 4.9 Optional add-on features for CRM Online.
New License Paradigm
The fresh license levels and features are Part of a shift in licensing for Microsoft:
Multitier model—Organizations believe flexibility to license the prerogative flush of functionality for every user; it is no longer one-size-fits-all.
Parity between offerings—Now there are consistent multitier license offerings for Online CRM and On-Premises CRM.
Mobile access—Mobile access for Windows, Android, and iOS devices is included with each license at no additional charge.
Non-production instances—Non-production instances provide better back for organizations with non-production needs.
Updated EA (Enterprise Agreement) availability—Microsoft offers auspicious terms for license transitions from On-Premises to Online.
Flexible premium back offerings—Microsoft offers several different levels of premium back for each Online client.
REDMOND, Wash. — Sept. 12, 2016 — Microsoft Corp. has entered a six-year agreement with HP Inc. to deploy Microsoft Dynamics to thousands of employees across HP, dramatically enhancing collaboration across marketing, sales and service operations. With Dynamics, as well as Azure, Office 365 and other Microsoft Cloud solutions, HP has invested in the sales and service collaboration platform it needs to deliver a seamless sales sustain for customers and partners while increasing the company’s performance and economies.
“We believe chosen Microsoft Dynamics as their CRM solution for their direct selling, partners and services,” said Jon Flaxman, chief operating officer, HP. “This brings us a cloud-based solution that delivers a more effective and efficient collaboration engine across their business.”
HP is undergoing a journey to transform its sales and colleague environment, driving increased productivity and collaboration in a virtually all-digital world. As Part of this transformation, the company is touching to a more integrated sales sustain for both HP sales reps and the channel colleague community.
Complementing Dynamics CRM, Office 365 provides worldwide sales, service and marketing professionals at HP with an immersive, connected productivity sustain for teamwork and collaboration. In addition, Power BI will empower HP marketers to uncover powerful business insights and predictions. Azure will provide the IT organization with a global, open, hybrid cloud for complete of the solutions, while also giving HP a platform for fresh capabilities and services at a low total cost of ownership.
“HP continues to innovate in its customer engagement, with the tools and business processes it provides to its employees and colleague community and, of course, the products and services it delivers,” said Judson Althoff, executive vice president of Worldwide Commercial business at Microsoft. “We partake this dedication to digital transformation with HP and are incredibly arrogant to work with it as it delivers wonderful technology experiences to people around the globe.”
In July, Microsoft unveiled plans to introduce a fresh approach to business process applications with Microsoft Dynamics 365, a Move that evolves its current CRM and ERP cloud solutions into one cloud service with fresh purpose-built apps to assist manage specific business functions. Customers can register for a webcast sequence about maximizing productivity and delivering much customer experiences with Dynamics here.
Microsoft (Nasdaq “MSFT” @microsoft) is the leading platform and productivity company for the mobile-first, cloud-first world, and its mission is to empower every person and every organization on the planet to achieve more.
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