blend365-blog

[blend365-blog]

Maintaining your Data quality now gets easier!Here are the 5 most important questions you will need to ask yourself to manage your data quality

[blend365-blog]

Cloud-based business application platform Microsoft Dynamics 365 has made work easier and more efficient by leaps and bounds for companies. However, it is not just the integration of data that is attracting hordes of users to purchase this software application. Data integrity too, is an important factor, as it can impact adoption, performance, progress and &hellip

[blend365-blog]

Third-party tools are essential for Dynamics 365 users and we're here to discuss all the advantages that help make the difference!

[blend365-blog]

Eliminate it by using tools that allow you to create a database that gives you an edge. Read on to learn how you could nip bad data in its bud and how we could help you in doing just that with Microsoft Dynamics 365

[blend365-blog]

Uptrix Consulting provides innovative products certified by SAP & Microsoft. Automate business processes & validate data in multiple ways

[blend365-blog]

Some tips on good Data Management for a successful business undertaking. Read on to learn the best practices on successful Data Management on Dynamics 365

[blend365-blog]

5 Major Aspects That Affect Data Quality on CRM

The central requirement for a successful CRM/ERP undertaking is the quality of the stored data. Data like the customer’s contact details are pivotal in any CRM system. In this blog, our experts will shed some light on the data quality in CRM, its importance and how you can ensure that the data is worth your time and effort.

CRM Data Quality

Data quality is often understood to be just data accuracy. However, it’s more about the value it adds to your CRM goals. After making all the effort to enter the data, it’s pointless if the data is not making a difference to your business. Bad data makes it impossible to come up with a meaningful data analysis, eventually forcing your CRM plans down the drain. Here are 5 aspects that you ought to keep in mind to ensure optimum CRM data quality.

Is your data precise?

To ensure the accuracy of data in your systems, it’s important to introduce a workflow to verify, enter and update all the CRM data right from the beginning. This can help businesses avoid situations where teams lose trust in the CRM database.

Struggling with incomplete data?

Incomplete data is a common phenomenon, but recurring incomplete data can become a daunting problem. It is critical for businesses to identify data and understand the actions and processes needed for it so that teams are able to do their jobs.

Is your data distinct?

Duplicate data is a major challenge that most businesses encounter. If you don’t have a process in place to combine and delete duplicate records, it’s better to avoid them altogether. Sometimes, if duplicates are mindlessly deleted, multiple incomplete records may arise as the information you need is spread across multiple duplicate entries. It’s best to help your team with a seamless experience in dealing with data by fixing processes and eliminating duplicate data at the earliest.

Is your data secure?

Making sure that the right people have the right access and privileges to avoid creating a free-for-all database. The main rule of CRM security is to give a user the access they need to ONLY do their jobs. Failing to do so can make it difficult for other people to do their jobs. Trust us when we say this.

Is your data up-to-date?

It’s always a good practice to periodically clean and organize your database. This ensures your data is accurate, unique and updated. Also, make sure that you keep a check on obsolete information when you import bulk data. Up-to-date data is about making sure that the information in your CRM is useable. All in all, what’s the use of tracking information when it isn’t of any use?

BONUS: Consistency is key!

Are all the email addresses and phone numbers in the same format in your database? The human brain works in a way that recognizes patterns in our information, and that’s the purpose behind uniform data presentation. Consistent data creates organizational and informational rules that help teams process information and use it in CRM. It can get frustrating and confusing when your data isn’t uniform.

Life gets simpler with Uptrix!

Microsoft Dynamics 365 is the most popular CRM platform helping numerous small and medium-sized businesses in their CRM undertakings. We’ve got something that will help simplify Data management for you! Follow our page on Linkedin to know more.

Source:

[blend365-blog]

10 Reasons Why You Should Choose Microsoft Dynamics 365

The decision of choosing the perfect CRM and ERP for your organization is vital to complement and meet strategic goals. MS Dynamics 365 is the best platform for a 360-degree vision of the insights and processes of your business’s operations. The impactful tools on D365 assist your sales and marketing teams helping you to stand out amongst the competition. Microsoft Dynamics 365 provides great functionality, performance and security that enables you to scale and modify your solution as your organisation adapts to its business environment. Here are 10 reasons why you ought to choose Microsoft Dynamics 365 for your ERP and CRM system of choice:

Data Centralization

Your data would be centralized by integrating with other applications, cloud services and external data sources. This includes accounting databases, email marketing, websites, surveys etc. With centralization, you can easily spot your strengths and weaknesses and measure performance with data visualisations. This keeps the organisation informed with important metrics to make better decisions.

Customer Relationships

Consistency in the customer experience can take businesses a long way in retaining their client base. The integrated sales, marketing and customer service platform helps connect every source of customer information across all channels including integrated webchat and self-service portals.

Integration Possibilities

Dynamics 365 easily integrates with Office 365 and other Microsoft platforms which pave the way for more efficiency and productivity. Dynamics 365 integrates with commonly used and familiar applications such as Outlook, Excel and Word. Apart from this, D365 also makes integration possible with other CRM and ERP systems like SAP and SalesForce.

Data Security

Microsoft is known for how it prioritizes customer data and security. D365 meets the EU privacy criteria including GDPR. When you go through MS Dynamics 365 compliance, it’s a given that all your customer data is safe in the Microsoft Cloud.

Regular Updates

Microsoft boasts of a great amount of Research and Development that is put into upgrading Dynamics 365. This is proven when we see two major releases each year and weekly updates that continually improve and extend the capabilities of D365.

Processes Automation

Here’s a way to put an end to repetitive and time-taking manual tasks. The workflows on D365 can create rules for processes that can be customised based on your businesses requirements to achieve the desired results. You can easily be notified and make the approval-process seamless by following guided processes. This helps in consistently reaching successful outcomes while ensuring high data quality.

Accessibility

In this era that enables us to work from anywhere in the world, Microsoft has developed applications that synchronize with D365 from iOS, Windows and Android devices. This enables optimum productivity while teams remain on the same page.

Usability

Microsoft has invested considerable resources in producing products that uphold similar user interface principles. This means that Windows users will naturally feel at home when using Dynamics and you can spend less time and money onboarding your employees.

Meaningful Insights

Every organization needs to have a data-driven and informed platform to make better business decisions. Managing real-time reporting on all the specified KPIs with AI capabilities and Power BI dashboards visualizations is bound to uncover new insights into the analysis and business decisions.

Easy Licensing

Dynamics 365 offers simple, transparent cloud licensing with an option to mix and match, and pay only for what each user needs. The predictable monthly billing helps businesses plan their budgets and stay ahead.

Microsoft Dynamics 365: The ultimate CRM platform.

Data management on D365 provides options to integrate and unify CRM and ERP capabilities into applications that work seamlessly together for a fruitful business undertaking.

The Uptrix Advantage

At Uptrix, we’re working on an add-on that further simplifies Data Management while working on D365. Watch this space to learn more about what’s in store.

Source:

[blend365-blog]

Tips to Smartly Improve Your Data Management on Microsoft Dynamics 365

Today, data holds utmost importance in almost every business. The quality of data helps an organization improve its operations and inefficient data management can hamper the organization’s ability to build a holistic view of the business. 

Poor data quality doesn’t seem to be an alarming concern until the scale of the problem affects the sales and marketing processes that in turn play a pivotal role in improving business and communication with customers. 

Data management catches the least attention and is usually the last thing to be discussed in a board meeting. However, it is what matters the most and is pivotal in business decisions.

Microsoft Dynamics 365 and Data Management

Dynamics 365 offers many path-breaking data management tools that will meet most of your demands. 

Here, we will discuss the usability of these built-in tools that include duplicate data detection, bulk deletion jobs and audit history, importing and exporting data. 

A robust Data Management strategy helps keep your data clean and applicable. Here are some tips that our experts have chalked down to make all that difference to your Data Management techniques.

Exporting Data From Microsoft Dynamics 365

Data could be exported in 3 ways from Microsoft Dynamics 365. Let’s get into the details of these options.

Export data to MS Word or MS Excel templates

Here one can automatically export and import data to and from Word and Excel templates. This keeps data management a simple part of daily work life. 

The templates will help auto-complete documents such as invoices and proposals. This process is a good option to keep data updated without having to make multiple entries in different locations.

Dynamic and Static export to Microsoft Excel

This is the go-to option for the ones who are more comfortable scrutinizing data on Excel and can be carried out in 3 ways.

Option 1

Export to Excel Worksheet Online

Simple modifications can be carried out quickly. Using Excel online could easily help change and update data within minutes.

Option 2

Export to Static Excel Worksheet

This is the best option if there are multiple changes or modifications to be made. You can slice and dice the exported data for further analysis here.

Option 3

Export data to Dynamic Excel Worksheet

This option lets you see the latest data each time you open the dynamic Excel worksheet. For all those who like to keep refreshing data, this is your best option.

Third-party data export options

There are a few third-party tools that help in exporting data from MS Dynamics 365. 

You could choose from an array of tools depending on what your needs are. Using third-party data export and data management tools on MS Dynamics 365 will satisfy most of your needs around the formats and other requirements.

Importing Data to Microsoft Dynamics 365

This involves the same methods and tools used as exporting, such as importing from Excel Worksheets, Word Templates, Excel Templates, etc. 

A template could also be downloaded for data import to match the entity named in your Dynamics 365. 

This would ensure all the required fields are filled up and included in your database. Most third-party Dynamics 365 data export tools also work for import. However, it is best to pick the tool that helps complete your projects sooner.

Detecting Duplicate Data

Use the built-in duplicate detection functionality on Dynamics 365 to your advantage. It may not fulfil all your organizational needs but can certainly help minimize data duplication. 

You can also create your own rules around duplicate data detection to further scrutinize duplication. This way, when duplication is detected, you will be prompted by Dynamics 365 about the further course of action with the record. 

Once you have your duplicate data detection rules defined you can set up jobs in Dynamics 365 to detect duplicates and the records could be either merged, overwritten or left unchanged.

Validation of Data

Data validation is a process for making sure that entries into a system are scrutinized and correct. The ability to validate data provides enormous benefits in the undertaking of a business, here are a few:

Improved flow of information between the internal departments.

Development of meaningful and accurate reports.

Pure or good data is critical and increases revenue.

Deletion of Bulk Data

Storing data that is no longer of any use needs to be out of the system. You can easily delete bulk data from Dynamics 365 with a built-in tool, all you need to do is set up a bulk data deletion job. 

In Dynamics 365, bulk data deletion works in the same way as the duplicate data detection does. You can create a rule around the defined parameters to detect the unused data before scheduling a bulk deletion job.

Data Audit History on Microsoft Dynamics 365

The audit history is vital to cleanse data in Dynamics 365. The auditable things are: create, update, delete, and access, the non-auditable features are read operations, metadata changes, and notes or attachments. 

The Audit History View will help in accessing, shared privileges, security roles, association, and disassociation of records, as well as deletion of audit logs. It’s always best practice to keep auditing for important fields and operations. 

Creating a schedule for a regular sanity check and review of the audit logs would help in the long-run.

Conclusion

Businesses turn to Microsoft Dynamics 365 for control over processes, increased productivity and overall growth. 

However, most businesses fail to understand the importance of accurate data and how it paves the way for efficient operations. 

Constant enhancement and management of the data are what makes it worthwhile to take advantage of it. Third-party tools help a great deal in data management while using Microsoft Dynamics 365. 

They help in data rectification, transformation migration and integration that help simplify your Data Management strategies.

[blend365-blog]

Unleash the True Potential of Microsoft Dynamics 365

Microsoft Dynamics 365, otherwise known as D365 is a combination of ERP and CRM technology. 

It helps handle business processes and comprises of several components such as financials, sales, operations, logistics, marketing, customer relationship management and human resource management. 

Under a shared data model, data is seamlessly shared across components as well as with existing Microsoft products such as Office 365 and Outlook.

The technology introduced by Microsoft has disrupted the approach businesses use to integrate technology. 

Dynamics 365 stands out with the way it unifies ERP and CRM platforms, simplifying business processes. 

The tool presents a unique set of options that enables businesses to carry out all their tasks with increased efficiency and accuracy.

Here are some aspects that we have highlighted to help you recognize the true potential of Microsoft Dynamics 365.

Overcoming Business Challenges

The advent of IT has continuously helped overcome business challenges. In spite of the advancement in building enterprise technologies, organizations have failed to be compliant with CIA (Confidential Integrated Availability). Adding to this, they also don’t offer:

Exceptional application performance

Easy access to critical data

Discernment of customer needs

End-to-end business visibility

Dynamics 365 helps overcome most of these challenges with seamless access to important data that are pivotal in making crucial business decisions. Day-to-day tasks could be conducted with more control when Dynamics 365 is added on with other tools.

The intelligent features on Dynamics 365 offer a better insight into your business, helping you make quick decisions – keeping your competition, customer and strategy in view.

Quick Turnaround Time

Exceeding the expectations of customers makes a business stand out among the competition. Data validation and review for market insights help organizations and customers a great deal. 

This is the biggest challenge faced and is given the utmost importance in today’s scenario.

Dynamics 365 helps you track your business performance and enables you to be proactive and not responsive. 

The option to view real-time data and analysis on accounting, sales, purchasing, and inventory, to make quick decisions while identifying the ever-changing market trends and customer needs reduces your overall turnaround time.

The predictive analytics and intuitive intelligence pave the way for smart decisions and improved business.

Maximized Efficiency

Businesses end up spending way too much on the management of their IT systems, leading to failure in meeting business goals. This, in turn, causes a roadblock in being flexible to the constantly changing business needs.

Dynamics 365 helps fill in all the commonly encountered gaps with its new-age automation technologies that constantly upgrade. 

The software makes data integration and management a seamless affair while bridging internal departments. 

Options to schedule and assign jobs to the right people and the interactive reports help in effective project management.

Forget about being in the ‘catch-up’ mode and get work done on time with Dynamics 365. The unified cloud solutions help you stay ahead with higher efficiency and improved customer service.

Minimized Technological Investment

Businesses end up spending a huge chunk of their profits on technology and today, it’s higher than ever. 

CIOs find it extremely challenging to allocate the IT budget each year and it gets tougher with the pressure to keep the expenses low. 

In addition to the fast-paced evolution of technology, meeting the expectations of your tech-savvy teams and customers makes it too difficult to work it out on a budget.

Keeping all of this in view, opting for the cloud-based Microsoft Dynamics365 impacts businesses in a positive manner. 

The option to pay monthly and pay per user avoids a lump sum investment upfront, further cutting down the capital and operational expenses. With Dynamics 365, businesses can recognize business needs and minimize data centre expenses.

Overall Value Addition with Microsoft Dynamics 365

Today, it is intelligent technologies like cloud and machine learning that drive businesses to stay ahead. Dynamics 365 offers operational excellence that helps streamline your business.

To further tap into the intricate specifications, there are a number of third-party tools you could add to Dynamics 365.

Engage your business in a forward-thinking approach with Dynamics 365 and change the way you see data management for CRM and ERP.