CRM

Hit only the bull’s eye with Dynamics CRM Services

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Microsoft Dynamics 365 is one the topnotch CRM applications which is constantly evolving to meet the diversified demands of the companies. Every organization has to manage their customer relations in order to grow in numbers. Therefore, a company has to adopt an efficient CRM solution that can help them to not only foster customer relationships, but streamline their operations as well. And, Microsoft Dynamics is one such solutions that cater to these needs of the companies and that is why it is being adopted in large numbers by different companies.

Hit only the bull’s eye with Dynamics CRM

The parameters of maintaining a fruitful relationship with the customer include things like replying to their queries in a timely manner, solving all their product related issues without delays, and keeping them engaged throughout their journey, and even after that. Dynamics CRM allows you to do exactly just this! Through the customer service section of the software, you can interact with the customers, and keep a record of all forms of interactions as well. Capturing the interactions makes it easy for the CRM executives to go through the old interactions if the customer strikes again. If the rep will have all the details about the customer, and his previous problems, the agent will be in a better position to help the client.

Now, what do we mean by hitting the bull’s eye with Dynamics CRM Services?

This means that Dynamics CRM services allows the company to deliver exactly what the customer wants. The CRM has the capability to capture interactions and offer valuable analytics. These numbers and other customer related information can be used by the company to gauge the exact need of the customer. Therefore, it becomes easy for the organization to offer a perfect solution that will fulfill the exact need of the customer. Also, the customer support executives are in a better position to understand the customer, and interact with him in the best possible manner, after going through his previous interactions.

Dynamics CRM has special offerings for the sales and marketing teams as well. Form the option to create and send out email campaigns to rate the leads, the CRM is developed brilliantly to empower the sales and marketing reps.

The campaign creating feature of Dynamics CRM services has some preinstalled templates that can be dragged and dropped to be used for the campaigns. This not only saves the time of the marketer, but also simplifies the process. However, the marketer can also hit the bull’s eye or send out personalized and self-designed communications to the right target audience also to establish a connection. Also, with the help of so many useful analytic reports generated in Dynamics CRM, the marketer can easily asses the progress of the campaigns, and make modifications to enhance the response.

Whereas, the sales team also gets the benefit of attaining complete understanding of a particular customer or the complete target audience through the analytics and customer interactions. This helps them to craft impactful strategies to fetch more leads.

One of the biggest advantage that Sales reps get by using Dynamics CRM is the option to rate the leads. The CRM allows them to set up a scoring process through which every lead is given a certain score. Scores are based on their interest levels, behavior, click rates, website visits and a few more parameters. This scoring helps the sales professionals to find out the most lucrative leads. And, they can curate personalized plans to convert those leads into customers with a direct approach.

Whether it is the marketing team, sales team or the customer support team, Microsoft dynamics CRM services India allows every team to build a personalized connection with the customers. Through the portal, all the necessary information can be generated, and that information is used to tap influence the target audience, which in turn leads to growth in terms of customers as well revenue of the company! Therefore, more and more companies have started adopting Dynamics CRM to empower their teams.

How to Backup and Restore your CRM Online Instance?

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It is the most important aspect of an organisation to keep it data safe. The business depends upon the various data that are needed again and again for various purposes. Preventing your CRM data from any theft and becomes very essential as it requires regular time to time check-ups so that it status can be known.

We have multiple options for backing up and restoring your CRM Online instances. This is the ability for the end user to be able to manage database backups and simultaneously backups van be made in our online instance whenever we require. Previously customers had to engage Microsoft support to do this for them, but with new added features the customer can now manage this procedure of their own.

crm-online

There are two types of backups namely system backups and on demand backups.

System Backups: These are like an automated function which takes it course automatically without manually commanding it to its job. Some useful CRM system backups are stated below:

  • All your instances are backed up automatically without doing it yourself each day.
  • System backups occur daily and it doesn’t need any reminder.
  • System backups are retained up to three days so that you may check them when in need.
  • System backups in no case keep count against your data storage limits.
  • System backups are identified as created by System on the Manage Backups page.

Demand Backups: With on demand backups, you can make your own backup before making some significant modification change or applying a version update. Some important features of Demand Backups are mentioned below:

You can back up Production and Sandbox occasions.

  • You can only restore to a Sandbox instance. For restoring to Production instance, firstly you have to switch it to a Sandbox occasion.
  • Only CRM Online 2016 version update 1 or later versions are supported for any backup.
  • On demand backups are retained for up to three days. These backups can be further used for your references.
  • On demand backups are generally explained as created by someone other than System and with the help of Edit – Delete – Restore in the details section. System backups only There is currently no facility to program backups (other than the daily system backup that’s taken automatically once a day)

Limitations

With this new ability like all new features it is quite obvious that it will have some limitations:

  • This is especially available for CRM Online 2016 Update 1.
  • You are not supposed to take an on Premise backup and restore it into our online occasion
  • Cannot backup your online instance, and doesn’t have the ability to restore it to an on Premise org or for reporting purposes.
  • There is no usual API support in this segment.
  • There are currently no facility to schedule backups (other than the daily system backup that’s taken automatically once a day)
  • With all these limitations it’s amazing to witness that more power coming to the CRM Online customers hands. It’s for sure that Microsoft will definitely linger to enhance this already powerful tool and maybe eliminate some of the current limitations in future versions.

Even with these limitations it’s great to see some more power coming to Microsoft CRM Development. Its sure Microsoft will continue to increase this already influential tool and maybe disregard some of the current limitations in future versions. The backups themselves are encrypted, and you’re only able to restore back into a Sandbox instance. Microsoft CRM Development in India thus helps its users in so many ways.

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