Benefits of a Dynamics AX Support Plan You Must Know! | dynamics AX

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Microsoft Dynamics AX is a multi-currency, industry specific global enterprise resource planning software product that plays an integral role in supporting the administrative and operational processes for any company that is into service industries and retail.

Benefits of a Dynamics AX Support Plan You Must Know!

It empowers businesses a base for growth, by helping them operate effectively and be adaptable to the ever-changing market scenarios. It allows them to work out organizational operations with real time reporting and allows transparency across all businesses. This also involves asset management, CRM, supply chain and manufacturing. For these organizations that troubleshoot issues on a daily basis, a well set Dynamics AX Support Plan in place is of utmost importance. There are many advantages of this plan but majorly two benefits stand out and affect the organization growth the most –

An organized ticketing system

At any point if there is an email, call or any smoke signal being sent to a partner with a similar system, a help ticket is automatically created. This means the message doesn’t get lost in junk mail and the problem is relayed right on time to the expected receiver. This allows the support partner to address the issue and provide help at the earliest.

A ticketing system also provides accountability. As soon as the ticket is in the helpdesk, and prioritized basis the severity of the issue. If the concerned receiver is not addressing the issue in time, he/she will be held accountable.

Can Microsoft Dynamics 365 Transform Customer Engagement; Through ‘Validity’?

Customer Engagement is one of the chief elements that every company focuses on. Customer engagement is the key to not only drive better revenue, but to also build the image of the brand.

Another advantage is that all conversations through ticketing system are recorded. This allows one to go back if the issue comes up again and can be resolved through some other method.

A customer portal

This is another big advantage of having a Dynamics AX support plan. It allows one to view current and all historical cases. This means one doesn’t have to go through piles of mails in order to look back at a certain issue. The ability to systematically look for information saves a lot of money and time. It also properly prioritizes issues basis their urgency and level of work involved. There are pre-packaged support plans customized on the basis of system requirements, number of instances and number of on-site visits.


It gives a lot of global business opportunities as it supports high transaction rates. It also develops a network of thousands of users across multiple sites. With legal requirements, built-in languages and currencies it makes business easier even for international processes. It also provides a variety of financial capabilities to help put together distribution centers and accounts worldwide. This gives employees access to reporting, detailed analysis, and accounts. A well placed system also affects the financials, providing a consistent boost to the organizations.

As the Microsoft dynamics AX consulting support plan ensures all grievances are addressed at the earliest stage and provide a well-laid out support system for systematic solution, it helps in building relationships. With a quick redressal of problems, consumers develop trust and become more loyal over a period of time. So the biggest benefit that is helps in building strong relationships.

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Microsoft Dynamics AX, which is now named as Microsoft Dynamics 365 for Finance and Operations is company’s most advanced business solution for the business, with extremely adaptable and industry-specific features to empower even the most intricate of the organizations.

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.


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)


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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