Microsoft Dynamics 365 for Sales Archives - Page 4 of 7 - FMT

This page outlines the feature enhancements in Microsoft Dynamics CRM 2015 Update 1 (Spring Release) within the areas of: Microsoft Dynamics CRM Online Microsoft Dynamics Marketing Microsoft Social Engagement (previously Social Listening) Parature Download the as PDF here. Introduction Customer experience has become increasingly important for brands, yet there is a significant gap between how companies think they’re doing on delivering great customer experiences and what customers think. We believe companies must think about their customer journey and engagement models differently in today’s world. Our mission with Customer Engagement solutions from Microsoft Dynamics is to enable companies deliver amazing customer experiences via intelligent customer engagement. We provide end-to-end customer engagement solutions so that companies can deliver customer expereinces that are personalized, proactive and predictive. Companies can: Personalize customer experiences by creating end-to-end, outcome-focused journeys that engage customers at the right time and place with the right message. Create proactive experiences […]

Microsoft Social Engagement 2015 Update 1 adds new capabilities that will give you greater insight into what people are saying on social media and news. This blog will help you understand what has changed from the previous release (Microsoft Social Listening) and what to expect in this new release of Microsoft Social Engagement. Download as PDF document here.     What's New in Microsoft Social Engagement? Here are some of the areas we have enhanced in our latest release: User Interface New modern user interface that is intuitive and easy to use with visual filtering. You can choose a light and dark theme to suit your visual preference. Social Analytics Reimagined analytics with new visualizations, including phrase clouds, top fans, top critics, and top hashtags for greater insight. Social Center Collaborate with sales, marketing, and service teams and engage with social communities. Social Profiles Add your authenticated Facebook and Twitter accounts […]

This video highlights the new features in Microsoft Dynamics CRM 2015 including: Enhanced sales process automation New hierarchical visualizations Product management enhancements The new sales and marketing collaboration panel Mobile sales features Expanded case management functionality The many new marketing automation tools FMT Consultants is a leading Microsoft Dynamics CRM Gold Partner.

Below you'll fint the spring 2015 Parature preview release guide. The guide contains information about the many new features and product enhancement within the areas of Knowledge Management, Support Ticketing, Self-Service Portal, Mobile, Social, Chat and Packaged Integrations. Contact FMT Consultants for more information about Parature from Microsoft. Download the full PDF guide here     Content Introduction Knowledge Management Support Ticketing Self-Service Portal Mobile Social Chat Packaged Integrations Conclusion Introduction Technology has fundamentally changed customer care, empowering the customer with as much or more information, devices and channels of engagement as the average customer service agent has to deliver service. Growing expectations have presented brands and organizations with the need to become “customer obsessed” and more deeply invest in the technology that will allow them to productively, proactively, personally and consistently respond to and engage with customers at the time and on the channel of their convenience. Microsoft, the productivity […]

Southern California Dynamics CRM consulting firm, FMT Consultants, will be demonstrating the new features and product enhancements in Microsoft Dynamics CRM 2015 in Los Angeles and San Diego on February 17 and February 19, 2015. San Diego, CA, January 13, 2015 – FMT Consultants, a gold certified Microsoft Dynamics CRM partner, today announced its upcoming roadshows featuring two Microsoft Dynamics CRM 2015 demo events. Dynamics CRM 2015 is the latest release of Microsoft’s robust and scalable Customer Relationship Management (CRM) solution designed for business of all sizes. The Dynamics CRM 2015 showcase sessions take place on: Tuesday, February 17, 2015 from 1:00-3:00 PM PST at the Microsoft Office in San Diego, located at 9255 Towne Centre Drive, Ste 400, San Diego, CA 92121 Thursday February 19, 2015 from 1:00-3:00 PM PST at the Microsoft Office in Los Angeles located at 13031 West Jefferson Boulevard, Ste 200, Los Angeles, CA 90094. […]

Register now for our Dynamics CRM 2015 events in February 2015! Microsoft released the latest version of its robust Customer Relationship Management solution, Dynamics CRM 2015, in December, 2014. This page highlights some of the new key features and enhancements of Microsoft Dynamics CRM 2015. Download the Preview Guide as PDF here: Download Marketing Business Context – The world is changing and it is impacting how companies need to engage with customers. Customers are 57% of the way through the buying cycle before they engage with you. Marketers, more than ever, need to be there every step with the customer, ensuring that when the customer does reach out, sales, marketing and the customer are all on the same page. Marketing owns more of the customer journey than ever before, so they must engage customers in new ways, across new channels in a personalized, relevant way. At the same time, marketers […]

What are Business Process Flows? Business Process Flows in Microsoft Dynamics CRM 2013 are a new and powerful addition to the Processes section that helps visualize the necessary steps in a business process. From MSDN: A business process flow guides you through various stages in the business process, from start to finish. …..The process flow will tell you where you are in the process, where you came from, and what to do next. You are able to continuously monitor your own progress.  Source: http://msdn.microsoft.com/en-us/library/dn481586.aspx Creating/Modifying Business Process Flows As business process flows are an out–of-the-box construct in CRM 2013, it is quite simple to create or modify a business process flow. The easiest way to view all business process flows is to first select Settings on the command bar, then Processes from the sub-options in settings. Then you will be able to change the view of the processes to Business […]

Business processes in Microsoft Dynamics CRM 2013 are great out-of-the-box, but there are also a few things that we can do in terms of extending the functionality of the stages with some customizations. In this blog I'll show how to conditionally hide/show a business process flow section based on the current stage. For example, let’s say that for some business process flows, before entering information on a new lead you want to validate that this lead does not already exist in CRM as an account or contact: To drive home this point to your end users, on the lead form, you will not show ANY sections unless this stage has been addressed. Therefore, if you are in the “INITIAL” stage as shown above, then nothing should be visible on the lead form until you progress to the next stage (in my example the stage name is GATHER). Here is how […]

Business processes in Microsoft Dynamics CRM 2013 are great out-of-the-box, but there are also a few things that we can do in terms of extending the functionality of the stages with some customizations. In this blog I'll show how to use out-of-the-box field level security to apply security to business process flows in CRM 2013. Hiding and showing a section is a good way to limit your end users to be working with only the fields that they need access to, but we can apply out–of-the-box field level security to business process flows as well. Let’s say you wanted to add a Boolean field called something like Progress to the first step, and only certain users could be allowed to change the value of Progress from No to Yes. What you would do is: 1. Create a new Boolean field that is enabled for field level security: 2. Create a […]

FMT Consultants demonstrates best-in-class capability and market leadership through demonstrated technology success and customer commitment. San Diego, CA, August 21st, 2014 - FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, today announced it has attained a Gold Customer Relationship Management competency, demonstrating a “best-in-class” ability and commitment to meet Microsoft Corp. customers’ evolving needs in today’s dynamic business environment and distinguishing itself within the top 1 percent of Microsoft’s partner ecosystem. To earn a Microsoft gold competency, partners must successfully complete exams, resulting in Microsoft Certified Professionals, to prove their level of technology expertise, and then designate these certified professionals uniquely to one Microsoft competency, ensuring a certain level of staffing capacity. In addition, these partners must submit customer references that demonstrate successful projects along with implementing a yearly customer satisfaction study, meet a revenue commitment and pass technology and sales assessments. Founded in 1995, FMT […]

nVerge 2014 is a one-day technology conference taking place on September 25th, in San Diego, CA. The conference focuses on the latest feature updates and trends for Microsoft Dynamics CRM, Dynamics Marketing, Dynamics GP, Microsoft SharePoint, Microsoft Office 365, Business Intelligence, Corporate Performance Management (CPM) solutions, third party software applications for the Microsoft Dynamics product line, hardware solutions and IT services. The nVerge 2014 agenda offers a combination of keynote and breakout sessions, presentations by premiere San Diego businesses, ongoing learning labs, a bustling expo floor, networking sessions, breakfast, lunch featuring a special presentation by Dale Carnegie of San Diego and post conference cocktail reception. See the full agenda here. The Dynamics CRM and Dynamics Marketing sessions at nVerge include: Build Your Pipeline with Microsoft Dynamics Marketing Microsoft Dynamics Marketing is the offspring of Microsoft’s acquisition of Marketing Pilot and was made available with the Dynamics CRM spring 2014 release. […]

User adoption is pivotal when implementing Microsoft Dynamics CRM within your organization. A key component to turning your CRM implementation into a successful investment is by providing timely post go-live and on-going support in a manner that reassures your users that the system will be properly supported. Support could range from training, user feedback, suggestions, enhancement requests, technical issues, bugs, reporting requests, etc. It’s best to have a solid plan in place, whether that’s using an existing I.T. ticketing system or having dedicated staff. But the reality is that many companies don’t have the time and/or resources to put something in place until after the first critical user adoption period has passed. If users don’t adopt to the system initially, it makes it much harder to get them on board later on. One way to show your users that they’ll have the support they need is by creating your own […]