Evorio Digitally Transforms UKExpertMedical
Evorio Digitally Transforms UKExpertMedical UKExpertMedical, provide services to the Legal Industry, providing expert witnesses and medico reporting services for Medical Complaints. With approx. 80 staff, they are based mainly across two offices in Manchester and Lincoln. Included within the group structure are several companies including: UK Expert Medical / UK Expert Digital The Brain Injury Group (BIG) / TDS Law Veterans Welfare Group (VWG) UKExpertMedical are in a period of growth and were looking for a company that could ensure their IT Solutions were able to scale alongside the business. Clare Harrison, having worked with Evorio during her time at a previous company, recommended them for the project, and work soon began. “I really liked how Evorio approached the project with an operational mindset, instead of a purely technical mindset, which is how most IT companies approach projects.” Clare Harrison, Head Of Strategy, UKE The Challenge UKE’s existing set up consisted of: An On-Premise Server with 14TB of data running off an old Synology NAS solution End of life Network Equipment Myriad of software from organic growth Both offices working from different IT systems Inability to work remotely The concerns: Constant Downtime due to storage size Duplication of documentation and no single source of truth Concerns around existing cyber security protection No DR Plan and lack of backup protection across all assets Spiralling IT Costs Unplanned Office Move “Evorio might not be based 5 minutes around the corner, and we have contact via teams, phone and via email, but the team is willing to come and see us if necessary, in both our Manchester and Lincoln offices” Clare Harrison, Head Of Strategy, UKE Evorio’s Solution Following on from our initial audit, their existing IT supplier handed in their notice, with one week’s notice. This meant we had to provide support to a poorly implemented solution, whilst implementing a new environment. Rather than purchase new servers, which would require ongoing maintenance and a complicated network setup, we migrated services to Microsoft Azure Virtual Desktop (AVD). This provided a stable and secure environment, with no large up-front costs. We then completed office moves for both Manchester and Lincoln offices, implementing new networking and Wi-Fi solutions. Our technical solutions included: Migrating Sage50 to a Virtual Server, accessible via the AVD Enrolling all devices into Microsoft Intune and deploying Microsoft Defender. Security was further enhanced with use of conditional access and Intune security policies. Creating Domain Trusts between the Groups Implementing an archiving solution to reduce storage costs whilst retaining required data. Deploying ‘bullet proof’ backup solutions and implementing a DR Plan. “Our staff are really seeing the benefits, the ease of use, the security. We threw a lot of different things into the mix with an unexpected office move, but after Evorio’s help, our staff are happy, working and are more adaptable to things that can arise.” Clare Harrison, Head Of Strategy, UKE To hear more in UKExpertMedical’s own words, take a look at the video below with their Head Of Strategy https://vimeo.com/1100595627?fl=pl&fe=sh For more information on the digital transformations Evorio carries out – take a look a the buttons below! Dynamics 365 CRM IT Solutions
Microsoft Dynamics 365 Security Roles
Microsoft Dynamics 365Security Roles A hugely important part of any CRM system is determining who can use which elements of it, and more crucially who can interact with which records. Luckily, Dynamics 365 has an out-the-box security model that helps you remain in control of the different levels of access across your business.The model might seem a little complex on first glance, so, as your trusted advisors, we’ve created a simplified graphic (below) to help you understand the different elements that hold it all together – if you need help implementing something like for your system, please use the Contact form to get in touch with us! Security in CRM Explained There are five ‘pillars’ to implementing a security model in Dynamics: Business Units (BU): These can be thought of as individual divisions or departments. They act as the building blocks of your security and define a boundary which is built upon by the security roles and access privileges that you implement. You can have multiple business units, and can build them in a parent:child structure to represent your hierarchy.An example could be a ‘Sales Team’, ‘Finance Team’ etc, or else make them location-specific one like ‘United Kingdom’ with child units for each regional office like ‘London’. Users: These are people who have access to your system – these are always related to one business unit. Security Roles: These are groups of permissions which define what users can and can’t do in your system – we generally build a “Standard User” and “Super User” role to give different layers of access, usually based on seniority or job role. Additionally, we sometimes apply function-specific roles, too, to give permissions to do certain things like edit products, view audit history etc. Privileges and Access: These define the actions that users can perform in the system and the level/extent to which they have access to perform those actions. For example, can they create, edit, delete and share records only owned by themselves, can they also perform some (or all) of these actions on records owned by other members of the same business unit, or across the whole organisation?In the below example of security roles we have only listed three privileges, but the full list is: CREATE, READ (view) WRITE (edit) DELETE APPEND (be linked to another record eg. to say that an opportunity is for a specific account) APPEND TO (link to another record eg. to allow the account to be linked to the above opportunity ) ASSIGN (change ownership) SHARE The visual below pulls this all together to show how all of these elements relate to one another, and then an example security model. Access Flows Downwards So, in the model shown above, the Edinburgh business unit would, if combined with a security role providing parent:child BU access to the relevant records, provide the access to all the records within Edinburgh, plus in the London, Edinburgh and Cardiff (child) business units. It does not give London and Edinburgh users access to interact with records in the business unit above them (Head Office) even if they had been given a parent:child business unit level of access in one of their security roles. If there were child units underneath London, though, the users in London would be able to access relevant records in those business units if given the correct security role. How about some examples? 1. Let’s consider a Salesperson – we’ll call her Kate – who works in London. Kate has been given the Salesperson security role only – (from the image above). This means she can view Accounts and Contacts owned by users in her own business unit, and by those in Edinburgh and Cardiff. However, she can only edit Accounts and Contacts from the London office, and has even less permission to delete them – she can only delete records owned by her. As she is a salesperson, she needs to be able to interact with Order records, to see what Orders her pre-sales work has generated, but the business does not want her to be able to snoop on sales orders taken by salespeople in Edinburgh and Cardiff, so she has been restricted to only viewing London orders. She also cannot edit or delete Order records at all. 2. Now let’s consider Taylor, who is a Marketing Exec in the Head Office – because the head office is the parent business unit, this unlocks some of the ‘parent:child’ abilities provided by the relevant security role. For example, Taylor will able to view, edit and delete Lead records owned by users in the Head Office, and in the London, Edinburgh and Cardiff offices. He can also, like Kate, view all accounts and contacts in the organisation, Unlike Kate, he has no ability to edit or delete accounts and can only delete Contacts he owns. This evidences that, despite Taylor working at the Head Office which is the top of the tree, his given security role (and the access levels contain therein) still drives what he is able to access and he has fewer permissions than Kate for some record types. In Summary We hope this gives you a good insight into how to structure your security, and how closely you can restrict / open up access to types of records in your CRM system. Getting this right from the beginning of a system build is much easier than trying to engineer it across an established system, but realistically if you plan correctly you can implement it at any stage to fit with your business’s changing needs. As always, we recommend getting your relevant teams and/or premises on board and involved in the design of this model, both so that they understand it from the get go and so that employees will not push back against potentially having their read / write / create / delete access restricted. Need help? Give us a call and we’ll get you set up with the right security roles for your business. Contact Us
Microsoft Copilot Wave 2: Here’s What You Need To Know
Microsoft Copilot Wave 2: Here’s What You Need To Know Earlier this week, Microsoft announced and released Wave 2 of their ever popular Microsoft Copilot, their AI assistant built off the back of Chat GPT. Microsoft claims that Copilot has the fastest adoption rate of any of their Microsoft 365 suite, and that, at one company they surveyed, Copilot users saved 92 minutes per week on average when using the AI tool. They also claim that, since general release, Copilot has doubled its speed in terms of responses, and that response satisfaction has tripled. It is changing every day, both as users get to know it and as it starts to adapt to things like writing style, common prompts etc. With wave 2, Microsoft has released a host of new features and uses; some are small tweaks, some are game-changing new tools. Take a look below for what to expect from Microsoft Copilot Wave 2. As features get added, we’ll be dropping short demos on how you can use Copilot – click below to take a look (and feel free to bookmark, as we update that page regularly!) Tips And Tricks For Microsoft Copilot Copilot In Web The version of Copilot that exists in the web has been granted some big new features – the biggest? BizChat Accessible right now at this web page to those with a Copilot licence (and coming soon to the free version of Copilot), you’ll find what Microsoft dubs “The UI for AI“.BizChat is an interface that allows you to talk to Copilot as you already have been, but now with access to your company’s files and data, turning your organisation’s data into “a rich database of information and insight” and allowing you to collaborate with Copilot like never before. You’ll see a toggle at the top of the page, toggling between “Work” and “Web” – switching it to work mode gives you the features of BizChat. This is then taken even further with the other big feature – Pages.‘Pages’ is a digital canvas allowing you to collaborate with other members of your organisation, without leaving your Copilot chat. You can talk to Copilot and drop it’s responses onto the collaborative page, where everyone with access to the page will be able to see them. Users of Microsoft Loop may find the interface familiar, as it’s a similar concept to a Loop page, with the added benefit of Copilot. Copilot In Teams Copilot within Teams hasn’t received any major feature drops. Instead, Microsoft has chosen to make small improvements to the functions that already exist – namely, when asking Copilot to summarise a recorded meeting, Copilot will analyse the meeting chat as well as the transcript, leading to better and more comprehensive summaries. You can also now ask Copilot to find any unanswered questions or actions from the meeting, so that its ability to read the meeting chat gets put to good use. Copilot In Outlook The biggest new feature for Outlook is the ability for Copilot to now prioritise your inbox. With just one prompt, Copilot analyses your inbox based not only on the content of the emails you’ve received, but also on your role within the organisation, including who you report to and the email threads you’re actively respondent in. Coming soon in a future update, you’ll be able to teach Copilot what topics, keywords, and contacts that are important to you and you’re role, and Copilot will be able to prioritise emails that fit your criteria. Some smaller updates to Copilot’s functionality in Outlook, specifically the mobile version, include the ability to suggest and choose what tone you want a reply to be generated in, making replying to emails with Copilot even easier and more convenient.Also, Copilot will suggest multiple different responses in some cases, and you can choose whichever you feel most appropriate and edit from there (or ask Copilot to tweak certain parts, if you’re so inclined). Copilot In OneDrive Similarly to Teams, OneDrive hasn’t received much in the way of feature drops – but the one it has received could come in handy for its messier users! Copilot can now compare files, meaning that finding the latest file version that’s hidden in a random folder with a random date is now much easier. Copilot will compare two files and tell you what the differences in content are – going one step further than just comparing the files’ metadata to determine which is the latest version. Copilot In Excel The big news is that Copilot in Excel is now generally available! Previously, Copilot for Excel was only in public preview, and (in our experience) wasn’t as reliable as the rest of the Microsoft 365 suite, but now the full version is out for everyone with a Copilot licence to use. Another big change is that, unlike in the preview, you can now ask Copilot to analyse data that hasn’t been formatted into a table, lifting one of the biggest restrictions from previous versions. What has now entered preview, however, and isn’t available generally, is Copilot’s ability to generate Python code and insert it into your Excel sheets.Now, anyone can work with Copilot to conduct advanced analysis like forecasting, risk analysis, machine learning, and visualizing complex data, all without knowing Python (or so Microsoft claims). As previously mentioned, this feature is in preview, so may not be fully reliable just yet, and likely won’t be available to most users. Copilot in Excel with Python will become generally available in a future update, likely with Copilot’s wave 3 release. Copilot In Word The big new thing in Copilot for Word is the ability for Copilot to reference emails and meetings when generating content – instead of just other files within your organisation’s SharePoint. Beyond this, Microsoft have simply made general improvements to the existing capabilities of Copilot. Copilot In PowerPoint Copilot within PowerPoint has one big new feature – The Narrative Editor. Now, when asking Copilot to generate a presentation based on a specific topic, question, or
Microsoft Copilot: Tips And Tricks For AI In 2026
Microsoft Copilot: Tips And Tricks For AI In 2026 Microsoft Copilot AI is here! Microsoft’s newest efficiency tool brings a wealth of features to help streamline your work – and we’re here to tell you about them. See below our list of Copilot Tips and Tricks to streamline your work. The best part? Copilot is getting better and better every day, so check back regularly to always have the latest on what Copilot can do! What Is Copilot? Copilot this, Copilot that – lets start off from the beginning with what Copilot actually is, before we discuss all that it can do! Take a look at the short video below to find out what Copilot is: https://vimeo.com/981962761?fl=pl&fe=sh Copilot In Microsoft Loop Copilot just got Loop-ed in! We LOVE Microsoft Loop here at Evorio, and we can’t get enough of its real-time collaborative features, so what happens when you throw Microsoft Copilot into the mix? Take a look at the short video below to see how Copilot integrates with Microsoft Loop to summarise long project documents and even generate new content – visible to everyone who’s got access to the Loop doc, regardless of if you have a Copilot licence or not! https://vimeo.com/974959968?fl=pl&fe=sh Copilot In Microsoft PowerPoint Need a proposal presentation on the double? Microsoft’s AI companion Copilot is here to get you going. Simply give it the Word doc you need to turn into a presentation, and Copilot gives you the boost you need to get going quickly! While it’s not quite perfect (just yet!), this gives you a great place to start from, and will save you hours in the long run. Gone are the days of starting with a blank piece of paper. https://vimeo.com/962096307?fl=pl&fe=sh Copilot In Microsoft Outlook Show of hands – who else gets 3 bajillion emails a day?? Now – who’s got time to read them all?? Here’s where CopilotAI comes in! Microsoft’s Copilot can summarise those big email chains with loads of responses into the most important bits and feed them back to you – take a look below to see Copilot in action! Imagine how much time this can save you in the future! Got any burning questions about Copilot? Let us know! https://vimeo.com/962096352?fl=pl&fe=sh Copilot In Microsoft Teams It’s the start of a new financial year for many, which means one thing – Meetings. Yearly reviews, new business plans, budget discussions: there’s no end to the long April meetings that come around each year. But (drumroll please) help is a few clicks away… Microsoft’s new AI companion Copilot can help you prep for the “month of meetings” with just the press of a button! Take a look at the video below to see Copilot generate detailed recommendations and actions on what to prepare for an upcoming meeting, including emails, messages, people and even files – all there, neatly presented. https://vimeo.com/962096388?fl=pl&fe=shhttps://vimeo.com/974959102?fl=pl&fe=shhttps://vimeo.com/974960235?fl=pl&fe=sh
Call Recording With Dynamics 365
Call Recording Dynamics 365 Microsoft Teams has been capable of making and receiving calls for years now, through Teams Phone (previously known as Teams Voice). Now, Teams is lending its power to Dynamics 365 users. Make And Take Calls With Dynamics 365 Dynamics 365 Sales users can now make a call directly from a contact record within Dynamics.Next to any populated phone number fields, you’ll see a small button to make a call, meaning the days of copying a phone number from Dynamics and pasting it into the Teams dialler are gone. Similarly, when you get a call incoming, you no longer need to leave Dynamics to take it. When receiving a call, a window will pop up in the corner of your screen with the number, and the name of any existing contacts that are associated with that number within Dynamics! Instant visibility of who is calling – and no need to switch apps. Dynamics also saves a record of this call in the “Activities” section of your sales hub to help you build that news feed of all communications held with a customer. To have access to these features, and more, you’ll need to have one of the following licences and security roles: Dynamics 365 Sales Premium Licence Dynamics 365 Sales Enterprise Licence Any primary sales role, such as salesperson or sales manager. Now For The Exciting Part, Call Summary: Once you’ve made or taken a call, head over to the “Activities” section of the sales hub and you’ll see the automatically-created record.From here, click on the “Call Summary” tab for the most exciting part of this new Dynamics feature. The overview will provide you with some basic information on the call, such as: Date and time of the call Length of the call The participants Engagement stats such as the ‘talk-to-listen’ ratio and the average talking speed The notes tab, seen on the left, lets you manually add notes during and after the call, and features Microsoft CoPilot’s AI technology to give you intelligent suggestions, saving you time and bringing to light parts of the conversation you may have missed during the call itself. The “Action Items” Tab provides a list of actions that were mentioned in the call. For example, “I’ll send an email to X” or “Let’s arrange another call”. From this, you can set up a task and assign it to the appropriate person, just like any manually-created sales action or task. Lastly, there’s the “Mentions” tab, which displays all the talking points and topics of the call as tags, using AI. Finally, Call Recording: As well as recording the actions and notes, you can get a recording of the call itself to scrub through and listen. You also get a transcription with highlighted keywords to help you find a specific point in the conversation. You can also use this transcript to add comments and translate what was said if necessary. For storing these recordings, you have two options: Microsoft Provided Storage Unlimited Storage for recordings, but with a retention period of only 30 or 90 days. Upon expiration, recordings are deleted automatically. Microsoft Azure Storage Unlimited Retention Useful if the built-in storage doesn’t offer enough retention, or isn’t compliant with your data policies. 20 minutes of audio is roughly 10Mb, with a 1Tb Azure subscription you could store up to 50,000 recordings. An Azure subscription comes with an additional cost, of around £400 per year for 1Tb of storage. You can also manually delete recordings whenever by finding the call record and hitting “delete”. It’s important to note as well that the only way to automatically record Teams Phone calls, is via Dynamics 365. What do you think of this new feature? Do you find it useful to be able to call people straight from Dynamics? Do you wish there was more information included within the call summary? Let us know via LinkedIn! To find out more of what Dynamics 365 Sales can do, hit the button below! Learn More
What You Need To Know About Dynamics 365 Storage
What You Need To Know AboutDynamics 365 Storage So, you’ve got a shiny CRM system with loads of leads and contacts, ready to take your business to the next level – But how does it all get stored? How much is too much? How can you manage it? All these questions, and more, answered here! First Up – What Is It? Just like the file storage on your hard drive or SSD, Dynamics 365 requires storage capacity to hold all of the data and insights you feed into it.Unlike in on-premise deployments where your business’s servers manage the storage and data, storage for Dynamics Online is licensed by Microsoft under your Dynamics subscription, with no extra cost. Your system admin should be keeping on top of how much storage you’re using, and how much you’ve got left, in the Power Platform Admin centre. Doing this ensures that your system performance doesn’t get impacted by capacity limits. Some storage comes as standard with your Dynamics 365 package, and additional capacity can be purchased per capacity type, on a per gigabyte per month basis to ensure you never run out.Microsoft’s new storage model splits capacity into the following three types. Database – This houses all of the typical entity and field data, and core records like accounts, contacts, opportunities and any other custom record type. Put simply – it holds all the stuff you would’ve put into a spreadsheet before you made the jump to CRM! 10GB comes as standard, plus 250MB per user (for Enterprise license and above). File – File storage is made up of notes, emails, and files (documents added as attachments). Emails tracked to Dynamics as well as those sent from Dynamics both count. You get 20GB as standard, plus 2Gb per user (for Enterprise license and above). Log – This section stores more “system” type files – back-end files that the system needs to run such as workflow logs, audit history data, analytics, role updates and more. You get 2GB as standard (for Enterprise license and above). How Can I Reduce My Usage? This is the question on everyone’s minds and one with multiple possible answers. It is something we are asked all the time. 1. Manage Your Environments If you’re also running a sandbox (test) environment, then keeping the data in this test system to a minimum will mean you aren’t doubling your storage usage. Storage is measured at a tenant level, meaning it’s a combination of all the CRM environments you’re running. 2. Consider The Health Of Your Database Do you need those lost leads from 5 years ago? Do you have duplicate records or tasks that can be merged? Running bulk deletion jobs on old, unwanted data can help bring down your current storage, and it’s a great way to make sure your CRM is in the best shape it can be! You can even schedule deletion jobs to run periodically to bulk delete records once they hit a certain ‘age’. 3. Workflow Jobs Every time an automation runs, a ‘workflow job’ is created and stored in the log storage. This could be things like every time an opportunity is won, send out an email to the sales team. The more you have, the more your usage grows. To solve this, either set your workflows to automatically delete successful workflow jobs as soon as they’re complete (where they aren’t needed for investigation), or if you need to keep these logs schedule a bulk deletion exercise on these records after a certain amount of time has elapsed, like every 6 months. You can do the same for other system jobs and data, like rollup field calculations and audit history logs. Power Platform Capacity Summary Page. Dataverse tab which shows you a per-environment summary. 4. SharePoint Instead of attaching documents to records in Dynamics, use SharePoint to store your files. Connect the two systems and leverage the much larger (1TB) storage capacity in SharePoint to store files there instead. These can be referenced and accessed directly via a link on the relevant Dynamics record.Speak to us about a SharePoint integration. 5. Data Imports If you regularly perform bulk data imports into CRM, you may not know that this can leave the large import file floating around in your storage capacity. Delete these source files (being vigilant not to also delete the resulting imported records, of course) and free up some space. 6. Audit Logs Be smart about how many entities have auditing enabled, as this could control the speed at which your audit log size increases.
How To Turn On Email Notifications In Power BI
How To Turn On Email Notifications In Power BI Power BI is a fantastic reporting tool that offers endless customisations for valuable insights, but in the world of business we don’t always have time to manually go in and check a report. Luckily, Power BI has a feature that solves this very problem. Say ‘Hello’ To Power BI Report Subscriptions! Report subscriptions allow you to automatically send report updates to multiple participants whenever, or wherever, they are. You can set the criteria to be based on a specific time, such as weekly, or whenever the data in the report changes. But how do you do subscribe to a report? Here’s a step-by-step guide! Setting Up A Report Subscription First and foremost, login to your Power BI account if you haven’t already done so (https://app.powerbi.com for anyone unsure). Once you’re in simply navigate to the report you want to subscribe to in the “Workspaces” or “Apps” section, open it up and follow these steps. Click the “Subscribe to report” button which is in the banner at the top From here, you should see a screen like the one to the left, except in place of all of that information, you’ll have a button which says “Create a subscription” Give that a click. From here you can configure the subscription settings: Recipients: Enter the email addresses of those who want notifications (only an option if you’re choosing email delivery, more on that below). Frequency: Select how often you want notifications to come in, such as weekly, daily, or only on specific days of the month. Time: Enter what time of day you want these notifications to come in. Time Zone: Select what time zone you, or the person you’re subscribing for, is in. Start Date: Select when you want the notifications to begin. After you’ve selected that, you can now select whether you want the full report to be emailed to you (only available to those with a Power BI Premium account), or a link to the report (which requires a Power BI Pro account). From this window, you can also add a message to be included with the email containing report updates, however this is optional. If you don’t want a message attached, just leave this bit blank. Now, just double check all the settings you’ve chosen and once you’re happy, hit “Subscribe” You can also manage your subscriptions by clicking on your profile picture in the top right of the page, and selecting “Settings” From here, you can view, edit or delete your existing subscriptions, should you need to. Et voila! You’re all done. You’ve successfully subscribed yourself and others to a Power BI report, and you’ll receive updates in accordance with the frequency level and delivery method you’ve chosen. No more needing to login to Power BI multiple times a week just to double check a report! But that’s not all that Power BI can do! Click the button below to find out exactly how Power BI can help you and your business, and how Evorio can help get you up and running with insightful Data Analytics! Learn More About Power BI
How To Handle Leavers In CRM
How To Handle Leavers In CRM People come and go from companies often, and it can be a challenge to keep track of who is and isn’t still with a business – and then even more work to go and amend this in your CRM without also adding messy suffixes to denote they have ‘Left’. Additionally, if you choose to deactivate contacts when they leave a company, you risk losing cross-selling opportunities for any new companies they move to. We have taken charge and created a custom plugin to simplify the process and mark a contact as a leaver at the touch of a button! As you can see from the demo below – our process marks a contact as a leaver or “Former employee” by just pressing a button. When this happens, a background process is triggered disassociates the contact from with the company they have left, but keeps it linked as a ‘Former Employee’ Connection. This is great because you keep the contact in your system and can still see all previous communications and interactions with them, keeping that full 360-degree view of your customer. If they start working at another company, they can be linked to their new employer in the usual way (via the Company Name field), and it means that you keep a trail and footprint of your relationship with this contact across any business they work for! Contact us to find out how you can get this plugin for your own Dynamics 365 system – as well as for more handy Dynamics tips and tricks! Contact Us
Dynamics 365 Gets SMS Messaging
Dynamics 365 Gets SMS Messaging Great news….Dynamics 365 For Sales has added a much-requested new feature – SMS messaging! Now, with Dynamics, you can send and receive SMS messages to and from customers, and automatically record them into CRM. Text your customers to let them know a delivery is coming, update them on the status of their order, or even request and receive feedback from them in a more convenient way – without leaving CRM or losing sight of your customer’s information. Previously, SMS messaging was only available through 3rd party plugins and add-ons, but with it now being baked into the Dynamics 365 Sales package, it’s easier and more accessible than ever. How Can I Use SMS Messaging In Dynamics 365? SMS messaging is easy to use, but you’ll need a System Admin to set the feature up before you can do so. If you don’t have a system admin or need help with this, contact us here for a helping hand setting it up. After the feature has been enabled in your system, your users will be able to send and receive text messages within CRM as easily as they have always been able to create phone calls, tasks, appointments and emails. You can do this a number of ways, either through the notification bell if you’ve received a message, or from within a contact record by clicking the messaging icon next to the phone number you wish to message. You can send automated messages using the sequence designer page, which sends a message to customers when certain criteria are met, for example after a certain amount of time has passed after an activity. You can also design and implement text message templates and personalise them much like emails, to make it even easier to get in contact with your customers efficiently, and in a way that’s more convenient for them. For more detailed guides on how to set up and use the new SMS feature in Dynamics 365 – click here Why Should I Use SMS Messaging In Dynamics 365? Firstly, communicating via SMS is not for everyone; but, if it fits with your business or brand, then it’s a no-brainer for things like sending your customers delivery updates, appointment reminders, progress updates on a service you’re providing, and more. It’s quicker, often more convenient, and more likely to be read timeously. Likewise, you’re also likely to receive responses more timeously, especially from your valued customers who want information and updates fast, and to be in touch with you as simply as possible. And let’s face it, how many of us are ever more than a few inches from our mobile phones at all times?! And how many of us are also constantly chasing an overflowing email inbox where important information can easily slip through the net? Combine the power of text messaging with the fact that you can do it directly from within your CRM system (and let automation do some of the work for you) and you are another step closer to achieving that true single view of a customer. All information and communications in one place. What could be better? Have you used Microsoft’s new SMS feature? Let us know your thoughts by following us on LinkedIn and commenting! For more details on what you can get with the Dynamics 365 For Sales package, click the button below! Dynamics 365 For Sales
New Dynamics 365 Feature – Who Knows Whom Explained
New Dynamics Feature: Who Knows Whom Explained Meet “Who Knows Whom” Dynamics 365 users have gained a brand new feature that, at first glance, seems to be a salesperson’s new best friend. Say hello to “Who Knows Whom”. Who Knows Whom keeps track of those in your team who have interacted with a contact or lead, opening the door for an introduction, and increasing your chances of a positive response. We’ve been testing the new widget here at Evorio, and we think it’s perfect for larger companies with lots of interactions and makes it much easier to understand who’s been talking to a contact most often. Who Knows Whom indicates the strength of a given connection using the bars to the right of the window based upon email activity and appointments, something that is invaluable to understanding who the internal points of contact may be. The window is available as a table like the one above, or as a chart like the one to the left – whichever you find easier to digest, and appears on a contact record under the “Sales Insights” form as a widget. For Sales Enterprise users, the information within this window is taken from email and meeting data within Dynamics, and for those using Sales Premium, the data is taken from Microsoft Exchange, assuming your admin has configured your CRM in this way. But sharing your data for Who Knows Whom isn’t mandatory – it’s quick and easy to opt-out if you don’t want Dynamics to collect your data. To be able to use Who Knows Whom, you’ll need either a Sales Enterprise or Sales Premium Dynamics license, and any primary sales security role, like the salesperson or sales manager roles, for example. Get in touch with us about Dynamics licenses here. How Do I Opt-Out Of Data Sharing? Opting out is quick and easy to do. Simply sign into your Microsoft 365 account and then, Hit ‘My Account’ by clicking on your profile picture at the top right Select ‘Settings & Privacy’ Select the ‘Privacy’ tab Expand the ‘Dynamics 365 Applications’ section Turn off the ‘Include my data in Dynamics 365 applications’ toggle. Hey presto – your Dynamics 365 apps can no longer access, collect or analyse your data! What are your thoughts on Who Knows Whom? Is it something you’ll get use out of? Or something you’d rather be without? Reshare this post and let us know via LinkedIn! For more information about what Dynamics 365 can do – click below! Find Out More About Dynamics 365