article
Ayavin.com

Marketing With Microsoft Cloud ...

Marketing With Microsoft Cloud For Non-Profit A platform called Microsoft Cloud for Nonprofit enables nonprofit organisations to interact with funders and supporters, deliver quality programmes, and hasten the accomplishment of their goals. It links the Microsoft stack's intelligent and integrated cloud capabilities to the most typical nonprofit organisational contexts. Marketing with Microsoft Cloud for Non-profit increase your impact and engage your audience. Using pre-built segments, templates, and journeys. Dynamics 365 Marketing is one of the tools that Microsoft Cloud for Nonprofit provides, and it accelerates the creation of newsletters, programme information, and other communications for contributors and volunteers. With the use of pre-made, editable marketing segments, email templates, and constituent journeys, Dynamics 365 Marketing also helps you to tailor your approach to contributors and volunteers. Additionally, you can use Dynamics 365 Marketing analytics to make data-driven choices and raise your marketing return on investment. Marketing with Microsoft Cloud for Non-profit create personalised email messages for your contributors, volunteers, and beneficiaries. You must first register your nonprofit organisation and verify your eligibility to get Microsoft nonprofit deals before you can purchase Dynamics 365 Marketing for nonprofit. Once you have a qualifying Dynamics 365 app, you can buy a base licence for Dynamics 365 Marketing as a standalone application or as an attach licence. The Microsoft Cloud for Nonprofit platform, which provides a full range of solutions for nonprofit organisations, includes Dynamics 365 Marketing. You may use email, text message, and push notification channels to create personalised journeys for your supporters, contributors, and volunteers when using Dynamics 365 Marketing. Additionally, you may leverage constituent marketing journeys, which are pre-built, re-usable marketing segments, email templates, and constituent journeys that support nurturing prospects that are prepared for sales and aligning.   Constituent Marketing Journey Constituent marketing journeys is a component of Microsoft Cloud for nonprofit, a platform that enables nonprofit organisations to interact with supporters and contributors, deliver quality programming, and hasten goal accomplishment. It links the Microsoft stack's intelligent and integrated cloud capabilities to the most typical charitable organisation settings. Dynamics 365 Marketing Nonprofit Common Data Model is used by Constituent Marketing Journeys, a component of Microsoft Cloud for Nonprofit. You may engage donors, volunteers, and beneficiaries through marketing by using constituent marketing journeys.   Utilising constituent marketing journeys, you can: Create donor and volunteer segments based on donation and engagement data, such as those who are new to giving, those who have never given a recurring gift, those who have stopped giving, and volunteers with particular interests and skills. Engage lapsed donors and volunteers with automated outreach that occurs when they have not given or engaged for a while Use nonprofit-specific email templates with design and content ideas, such as donor thank you emails, newsletters, and recurring gift asks. Create custom journeys for donors and volunteers and take advantage of prebuilt nonprofit journeys, such as the donor welcome series and the volunteer welcome series.   Email Campaigning One method to engage your supporters and broaden your influence with Microsoft Cloud for Nonprofit Marketing is through email campaigns. Using pre-built segments, templates, and journeys, you can use Dynamics 365 Marketing to create personalised email messages for your contributors, volunteers, and beneficiaries. The following are some attributes and advantages of email marketing in Microsoft Cloud for Nonprofit Marketing: You may create marketing segments based on personas, communication preferences, and other factors using natural language queries. Constituent marketing journeys, which are pre-built, customisable marketing segments, email templates, and constituent journeys, may be used to help you nurture sales-ready leads and synchronise marketing and sales. You can increase your marketing ROI by using Dynamics 365 Marketing analytics to make data-informed decisions. For Marketing with Microsoft Cloud for Non-profit we can integrate Dynamics 365 Marketing with other Nonprofit apps, such as Fundraising and Engagement, Volunteer Management, and Program Management.   Difference between Email Template & Email Message: An email template is a structure for an email message that enables you to keep your message and layout consistent. To save time and guarantee a consistent brand identity, you may create email templates in Dynamics 365 Marketing. A personal message that you write and send to your contacts is known as an email message. An email message can be written from scratch or using an existing template. Additionally, you can add dynamic content, merge fields, and logic to your email message to personalise and customise it. An email message is a particular instance of communication that you send to your contacts, as opposed to an email template, which is a reusable design that you may apply to several messages. ...

avatar
Ayavin Solutions
July 26, 2023
article
Ayavin.com

Microsoft Nonprofit Accelerator...

Microsoft Nonprofit Accelerator   The Common Data Model for Nonprofits is used in the Microsoft Nonprofit Accelerator products. It may be used to create solutions for Microsoft Dynamics 365 and the Microsoft Power Platform. Depending on the requirements of the partner and the organisation, there are numerous ways it can be put into practise. It is an open-source data schema that embodies business knowledge in the following areas: programme delivery, grant and award management. The Common Data Model's basic entities are combined with specially created nonprofit entities.   Entities represented in sample model-driven applications are as follow: Managing constituents Managing donations Fundraising Management of awards Delivering a programme Management of membership Processes IATI Integrator of CRM and financial data Handling of cases Project administration and programme creation Assessment control   Applications utilizing entities with established business rules and process: Software for programme design Operational toolset for nonprofits   To get started with Microsoft Nonprofit Accelerator, you need to follow these steps: Choose an industry accelerator that suits your needs, such as Nonprofit. Deploy the accelerator in your environment using GitHub or AppSource. Explore the sample apps, data, and dashboards that come with the accelerator. Customize the accelerator to fit your requirements using Power Apps, Power Automate, and Power BI. Integrate the accelerator with other Microsoft services, such as Dynamics 365, Project for the web, or Azure   Dynamics 365 Non-Profit Empowers You To Achieve More   Fundraising - Allowing this software to build relationship based fundraising while monitoring all the key phases along the road will help you create a fully digitalized experience. Donor & Commitment - With the help of this solution, you can create a relationship based, mostly digital user experience for your volunteers and donors. Program Management - Using this non-profit CRM Cloud solution, you can easily measure and manage programmes and events to increase programme efficiency. Grant Administration - Manage grants and cooperation agreements more effectively while using your understanding of your organization's demands and deadlines.   Constituent Management Detailed constituent profiles for Microsoft Nonprofit Accelerator have a tool called constituency management. With the help of this it is simple to communicate with constituents. Constituent provides you with a full picture of your connections. Constituents include: Contributors Volunteers Stakeholders Constituent also include other significant persons and groups for your organization.   Management Of Donations The sample dashboard for donations covers grant disbursements, one-time donation and recurring gifts,   Fundraising Nonprofit Accelerator's fundraising functionality, includes   Donor commitments Transactions Payment plans Gift batches Campaigns Appeals Bundles Configuring giving levels Designations Payment processors Preference categories Objectives Budgets Security roles   Award Management Awards management includes dockets, inquiries, requests, awards recommendations, reviews, reports, budgets, and disbursements.   Delivering A Programme Nonprofit Accelerator function called "Delivering a Programme" enables you to implement programmes utilising logical frameworks, delivery frameworks, outcomes, indicators, and assessments. Additionally, you can control how your programmes' projects, cases, prizes, and payments are handled. Using a result model helps NGOs carry out their missions and assess results.   Management Of Membership To create and track membership over time, Membership Category entity creates membership levels. Membership entity connects Constituents to the Membership Category.   Difference Between A Project & Programme In Non-Profit Accelerator The notions of a project and a programme in Nonprofit Accelerator are distinct and have different objectives. A project is a temporary organisation created to achieve particular outputs in accordance with predetermined time, cost, and quality limits. The goal of a programme is to achieve results and benefits for the organisation. A programme is a portfolio made up of various initiatives that are managed and coordinated as a single entity.   Example Of Project & Programme In Non-Profit Accelerator An illustration of how a nonprofit organisation might use the Projects and Programmes feature. Consider that your nonprofit's mission is to empower females in poor nations through education. You may develop a plan called Girls' Education and Empowerment that has a vision, a purpose, a budget, and a number of objectives and advantages you wish to bring about for your target audience. Then, you may develop a number of projects for this programme, including:   The construction and furnishing of a girls' school in a rural Kenyan community An initiative to support and train female teachers and community leaders A programme for financial aid to encourage girls to pursue education     Best Practice's For Running Projects & Programming In Non-profit You should specify the issue you're trying to resolve, objectives you have, work hours, financial constraints & schedule Additionally, decide how you'll gauge your success and influence and report on it. Setting up efficient communication channels for all parties concerned. Communicate with the team members, volunteers, contributors, beneficiaries, partners, and other important parties. Exchange information, updates, and challenges   Difference Between Fundraising & Donation Management Requesting financial support from both individuals and companies is the process of fundraising. Tracking and managing gifts received is the process of donation management. Pledges and traditional donations, both of which have different forms and ways of solicitation, are examples of the various sorts of donations that can be raised through. Donor commitments, transactions, payment schedules, gift batches, campaigns, appeals, and packages are just a few of the various donation lifecycle components that can be included in donation management. Typically, fundraising involves a well-thought-out and deliberate approach to gather funds for a certain goal, such as to pay bills, support a project, or expand an organization. ...

avatar
Ayavin Solutions
July 18, 2023
article
Ayavin.com

Microsoft Cloud...

Microsoft Cloud Microsoft Cloud acquire its efficiency when used together by uniting Azure, Microsoft Security, Microsoft 365, Dynamics 365 and industry solution. Combine Microsoft products, platforms, and third-party apps to create powerful, comprehensive, and connected solutions. Microsoft Security helps to protect and defend the business with security, compliance, identity, and management solutions that work across all of your platforms, clouds, and apps.   Meet business needs with Microsoft Cloud solutions: Work smarter and improve the overall experience by strengthening your financial and operating model. Predict the disruption easily and meet the business need and stay profitable. Build connection using platform that gives you the control of your customer data. Be secure from start with Microsoft built-in security. Use applications that connect people, insights, and processes from every business line to enable extraordinary customer experiences and operational agility. Improve customer experience that unite people and insight.   Types Of Cloud Public Cloud Private Cloud Hybrid Cloud   Public Cloud: Public clouds are the most widely used type of cloud computing deployment. A third-party cloud service provider owns and runs the servers and storage that make up the cloud resources, which are then supplied through the internet. The hardware, software, and other supporting infrastructure are all owned and managed by the cloud provider in a public cloud. Microsoft Azure is a great example of a public cloud. Benefits of public clouds Lower costs—you only pay for the services you use and don't need to buy any hardware or software. No maintenance is required, your service provider takes care of everything. On-demand resources are available to match your business needs, providing nearly infinite scalability. High reliability—a sizable server network provides protection from failure.   Q. What Is Microsoft Azure? Azure is a public cloud platform which allows customers to build their own private or public clouds. You share the same hardware, network, and storage resources in a public cloud with other businesses or "tenants," and you use a web browser to access services and handle account management. By utilising Azure's public cloud features, you can take advantage of the hyperscale cloud's quick feature growth, resilience, and cost-effective operation while still getting the levels of isolation, security, and assurance necessary to manage workloads across a wide range of data classifications. Azure is the cloud to trust, with more than USD 1 billion invested in research and development with 3,500 security specialists watching to protect your data. Utilizing multi-layered security across datacentres, infrastructure, and operations to safeguard your clients and business.   Private Cloud A private cloud is made up of cloud computing resources that are only used by one company or organisation. The private cloud may be physically located at your company's on-site datacentre or it may be hosted by another service provider. However, in a private cloud, your organisation is the only one using the hardware and software, and services and infrastructure are always kept up over a private network. An organisation can more easily tailor its resources to meet particular IT requirements by using a private cloud in this way. Governmental organisations, financial institutions, and other mid- to large-sized businesses with mission-critical activities frequently employ private clouds to increase their environment's control.   Benefits of private cloud: More adaptability—your company can modify its cloud environment to suit particular business requirements. The inability to share resources allows for higher levels of privacy and control. More scalability: Compared to on-premises infrastructure, private clouds usually offer more scalability.   Hybrid Cloud Computing A hybrid cloud is created by combining an on-premises infrastructure, sometimes known as a private cloud, and a public cloud. Hybrid clouds enable data and apps to move between the two settings. Due to pressing business needs including satisfying regulatory and data sovereignty requirements, maximising on-premises technology investment, or resolving low latency concerns, many organisations opt for a hybrid cloud solution. Edge workloads are becoming a part of the hybrid cloud. Edge computing extends the cloud's computational capability to IoT devices, placing it closer to where the data is stored. By relocating workloads to the edge, devices communicate with the cloud less frequently, which lowers latency. They are also able to function consistently over prolonged offline periods. Benefits of a hybrid cloud:   Control – your company is able to keep a private infrastructure for confidential information or workloads that demand low latency. Flexibility—you have the option to use extra resources in the public cloud as needed. Cost-efficiency: By scaling to the public cloud, you simply have to pay for more processing power as needed. Ease—Migrating to the cloud doesn't have to be difficult because you may do so gradually by gradually adding workloads. ...

avatar
Ayavin Solutions
July 14, 2023
article
Ayavin.com

Azure Cloud Computing Services...

Azure Cloud Services Azure Cloud Services is a platform as a service (PaaS) that allows you to create and deploy cloud applications and APIs. It is designed to support applications that are scalable, reliable, and inexpensive to operate You can also have more control over the virtual machines (VMs) that host your applications Azure Cloud Services offers a 99.95 percent service-level agreement (SLA) and a variety of tools and resources to help you migrate and modernize your cloud solutions   What we can deploy on Azure Portal? You can deploy various types of resources on Azure portal, such as virtual machines, web apps, databases, storage accounts, cognitive services, and more You can use the Marketplace to find and deploy pre-defined solutions for common scenarios You can also use Azure Resource Manager templates (ARM templates) to define and deploy your own custom resources Additionally, you can use Azure Cloud Services (classic) to create and deploy cloud applications and APIs   What are some examples of resources that I can deploy on Azure portal? Some examples of resources that you can deploy on Azure portal are: Virtual machines: You can create and manage Windows and Linux virtual machines that run on Azure's infrastructure. You can choose from a variety of sizes, images, and configurations to suit your needs. You can also use extensions to customize and configure your virtual machines after deployment Storage accounts: You can store and access your data on the cloud with Azure Storage. You can use different types of storage services, such as blobs, files, queues, tables, and disks, depending on your scenario. You can also secure and manage your data with features like encryption, access policies, and backups Web apps: You can build and host web applications on Azure with Azure App Service. You can use various languages and frameworks, such as .NET, Java, Python, Node.js, PHP, and Ruby. You can also scale your web apps up or down, integrate with other Azure services, and enable authentication and authorization  SQL databases: You can create and manage relational databases on Azure with Azure SQL Database. You can use familiar tools and languages, such as SQL Server Management Studio and Transact-SQL. You can also benefit from features like high availability, security, scalability, and performance.   How do I create a virtual machine on Azure portal? To create a virtual machine on Azure portal, you can follow these steps- Sign in to the Azure portal. Enter virtual machines in the search. Under Services, select Virtual machines. In the Virtual machines page, select Create and then Azure virtual machine. The Create a virtual machine page opens. Under Instance details, enter a name for the virtual machine and choose an image that runs the operating system you want. You can also choose the size, availability options, and authentication method for the virtual machine. Under Administrator account, provide a username and a password or a public SSH key. The password must be at least 12 characters long and meet the defined complexity requirements. Under Inbound port rules, choose Allow selected ports and then select the ports you want to open for the virtual machine. For example, you can select RDP (3389) to connect to the virtual machine remotely. Leave the remaining defaults and then select the Review + create button at the bottom of the page. After validation runs, select the Create button at the bottom of the page. You can also use PowerShell, CLI, or templates to create a virtual machine on Azure portal. For more information, you can visit the official documentation   MICROSOFT DYNAMICS 365 & AZURE PORTAL D365 and Azure portal are two Microsoft products that can work together to connect your entire business. D365 is a suite of modern commerce solutions that include applications for customer data, sales, service, marketing, commerce, supply chain, and more. Azure portal is a browser-based user interface that lets you create and manage Azure resources, such as virtual machines, storage accounts, web apps, SQL databases, and more   Some of the scenarios where you can use D365 and Azure portal together are: Streamline operations and fulfilment with Microsoft Dynamics 365: You can use Azure services such as Azure IoT Hub, Azure Machine Learning, Azure Logic Apps, and Azure Functions to enhance your Dynamics 365 Supply Chain Management solution. You can also use Azure DevOps to automate your deployment and testing processes Build a scalable e-commerce website with Microsoft Dynamics 365 Commerce: You can use Azure services such as Azure App Service, Azure CDN, Azure Search, and Azure Cosmos DB to create a fast and reliable online store that can handle peak traffic and global reach. You can also use Azure Monitor to track the performance and availability of your website Create a unified customer profile with Microsoft Dynamics 365 Customer Insights: You can use Azure services such as Azure Data Factory, Azure Data Lake Storage, Azure Databricks, and Azure Synapse Analytics to ingest, transform, and enrich your customer data from various sources. You can also use Azure Purview to discover and govern your data assets These are just some of the examples of how you can use D365 and Azure portal together. For more information, you can visit the official documentation     How do I connect my D365 application to my Azure resources? To connect your D365 application to your Azure resources, you need to register your application with Azure Active Directory (Azure AD) and grant it the required permissions to access the resources. You can follow these steps Open https://portal.azure.com/ using admin credentials. Go to Azure Active Directory. Go to App Registrations and click on +New registration. Fill the name of application and Redirect URL. Redirect URL will be the URL of your D365 environment and will be different for UAT/DEV/PROD environment. Click on Register. You will get an Application ID and a Directory ID. Copy them and save them for later use. Go to Certificates & secrets and click on +New client secret. Enter a description and an expiry date for the secret and click on Add. You will get a Value for the secret. Copy it and save it for later use. Go to API permissions and click on +Add a permission. Select the Azure resource that you want to access from your D365 application, such as Microsoft Graph, Azure Storage, or Azure Communication Services. Select the appropriate permission type (delegated or application) and the specific permissions that you need. Click on Add permissions. If you added any application permissions, you need to grant admin consent for them. Click on Grant admin consent for {your tenant} and confirm. You have now registered your D365 application with Azure AD and granted it the required permissions to access your Azure resources. You can use the Application ID, Directory ID, and Client Secret to authenticate your D365 application with Azure AD and access the resources programmatically     ...

avatar
Ayavin Solutions
May 16, 2023
article
Ayavin.com

Moodle Lms And It ...

INTRODUCTION Moodle is a free software, a learning management system It is a platform for e-learning MOODLE stands for Modular Object-Oriented Dynamic Learning Environment. The function is a free, online learning management enabling educator to create their own private website filled with dynamic course As an open source platform, it’s free to download, build and host your own Moodle site It is written in PHP LAUNCH 2003 Moodle Partners program is launched to provide commercial support and services. 2010 Moodle 2.0 is released with significant improvements and new features. 2013 Moodle 2.6 introduces badges, a feature that allows users to earn and display achievements. 2019 Moodle 3.8 introduces H5P integration, a tool for creating interactive content. MOODLE DATA Moodle data directory is the location of files that are uploaded or created by the Moodle Interface. Moodle Cloud is hosted on Amazon Web Servers in three region Australia, Europe and the US. The database activity allows the teacher and student to build, display and search a bank of record entries about any conceivable topic A CSV file contains tabular data in a simple text format. LIVE LOGS FOR SITE AND COURSE Live logs are available for course from Administration > Course administration > Reports > Live logs Live logs are available for site from Site Administration > Reports > Live logs. Moodle claims to never collect, use or monetise any student data or anyone personal information from any of the thousands of Moodle sites that exist worldwide. LANGUAGE SUPPORT Moodle has 50 language packs, including: Arabic, Catalan, Chinese (simplified and traditional), Czech, Danish, Dutch, English (UK and US versions), Finnish, French (France and Canada versions), German, Greek, Hungarian, Indonesian, Italian, Japanese, Maori, Norwegian, Polish, Portuguese (Portugal and Brazil), Romanian, Russian, Slovak, Spanish, Swedish, Thai and Turkish. CREATING A NEW USER Before you can do anything in Moodle you must create a New Account. By default this is done via e-mail confirmation. A message is sent from Moodle after completing the New Account registration be assigned to a Moodle user: Student (default - can interact with course content only) Teacher with Editing Permissions (can populate a course with activities and provide learner feedback - e.g. grades, assignment comments etc.) Teacher without Editing Permissions (can provide learner feedback only - e.g. grades, assignment comments etc.) Course Creator (can create new courses, teach within them and assign teachers) Administrator (can do anything and go anywhere within Moodle - see page 44) ADD A NEW USER To add a user in Moodle, you will need to have the appropriate permissions. If you have the necessary permissions, you can follow these steps: Step 1: Log in to your Moodle site as an administrator. Step 2: Click on the Site administration link in the left-hand menu. Step 3: Under the Users section, click on the Add a new user link. Step 4: Fill out the required fields for the new user, including their first name, last name, email address, and username. Step 5: Choose a password for the new user and enter it into the Password field. Step 6: Click on the Create user button to create the new user. MOODLE SERVER ON AZURE Moodle can be hosted on Azure. Azure is a cloud computing platform that allows you to host and manage your applications and services in the cloud. To host Moodle on Azure, you can use the Azure Marketplace to deploy a pre-configured virtual machine image of Moodle. AZURE Azure is a cloud computing platform developed by Microsoft. It provides a wide range of cloud services, including- Virtual machines Databases Storage Azure allows you to host and manage your applications and services in the cloud, providing scalability, reliability, and security. SSH KEY SSH keys are an access credential used in SSH protocol (Secure Shell). A secure shell is a network protocol, which helps to login from one computer to another securely, as well as to manage networks, operating systems, and configurations. Functionally, SSH keys are nearly the same as passwords, but it’s more secure to log into a server with SSH keys than use only passwords because decrypt SSH is very difficult, almost impossible. Generate and store SSH keys in the Azure portal You can create SSH keys when you first create a VM. Your keys aren't tied to a specific VM and you can use them in future applications. You can create SSH keys in the Azure portal separate from a VM. You can use them with both new and old VMs. You can create SSH keys externally and upload them for use in Azure. GENERATE NEW SSH KEY Open the Azure portal. At the top of the page, type SSH to search. Under Marketplace, select SSH keys. On the SSH Key page, select Create. In Resource group select Create new to create a new resource group to store your keys. Type a name for your resource group and select OK. In Region select a region to store your keys. You can use the keys in any region, this option is just the region where you store them. Type a name for your key in Key pair name. In SSH public key source, select Generate public key source. When you're done, select Review + create. After it passes validation, select Create. You'll get a pop-up window to, select Download private key and create resource that downloads the SSH key as a .pem file. ...

avatar
Ayavin Solutions
May 6, 2023
article
Ayavin.com

Create A Chatbot Using ...

Introduction With the help of Power Virtual Agent we can create powerful AI-powered chatbots for a range of requests—from providing simple answers to common questions to resolving issues requiring complex conversations. Engage with customers and employees in multiple languages across websites, mobile apps, Facebook, Microsoft Teams, or any channel supported by the Azure Bot Framework. These bots can be created easily without the need for data scientists or developers.  Explore the home page  Power Virtual Agents has an app-level home page that isn't specific to any bot. On this page you can create a new bot, view recent bots, and access learning resources like videos, documentation, and learning paths.  In the navigation menu, select Chatbots to open the Chatbots page and view all the bots you have access to in this environment.   How To Create a Chatbot:    Go to the Power Virtual Agents introduction website.  Supported browsers include Microsoft Edge, Chrome, and Firefox.  On the website, select Start free, and then sign in with your work email address. Note that personal Microsoft accounts are currently not supported.  When you first sign up, a default Power Apps environment is made for you. For most users, this is sufficient. However, if you want to specify a custom Power Apps environment, select a different environment from the environment picker.   In the navigation menu, select Create. You can also select Home then select Create a bot.  Choose one of the following options:   Use Build for production to create production bots that are intended to be deployed to your customers.   Use Try the unified canvas (preview) to test out the new authoring features in preview. These preview bots are supported in English only and aren't recommended for deploying for customer use.     Create a bot-    For Name your bot, enter a name for your bot. This can be something generic to your company or specific to the scenario you are tailoring your bot to.  For What language will your bot speak, select the language you want your bot to speak.  Select Create, The process of creating your first bot in a new environment can take up to 15 minutes; subsequent bots will be created much faster.  After a few minutes, you'll be redirected to the bot's overview page. You'll see a banner at the top of the Power Virtual Agents portal indicating that the bot is still being built. While your bot is building, you can't save any edits during this time, but you can:  Explore the overall user interface  Look at topics  Experiment with the preloaded user topics and system topics  Interact with your bot using the Test Canvas  When the bot creation process completes, the banner changes. You now have full functionality in the bot and can modify any User or System topic, test out your content changes, or deploy your bot.    Create a topic    Now that you have full functionality within your bot, you can create your own topic, which is a dialog tree that describes how your bot responds to a user's question.    In the navigation menu, select Topics, then select New topic at the top of the page.   Name your topic and include some trigger phrases for this topic. Trigger phrases are examples of the type of user questions or utterances that help teach the bot when to respond with this dialog.    How to add Your Chatbot to Custom Website:    You can add your bot to a live website as an IFrame. Your live website can be a customer-facing external website or an internal site, like a SharePoint site.  You can also add the bot to your Power Platform admin centre.    Add bot to your website    In the navigation menu under Settings, select Channels.  Select Custom website and then select Copy to copy it directly to the clipboard, or share to email to open a new email message with the snippet included, in your default email app.  Provide the snippet to your web developer to add the bot to your website.    Add chatbot to a page of power Apps Portal.    Once you have a chatbot created, you can add this component to a portals page with the following steps:    Go to Power Apps.  Select Apps from the left pane.  Select your portal.  Select Edit to open the portals Studio.  Select Components from the left pane.  Select Chatbot component.  Select your bot.  Select whether the bot appears on all pages in your portal, or on specific pages.  If you select Specific pages, use Manage bots in pages to control the pages that can use this bot.  You can add more bots from your environment across different pages in a portal. For example, a bot that answers questions related to the workplace can be added to an HR page. Or a bot that answers basic payroll queries can be added to a Finance page. However, you can't have one page use more than one bot.    Add a chatbot to Microsoft Teams-    Now that you have published your bot, you can make your bot available to users in Microsoft Teams so you, your teammates, and the broader organization can interact with it. You need to publish the bot at least once before users can interact with the bot in Microsoft Teams.  You can:  Customize your bot's appearance in Microsoft Teams  Install the bot for yourself in Microsoft Teams  Share the bot's installation link with other users  Show the bot in Microsoft Teams app store.  Show the bot to shared users by adding it to the Microsoft Teams app store Built by your colleague’s section.  Share the bot with the organization by submitting the bot for admin approval to be featured in the Microsoft Teams app store Built by your org section.  Add the bot to a team channel.  Download the pre-generated Teams app manifest to distribute it within your Microsoft Teams tenant.  ...

avatar
Ayavin Solutions
March 13, 2023
article
Ayavin.com

Microsoft Cloud For Non ...

MICROSOFT CLOUD FOR NON-PROFIT Introduction: Non-Profit Hub has changed to a great extent. In this blog we described the content related to Non-Profit Hub, which is one of the solutions of Microsoft Dynamics 365 Platform. Microsoft Cloud for Non-profit allow ascendable and transfigure journey by making non-profit to involve with their donors and supporters. With the help of Microsoft Cloud for non-profit the organization is able to deliver effective programs & fulfil the goal. Fundraising and engagement when merges with Dynamics 365 Marketing, non-profit organization and UN agencies can cultivate valuable donor relation through a guided journey. Power App: Volunteer management App when combined by Power App helps non-profit to perform all key function in one smooth and continuous experience. It also helps in - 1. Program execution 2. Project Management 3. Project Design 4. Volunteer Management Finally, Microsoft Cloud for Non-profit helps organizations to bring data into view from different systems and applications, including CRM data. “To win in the marketplace you must first win in the workplace, secure and expand financial brace with software solutions for fundraising and engagement” Non-profits appear to have considerable obstacle to move from compact financial position and finite capital to dealing with the flow of donor dollars and growing competition for those dollars. Nowadays donors need higher rate of personalize experience while they are making donation. Microsoft cloud for non-profit comes with an app known as "Fundraising and Engagement" which is a great help for organization getting donations with a higher dollar’s amount. Fundraising and engagement not only help in relationship with the donor but also helps in completion of the mission for the donation. To track donation the organization needs single, unified system to track donation. The track of donation is not only important for the organization but also for the donor. Fundraising and engagement are a systematic app that helps to record the details about: 1.Donor 2. Donor Commitment 3. Transaction 4. Payment Schedule 5. Gifts and gifts processing 6. Receipt 7. Membership By tracking everything possible for Non-profit it helps in organize communication which helps to figure out better way in engaging with the donors.   Microsoft cloud for Non-profit is a complete solution that gives secure environment of installed software along with the collaborative anywhere, anytime availability of the cloud 1. Increase the funding to support your mission with personalize supporter engagements 2. Attract, retain, and grow donor and supporter bases by Fundraising and Engagement. 3. Increase fundraising efficiency and reduce costs by automating key business processes such as donation, opportunity, campaign, and event management.   4. Eliminate the need for complex through end to-end donation, revenue, and transaction management.   Note: You can integrate LinkedIn Sales Navigator for Dynamics 364 with Fundraising and Engagement   Volunteer Management: 1. Volunteer Management is efficient to manage day-to-day processes to more effectively recruit, onboard, and retain volunteers. 2. Track the onboarding progress of volunteers. 3. Manage day-of activities such as tracking attendance and balancing shift volumes. 4. Set up automated messaging to ensure volunteers receive timely logistics, training, and gratitude for their time. 5. Understand who applies for opportunities, who doesn't show up, and who contributes time to your organization   Registration and eligibility process for Non-profit Organization: 1.More than one Members are required to register any Social Organization. 2. Identification Proof (ID Proof) of every member is required in any process to show and verify that the persons exist with the given identity as shown in the ID proof. 3. Photographs of passport size are required. 4. Address proof of the Office where the NGO is to be registered. 5. Article of Association or Trust Deed is required for the registration of the NGO.  6. The rules, regulations, acts, laws, clauses of the related rules, acts and laws of the registration type of process must be included in all kinds of Articles of Association 7. The Aims and Objectives are another part of the Article of Association 8. Signature of the Founder is required.  9. Certain amount of Required fee is to be submitted for the registration. 10. The Name of the NGO is required to mention in the Memorandum of NGO.   Criteria for Organizations must be: 1. Non-profit or non-governmental organization with recognized legal status in their respective country. 2. Public library that provides general library services without charge to all residents of a given community, district or region 3. Public Museum, including public or private institutions, open to the public, that conserve and exhibit tangible objects for purposes of cultural preservation, education, or aesthetic enjoyment How to get Microsoft Non-profit offer: To access Microsoft's non-profit offers, please register and confirm your organization's eligibility. To know about how to get offer from Microsoft Cloud for Non-profit please refer https://nonprofit.microsoft.com/en-us/getting-start   Microsoft Cloud for Non-profit provides: 1. Constituent management: Attract, retain, and grow donor and supporter bases. 2. Personalized engagement: Connect through compelling content by using the most proven channels. 3. Donation and award management: Payment processing, fund accounting, and designation management to support fundraising efficiency for simple to complex funding types.   Main Features of Fundraising and Engagement App in Microsoft Cloud for Non-profit: 1. In fundraising and engagement, we have a development area 2. Development area has entity to manage contact, account and household. 3. Household entity can contain one or more contact. 4. Creating an opportunity is a two-step process: The first step is to identify a potential donor or prospect for the pipeline using the Add to Discovery option. Once the prospect is identified as an opportunity, the second step is to add them to the opportunity process 5. Funding reports are a by-product of the opportunities generated within the solution, this solution relies on Azure services for features such as recurring gift processing and automated financial summaries. 6. The Fundraising area contains the Manage Campaigns and Manage Lists sections in order to manage campaign. 7. The Gifts area has several sections with entities to help you manage gifts, donor commitments, payments, and receipts. 8. Transactions capture gifts received by your organization. ...

avatar
Ayavin Solutions
January 27, 2023
article
Ayavin.com

Microsoft Cloud For Healthcare...

INTRODUCTION: Discover how virtual health can help clinicians provide exceptional patient care with the Microsoft Cloud for Healthcare.  Improve access to care! Create better patient experiences.  Help provide safer environments for patients and providers.   MICROSOFT CLOUD FOR HEALTHCARE: Bring together trusted and integrated capabilities for customer and partner to enrich patient engagement. Connect health team for collaboration to provide a better care for patient and as well to track patient health in overall health journey. It helps to do real time decision making. Increase the operational efficiencies.   ENHANCE PATIENT ENGAGEMENT: Create an individual patient experience. This experience is used to facilitate information sharing. It ensures that every patient receive unified experience.   ENGAGE WITH PATIENT PORTAL: Powered by Azure Health Data Services and artificial intelligence (AI), the Azure Health Bot can access all her medical history and lab results to help Cora schedule an appointment. Using the Microsoft Teams EHR connector, Cora can see availability stored in her physician’s electronic health record.   ACCESS PATIENT INFORMATION: To deliver the best patient experience for patients, healthcare provider uses the Home Health Scheduling Dashboard, where they can easily view patient preferences and match individuals to the team members who have the skills to meet their needs.     ENABLE CONNECTED CARE PLAN: With the help of Care plan doctor can manage care goals and care activities for the patient. The Azure Health Data Services securely connects to patient various healthcare data sources leveraging customization and the power BI connectors to present healthcare team with one clean, concise Power BI report within the patient view.   EMPOWER HEALTHCARE TEAM COLLABORATION: Empower health team collaboration is used to make care team. Care team make it faster and easier to communicate on patient health and the necessary treatment to recover the health of the patient. It helps to generate an insight that improves patient outcome. With the help of care team, the patient gets the required help even when he/she can’t physically visit the hospital. Care team consist of Primary Doctor, Specialist, Nursing staff, By-Standard   IMPROVE CLINICAL AND OPERATIONAL INSIGHT Unlock powerful insight that help support improved patient care. It provides quality assurance. It increases operational performance.   CARE MANAGEMENT Communicate right information at the right time. Communication should be done between the right people at the right time to provide safe and effective care to the patient. Key features are as follow: Patient health analytics, Patient care provider and clinicians, Patient care plan and care team, Patient appointment and timeline, Patient clinical data management. Care Management creates a model driven app within Microsoft Power Platform to provide healthcare specific capabilities as part of Microsoft Cloud for Healthcare.   HEALTH ANALYTICS CARE MANAGEMENT: Clear view of care team for care coordination that are associate to patient care. CARE PLAN VIEW: This dashboard enables to view care plan activities. CARE COORDINATOR DASHBOARD: This shows the care plan activities in context of the patient they need to coordinate with.     HOME HEALTH: Manage home visit schedule. Notify patient about the appointment. Patient can access medical information.  With home health app provider can personally schedule the appointment. Provider can view information directly in the context. Key component of home health is as follow: Patient Health Analytics People Home Care Schedule Board   VIRTUAL CLINIC: Virtual Clinic allow users to access schedule and instant visit that have been created within the patient access portal or through patient scheduling within the patient service centre app. Virtual clinic is a model driven app that lets user perform:  Dashboard that shows the schedule. Join virtual visit directly from the dashboard. Virtual clinic app has two dashboards.  ...

avatar
Ayavin Solutions
January 23, 2023
article
Ayavin.com

Why Data Visualization Is ...

Why Data Visualization Is Important? By transforming data into a more understandable format and highlighting trends and outliers, data visualization aids in the telling of stories. By removing noise from data and emphasizing important information, a good visualization tells a story. The importance of data visualization is simple: it enables people to see, interact with, and better understand data. Regardless of their level of expertise, the right visualization, whether simple or complex, can bring everyone on the same page. It's difficult to think of a professional industry that wouldn't benefit from improved data comprehension. Every STEM field, as well as government, finance, marketing, history, consumer goods, service industries, education, sports, and so on, benefits from data understanding. While we will continue to varnish profound about data visualization, there are undeniable practical, real-world applications. Because visualization is so common, it is also one of the most valuable professional skills to develop. The more effectively you can leverage that information, the better you can visually convey your points, whether in a dashboard or a slide deck. The concept of citizen data scientists is gaining traction. To meet the demands of a data-driven world, skill sets are evolving. Professionals who can use data to make decisions and use visuals to tell stories about how data informs the who, what, when, where, and how are in high demand. While traditional education typically distinguishes between creative storytelling and technical analysis, the modern professional world values those who can bridge the gap: data visualization falls squarely between analysis and visual storytelling. Accessible ways to view and understand data are more important than ever in our increasingly data-driven world. After all, the demand for data skills among employees continues to rise year after year. Data must be understood by employees and business owners at all levels. Data visualization comes into play here. Many businesses use data visualization in the form of dashboards to analyze and share information, with the goal of making data more accessible and understandable. Advantages of data visualization- ????Something as simple as graphically presenting data may appear to have no disadvantages. When data is displayed in the incorrect data visualization style, it can be misrepresented or misinterpreted. Consider both the advantages and disadvantages of creating a data visualization. Colors and patterns pique our interest. We can easily tell the difference between red and blue, as well as squares and circles. From art and advertisements to television and movies, everything in our culture is visual. Data visualization is another type of visual art that grabs and holds our attention. We can quickly identify trends and outliers when we look at a chart. When we see something, we internalize it quickly. It's a story with a point. If you've ever looked through a large spreadsheet of data and couldn't find a trend, you know how much more effective visualization can be. Another benefit of data visualization is how easily information can be shared. Investigate options interactively. Make patterns and connections visible. Disadvantages of data visualization-  While there are numerous benefits, some disadvantages may be less obvious. When viewing a visualization with many different data points, for example, it's easy to make an incorrect assumption. Sometimes the visualization is simply designed incorrectly, resulting in bias or confusion. Other drawbacks include biased or inaccurate information. Correlation is not always synonymous with causation. Translation can cause key messages to be lost. ...

avatar
Ayavin Solutions
November 2, 2022
article
Ayavin.com

What Is Power Bi ...

What is Power BI Data Visualization? As a result of the technological revolution, data went from being expensive and difficult to find and collect to being abundant, cheap, and incomprehensible. Traditional software makes it difficult to store, comprehend, and analyze massive amounts of data. However, as individuals or organizations, we are only as good as our interpretation of the data. This is where Big Data comes into play. Big data is used for predictive analytics, user behavior analysis, and other data analytics processes to add value to data. However, due to a lack of information, the raw details of this may remain unknown. This is where data visualization can help. Your company generates more data about sales revenue, marketing performance, customer interactions, inventory levels, production metrics, staffing levels, costs, and other key performance indicators every day (KPIs). However, because there is so much data to sort through, people may struggle to see the story it tells. Granular data is transformed into easily understandable, visually compelling, and useful business information through data visualization. By utilizing external data sources, today's data visualization tools not only allow you to see your KPIs more clearly, but they also unify data and apply AI-driven analytics to reveal relationships between your KPIs, the market, and the world. Data visualization can assist you in making better decisions. While stunning, rich visuals can be excellent tools for communicating ideas, the ultimate benefit of data visualization is its ability to drive better decision-making. Here are a few examples of how data visualization can help you make strategic decisions: Think about the big picture. Your systems' transaction, interaction, process, and behavioral data provide a clear picture of performance. Data visualization allows for the identification of the larger context as well as the higher-level scenario within it. As a result, you'll notice trends and patterns that you would have missed if you only looked at numbers. Determine the importance. By adding visual clarity to your data's story, you can uncover insights that lead to better decision making, planning, strategies, and actions. What needs to be changed in your company, and where should your resources be directed? Understanding the importance of your data results in more efficient operations and decisions. Make wise choices. When you have concrete numbers and tangible insights, you can be confident that your decisions are supported by data. Understanding performance metrics clearly provides you with the knowledge and tools you need to make the right decisions at the right time. Track trends over time. Once you've established a baseline, trends will emerge. Track progress, spot trends, and start putting your findings to use to make informed strategic decisions. Changes in patterns indicate if things are going off track as you build your trends, allowing you to address any signs of poor performance immediately. The Benefits of Data Visualization-  Important insights buried in your data can help propel your company forward. Looking at raw numbers, on the other hand, does not always allow you to connect the dots. When you look at your data in a visual format, patterns, connections, and other "a-ha" insights that would otherwise be hidden emerge. Data visualization brings data to life, making you the master storyteller of the insights hidden within your numbers. Data visualization, such as live data dashboards, interactive reports, charts, graphs, and other visual representations, enables users to develop powerful business insights quickly and effectively.   ...

avatar
Ayavin Solutions
November 2, 2022
article
Ayavin.com

What Are Crm Systems...

What are CRM Systems? CRM is a platform that connects all of your departments, from marketing to sales to customer service, and centralizes their notes, activities, and metrics. Every user has direct and easy access to the client data they require in real-time. This not only allows for unparalleled collaboration across teams and departments, but it also allows businesses to offer their customers something unique: personalized, one-to-one customer journeys. When compared to the limited functionality of old analog and legacy systems, you have something with the potential to revolutionize the way you connect with customers. What are CRM Platforms? While all of the benefits are applicable to almost any CRM, customer relationship management encompasses a diverse set of CS, marketing, and sales tools. CRM products and methodologies differ in features and focus, and they can be divided into three broad categories. Collaborative CRM  Operational CRM  Analytical CRM  1. Collaborative CRM Collaboration CRM systems place a strong emphasis on breaking down silos. The marketing team, sales representatives, and customer service representatives are frequently separated into separate departments that feel disconnected. Each of those departments is further subdivided into an organization based on factors such as geographic location, channels served, products emphasized or skill specialties. To provide a consistent customer experience across the customer journey, however, you must be able to share information in real-time across the entire or organization Collaborative CRMs ensure that all teams, regardless of department or channel, have the most up-to-date customer data. Customer service agents not only have access to all of the information gathered by marketing and sales teams when working with a prospective customer, but they also have access to updated data on customer interactions that occurred via email or messaging channels. In collaborative CRM, each interaction is treated as part of a larger, integrated conversation between the brand and the customer. Customers are saved from having to repeat themselves each time they speak with a new contact thanks to the integration of departments and channels. Each employee with whom they interact has quick and easy access to a record of all previous interactions with the consumer, allowing them to consult and learn all pertinent details. 2. Operational CRM  Operational CRMs help companies automate their processes for managing customer relationships. They provide tools for better visualizing and managing the entire customer journey, even when there are many touchpoints. This begins with their first interactions with your company's website, continues through the entire lead management process as they progress through the sales pipeline, and concludes with their behaviors becoming a customer. In most cases, automation features are included in operational CRM systems. Marketing automation, sales automation, and service automation free up some of your employees' time. This gives them more time to focus on the more creative and personal aspects of their jobs that require a human touch. It also makes it much easier for expanding businesses to continue providing excellent service. 3. Analytical CRM  Analytical CRMs help you analyze your customer data to gain valuable insights. Using digital tools and platforms, large amounts of data can now be easily collected. Data analysis, on the other hand—the process of transforming that data into something useful for your business—is a difficult task. According to estimates, more than half of the data collected by businesses is never used. Your customer information is far too valuable to be used in this manner. An analytical CRM includes features that allow you to use existing data to identify trends in your customers' behavior. With this data, you can better understand which steps result in the most successful sales, which increase customer retention, and which customer problems are most common. Examples of Customer Relationship Management- Because CRM platforms contain a wealth of information about your customers and how they interact with your company, such as previous activities, conversations, and purchases, there are a plethora of potential strategies and tools for leveraging the data: Email marketing campaigns to track customer activity Surveys of customer satisfaction are being conducted. Connecting and evaluating social media responses Customer segmentation for targeted communication Providing personalized offers or promotions Informing customers about significant product updates or announcements Customer interaction informs content recommendations. Managing customer follow-up or communications Making use of purchase history to improve loyalty programmes Matching online advertising with retargeting cookies ...

avatar
Ayavin Solutions
November 2, 2022
article
Ayavin.com

What Is The Power ...

What Is the Power Apps Portal? PowerApps Portals allow organizations to create websites that can be shared with users outside of their organization anonymously or through their preferred login provider, such as LinkedIn, Microsoft Account, or other commercial login providers. Using the PowerApps portal, users can create and customize their interface, interactions, and content. It works with Microsoft products like Office 365, Azure, SharePoint, Power Automate, and PowerBI, as well as tools from Adobe, Amazon, Dropbox, Google, Salesforce, and Zendesk. Businesses can quickly create custom forms and workflows. They can even repurpose the design templates to create a visually appealing interface that is consistent with their brand. Custom component development, improved lifecycle management, streamlined workflows, diverse development capabilities, increased security, scalable framework, and agility to develop apps and respond to customer needs are just a few of the benefits of PowerApps. PowerApps is a set of apps, services, and data connectors that allow businesses to design and build custom apps using drag and drop. This app suite also allows businesses to create external-facing websites, such as portals, where external users can sign in with their identities and access the resources they require. What are the constraints on the PowerApps Portal? PowerApps, despite their immense power, have some limitations that organizations should be aware of. 1. The platform is excessively complex- The main benefit of using a PowerApps portal is that it is a low-code platform. Companies believe they can create their own apps without the help of developers. Understanding PowerApps in Canvas, Model-driven, Power Automate, DataVerse, AI Builder, and Power BI solely through documentation and videos can be overwhelming, even for developers. 2. Complicated and obligatory licensing- PowerApps has a number of complex licensing models that restrict certain integrations to higher tiers. Furthermore, the licensing is restricted to the Microsoft environment, which means that forms can only be used within the domain that has been licensed. Only users with active directories and PowerApps licenses can share content with their colleagues. 3. Limited Support for Multiple Devices and Screen Orientation- PowerApps offers mobile responsiveness at a price. Businesses must create multiple versions of their applications, which means that if you're building a mobile and tablet portal, you'll need two - one for each device. 4. The most important consideration is cost- PowerApps is almost entirely free to use. It's a myth. The initial plan costs $5 per month for one user or $60 per year for all users. Although this appears to be a reasonable price, organizations with thousands of users who require app access will need to reconsider. Furthermore, the price increases in direct proportion to the number of logins and page views. The portal has a different pricing structure than apps for authenticated external users.  5. Capability for Item and Throughput- PowerApps can only access 2000 items from connected data sources like SharePoint, SQL, or Oracle. They only allow 1000 connector requests per 24 hours, and throughput varies depending on the request. The threshold will be exceeded if you attempt to read or write hundreds of items from SharePoint or other data sources, resulting in failures. 6. Attachment Provision- Microsoft limits the PowerApps attachment control to SharePoint or DataVerse, so the target document source can only be OneDrive or SQL. Additionally, the maximum upload size is 50 MB. 7. No shared functions or code exist- Only one user can use the Canvas app for development at any given time. JavaScript is also only supported at the page level. Because the app lacks support code, users are unable to design forms or create custom fields based on the workflow. Users can only use the predefined blocks to customize the workflow at the field level. Only in the business context is the PowerApps portal available. It is only for internal purposes. You can make and share content with users outside your organization. There are, however, licensing, technical, and data access restrictions. 8. Limited Code and Design Management and Tracking Capabilities- There are no modifications based on your company's specifications. To integrate a feature or implement a workflow, you must work around the built-in elements and features.   ...

avatar
Ayavin Solutions
November 1, 2022
article
Ayavin.com

What Is Power Platform ...

What Is Power Platform Used For? Data is increasingly flowing from everywhere and from everything, and businesses that understand how to use the accumulated data to gain insight into their operations will produce better business results and, as a result, be more competitive, outperforming companies that do not. Businesses may have difficulty locating experts with the necessary technical skills to establish the necessary infrastructure. The goal of Power Platform is to create a platform that is not aimed at technological experts, but rather at the average employee, who frequently sees opportunities for improvement in massive amounts of data but lacks the technical ability or authorization to act on this knowledge. The goal of the Power Platform is to create a course, or loop, that allows users to: Learn more about their data (Analyze) Utilize this knowledge to power intelligent business processes through apps (Act) Automation of Processes (Automate) Microsoft Power Platform automates the most intractable and inconvenient business issues. It can be used to analyze data, automate routine tasks, build AI-powered chatbots, and create custom applications. This is true for Power BI, Power Automate, Power Virtual Agents, and Power Apps, which are standalone low-code platforms. These modules, however, can be used in tandem to produce excellent results and functionality. Microsoft Power Platform Streams- Low-Code Applications (Power Apps) Automation of processes  Chatbots for Business Intelligence (Power BI) (Power Virtual Agents) These are stand-alone applications with specific functions that are priced accordingly. As a result, depending on your needs, you can easily use one or more of them. The Power Platform is a layer that sits on top of various data sources and allows anyone with any level of technical knowledge to work with that data. Non-developers (citizen developers) can use AI to build apps, create workflows, and solve problems using the no-code/low-code approach. Teams no longer have to wait for IT to start a new project, such as digitizing paper-based processes. They can create an app to replace old systems, a Power BI dashboard, or automate project tasks in hours using the Power Platform. Businesses can experiment with new ideas and iterate quickly as a result, while also gaining more value from their data.  The Power Platform interacts with numerous data sources, including Azure, Dynamics 365, and the Common Data Service (CDS). The CDS, a unified data scheme that allows applications and services to interact, is heavily used by the Power Platform. The CDS enables organizations to work with any type of data from Microsoft and non-Microsoft sources in a secure and scalable manner without the need for complex coding. The Microsoft Power Platform is a suite of applications that allows you to analyze data, automate business processes and workflows, build apps, and deploy virtual support agents. Power Platform currently includes the business intelligence tool Power BI, the app development tool Power Apps, the automation tool Power Automate, and the chatbot creation tool Power Virtual Agent. Power Platform is a standalone platform for a wide range of business apps that can be easily integrated with other Microsoft products such as the Microsoft 365 office apps. Power Platform is a standalone platform for a wide range of business apps, all of which can be easily integrated with other Microsoft products, such as the numerous business apps that comprise Dynamics 365, which includes Business Central.   ...

avatar
Ayavin Solutions
October 28, 2022
article
Ayavin.com

What Are Microsoft Dynamics ...

What Are Microsoft Dynamics 365 Products? Collaborate easily to comprehend your team's full potential with Microsoft Dynamics 365 products. To create impactful moments, marketing teams must react quickly to market conditions. This has become more complicated with hybrid workplace scenarios and more marketers collaborating with colleagues in other departments to land the right engagement across the end-to-end customer journey. To keep these cross-functional teams productive, we must avoid context switching and instead keep people in the flow of work. We've upgraded Microsoft Teams chat natively into Dynamics 365 Marketing products with this release, allowing you to collaborate with your team without disrupting your workflow. • Microsoft Dynamics 365 Sales-  Using customer, marketing, and sales data increase sales by identifying ideal customer targets, recommending the next best actions, and collaborating with peers. The standard Dynamics 365 sales process is divided into four stages: qualify, develop, propose, and close. The Steps can assist sales leaders in evaluating their sales pipeline. By displaying the pipeline by stage, the timescales and likelihood of closure can be inferred. Prospecting, making contact, qualifying your lead, nurturing your lead, presenting your offer, overcoming objections, and closing the sale are the seven stages of the sales cycle. We've also included a bonus step to help shorten the sales cycle. • Microsoft Dynamics 365 Marketing- Dynamics 365 for Marketing is an advanced Marketing Automation solution that enables companies to complete the buyer's journey from Prospect to Customer by establishing a relationship. D365 for Marketing is easy to use, integrates well with Dynamics 365 for Sales and other modules, and comes with analytics. The lead nurturing component of Microsoft Dynamics 365 Marketing includes a customer journey designer and orchestration as follows-  • Dynamics Customer Insights integration • Dynamic segmentation and multiple lead scoring • Account-based advertising • Lead the lifecycle with automated business process flows • Insights from Customers- Dynamics 365 Product Insights Preview has been replaced by Engagement Insights (preview), a capability of Dynamics 365 Customer Insights. Customer behavior can be measured and understood across your website, mobile apps, and connected products. Customer Service Insights integrates with your Dynamics 365 Customer Service and Omnichannel for Customer Service data to provide your support team with out-of-the-box AI and BI capabilities such as customer service analytics and similar case suggestions, among other things. • Microsoft Dynamics 365 Commerce- Microsoft Dynamics 365 Commerce, formerly Dynamics 365 Retail, is an omnichannel e-commerce solution that helps retailers provide personalized, seamless shopping experiences across physical and digital channels. Dynamics 365 Retail has been rebranded as Dynamics 365 Commerce, and it now offers omnichannel commerce across your e-commerce, in-store, call center, back office, and emerging channels. • Microsoft Dynamics 365 Customer Voice-  Dynamics 365 Customer Voice captures and analyses feedback using advanced branding, AI analysis, and data integration, allowing you to foster meaningful customer relationships and make intelligent decisions across your organization. Customer Voice is based on Microsoft Forms and incorporates the vast majority of Forms functionality. Customer Voice, in addition to the simple survey-authoring experience provided by Microsoft Forms, adds what is required for an end-to-end feedback management solution. The process by which your company solicits customer feedback on their interactions with your products and services and then converts that feedback into actionable insights is known as the voice of the customer, or VoC.   ...

avatar
Ayavin Solutions
October 26, 2022
article
Ayavin.com

What Power Bi Can ...

What Power BI Can Do? Power BI can connect to a variety of data sources and "cleans up" the information it receives to make it easier to comprehend and understand. The reports and visualizations generated by this data can then be shared with other users.  It is a business intelligence platform that enables organizations to clean and completely transform data into meaningful information by thoroughly analyzing data and sharing key insights. Power BI is essentially Microsoft's business intelligence interactive data visualization and analytics tool (BI).  Power BI can extract data from a variety of cloud and on-premise systems and generate dashboards to track the most important metrics. Users can also use Power BI to create rich reports and embed them in existing reporting portals.  The following are the factors why Power BI is an essential component of making Power BI a successful tool. 1. Economic factors- One significant advantage of using Power BI for data analysis and visualization is its low cost. You can immediately download it and begin creating reports and dashboards on your computer. If you want to use more Power BI services and publish your reports to the cloud, you can pay a monthly fee to subscribe to the Power BI Cloud service solution. As a result, Power BI is reasonably priced when compared to other BI tools. 2. Customized Visualizations- Custom visualizations, which are created by developers for a specific purpose, are available in a wide range of Power BI products. Custom visuals are available in Microsoft Marketplace. In addition to the standard set of visualizations, Power BI custom visualizations can be used in reports and dashboards. There are KPIs, maps, charts, graphs, R script visuals, and other custom visualizations to choose from. 3. Microsoft Excel integration- You can also use Power BI to upload and view data in Excel. By selecting/filtering/slicing data from a Power BI report or dashboard, you can export it to Excel. By opening Excel, the same data can be viewed in tabular form in an Excel spreadsheet. In other words, the Excel integration in Power BI allows users to view and manipulate the raw data underlying a Power BI visualization. 4. Interconnection of Data- The ability to import data from a variety of data sources is another significant advantage of using Power BI as your data analysis tool. It connects data files, Microsoft Excel, SQL Server databases, Azure sources, cloud-based sources, and online services such as Google Analytics and Facebook. Furthermore, Power BI can directly access Big Data sources. As a result, you will have access to a wide range of data sources from which to gather information for analysis and report creation. ...

avatar
Ayavin Solutions
October 19, 2022
article
Ayavin.com

Why Power Apps...

Why power apps? Power Apps is a Microsoft initiative that allows you to create and share powerful low-code applications in a matter of minutes. It is a set of apps, services, and data platforms that enable rapid application development in order to create custom apps based on business needs. The Power Apps use cases listed below demonstrate the program's value to businesses- 1. Interaction applications with other Microsoft 365 services Meeting Capture is a Power Apps template that is available for free. Microsoft developed Meeting Capture to help users take notes and assign activities or tasks to meet attendees. The app also allows users to capture rich media with a device's camera and handwritten notes with a touch-screen device. This use case highlights some of the key capabilities of Power Apps, which include the following- • Microsoft Office 365 services such as Exchange Online, Planner, and OneNote are integrated. • Use of device hardware such as cameras • The ability to take notes or draw on touch screens 2. Employee orientation software Because Power Apps can interact with and tap into data from other Microsoft 365 services, many businesses use the free Power Apps template to create an onboarding tasks app to assist HR and new employees during the onboarding process. These apps provide new employees with a wealth of resources, including links to policy guides, contact information for team members, and forms to complete their internal profiles. 3. Photo editing software Power Apps can integrate with camera-enabled devices, allowing businesses to develop apps that can process images. During inspections, retailers, construction companies, and healthcare providers can use a mobile device's camera and GPS data to take photos of products and other items. A customized inspection app is similar to a hosted database in that it stores some of the information within SharePoint or in the common data service layer. Furthermore, manufacturers can use the platform to develop quality-control apps that allow employees to inspect products and take photos to document problems. Developers can also use the platform to build apps that take photos of people, send them to a back-end facial recognition process, and then display the results. 4. New scenarios for user configuration Power Apps can help to accelerate the creation of new users. It gives hiring managers simple intake forms to fill out and submit to the appropriate departments for new employees. To automate and approve workflows, many businesses use Power Apps forms in conjunction with Microsoft Flow. 5. Sales Intake Forms Field employees who need to complete sales orders away from the office can use Power Apps in conjunction with a Microsoft Dynamics 365 subscription. This integration enables users to extract and insert data into the Dynamics 365 CRM using simple forms. 6. Applications for service requests Power Apps are being used by some businesses to create an interactive helpdesk tool that allows users to submit IT tickets directly from the app. Other companies use it to collect service requests for facility maintenance, human resources, purchase orders, and other reasons. 7. Complicated entity relationshipsUsers can use the model-driven approach to create fundraising applications in Power Apps, which include donations, campaigns, donors, recipients, and users. In general, the entities rely on one another; for example, donations are given by donors and received by recipients. ...

avatar
Ayavin Solutions
October 4, 2022
article
Ayavin.com

How Do Power Pages ...

The factors of using Power BI for data analysis to comprehend and understand the information from a variety of data sources. The insights to visualize the reports to the Power BI service. H1 Tag- What Power BI Can Do?   What Power BI Can Do? Power BI can connect to a variety of data sources and "cleans up" the information it receives to make it easier to comprehend and understand. The reports and visualizations generated by this data can then be shared with other users.  It is a business intelligence platform that enables organizations to clean and completely transform data into meaningful information by thoroughly analyzing data and sharing key insights. Power BI is essentially Microsoft's business intelligence interactive data visualization and analytics tool (BI).  Power BI can extract data from a variety of cloud and on-premise systems and generate dashboards to track the most important metrics. Users can also use Power BI to create rich reports and embed them in existing reporting portals.  The following are the factors why Power BI is an essential component of making Power BI a successful tool. 1. Economic factors- One significant advantage of using Power BI for data analysis and visualization is its low cost. You can immediately download it and begin creating reports and dashboards on your computer. If you want to use more Power BI services and publish your reports to the cloud, you can pay a monthly fee to subscribe to the Power BI Cloud service solution. As a result, Power BI is reasonably priced when compared to other BI tools. 2. Customized Visualizations- Custom visualizations, which are created by developers for a specific purpose, are available in a wide range of Power BI products. Custom visuals are available in Microsoft Marketplace. In addition to the standard set of visualizations, Power BI custom visualizations can be used in reports and dashboards. There are KPIs, maps, charts, graphs, R script visuals, and other custom visualizations to choose from. 3. Microsoft Excel integration- You can also use Power BI to upload and view data in Excel. By selecting/filtering/slicing data from a Power BI report or dashboard, you can export it to Excel. By opening Excel, the same data can be viewed in tabular form in an Excel spreadsheet. In other words, the Excel integration in Power BI allows users to view and manipulate the raw data underlying a Power BI visualization. 4. Interconnection of Data- The ability to import data from a variety of data sources is another significant advantage of using Power BI as your data analysis tool. It connects data files, Microsoft Excel, SQL Server databases, Azure sources, cloud-based sources, and online services such as Google Analytics and Facebook. Furthermore, Power BI can directly access Big Data sources. As a result, you will have access to a wide range of data sources from which to gather information for analysis and report creation. What are the benefits of using Power BI? • Power BI makes distributing and publishing data insights a hundred times easier. For these purposes, you no longer need to use a shared drive. Instead, you can upload the visualizations and reports to the Power BI service.  • The information in the reports and dashboards is always up to date. When new data is pushed in, these dashboards are automatically updated. Dashboards that update in real time enable viewers to identify opportunities and solve problems faster. • Users can easily customize the Power BI app navigation. This customizable navigation feature makes finding content and understanding the relationship between different dashboards and reports easier and faster. • Using the security customization features, viewers can see only relevant data. This feature prevents users from wasting time on data that is irrelevant to them. • Cortana, Microsoft's digital assistant, is compatible with Power BI. Users can use this feature to ask questions in their native language. This is a useful feature for people who use mobile devices to access Power BI. • The simple setup of Power BI allows you to gain quick insights into data. It also does not require any specialized training to operate. Pre-built dashboards for Microsoft Dynamics, Google Analytics, Salesforce, and other services are also included. ...

avatar
Ayavin Solutions
October 3, 2022
article
Ayavin.com

How Does Microsoft Power ...

How does Microsoft Power Platform Benefits Your Organization? 1. A Single Platform for All Business Processes in the Enterprise Given the importance of data in our digital age, your organization must maintain a single source of truth. To keep it, you must govern it, which means you must:  • Gain front-end leadership buy-in and alignment. • Promote accountability among data owners and stewards. • Be cautious of shadow analysts. • To evolve, use a change management model. How do you unleash this massive potential across your entire organization, whether it's a data warehouse or a tabular data model, beyond the traditional "running a report"? Data-driven companies recognize the value of a cyclical approach that includes business processes to Analyze, Automate, Act, and Iterate. By providing an enterprise-grade platform to empower any organization—even those that typically use a number of disparate tools—Microsoft Power Platform helps with this difficult problem that many organizations face. 2. Adoption and Use of Self-Service Traditionally, you had to rely heavily on your IT department or IT-savvy members of your department to fully utilize many enterprise business applications. Non-IT professionals in finance, marketing, and sales were previously prevented from fully utilizing the wealth of insights contained in their data due to the technical learning curve of business applications. They couldn't use Azure on their own. Microsoft Power Platform's no-code/low-code approach makes it significantly easier to generate useful insights from data, install rich applications, and make powerful workflows, technology, and investment Intelligent systems. These features are simple to implement and achieve via drag-and-drop. Your citizen developers can start creating and deploying features quickly, while your end users can adopt and use all features with no (or little) involvement from your IT department. 3. It’s Microsoft Only Microsoft Power BI, PowerApps, Power Automate, and Power Virtual Agents can Analyze, Act, Automate, and Iterate. End-to-end capabilities that seamlessly integrate within the Microsoft ecosystem are enabled, greatly simplifying daily business processes and tasks. Finally, if your company uses Microsoft, you almost certainly already have Power Platform licenses; why not use them instead of purchasing and integrating a third-party product? 4. Increases Productivity by Simplifying Processes Power Automate can automate manual tasks and processes, freeing up time for higher-value activities. Listed below are a few examples of common routine tasks that can be automated using • Document and process approval • Document formation • Scheduled streams If your company currently does everything by hand, it's time to make a change. If you're a CFO who still does manual finance tasks in Excel every week, that's a red flag. Instead, use Power Automate to save time and do less busy work. 5. Enables remote work and collaboration You can seamlessly collaborate with teammates remotely and integrate full web and mobile application integration with cloud-based systems. With the increased demand for flexibility in remote workforces, having a platform that syncs calendars and displays tasks in a functional manner is critical for keeping employees on track no matter where they complete their work. Improving efficiency by creating workflows that save employees time saves money in the long run. Microsoft Power Platform is a unique business service suite that democratizes and unifies data. It empowers both technical and non-tech users in your organization to analyze data, act on newly generated insights, deliver personalization, and automate business processes. ...

avatar
Ayavin Solutions
September 24, 2022
article
Ayavin.com

What Does A Crm ...

CRM (Customer Relationship Management) systems, in a nutshell, serve as a central hub for organizing and making sense of valuable audience data and insights, providing all of the tools needed to collect and manage information about people who matter to your business. This function varies greatly across departments. CRM does: Assist sales representatives in quickly reviewing previous interactions and purchases prior to making a phone call. Provide background and contact information to support teams so they can provide excellent customer service. Provide marketers with data to help them target their campaigns. Organizing and comprehending CRM data insights has become a critical responsibility for any company that serves customers. However, as the value of audience data grows, so does the number of details that businesses must track. Because there are so many online channels and so many ways for customers to engage with each, data is frequently segmented into different tools, making it difficult to get a complete picture of your customer and communicate with them in a meaningful way. That is why businesses of all sizes and industries are turning to CRM tools to create a central hub for audience reports, gain a better understanding of who their customers are and what they want, and grow positive connections. CRM software also helps them engage with prospects, save time through automation, increase customer engagement, and close more deals. Why is CRM software important for marketers? As a marketer, you collect valuable data with every campaign you send and every customer interaction that occurs as a result of it (including clicks, views, and purchases across new, existing, and prospective customers). Customer knowledge is one of the most valuable resources you have for improving your marketing and sales and growing your business. Effective data collection and organization can tell you everything you need to know about your customers' preferences: which products they like, what they're looking for, the messages that tell them what they need to know, and where you're still falling short. The sooner you begin collecting, organizing, and analysing data with a CRM platform, the sooner you can begin using it to improve customer experience and build more and better customer relationships. ...

avatar
Ayavin Solutions
September 23, 2022
article
Ayavin.com

Enable The Intelligent Enterprise ...

  Types of data migration There are numerous business advantages to upgrading systems or expanding a data center into the cloud. For many businesses, this is a natural progression. Companies that use the cloud hope to focus their employees on business priorities, fuel top-line growth, increase agility, cut capital expenses, and pay only for what they need on demand. However, the type of migration will determine how much time IT personnel can devote to other projects. Let us first define the various types of migration: Relocation of storage- Data migration from older arrays to newer ones that can be accessed by other systems. Provides significantly faster performance and more cost-effective scaling while supporting common data management features such as- An application migration - The transfer of an application program from one environment to another. Cloud migration includes moving an entire application from an on-premises IT center to the cloud, moving between clouds, or simply moving the application's underlying data to a new form of application hosted by a software provider. The cloud migration- Data, applications, or other business elements are moved from an on-premises data center to a cloud or from one cloud to another. Storage migration is frequently included. How Data migration differs from data conversion and data integration. Because the terms data migration and data conversion are sometimes used interchangeably on the internet, let us clarify that they are not synonymous. As previously stated, data migration is the process of moving data between locations, formats, or systems. Data migration includes data profiling, cleansing, and validation, as well as ongoing data quality assurance in the target system. In the majority of data migration scenarios, data conversion is only the first step in a lengthy process. The process of converting data from one format to another is known as data conversion. When transferring data from a legacy application to an upgraded version of the same application or to a completely new application with a different structure, this is required. To be converted, data must be extracted from the source, altered, and loaded into the new target system based on a set of requirements. Another term that is sometimes used interchangeably with data migration is data integration. The process of combining data from various sources to provide users with a unified view of all data is known as data integration. Data analytics necessitates the integration of data from various sources. ...

avatar
Ayavin Solutions
September 21, 2022
article
Ayavin.com

With Microsoft Power Bi ...

With Microsoft Power BI, you can connect your business and customers while also staying ahead of the competition with intelligent business applications. As a company grows, managing the data that is generated on a regular basis becomes more difficult. This information must be used to obtain useful information, improve decision-making, transform business operations, and, ultimately, increase organizational productivity. This is possible with the help of an analytical system capable of effectively analyzing data and providing coherent, visually immersive, and interactive insights. With Microsoft Power Apps, you can create web and mobile applications with no or little code, transforming your ideas into feature-rich apps that can digitally transform your processes, solve business problems, or increase business value. You can interact with non-coding visual tools, work faster with a platform that supports data integration and distribution, and extend the platform with building blocks for professional developers. Since it integrates with Microsoft applications such as SQL Server, SharePoint, and OneDrive, as well as third-party applications such as Dropbox, Google Docs, SAP, and Oracle, Power Apps has a diverse set of applications. It also includes the Common Data Service, an enterprise-grade datastore on which Microsoft Dynamics 365 applications are built natively, removing the need for additional data integration. You can interact with non-coding visual tools, work more quickly with a platform that supports data integration and distribution, and extend the platform with professional developer building blocks. In this case, a business intelligence solution is beneficial. Power BI, a compelling business analytics service, is included in Microsoft's Power Platform. Convert multiple data sources into interactive visualizations. You can bring your data to life with live dashboards and reports. Advantages of Power BI Using data analytics, you can increase organizational productivity. Improve your decision-making abilities. There is no need for specialized technical help. Extraction of precise business intelligence. Interactive visualizations and insights. Dashboards and reports can be customized. Reports can be safely published. On-premise and cloud deployment options are available. It is easy to integrate with other applications, as well as advanced data and cloud services. ...

avatar
Ayavin Solutions
September 20, 2022
article
Ayavin.com

Why Should You Use ...

Why Should You Use Microsoft Business Applications to Solve Key Challenges? Ayavin primarily focuses on Microsoft Business Applications, such as Dynamics 365 and Power Platform. We don't do anything else. We are frequently asked, "Why Microsoft?" during the sales process. Because there are so many reasons, we've answered it a thousand times in hundreds of different ways. We've simplified ourselves and also why Microsoft? Here’s the response to five key points. Open: Dynamics 365 workloads are highly customizable. We can meet every single one of our client’s needs, no matter how unique they are, because these solutions are so open and adaptable. Microsoft partners can also develop their own intellectual property to support the technology. Ayavin Solutions has developed a number of add-ons for the Business Applications stack to improve productivity and marketing automation. Open technology enables partners and customers to find the right solution every time. Seamless Integration: The Microsoft stack integrates seamlessly with a wide range of applications, including proprietary legacy technology used by many businesses. Whether our clients are implementing Dynamics 365, Power Platform, or other Microsoft Business Applications, seamless integration saves them time, energy, and money by eliminating the need to spend time, energy, and money connecting the new solutions to their existing systems. Ownership: As a Microsoft partner, we make certain that our clients can fully own the technology. However, we implement it, and in many cases, we also provide ongoing support and administration, but Microsoft technology is owned by the customer. In other words, they recognize the continuous value added to their organization. Simplicity: Microsoft technology is used by more than 90% of businesses, so almost everyone is familiar with it. And familiarity is essential. You immediately feel at ease when you log into Dynamics 365 because it looks and operates similarly to Microsoft Word and Outlook. Power Platform includes Excel-like formulas and functionality. Simply put, our clients are keen to implement technology that is as familiar to them as the tools they already use on a daily basis. Trust: This should go without saying given that our business strategy is completely aligned with theirs.   Microsoft is recognized as the best-in-class by independent international rating agencies year after year. 90% of Fortune 500 companies and millions of small businesses worldwide rely on them.       Choosing the Best Microsoft Dynamics Solution for Your Business Although Microsoft Dynamics 365 can be adapted to almost any business, the significant difference between solutions isn't always clear. It's fine if you're still unsure whether this is the best fit for your company. Dynamics 365 is built to be adaptable, and your solution partner will work with you to develop a custom solution. One thing to remember is that Microsoft Dynamics 365 is not cheap. Small and medium-sized businesses may not be ready to invest in a full system as they grow and should instead emphasize on standalone solutions. Enterprises, on the other hand, are more likely to have the desired capital to invest in Dynamics 365 and should consider it for their needs. Key Features of Microsoft Dynamics 365 Pre-Configured Applications: Microsoft Dynamics 365 comes with a number of pre-built applications that can help businesses expand ERP functionality and automate repetitive tasks. This reduces the amount of internal development and IT resources needed, allowing businesses to operate more quickly on their goals. Dynamics can also be used in conjunction with Microsoft Power apps to provide business intelligence, automation, and data visualization. Users can also connect Dynamics 365 to non-Microsoft applications for enhanced functionality. Personalizable dashboards and reports: Users in Microsoft Dynamics 365 can design their own dashboards and reports to highlight the data that is most relevant to their role or department. They can quickly detect changes and manipulate data to focus on specific trends or run what-if scenarios. These dashboards aid organizations in making data-driven decisions. Real-Time Analytics: Because Dynamics 365 aggregates data from across the organization and updates it on a regular basis, users benefit from real-time insights and analytics. Because data can quickly become obsolete, particularly in fast-changing environments, real-time analytics is critical for quickly reacting to changes and im...

avatar
Ayavin Solutions
September 19, 2022
article
Ayavin.com

Top Data Migration Challenges...

Top data migration challenges- Failure to communicate with key stakeholders- Regardless of the size of the migration, the data you're moving is important to someone, somewhere. Find them first and explain why this project is necessary and how it will affect them. If you don't, you will almost certainly hear from them at some point, and they will almost certainly disrupt your timeline.   Lack of interaction with the business- Keep the stakeholders informed of your progress after you've explained the project to them. It's best to provide a status report on the same day every week, especially if things start to go wrong. Regular communication helps to establish trust among all parties involved.   Absence of data management- As part of your project plan, make sure you understand who has the authority to create, approve, edit, or delete data from the source system.   A lack of understanding- Although it appears to be a simple task, moving data is extremely complex. The presence of an experienced professional with excellent references makes the process go more smoothly.   Inadequate data preparation software and skills- Look to invest in high-quality data software and hire a specialized firm to assist if the migration is significant. To help you save money, an outside firm will most likely rent you the software.   An unidentified migration strategy- Conduct some research to ensure that the data mobility procedure has proven to be effective for other businesses similar to yours. Resist the urge to simply accept a vendor's generic procedure.   Supplier and project management- Vendor and project management are required. If you still have a day job, make sure you have enough time to manage the project and any subcontractors. Object interdependence- Even with today's technology and data management tool capabilities, discovering a dependent dataset that wasn't planned for is unusual. Because cross-object dependencies are frequently discovered late in the migration process, plan for them ahead of time so that your overall delivery date is not thrown off.   The common scenarios that require data migration: Replacement, upgrade, and expansion of storage systems and equipment Legacy software upgrade and replacement Firms migrating from a local storage system to a cloud-based system to optimize operations Website consolidation Installation of new systems to coexist with and augment existing applications that share the same dataset Data Migration Practices - Some best practices should be followed when performing a data migration process to ensure the process is seamless and successful while avoiding costly delays. To manage and guide the project, a dedicated migration team with the appropriate specialists should be established. Data migration should be used to clean and improve the quality of data before it is transmitted, so that poor quality data with old problems are not inherited. The amount of data to be migrated should be kept to a minimum. Data cleaning can assist in ensuring that only high-quality, useful data is transferred. All data should be profiled before writing mapping scripts. Make a backup of your data before starting the migration to avoid data loss. To ensure the project's success, continue testing the transition from the planning and design stages to the execution and maintenance stages. The old system should be turned off only after the migration process has been confirmed to be successful. If it fails, there will be no downtime because the old system will still be operational. Some Risks of Data Migration- Data loss - Because data can be lost during migration, it is critical to back up and carefully plan the migration with the help of professionals. Prolonged migration time - Data migration can take months or years, and it can be slowed if there are network outages that affect transmission times. Connection speeds and infrastructure limitations can also impede migration progress. Data Security- Data should be encrypted before migration to ensure data securit...

avatar
Ayavin Solutions
September 18, 2022
article
Ayavin.com

Evolving And Growing A ...

Evolving and growing a proactive approach to accelerating business results with Microsoft Dynamics 365. Microsoft Dynamics 365 offers end-to-end applications for finance, operations, human resources, sales, marketing, customer service, and more, enabling you to unify data and relationships, incorporate intelligence into decision-making, and achieve better results. At Ayavin, our experienced business consultants have a thorough understanding of business processes in a wide range of industries and have worked with a number of companies on the following major business process reengineering tasks: Definition and documentation of processes Strategy and planning Digital transformation Change Management Mentoring and professional training Why choose Microsoft Dynamics 365 at Ayavin? Move more quickly and confidently to the cloud. With flexible deployment, dependability, security, and a solution that grows with you, also you can adopt new business models more quickly. Gain Business Insights and Increase Productivity. With Embedded Guidance, Dashboards, And Microsoft 635 Interoperability, You Can Connect People, Processes, And Insights to Make Better Decisions Faster. Improve Customer Service While Increasing Sales. Enhance customer service by managing the entire sales process through Microsoft Outlook and delivering better results through connected service operations. With planning, resourcing, tracking, costing, billing, accounting, and real-time intelligence, you can complete projects on time and on budget.   Improve Forecasting and Obtain Real-Time Performance Metrics While Fostering Compliance and Security Across Subsidiaries.   Inventory and supply chain management. You can deliver products on time and adapt to changing business models if you have visibility across purchasing, manufacturing, inventory, and warehouses. Advantages of Microsoft Dynamics 365- Improved Insights With AI and a centralized repository for business data, Dynamics 365 provides businesses with better insights into their data. The system can detect customer trends, the best-selling products, and even how the weather may affect the supply chain. These insights and predictive analytics can help businesses improve resource planning and ROI. Faster Time to Value Microsoft Dynamics 365 offers pre-built applications and simple APIs to help businesses collect and use data more quickly. Organizations can choose applications that automate customer service chats, improve project management scheduling, and offer HR self-service tools, among other things. The software is also easy to implement, allowing businesses to put it in place in days or weeks rather than months. Rapider Adaptation to Change Because all of an organization's data is in one place and users gain better insights with Dynamics 365, people can adapt to changing market conditions faster, avoiding huge revenue losses.   ...

avatar
Ayavin Solutions
September 17, 2022
article
Ayavin.com

Power Bi With Data ...

Power BI with Data analysis efficiency, accuracy, and speed Power BI is a cloud-based service that enables users to analyze and visualize data with speed, accuracy, efficiency, and proper comprehension through dashboard development. It also provides users with access to a diverse set of well-curated data via user-friendly dashboards, compelling visualizations, interactive reports, and so on. In Power BI, a single report is contained within its own workspace. It is easily connected to a variety of dashboards that are encrypted within this workspace. The tiles pinned in a single report are easily accessible from multiple dashboards. Reports can be generated using data from a single dataset. With the exception that the Power BI Desktop must effectively combine 1+ datasets into a single broadcast that Power BI can then import. Power BI can separate data from any organization, regardless of its location. Power BI is a useful tool for creating client-friendly reports, and assisting businesses with better data analysis and smooth performance. Do You Need to Connect Power BI to Your Business Applications? We live in a time when a fully functional computer can be carried in your pocket. Massive technological developments allowed us to integrate cutting-edge technology and create smartphones. It keeps you connected to others at all times and puts the power of the internet in the palm of your hand. We can now improve our businesses in every way beneficial to the smartphone. Smartphone applications are designed to handle it all with equal efficiency, from promoting your business online to providing customers with direct access to your products/services to managing mundane day-to-day functions. Microsoft, the global leader in software development technology, provides the Power BI suite to meet all of your company's requirements. By efficiently collecting, processing, and delivering the most up-to-date and relevant business reports, this incredible platform provides in-depth insight into the business and market. Why Power BI is required? Every single one of us now uses apps at least a few times per day. The same is true for employees in both large and small businesses. Because of the smartphone's incredible mobility and reach, it has become one of the most effective tools for employers and employees to improve productivity and return on investment.  Although there is a plethora of software that promises to provide users with the best data analysis, processing, and reporting functions, the reality is that with the massive amount of data that any corporation collects, each of these business management apps or software falls short of providing the necessary level of efficiency. Microsoft Power BI Suite is an innovative cloud-based solution from a well-known software company. Power BI applications primarily help with: Improve compatibility with various user devices (such as smartphones, tablets, and wearables) for smooth operation. You can improve data collection, processing, and reporting with accurate insights. Enhance the visual appeal of the displayed data for easier comprehension. ...

avatar
Ayavin Solutions
September 16, 2022
article
Ayavin.com

With Microsoft Dynamics 365 ...

With Microsoft Dynamics 365, you can connect your business and customers while also staying ahead of the competition with intelligent business applications. Microsoft Dynamics 365 is a collection of intelligent CRM and ERP business solutions that can assist you in leading your departments and business to success by delivering predictive, AI-powered insights. It enables organizations to validate business and consumer data in a single location, measure that data across business strokes, and take a proactive approach to establish business results if properly integrated.  Dynamics 365 will become an integral aspect of all enterprises seeking continuous growth if such technology is integrated in a way that makes sense and provides opportunities for both value creation and sustainability. Ayavin's Dynamics 365 technology gives businesses a consistent, high-quality, and predictable path to validate employees and connect the entire consumer experience. Microsoft Dynamics 365- An excellent management tool for employees, resources, and customers. Microsoft Dynamics 365 is a combination of intelligent CRM and ERP solutions that are used to streamline business processes such as lead generation and client retention, targeting specific customer segments, and creating ad campaigns for sales, marketing, and other business prospects.  Microsoft Dynamics 365 development services are being widely adopted by any company or enterprise across trading continents as the automation tool gains traction in the global business. Microsoft's ability to create, deploy, and support modern CRM and ERP solutions provides it with significant control over the sales ratio, improves client satisfaction, and improves the company's operational behavior and productivity. Whether it is workforce automation, marketing solution, business intelligence, streamlined flow of information, or order, service, and accounts management, Microsoft Dynamics 365 plays a significant role in the company's growth and development. Advantages of CRM Solution-  Increased Operational Performance: By optimizing and streamlining the business system, Microsoft D365 leverages the operational approach to increase efficiency. Because of the engine's agility and diversity, the organization can automate the operation and working hierarchy based on real-time needs and demands.  It reduces the workload and allows the employee to focus on more important issues. The ability to make the client's issue more understandable so that they can be easily entertained with better resolution is deployed throughout many verticals by automating consistent and repetitive tasks. Improved Customization: Microsoft Dynamics 365 is designed in such a way that it can benefit from a more personalized approach. Employee and resource management, as well as the view's links and forms, can all be improved. Every global organization is fixated on tailor-made functionality. Only authorized people have access to accurate and current information: Microsoft Dynamics 365's distinct feature ensures that you have the best tools available to assure the delivery of accurate data to authorized individuals. You can use the web, mobile, or Microsoft Outlook, but the information should always be distributed through an ethical pipeline. A good Microsoft Dynamics 365 consultant can supplement your solution with the same features. The service schedule is simple and clear: Not missing the real-time conference and service call is the most important aspect of providing a great client and customer experience. Microsoft Dynamics 365 aspires to provide centralized and one-page service requests, in addition to another upcoming schedule. Users can now easily identify requests and orders based on a chronological pattern to ensure customer satisfaction. Database and infrastructure adaptability: D365 offers simple tools for customizing workflow, projection, and security patterns. It eliminates custom coding and allows you to manage support and solutions for controlled deployment, improved performance, cutting-edge features, end-to-end assistance, and seamless financial and business solution management. As a result, CRM offerings provide a one-stop shop for managing profitable and comprehensive relationships.   ...

avatar
Ayavin Solutions
September 15, 2022
article
Ayavin.com

Microsoft Dynamics 365 Can ...

Microsoft Dynamics 365 can assist you in speeding up your digital transformation. Microsoft Dynamics 365 is a suite of intelligent business applications that can help you run your entire company more efficiently and effectively by utilizing predictive, AI-driven insights. It enables organizations to view business and customer data in a single location, share that data across lines of business, and take a more proactive approach to accelerate business results when properly integrated. Ayavin's Microsoft Dynamics 365 services strengthen businesses by connecting the entire customer experience in a consistent, high-quality, and predictable manner. In the areas of sales and marketing, intelligent customer service, connected field service, modern finance and operations, and e-commerce, we provide strategic counsel as well as technology solutions.  In addition, as the market leader in Dynamics 365 implementation and solutions, we are assisting organizations in reconsidering how to maximize the value of their technology investments in the post-COVID world. Ayavin’s comprehensive Dynamics 365 strategy consists of the following elements-  Consistent investments in Dynamics 365 add-on products from Microsoft AppSource. We have unparalleled international implementation experience as the world's leading Microsoft partner. From start to finish, we provide advisory, global implementation, and managed services. Tools for modeling business processes that are industry-specific. What is Microsoft Dynamics CRM? Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft aimed at improving customer relationships in any organization. The product is designed to focus primarily on the Sales, Marketing, and Customer Service sectors out of the box, but Microsoft has marketed Dynamics CRM as an XRM platform and has encouraged partners to customize it using its proprietary framework. It has also grown in recent years as a CRM-driven analytics platform. The CRM Solution can be used to boost sales productivity and marketing effectiveness, manage the entire customer support chain, and provide social insights, business intelligence, and a variety of other out-of-the-box functionalities and features. Microsoft Dynamics CRM, as a product, also offers full mobile support for CRM apps on smartphones and tablets. What does Microsoft Dynamics CRM Consist of? CRM Online- CRM Online is a cloud-based offering from Microsoft Dynamics CRM that manages all backend processes on Microsoft servers. CRM Online is a subscription-based offering preferred by businesses that do not want to manage all technical aspects of CRM implementation. You can start configuring your system in days and access it via the web using your browser.   CRM On-Premise- CRM on-premise is a more customized and robust version of Microsoft Dynamics CRM that implements the CRM application and databases on your servers. You have complete control over your databases, customizations, deployments, backups, licensing, and other network and hardware configurations with this service. Organizations looking for a customized CRM solution prefer on-premise deployment because it allows for greater integration and customization.   ...

avatar
Ayavin Solutions
September 14, 2022
article
Ayavin.com

What Is Data Migration...

What is Data Migration? Data migration is the process of moving data from one system to another. While this may appear to be a simple change, it implies a storage change as well as a database or application change. Data is migrated by organizations for a variety of reasons. They might have to redesign an entire system, upgrade databases, build a new data warehouse, or merge new data from an acquisition. When deploying a new system along with existing applications, data migration is also required. Why data migration is needed? A thorough data migration strategy prevents an unsatisfactory experience that causes more problems. Incomplete plans can lead to migration projects failing, in addition to missing deadlines and exceeding budgets.  Instead of subordinating migrations to another large-scale project, teams must give their full attention when planning and strategizing the work. Regardless of the specific reason for the data migration, the overall goal is to improve performance and industry growth.  What is a data migration strategy? Investigate and Assess the Source-  Before you migrate data, you need to know and understand what you're migrating and how it fits into the target system. There may be data with many fields, some of which do not need to be mapped to the target system.  There may also be missing data fields within a source that need to be retrieved from another location to fill in a gap. In that case Ask yourself what needs to be migrated, what can be left behind, and what might be missing.  Plan the migration- Organizations define the type of migration to undertake during the design phase. This includes sketching out the technical architecture of the solution and detailing the migration processes. After considering the design, the data to be pulled over, and the target system, you can begin to define timelines and any project concerns.  Construct the solution-  A common strategy is to divide the data into subsets and build each category one at a time, followed by a test. If an organization is working on a particularly large migration, it may be advantageous to build and test concurrently. The data migration is technically implemented. The data is extracted from the source systems, adapted to the quality requirements of the target system using different Transformation components, and finally uploaded to the target system. Conduct a performance test-  To ensure the accuracy of the implementation and the completeness of the application, it is essential to test the data migration design with real data.   ...

avatar
Ayavin Solutions
September 13, 2022
article
Ayavin.com

The Power Of Dynamics ...

The power of Dynamics 365 CRM - Dynamics 365 CRM solutions offer a comprehensive view of your relationships, both organizationally as well as at an individual level. Dynamics 365 CRM apps are built on a framework that can be tailored to meet your unique business requirements. This could imply a novel combination of Outlook and Dynamics 365, as well as customizations.   Microsoft Power BI: Data Visualization - Microsoft Power BI is a business analytics self-service tool.  This is a component of the Microsoft Power Platform, along with the other tools in the bundle.  Power BI has several products available, ranging from the desktop version to the cloud-hosted Power BI Service.  It is typically used to connect to a wide range of data by creating interactive reports, dashboards, or stories with visually appealing visualizations. Power BI Desktop-  Power BI Desktop is available from the Microsoft Store for free and can be installed on any Windows machine. Power BI is currently incompatible with operating systems other than Windows. Power BI also has a mobile app that is available for both Android and iOS devices. This mobile app is used to visualize reports in a native mobile format rather than the specified desktop view.  Users can connect to a variety of diverse sources of information and pull relevant data into the Power BI data model using Power BI. Users can then modify, shape, and transform the data in Power BI to meet their reporting needs. To gain insights, this transformed data can be visualized in graphs and charts. These visualizations can be used to support a wide range of scenarios, including storytelling, what-if analyses, forecasts, and other predictions. The Advantage of Power BI -  At Ayavin, the Power BI dashboards load faster than your ERP's competitors. We also design them to increase the scalability of your Power BI solution for other applications such as self-service analytics. We have dozens of pre-built proprietary industry and department dashboards. This allows for quick implementations. All of our Power BI dashboards are designed to provide you with contextually rich information. ...

avatar
Ayavin Solutions
September 10, 2022
article
Ayavin.com

What Is Power Bi...

The Microsoft Power Platform includes Microsoft Power BI Desktop. It is a desktop application that works in conjunction with Power BI, a well-known business intelligence tool.  The Power BI Desktop app is available for free from the Microsoft Store. Its true capabilities are significantly improved once combined with other Power Platform products and services. Power BI Desktop- An Application Power BI Desktop users can connect to multiple data sources, transform data to create data models, and visualize data in the form of reports, graphs, and other visual collections. It is intended for data analysts and enables them to transform raw data into insights. Visually appealing reports and data models can also be created by you that too with little technical knowledge. It combines best-in-class interactive visualizations with industry-leading data query and modeling mechanisms. Power Apps is a platform as a service that allows you to build applications that can run on any mobile device or browser.  The goal of developing Power Apps is to enable users to create applications with new capabilities without having to know how to code. Microsoft commends the initial visual design of PowerApps, which includes drag-and-drop functionality. Power BI Desktop allows users to- Connect to the data Data can be imported into Power BI Desktop from a variety of cloud-based and on-premise sources, including SQL Server, Excel, Salesforce, SharePoint, Google Analytics, Google Sheets, Dynamics 365, Azure SQL DB, and others. Model data according to the specifications Power Query Editor is a query editor built into Power BI Desktop. A user can rename a table, change its data type, remove unnecessary extra columns, combine data from multiple sources, and so on. Present data visually Users of Power BI Desktop can convert data and visually represent it in formats such as graphs, reports, and dashboards. User can create reports By selecting from various visualization options, a user can format reports using different colors, gradients, and other similar options. It also has mobile layout functionality, so users can access and view reports on both mobile and desktop platforms. Distribute reports using Power BI resources A user can share reports with other colleagues or users in the organization by using Power BI services. These reports can also be uploaded and published to the Power BI site for future reference, as well as shared with other Power BI users. What are Power Apps? You can create web and mobile applications that work over all platforms. It is a simple user interface for app development, whether you are a business user or a professional developer.  It allows simple data integration and interaction by providing a rapid development environment for creating custom apps to meet the needs of your business. Microsoft Power Apps has revolutionized the field of low-code app development. Because the software is so simple and any user can create apps without sacrificing quality. Features of Power Apps- Integration with other Microsoft services is simple User-friendly Interface Cost-effective Cloud Connectivity Supports App creation and sharing What is PowerApps Portal used for? PowerApps Portals allow organizations to develop websites that can be shared with users outside of their organization anonymously or through their preferred login provider, such as LinkedIn, Microsoft Account, or other commercial login providers. Rely on us to achieve your business goals with Power BI Platform. At Ayavin Solutions, We can design your work processes for you or train you to do it yourself. We will go to any length to assist you in meeting your business objectives.  We help your business turn large datasets into manageable and user-friendly reports. We assist and train individuals and organizations in the creation and upkeep of absolute, and reliable reports. We offer expertise in reporting development, particularly in the creation of interactive dashboards that provide a high-level overview. ...

avatar
Ayavin Solutions
September 7, 2022
article
Ayavin.com

What Is Microsoft Dynamics ...

Microsoft Dynamics 365 is a cloud-based application platform that integrates customer relationship management entities with effective applications and tools. It offers all that you need for CRM in a single package. It also gives you access to other productivity services available on the internet. Some Key components of Microsoft dynamics – Common data model  Microsoft PowerApps Microsoft Flow  Office 365  Power BI  What Microsoft Dynamics 365 does in marketing? CRM for Marketing assists you in growing your business by allowing you to interact with customers in real-time and elevate your business experience. It enables you to further strengthen customer relationships by organizing personalized connections across all touchpoints. Top CRM features in dynamics 365 version -  Unified Client Interface Web Client Refresh  Multi select option sets  Activity timeline Linked sales navigator  Microsoft Dynamics CRM Advantages-  Get real-time information of your business Omni channel capabilities  Integrated AI capabilities  Flexible and customizable  Easy to upgrade as per your business requirements  How Microsoft Dynamics 365 works at Ayavin Solutions It provides personalized customer journeys as well as design, predicts, and deliver the content through the right channels.  At Ayavin, we provide you with an integrated and holistic customer experience by managing customer journeys over marketing, commerce, sales and services.   We use AI-driven guidelines for content, channels, customer segmentation, and analytics to turn insights into relevant action. Also, we use built-in features to assist in compliance and data security. With ease, customize and integrate with existing tools. Microsoft Dynamics 365 power platform in sales  CRM for Sales helps to build a high-performing sales team by providing real-time sales insights. It assists you in locating qualified prospects and customers from a variety of sources, as well as in building a sales pipeline with high-quality leads. It helps sales representatives as they can work from anywhere and at any time. These insights help you with the next best step to strengthen customer relationships. CRM Sales Capabilities-  It helps to connect with and engage buyers wherever they are. In a digital world, it adds a personalized experience as it connects data from LinkedIn Sales Navigator, Dynamics 365, and Microsoft 365. Allow for seamless interaction with a linked sales team. The real-time sales insights help you to make more informed decisions faster, and better. How can Power Platform help to reduce costs for your business? Ayavin Solutions Consulted a few decision-makers from different organizations with Power Platform experience to better understand the costs, benefits, and risks. Microsoft Power Platform provides business users with low-code and no-code development, workflow, and business intelligence tools. You can use these to create your own business apps with Microsoft Power Apps, reports with Power BI, automation and integrations with Power Automate, and even AI chatbots with Power Virtual Agents.  Workflows and applications built with Power Platform help enable faster and more efficient information gathering and distribution. Also, organizations are able to generate insights that could benefit the business with the help of Power BI. Why use Power Platform? It costs less to complete citizen development projects using low code/no code tools.  A power platform solution was implemented to replace third-party business applications and business intelligence tools.  A Power Platform-based solution makes users more productive so they can work more efficiently. Power Platform helps to improve an organization’s business outcomes.  Why Power Platform is a most valuable asset? Power Platform is integrated into the Microsoft security stack; it is easier to incorporate necessary security into all development initiatives. Integrating all aspects of Power Platform benefits organizations that use Micro ...

avatar
Ayavin Solutions
September 6, 2022
article
Ayavin.com

Crm Expert Services...

CRM Service can help you fight scattered customer. We collaborate with sales and marketing to identify customer support and technology problem. Even the best CRM service provider trust us and have certified us as their partner. If they can trust us with their product, so can you. We Stay On The Top Of Our Customer Mind CRM–service is the perfect solution when performance matters. Take control of all the contacting points in your customer life cycle with sales pipe management, CRM services provide companies with a suite of tools to analyze customer trends and behaviors. It enables employees to create, assign, and manage requests made by customers – while reducing operational cost and increasing time-to-market. A Customer Relationship Management (CRM) system helps manage customer data. It supports sales management, delivers actionable insights, integrates with social media and facilitates team communication. Cloud-based CRM systems offer complete mobility and access to an ecosystem of bespoke apps. Implementation Migration Customization Strategic Advice     We Are Expertise In : Microsoft Dynamics CRM (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customersWe are CRM Expert helps you to built a customize solution as per your business organisation.  CRM stands for customer relationship management & CRM expert is the one who helps you with CRM software as well customize the solution as per your requirement Power Automate Power Automate. Include powerful workflow automation directly in your apps with a no-code approach that connects to hundreds of popular apps and services   Microsoft Share Point Organizations use Microsoft SharePoint to create websites. You can use it as a secure place to store, organize, share, and access information from any device. All you need is a web browser, such as Microsoft Edge, Internet Explorer, Chrome, or Firefox.   Microsoft Power BI Power BI. Unify data from many sources to create interactive, immersive dashboards and reports that provide actionable insights and drive business results Power BI is a business analytics service by Microsoft. It aims to provide interactive visualizations and business intelligence capabilities with an interface simple enough for end users to create their own reports and dashboards.   Request An Estimate Stop worrying about technology problems. Focus on your business. Let us provide the support you deserve. ...

avatar
Ayavin Solutions
July 24, 2022
article
Ayavin.com

Why Is It Important ...

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. CRM specialists are analysts who constantly examine and monitor a firm’s practices with existing customers, helping ensure that retention levels are as high as possible. They also analyze data to find ways to attract new customers, as … Read more. Customer Relationship Management (CRM) Specialist Tasks. physical resources : computers and technological infrastructure informational resources: ustomer databases, salespeople's call records, customer service interactions organisation resource: customer-oriented culture, information-sharing routines We Are Microsoft CRM Expert About Us We are CRM Expert software company setup in Gurugram, Haryana. CRM is a Customer Relationship Management tool. It’s a bit of software where you manage business relationships and keep information on people of interest, like potential and current clients. The idea is to drive retention and also grow sales.   It hosts all of your contacts’ details including emails, phone numbers and any correspondence you have with them. From emails to tasks and even invoices and a sales pipeline, a CRM can be the centre of your sales world. What’s more, the whole team can access the data in real time and always be up-to-date. Although a CRM is seen as a sales tool, if can also be an essential tool for keeping in contact with your current customer base and building deeper relationships with them. From remembering their birthdays to keeping a secure but important record of the conversations you have, a CRM can be the extra memory you’ve always wanted. Here Are Some Key Features Of A Good CRM And Why They’re Important… Cloud-Based Client Management A CRM gives you a cloud-based platform to monitor your prospects and clients – and gives your team the ability to record interactions with them too. Because it’s in the cloud you can access it wherever you are and work in real-time and from any device. Many CRMs will come with an app to help you work on clients on the go by enabling you to add in details from phone calls and those emails you make while you’re on the move. Team Members Most CRM systems will have the option to invite team members and give them different access rights and assign them tasks related to certain people. This gives you control over the data that you share and the access you allow. A good CRM will help you manage people you meet and guide them from lead to conversion. You’ll also be able to get different people working on the same client and assign tasks for people in your team. CRM Contacts Each contact has their own profile or card and this allows you to store all the important information on your contacts. This data includes anything from emails and phone numbers to simple, more personal information like their favourite coffee and what you talked about last time you met. Most CRMs give you a section to add content ‘about’ them and this can be really useful for starting or continuing conversations on the phone, email, or at meetings. Each contact can have their information stored here too. From email and phone number to address, position in the company, and even their social media links. CRM gives you all the info that you need to do that.  CRM Tasks Tasks will keep you on track with your clients and leads and when managed well can become one of the daily tasks in your business (like checking email). Action them to build your business and keep your customers happy. Tasks in a CRM also make working with a remote team really simple. In this ever-digital world, many outsourced agencies or assistants now work on projects through tools like a CRM to manage prospects and clients. One of the key features of many CRM systems is the ability to apply tasks to any of the contacts and then assign the tasks to yourself or a member of your team. Tasks will keep you on track with your clients and leads and when managed well can become one of the daily tasks in your business (like checking email). Action them to build your business and keep your customers happy. A Clear Overview Of Your Sales Process… When you get past the basics of a CRM it s...

avatar
Ayavin Solutions
July 24, 2022