Human Capital Management

Attract, Nurture and Keep Great People - Dynamics 365 (Human Capital Management) October 3 - Webinar

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Microsoft Dynamics 365 CRM

Agenda Coming Soon.

[event_details]

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.

Hope to see you on the webinar. For questions, reach out to linda@voxism.com, or call 905-840-7477


Microsoft Dynamics 365 CRM

4 Ways You Can Increase Your Business Revenue with Dynamics CRM - September 19 Webinar

[my_title]

Microsoft Dynamics 365 CRM

To increase your business revenue, you need to empower your sales force with the right tools. That includes an easy way to track their pipeline, manage open deals, and get the information they need to close without having to go through multiple channels.

Microsoft Dynamics 365 offers that by including their various productivity modules into a single, fully integrated system. Increase productivity with activity tracking and the AI-powered Relationship Assistant. Increase efficiency with Business Process Flows that guide your reps through a repeatable process.

Turn relationships into revenue with Social Selling, and track the value of your marketing initiatives with Campaigns. Did we mention it is fully integrated to work with your Office 365 products? Because it is. Draft perfect quotes with MS Word, generate interactive reports with MS Excel and store your notes in OneNote, OneDrive, or SharePoint. Do it all in Microsoft Dynamics 365 for Sales.

  • Tracking sales statistics to turn sales into a numbers game, and not just a head game.
  • Relationship selling with LinkedIn
  • Increase your hit rate with synchronized marketing
  • Respond faster with CRM tools at your fingertips (mobility)

Jacob Steinfeld, Microsoft Dynamics CRM Expert

Jacob is a Microsoft Certified CRM Sales Consultant with Vox ISM. He provides on-site and remote customer training as well as direction and guidance throughout our Dynamics 365 implementations. Jacob specializes in automation and CRM configurations and often presents at our free webinars, providing insights, best practices, and sharing his knowledge of new features in Dynamics 365. He is also part of Vox ISM’s Project Management Team. As a graduate of Langara College’s Electronic Media Design program with a background in marketing and administration in the capital equipment sector, he posses in-depth knowledge on enriching the user experience.

[event_details]

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.

Hope to see you on the webinar. For questions, reach out to linda@voxism.com, or call 905-840-7477


Dynamics 365 (CRM) for the Power User (Outlook, Mobile) - August 29 Webinar

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Microsoft Dynamics 365 CRM

If you’re like many people, Microsoft Office Outlook is your communications, scheduling, and contact management hub. It’s where you monitor everything pertinent to your day-to-day activities. With the Dynamics 365 App for Outlook, you can now manage your pipeline, generate reports, and improve your customer service straight from Outlook as well. With the click of a button, Dynamics 365 deploys into your Outlook applications, both on your desktop, in your browser, and on your phone. This means full access to the CRM tools you need from anywhere, anytime.
  • The app’s capabilities
  • Viewing communication history and scheduled activities
  • Update your pipeline in Dynamics 365 without leaving Outlook
  • Add email templates & sales literature to your responses
  • Add products, adjust pricing, and send a finished proposal direct from your phone in under 5 minutes.

Jacob Steinfeld

CRM Expert


Jacob is a Microsoft Certified CRM Sales Consultant with Vox ISM. He provides on-site and remote customer training as well as direction and guidance throughout our Dynamics 365 implementations. Jacob specializes in automation and CRM configurations and often presents at our free webinars, providing insights, best practices, and sharing his knowledge of new features in Dynamics 365. He is also part of Vox ISM’s Project Management Team. As a graduate of Langara College’s Electronic Media Design program with a background in marketing and administration in the capital equipment sector, he posses in-depth knowledge on enriching the user experience.

[event_details]

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.

Hope to see you on the webinar. For questions, reach out to linda@voxism.com, or call 905-840-7477


Seminar at Microsoft Canada HQ in Mississauga (ON) - Microsoft Dynamics 365 – CRM for Sales & Marketing

[my_title]

Microsoft Dynamics 365 CRM

Please join us on Tuesday, August 14th, 2018 from 1:30 pm to 3:00 pm to learn how to run a professional sales force and marketing department using modern, easy to use Microsoft Dynamics 365 CRM software.

In this seminar, you’ll learn:

  • Getting started – the five screens in Microsoft Dynamics 36 CRM that every sales rep. will use
  • Sales management – it is all about the numbers
  • Marketing – the basics
  • Marketing advanced
  • Synchronized marketing – double your results
  • Social selling – LinkedIn is the key
  • The under 30 crowd – fully mobile, run from Outlook
  • COJG – government funding to pay for the training

Jim Heaton

President, Vox ISM


Jim graduated from Victoria Park High school, University of Toronto, and has a Western MBA. Jim started out as an accountant and has worked in the IT industry for the last 30 years. He is the president of Vox ISM, which has twice won a two-time Microsoft Partner of the Year award winner (#1 of 12,000 Microsoft Partners).

Jacob Steinfeld

Microsoft Dynamics CRM Expert


Jacob is a Microsoft Certified CRM Sales Consultant with Vox ISM. He provides on-site and remote customer training as well as direction and guidance throughout our Dynamics 365 implementations. Jacob specializes in automation and CRM configurations and often presents at our free webinars, providing insights, best practices, and sharing his knowledge of new features in Dynamics 365. He is also part of Vox ISM’s Project Management Team. As a graduate of Langara College’s Electronic Media Design program with a background in marketing and administration in the capital equipment sector, he posses in-depth knowledge on enriching the user experience.

[event_details]

Microsoft Canada
1950 Meadowvale Blvd
Mississauga, ON
L5N 8L9, Canada

1950 Meadowvale Blvd
Mississauga, Canada, L5N 8L9


Vox ISM free webinars and seminars - first half of 2018 events schedule

Vox ISM Free Webinars and Seminars

82 free webinars with monthly seminars this year.

Vox ISM offers a free webinar every week, and monthly seminars, on the latest technology to improve your business. This year we are aiming to host 82 free events. As part of our commitment to our customers and the Microsoft user community we research, test, and deploy the latest software offerings from Microsoft and our very own partners. Then at each event we show you how you can use your existing software, or the latest software to increase sales, increase your bottom line, and deliver projects on time and on budget. We will also show you how to increase insights into your operations and take action without waiting for weekly or monthly reports to come through, and we don't stop there. We also show our customers how easy it can be to upgrade, integrate, and connect all of their operations including sales, service, inventory, account and more, into 1 single solution. Join us at an event this year and bring us your questions, or just lend us your ears and learn about how you yourself can implement better practices that grow your business.

First half of 2018 Calendar. Vox ISM free webinars and seminars - Topics

  • Top 10 CRM 2018 Features - NEXT UP February 7 @2pm
  • Digitally Transforming the workplace
  • Microsoft for Manufacturing
  • Securing Government funding for your software implementation
  • VISUAL to NAV - What's the difference?
  • Top 10 NAV 2018 Features
  • MRP and Master Scheduling with Dynamics NAV
  • How to run your HR department out of Microsoft CRM
  • Advanced Manufacturing
  • Office 365 working with Dynamics 365
  • Excel with Excel
  • Upgrading to CRM 2018 on-premise or in the cloud
  • Jet Reports Express NAV 2018
  • Customer Service
  • Labour Time Reporting Program in NAV
  • Month and Year End Processes
  • Project Management in CRM
  • Project Management in NAV
  • Field Service
  • and more...
To see our growing list of events, and what is coming up with week, head over to our events page.

Microsoft Dynamics Business Central Solid Gold

Manufacturing Trade Show at Microsoft Canada HQ in Mississauga - September 25

Microsoft Manufacturing Trade Show

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Microsoft Dynamics Business Central

Microsoft and Vox ISM are hosting the most significant Manufacturing Trade Show of the Fall - Microsoft Dynamics Business Central for Manufacturing at Microsoft Canada HQ in Mississauga on September 25th, at 1:30 PM. The top 10 Microsoft Manufacturing Apps for Microsoft Dynamics 365 will be presented to you. This is Microsoft’s Gold-certified Manufacturing partners all in one room to display their Software to you. This event was completely sold out in the spring, register early to attend.

  • Microsoft Dynamics Business Central– What is New in Fall 2018 – 10 minutes.

  • The 10 Exhibitors Will Present Their Product in a 9-Minute Time Slot Each.

  • An Open Exhibit Hall -Visit and try out the software with the exhibitor that catches your attention.

Microsoft Dynamics Business Central Event

Details
Date: September 25
Time: 1:30 pm – 3:30 pm

Microsoft Canada
1950 Meadowvale Blvd
Mississauga, ON
L5N 8L9, Canada

View Google Map


Project Service Automation from Dynamics 365

Increase visibility into your projects, sell to capacity, and maximize revenue!

Project Management From Start to Finish

Run your project-based business more productively by increasing visibility into all aspects of your projects. This includes quoting, implementation, resource scheduling, delivery, and evaluation. With the right tools and loads of automation features, once lengthy management processes become simple turnkey solutions. Microsoft has strategically placed single click automation options. Want to quickly generate project estimates for your sales team? No problem. Enter your time for the week by automatically converting your scheduled tasks into time entry records? No problem again. “That’s all fine and dandy, but what about if there’s a hiccup in my project and I need to reschedule 2 months’ worth of activities for my resources?” No problem! Push the delivery date of your delayed WBS and all your ducks automatically fall in line, including resource scheduling.

Project Service Automation Key Features

  1. Project Quoting with ease
  2. The Resource Scheduler
  3. Costs and Billing Tracking
  4. Reporting

Selling your project

Make it easy for your sales and project managers to collaborate on estimates using templates. As you begin to use the software you can convert projects into a templates. This allows you to turn your familiar projects into quick-loading templates for your sales teams and project managers to use in the future. Now the next time you’re selling a similar deal you can import your project details and estimated costs with 1 button.  This Project Service Automation solution also links to Microsoft Project. With its scheduling and management strength, to improve your project planning from estimation to completion.

The Resource Scheduler

Assign the best consultants to each project based on their skills, availability, and interest by unifying resources and scheduling. You can quickly find the most qualified consultants who are available to work on projects, and you can easily see how to better schedule them during the course of each project. To add some ease to the process resources can be automatically picked and scheduled based on the criteria previously mentioned.

project service automation resource scheduling

Costs and Billing Tracking

Track your costs by using your Cost Rate, or Bill Rate. View valuable KPI such as Remaining Cost (ETC), Schedule Variance, Estimated Remaining Revenue, and more. As well your resources have access to a simplified Time Entry and Expense Entry forms which are accessible from desktop, web, and mobile apps. Submitting information, assigning it to customers, approving it, and updating the project status are made easier than ever. Automation technology assists configurable process flows that ensure tasks go smoothly at every step.

Project Service Automation Cost Tracking

Reporting

View your data with strong visuals. See your cost by month, gross margin by month, total sales by month, total hours by month, and utilization by role compared to their target utilization. Gain insights into your project effort with valuable KPI for the project as a whole, as well as with drill-downs by project tasks. Take a look at some of the examples below from our Project Service Automation demo environment.

Project Service Automation Power BI Report

Want to see the software in action?

We’re hosting a free seminar at Microsoft Canada Headquarters in Mississauga, Ontario on January 18. For more information about the event head over to the registration page.


Microsoft and LinkedIn Sales Navigator: Dynamics 365 (CRM) Integration

As many of my readers know, on June 13, 2016, Microsoft Corp. acquired LinkedIn Corporation for $196 per share, valued at $26.2 billion.

microsoft and linkedin _purchase

This recent deal allows Microsoft to embed LinkedIn in its many existing products including Dynamics 365. At the time, Microsoft CEO, Satya Nadella, knew he had bought a precious social network product. LinkedIn's popularity has skyrocketed over the last decade and has influenced over 500 million subscribers from more than 200 countries to join its network. It is explicit, with 227 million users using LinkedIn monthly and profile details regularly updated, allows companies to empower every person and organization listed on LinkedIn.

Taking selling to a completely new level

In the fourth quarter of this year (2017), Dynamics 365 and Dynamics and LinkedIn Sales Navigator will be integrated together. No more Lead Sales lists or Excel worksheets required. This seamless experience will allow reps to save valuable time. Instead of flipping back and forth between Dynamics 365 (CRM) and LinkedIn Sales Navigator, the Sales Reps can spend more time selling. The LinkedIn Sales Navigator has been available for purchase for some time. It has enhanced its users in many ways by providing the following:

  • Highly tailored relationship mapping
  • Nurturing Leads in the pipeline
  • Making Direct Contact with Decision-Makers

With Microsoft Dynamics 365, the Sales Rep can navigate to any contact or company record directly from their Dynamics CRM having LinkedIn as a side bar with useful information. From this LinkedIn side bar, they can use the data to create, track, and close sales deals faster. Sales Reps can use LinkedIn to research their company leads and their employees. At their fingertips, the rep has data of where these people are working now, their profile (head shot) photo and job titles, and work history directly from within Dynamics. From their CRM, the rep can also gather data from LinkedIn to find out what school their connections went to and what interest groups these people share. From the account records, the rep has a glance at their industry, size, and location.

microsoft and linkedin _accounts screen.jpg

Benefits of the Sales Navigator with CRM Integration

  • Sales Reps can prepare before calls to gain insights on the company and contact to have everything readily available.
  • Sales Reps can choose to use these Icebreakers interest groups to share experiences and interests to connect to their leads using commonalities.
  • The latest industry news feeds keeps the Sales Reps informed.
  • Sales Reps can also use LinkedIn’s Recommended Leads and TeamLink with their connections to connect to a network of leads and opportunities.
  • Sales Reps can receive Account and Lead Updates including news mentions and job changes when viewing accounts in Dynamics.
  • The LinkedIn Sales Navigator widget is useful for saving time and providing accurate data for planning and validating data for marketing campaigns, or planning an annual sales territory.

For further information on installing the CRM Widget for Microsoft Dynamics or implementing Dynamics 365, contact me, Linda Heaton, by phone, 905-840-7477 or by email, linda@voxism.com. At Vox ISM we are here to help you succeed.

References

  1. LinkedIn Corporation. (October 2017). Sales Navigator: CRM Integration. Use the Sales Navigator CRM widget for Microsoft Dynamics to stay connected. https://gallery.azure.com/artifact/20151001/linkedin.acdbc404-e99f-4c3e-927f-52fa28a6a682.1.0.4/Artifacts/Documents/350754047904-Dynamics20Widget20Tip20Sheet.pdf  
  2. Fortune (April 2017). LinkedIn Claims Half a Billion Users. http://fortune.com/2017/04/24/linkedin-users/
  3. Microsoft | TechNet (August 2017).  Dynamics 365 LinkedIn Integration.  https://blogs.technet.microsoft.com/lystavlen/2017/08/04/dynamics-365-linkedin-integration/

Management Reporting for Canadian Manufacturers in 2017

In Microsoft Dynamics NAV & CRM 2017 there are 47 modules, 12,500+ programs, and 545 standard reports that cover every conceivable topic for the 170,000+ NAV customer around the world. How do I know this? I spent an entire weekend with 3 team members and looked at every report in the system.  A very long weekend!

The average Vox ISM Microsoft Manufacturing Customer goes through 5 steps to get the management information they need to run and improve their business:

  1. Standard reports and forms (Income statement, Balance sheets), and correct forms (13 standard forms such as Purchase orders, order acknowledgements, invoices, checks, etc.)
  2. Dashboards to give you your key metrics
  3. The ability to download to Excel to do analysis
  4. Vox - Business Intelligence (BI) Cubes to do detailed analysis (Sales, Financials, Manufacturing, and Supply Chain.
  5. And Power BI – where the cool kids play. Also we have just started working with Artificial Intelligence (AI), this will be the story in 2018

This reporting evolution often takes a year to get in place, and leads to many surprises for the customer. The BI brings past mistakes to light, and gives you the data you need to improve your business.

See Below for the evolution of management reporting from a 1985 style income statement to a dashboard in Power BI (available on any device)            https://powerbi.microsoft.com/en-us/desktop/

Monthly income statement - old

Power BI and management on multiple devices

To see Microsoft for Manufacturing Software’s’ Management reporting in action, please join us by registering for the free event below.

“Drive your business with Big Data – Management Reporting”

Oct 26 - Management reporting

October 26, 2017 - 1:30 pm EDT - 3:00pm
Delta Hotel
2035 Kennedy Road
Toronto, ON M1T 3G2 Canada


Creating a List Using Advance Find in Dynamics 365/CRM

Often times you will have a need to create an advance find query so that you can narrow down leads, accounts or contacts in Dynamics 365/CRM based on determined criteria.  Perhaps you may want to create a calling list to Finance Managers in a specific zip/postal code.

Once you create this query, you can export it to Excel allowing you to show your team or manager your list.  This query can be named and saved for later use - Saved Views.

Here is what you will need to do to create a query using the advance find.

Go to advance find. This is done by clicking on the funnel icon.

Next you need to decide if you are targeting Leads, Accounts, or Contacts. For our example, you will be targeting contacts. In the Look for: drop down field, select Contacts.

Next step is creating your query. Perhaps you may want to find all of your active finance contacts that are not decision makers or influencers, that live in Toronto GTA Ontario region. First step to creating your query is click on the Select link to see the drop down field choices.

Click on your choice and add it to your query. In our example, your first selection is: Status Equals Active. Therefore, in the Select drop down menu, choose Status.

Then click on Equals.

Next step is to choose Active from the drop down menu.

Then click on the >> icon to pull Active to the Selected Values on the right side.

To narrow your search to just Ontario with zip/postal code that begins with M, choose Begins With so that all M postal codes will be on your list and both Ontario and ON will be found in the Province field.

Then select Job Title and state the one that you wanted to tailor your list to. In your example, you want just Finance Manager and CFO contacts. Therefore, you will click on Select and look for Job Title. Choose Equal and type Finance Manager in the job title in the box field. On a new line do the same, add Job Title Equals CFO. Because you want both Finance Manager and CFO to be on your list, you will do the following:

Click on the V next to Job Title for both Finance Manager and CFO.

Click on Select Row for both Finance Manager and CFO from the drop-down window choices.

Then choose Group OR. Your list will now include both Finance Managers and CFO.

Perhaps you wanted only the Decision Makers and Influencers. Add Role Equals Decision Makers and Influencers. Click on Select and choose Role. Then select Equals and choose Decision Makers and Influencers from the drop down window. Then you will click on V next to both Or and Role and choose Select Row from the drop down menu.

Then click on Group And at the top. This will just give you the Financial Decision Makers and Influences contacts only.

You may just want contacts that are assigned to you. Click on Select and choose Owner. Then select Equals and Current User.

You can save this query by clicking on Save As on the menu and selecting a name.

Then click on Results to view your list. You can also export your list to Excel by clicking on the Export Contacts icon located on the top right.

 

Find our blog tips beneficial? If you haven’t already subscribed to our newsletter, be sure to do so to learn about what's new at Vox ISM. You can also follow us on Twitter @Vox_ISM

 

-Linda

Marketing Lead Generation Manager at Vox ISM, Inc.