Convert CRM records to PDF and email attachment ePDF for CRM2013 RELEASED

Over the next few weeks we will be releasing versions of our product range for #CRM2013 and following on from our release of eMap last week http://blog.mycrmgroup.com/post/2013/11/05/Using-Maps-to-find-your-way-in-CRM-2013!-EMAP-2013-RELEASED.aspx We are now ready for the next solution: Popular since CRM 4.0, our ePDF solution is now fully compatible with Microsoft CRM 2013. Below are a number of screen shots that walk through the process of quickly converting a record to a PDF attached to a CRM email. For the purpose of this overview of the ePDF functionality we have used the quote record, but ePDF can be added to nearly all CRM entities that have a report, including custom entities. First we open a quote record in CRM     Once the quote record is completed you can select the PDF functionality from the toolbar menu by droping down the list under the three dots ‘...'    From here, select the ‘Create PDF Report’ option and the following screen will appear:      For the purpose  of this overview we show standard functionality, but It should noted that through configuration of Javascript the above window can be bypassed and a Report ID passed if you wish to have a single-click report to email PDF creation. When the create email option is clicked, the record will be processed and converted to display a CRM email activity record which will have the PDF of the Quote report already attached.   To get a free trial of the ePDF extension for #CRM2013 then please register and visit the MyCRM Download Centre here: http://downloads.mycrmgroup.com/ePDF.aspx         MyCRM aim to help deliver effective CRM. You can see what our current customers say here: http://www.mycrmgroup.com/customers.aspx, but more importantly we want your business to succeed with the use of a great software solution.   To get a trial of Microsoft Dynamics CRM you can register with MyCRM here: http://hosted.mycrmgroup.com/demorequest.aspx To gain access to product extensions from the MyCRM team please register here: http://downloads.mycrmgroup.com/Account/Register.aspx About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/   As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: http://downloads.mycrmgroup.com after registering for an account.     

How can social technology and awareness benefit CRM?

Ensuring the implementation of an effective CRM system remains extremely important for any business looking to achieve increased sales and customer engagement.  An interesting new article from Destination CRM has also highlighted the value of exploring customer relationship management within social media and some of the benefits that this can have. Target prospects One of the key ways that CRM systems can benefit from effective social media use is that it offers an outstanding way in which to find potential new prospects.  A company can easily monitor discussions and analyse trends to find out which people are discussing areas relevant to their brand and can use this targeted data to reach out to these potential new customers. 'Surprise and delight' customers Another key benefit of effective social media is to use the networks to 'surprise and delight' customers.  A great example came when Morton's steakhouse received a tweet from a customer asking if he could be greeted at Newark airport with a porterhouse steak.  He was subsequently amazed when the company did exactly that, winning themselves a loyal customer for life, as well as some outstanding PR and word-of-mouth promotion. Rewarding loyal influentials Another key way to take advantage of social media CRM is that it offers a company the chance to reach out and talk to their most influential customers.  For instance, if a popular blogger felt moved to review and praise a product of the firm, the company could use social media to actually get in touch with the blogger and further build the relationship, providing a real opportunity for further promotion Later this week I will be posting more on Social CRM with the considerations that can be given and things to think about but this article gives a great starting point on how CRM and Social CRM are one in the same and the principal of extending your organisations reach to enable social interaction will lead to higher customer satisfaction and business qualification. By default Microsoft Dynamics CRM current has internal social ability with the integration of the Microsoft Owned Yammer but here at MyCRM we are working towards new integration of Social Media for day to day activity like sales, marketing and support. Source: Destination CRM To get a trail of Microsoft Dynamics CRM you can register with MyCRM here http://hosted.mycrmgroup.com/demorequest.aspx To gain access to product extensions from the MyCRM team please register here http://downloads.mycrmgroup.com/Account/Register.aspx About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a business process can work in business and has therefore we have developed a number of off the shelf extensions to enhance CRM productivity. We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for you Microsoft CRM Solution:- http://downloads.mycrmgroup.com/eNumber.aspx Extend your Microsoft CRM system with automated numbering for individual entities and text updates. http://downloads.mycrmgroup.com/eSurvey.aspx  The all-new eSurvey solution for Microsoft Dynamics CRM extends the marketing capability of Microsoft CRM even further, by delivering a fully integrated customer survey tool.

Mobiles: a perfect addition to a Microsoft CRM strategy

A new piece in Business 2 Community has highlighted the importance of mobile devices in implementing an effective CRM strategy.  What details, though, should you include as part of the mobile application?  What makes an app valuable and useful? Complete insight into planning Whenever you're carrying out the work of actually implementing your customer relationship management strategy, one of the most important things to be able to access is the original planning documentation.  How many customers or leads are you planning to communicate with?  How are we going to engage with them?  What topics do we think should be discussed?  Having access to the original planning documents on your mobile device will mean that you can stick to the agenda wherever you are. Unique access to the system itself Ideally, anyone working with CRM software should look to be able to make decisions whilst out on the road.  Ideally, this means that the mobile device should be able to access almost all of the same features that the main software does.  The app should be able to access information on customer data, potential sales opportunities and any tenders that are still in play.  Any other relevant information should also be accessible. Individual profile access There are a variety of different roles involved in the CRM process, with everyone from project managers to IT technicians playing their part.  Ideally, then, you should be looking to have a different login 'area' for each user that contains all of the data relevant to their specific role.  This can be a real time and money saver. Source: Business 2 Community This is an interesting article and quite timely as the new release of Microsoft Dynamics CRM 2013 RTM has had definite consideration given to the new way or mobile way of working.  Since the release of the first smart phones and tablets new work patterns have emerged and consumption of data from business and social systems has emerged.  With its brand new fluid way of working Microsoft Dynamics is even easier to use on a range of devices, and Microsoft have gone a step further with apps for both the iPad and Windows 8 Tablets. MyCRM http://downloads.mycrmgroup.com is a managed service provider of Microsoft CRM and can help deliver key extended functionality through a range of applications from its download centre  About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a business process can work in business and has therefore we have developed a number of off the shelf extensions to enhance CRM productivity http://downloads.mycrmgroup.com/eNumber.aspx Extend you Microsoft CRM system we automated numbering for individual entities and text updates.  http://downloads.mycrmgroup.com/ePDF.aspx Our record to PDF solution enables increased productivity directly in CRM by allowing an end user to quickly send a Quote or Order or even an invoice by email to the end customer in just a few clicks. We also offer from our own datacentre a fully managed version of Microsoft Dynamics CRM, you can see more about using MyCRM as a managed service here: http://hosted.mycrmgroup.com/ To find out more visit http://www.mycrmgroup.com

Do you need to troubleshoot your CRM processes and do they still work for your business?

A new article on CIO has taken a look at how best to explore your current CRM process and if you are having any issues, the sorts of problems that you should be looking to troubleshoot. Data quality is the first thing looked at, and with good reason, as it is often cited as being a contributor to user dissatisfaction.  Some of the reasons for a lack of quality data include duplication of records, mis-owned or improperly assigned records, field accuracy (especially with contact details and addresses) and a lack of completeness. Functionality is also noted by the article as being worthy of exploration.  For instance, if there are some items missing in the records, it needs to be asked if serious effort had been made to attain them early on in the project, so that the best chance possible had been given for completion. Engagement is also noted as being a potential issue.  Remember, all users have to be continuously engaged with the process, otherwise some of the details can be glossed over and details are the key to effective CRM. The article also looked at the two main areas that are usually cited as being reasons for poor performance.  Poor design, architecture and conception make up one area with the other based around implementation, development and deployment.  Essentially, one is structure and the other implementation of that structure.  If you are having problems, the root cause is usually to be found under one of these two 'umbrellas'. As with all areas of customer relationship management, it can help a great deal to engage expert opinion and to make use of CRM software to manage the process.  One of the two common mistakes with the implementation of any CRM system is that CRM is a piece of technology, and is implemented as such.  By taking this approach it is likely to lead to short and long term problems as CRM really is about strategy and methodology of how any organisation wants to centre and help its customers i.e. the customer experience or customer engagement with an organisation. The other common mistake is that a CRM process has to evolve over time and post implementation of a new system like Microsoft Dynamics CRM it is key to make sure your business processes are reviewed in line with changes in thought process and customer reaction along with new enhancements to technology. The process of monitoring you organisations CRM process is sometimes referred to as “Mind the Gap” as at all times the systems in place should support current thinking and ways or working. With the evident changes in technology and work patterns customers have become savvier and with the birth and growth of Cloud Computing or Software as a Service customer expect more, and need access to organisations in new ways. These access points may be as simple as easy to use web site or access to support and customer service over social media, or access to accounts via a mobile device. The reason that major corporate are investing heavily in to providing access to product and services via mobile devices is that computing and internet browsing as we knew it is going through a paradigm shift and as individual customers and works embrace the new technology we all want access to products and services in new ways. Source: http://www.cio.com/article/741126/What_to_Do_When_Your_CRM_Project_Fails To find out more from MyCRM and about how we might help you help your business follow the links below. About MyCRM MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a business process can work in business and has therefore we have developed a number of off the shelf extensions to enhance CRM productivity http://downloads.mycrmgroup.com/eSpell.aspx Our Spell Check solution enables businesses to integrate full spell checking in several languages directly on CRM records. http://downloads.mycrmgroup.com/eView.aspx Our Customer 360 View and search solution enables a snapshot of all activity on an individual customer. We also offer from our own datacentre a fully managed version of Microsoft Dynamics CRM. To find out more visit http://www.mycrmgroup.com

Forbes analyse CRM Implementations

As one of the most vital aspects for running any business, customer relationship management is something that should be taken very seriously.  However, a new feature in Forbes has argued that the implementation of many CRM systems suffer from an incomplete vision and do not live up to their potential.  The article looks at several ways in which the process can become more complete. Firstly, it notes that the amount of information that is collected from customers should increase substantially.  Rather than just looking at an order history, CRM should involve building up a more in-depth customer profile, of the sort that marketing would normally use. Secondly, it highlights the value of comparing an individual customer’s behaviour to the norm.  This will mean that it is easy to see what is unique about each one and can then lead to more personalised service. The reach of CRM should also be taken more seriously.  Currently, CRM is largely limited to sales, but the piece argues that almost everyone within a company – including customer service staff, repair technicians and even receptionists – should be able to access a view of the customer from CRM.  The expansion of the customer profile should be expanded using a combination of real-time data, big data and data from the internet.  Though not all of this information will be useful for a long-time, some of it may be able to become part of the permanent record. Finally, the article notes the importance of CRM apps being easily accessible on mobile devices.  According to the piece, “the ability to rapidly and affordably create custom mobile apps for each audience of the broader vision of CRM will become a differentiator”. What is not evident or highlighted as a major concern is the selection of the service partner, who can help enable the implementation of CRM for success.  It is key when addressing these type of issues to not lead the implementation of CRM as a technology project but as a process definition that leads to the adoption of a custom centric organisation. Most of the points highlighted in the full article are common and can occur in the implementation of a CRM systems or at later stages of acceptance, but the ability of the provider to help an organisation deliver a good CRM methodology and strategy and ongoing support for their business and for customer success is paramount. Working with a provider like MyCRM helps not only with the implementation of great technology using Microsoft Dynamics CRM, but the team can offer advice and knowhow to help with Sales, Marketing, Customer service and Support.  MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a business process can work in business and has therefore developed a number of off the shelf extensions like email marketing with eCampaign http://downloads.mycrmgroup.com/eCampaign.aspx and location awareness with Bing Maps http://downloads.mycrmgroup.com/eMap.aspx which can help reduce the cost of implementation greatly by using plug-in solutions. To find out more visit http://www.mycrmgroup.com To read more on the article at Forbes see here: http://www.forbes.com/sites/danwoods/2013/09/30/why-your-crm-implementation-is-quietly-failing/ To see why our customers like working with MyCRM http://www.mycrmgroup.com/customers.aspx  

eMap the next generation of CRM Mapping version 1.1.3 has been released

After many months of work and some great customer feedback from all of our customers using eMap for CRM 2011 we now have a new release with a range of new functionality which extends data visualisation and manipulation even further in the Microsoft CRM interface.  The new functionality includes 1.       Pivot Data through relationships 2.       View Selector at entity layer 3.       Default Pan and Zoom   Pivot Data and Pivot Rules though data relationships One of the great new features with eMap is the ability to pivot related data from a single pin, this means you can now select a single Account pin and show related data on the map for that account based on a configurable rule. Rules are created in the settings and can be used on different layers   You can create a rule that maps a relationship to the data that is requested for the relationship to display As an example you can see below the data for the Isle of Wight, this is where MyCRM is based and in the first screen shot you can see all related data    Now by switching the pivot view on you only see related data for the Account Record based on the rule    This is a very powerful option as it enable end users to identify single customers with related data and work directly with those records selected. View Selector at entity layer Another of the great new features for this release of eMap is the ability to switch on the view selector at the layer level, which gives end users the ability to quickly switch data views    By switching this setting on end users have access to system and personnel views that have been created on the CRM system for the data type.       This extend further the ability to visualize CRM data on a map interface and work directly with different view sets.  Default Pan and Zoom   The final new feature in this release of eMap is the ability to set the default pan and zoom when loading a Map in CRM   The map centre can be set to “All Pins” or “Form Entity”. “All Pins” is the current default behaviour and zooms and pans the map to fit all available pins.  New settings “Form Entity” only works on Form maps, and will set the centre of the map to be the location of the form entity. When this option is used, a default zoom level can also be set.    To get access to the latest version of eMap either view setting in the MyCRM licence manager where eMap is install or head to our application download centre to get a 14 day trial http://downloads.mycrmgroup.com/eMap.aspx   About MyCRM MyCRM Limited is a UK based global seller of ISV extensions for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM 2013.  We provide a number of extension products via our Application Download Centre and also offer a fully managed service for CRM to organisation across the UK and EMEA. Trading since 2009 MyCRM Limited has seen continued growth year and year with profits at an average of 28% of revenue. Please contact Alistair Dickinson for any clarification or further information Alistair@mycrmgroup.com  

eMap Release Candidate Now Ready for Beta Testing

LATEST UPDATE 6th December :- eMap is released via Download Centre http://downloads.mycrmgroup.com/eMap.aspx LATEST UPDATE :- The new demo video is here http://www.youtube.com/watch?v=aqLKpkrL3Ws&feature=plcp   It’s been a little while since I blogged about our forthcoming release of eMap which is a full integration with Bing Maps and Microsoft Dynamics CRM.  There are a number of reasons for this and below we cover off some of the points on why we decided to delay the release to improve on what was the initial proto-type.Originally we had built a solution in Silverlight that delivered some Bing Map functionality, but after further development we quickly realised that the adoption of Silverlight was probably not the best option for end users.  At this point we decided to hit the brakes and go with JavaScript and below you can see some of the results of how this looks in Microsoft Dynamics CRM.       The one thing we really wanted to achieve was a slick look and feel that complemented the way CRM worked, but extend the functionality of MAPS so that end users could easily work with data as pins on a MAP.    You can easily see from the map pin pop-up on the above screen shot that not only is the data that is shown in the pop-up configurable but there are a number of functions that enable actionsThese include:- 1. Add the pin to the route you are planning2. Create any standard or custom activities in CRM3. Assign a record to another CRM user In nearly all circumstances we have followed the standard design and reuse of Microsoft CRM components so if you wanted to create an activity from the pop-up then you would see the standard screen in CRM      If you then go onto create an activity as you would expect all the data from the record will come across to the newly created entity.      You can see from the side navigation tool bar that there are a number of MAP functions available for working with the data on the different layers. You can also see that you have the option to select different MAPS as within the eMAP solution there is the ability to create more than one map with one or more layers.  This means you could have a Customer map, or a Sales Opportunity Map by territory or a Service case Map, so the whole business can actively see where current activity is.      Currently in the eMAP solution there are 6 main functions to work with CRM data these are:-1. Map Section:- As stated before you can create more than one MAP and this part of the tool allows you to select which map you want to work with.2. View Type:- The view type allows you to select how you see the map either Aerial, Road or the standard Automatic setting.3. Quick Filter:- As the name suggest this allows you to filter the CRM data on the MAP layers  by typing In a name of a company or a contact or related record that is displayed on the Map4. Entity Distance Filter:- This filter enables an end user to quickly find records that are within a distance of each other and in the above example you can see contacts that are within 5 miles of an account record.5. Route Planner:- The route planner is a great way of creating a drive route  or visit plan for a number of listed customers and there a number of way to do.6. List Creator:- The list creator is a great feature for creating bulk actions and from here a user can create a bulk workflow job, add record to a Marketing list, copy data to the clipboard and bulk assign records from the selected list. One of the great features of eMAP is the ability to create lists containing data so that different actions can be taken, the screen shot below shows a range of data that has been selected.     You can see that the data is then displayed in a table and from here bulk jobs can be performed. These tasks include1. Copy the data from the table to the local clipboard so that it can be used in Microsoft Word or Excel or other applications2. Run a workflow against selected records3. Add selected records to a marketing list4. Add the data selected to use a quick campaign 5. Bulk assigns records to a new user or different team or Queue.So far we have only been looking at the Map capability from the left navigation but MAPs can also be included in individual entities giving additional functions The screen shot below shows a typical account with a map  Note that related sub accounts and contacts can be shown at the individual layer and easy to get navigation and driving instructions to a contact can be obtained by using the router planner and adding the contact to the route. This covers off most of the features available in eMAP with the first release with additional features like location sorting and data filtering coming in future releases. eMAP is a practical and easy way to work with Data in Microsoft Dynamics CRM and provides a great visualisation tool for Sales, Marketing and Service.There are many features and ways to combine MAP and GIS features into your business. For more information please register with the MyCRM Download Centre http://downloads.mycrmgroup.com/ or email sales@mycrmgroup.com    

Creating Surveys in Microsoft Dynamics CRM with the all New! eSurvey

Creating Surveys in Microsoft Dynamics CRM with the all New! eSurvey Soon to be released is the latest fully integrated solution for Microsoft Dynamics CRM from MyCRM.  eSurvey is a full functional Survey, Poll and Data collection solution that can be used for Customer and Prospect Surveys, Competitions and even has the option to be used for running online Quizzes and Training, resulting in response scores and total scores. Data capture has never been so easy, as all questions can be created in CRM and all responses to the questions asked if stored against the contact.We have taken the opportunity although there are other no so functional options available to extend Microsoft CRM Marketing even further.With a drag and drop flexible user interface creating surveys has never been so easy the screen shot details the main survey screen in CRM.       With the rise in popularity of Social media and platforms like Facebook, LinkedIn and blogs, you now have the ability to track in CRM where the responses came from. So if you were running a Poll or a Competition on Facebook and LinkedIn you could record the success and data from the individual responses, and trend the response rates. All the Survey responses are recorded directly in the CRM and this is a great way to also record prospect data that has contributed to an individual survey or entered a competition.     Each of the responses is stored within CRM can be used in workflow, so if certain questions are answered in a certain way then a work flow could trigger a call or an activity in CRM, increasing return on investment and coherence  between Marketing and Sales functions within the organisation. Each Survey, Poll or Competition will create a landing page for recipients outside of the organisation, this page can be branded to you company colours and you can add a default logo directly from CRM    After configuration the page might look like this, although this is just an example of colour change and adding logo’s     eSurvey will be accessible for demo via the MyCRM Download Centre detailing current on-premise price points for 2012.Please email Sales@mycrmgroup.com for further information        

Event Invitations for Microsoft Dynamics CRM2011

Here is our latest Demo solution for Event Invitation tracking within Microsoft CRM This solution is designed to work with eCampaign to enable organisations to track Events and Event responses directly in #CRM2011 after send the related Accept and Decline Links via an email marketing campaign.    For more information on eEvent and Invitation tracking please contact sales@mycrmgroup.com or register with http://downloads.mycrmgroup.com/ Thanks Alisatir

Event Invitation tracking in Microsoft Dynamics CRM 2011

We have recently been working with a number of our eCampaign customers to develop a complete solution for Event Invitation Tracking in CRM. So what is Event Invitation tracking, in some circumstances your organisation many want to send customers an invitation to attend a webinar or an event that is being held, and track the responses in CRM to create a list of contacts that wish to attend, We have done this in the following way by adding new entities to CRM for Event and Event responses PIC EV 1   On the creation of an event in CRM, two URL’s are created for the Accept and Decline process and these can be used in eCampaign to send a bulk email with event invitations. When a recipiant recieves the email they will have two options, below is an example of an email for an event in eCampaign PIC EV 2     When a recipient selects the Accept button from the email they will be taken to your event page which details the event and will display a message saying they have opted to attend PIC EV 3   Likewise if the recipient Declines a similar page is displayed with a message saying they are not attending. PIC EV 4    For more information on eEvent and Invitation tracking please contact sales@mycrmgroup.com or register with http://downloads.mycrmgroup.com/ Thanks Alisatir