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D365: Azure Durable Function with D365 CE – Part 6

In the previous post, we saw how to invoke webhook using custom global action and passed plugin execution context to the webhook. In this last post of this series, we’ll see how to execute custom global...(read more)Image may be NSFW.
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10 Seriously Spooky Facts About CRM’s Effectiveness to Shock Your Boss!

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Ledgeview Partners 10 Spooky CRM Facts

Have you ever found it difficult to approach the subject of implementing a CRM system within your organization because of fear of lacking executive sponsorship?

This is a common fear users face and even suffer from post implementation when management still isn’t involved!

Certainly, we don’t want this to happen at your organization. This post walks you through some seriously spooky facts about CRM’s effectiveness in 2019 to shock your boss with.

Get them on board the CRM bandwagon this year! Pass these incredible facts along to empower your team to succeed with leading CRM technology.


1. “Social Customer Relationship Management (CRM) market worldwide is projected to grow by US $204.3 billion, guided by a compounded growth of 52.8%.” (“Social Customer Relationship Management (CRM) – Market Analysis, Trends, and Forecasts”, 2019)

2. “91% of businesses with 10 or more employees now use CRM software.” (CRM Magazine, 2019)

3. “The average return on investment a company using CRM has is $8.71 for every dollar spent.” (Nucleus Research, 2018)

4. “CRM software can increase sales conversion rates by up to 300%.” (Cloudswave, 2019)

5. “65% of companies adopt a CRM system within their first five years of business.” (Nutshell, 2019)

6.  “Effective sales organizations are 87% more likely to be consistent users of CRM or another system record.” (Nutshell, 2019)

7. “47% of CRM users said their CRM had a significant impact on customer retention and satisfaction.” (Nutshell, 2019)

8. “74% of CRM software users said their CRM gave them improved access to customer data.” (Nutshell, 2019)

9. “24% more sales reps achieve their annual sales quota with mobile access to their CRM.” (Nutshell, 2019)

10. “13% of companies say that investing in a CRM system is a top priority for their sales team in 2019.” (G2Research, 2019)


If these impressive stats still don’t convince decision-makers at your company to start the CRM research and awareness phase that comes before implementation, use our Featured Resources to guide your conversation!

Together with your executive sponsors, you can start to affect the positive change your organization is capable of, using leading technology like CRM to succeed.

Learn more about different CRM solutions your organization may benefit from here.

RESOURCES:

  • “14 CRM Stats That Sales Professionals Need to Know.” Nutshell, 17 July 2019, https://www.nutshell.com/blog/crm-stats/.
  • “14 Mind-Blowing Statistics That Prove the Need for a CRM.” Agile CRM Blog, 28 Feb. 2019, https://www.agilecrm.com/blog/statistics-that-prove-the-need-for-a-crm/.
  • ltd, Research and Markets. “Social Customer Relationship Management (CRM) – Market Analysis, Trends, and Forecasts.” Research and Markets – Market Research Reports – Welcome, 2019, https://www.researchandmarkets.com/reports/4806129/social-customer-relationship-management-crm?utm_source=BW&utm_medium=PressRelease&utm_code=6c9g62&utm_campaign=1284686+-+Global+Social+Customer+Relationship+Management+(CRM)+Market+Analysis+&+Outlook,+2019+to+2025&utm_exec=joca220prd.
  • “Nucleus Research.” Nucleus Research, 26 Sept. 2018, https://nucleusresearch.com/research/single/crm-pays-back-8-71-for-every-dollar-spent/.
  • Zangre, Andrew. “30 Noteworthy CRM Statistics in 2019.” G2, https://learn.g2.com/crm-statistics.

Contact Us Today

To learn more about Ledgeview’s Expertise

The post 10 Seriously Spooky Facts About CRM’s Effectiveness to Shock Your Boss! appeared first on Ledgeview Partners.

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GPUG Board of Advisors Welcomes International Members

I was planning to post a quick article on this topic while I was still in Orlando but, as you know, life has a way of just getting really busy. During the GPUG General session at the User Group Summit...(read more)Image may be NSFW.
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Customise Footer Text On Forms Pro Survey

We are getting more and more ways to customise and brand Forms Pro surveys. When a respondent completes a survey there is text that displays right below the Submit button in the footer of the page. By...(read more)Image may be NSFW.
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MSDyn365FO: What will happen if you enable Override outbound shipped confirmation date?

Early in this week, I was tasked to check one functionality regarding Confirm shipment/load logic. Upon more reflection, however, it was realized there is one important setup that influence outbound...(read more)Image may be NSFW.
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Simple ALM for Dynamics 365/CDS Projects

Summary All PowerApps/Dynamics 365/CDS projects, big or small should be using some form of source control for customization. You don’t necessarily need to build complicated build pipelines or continuous...(read more)Image may be NSFW.
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Test Automation and EasyRepro: 02 - Designing and Debugging Unit Tests

Summary EasyRepro is an open source framework built upon Selenium allowing automated UI tests to be performed on a specific Dynamics 365 organization. This article will focus on designing and debuggin...(read more)Image may be NSFW.
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Dynamics 365 the Web Client has been deprecated

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The legacy Web Client has been deprecated as of September 2019.

What does this mean?

Microsoft has set the 1st of October 2020 for when the Web Client will no longer be available. If you are still using the legacy Web Client, you will need to transition to the Unified Interface by this date.

Microsoft will still provide support, security and other critical updates to the Web Client until the 1st of October 2020.

There will be reminders and scheduling updates sent from Microsoft leading up to the cut off date.

It is now less than a year until the Web Client is deactivated, so make the change sooner than later!

The dates were referenced from: https://docs.microsoft.com/en-us/power-platform/important-changes-coming

If you want to know more about the Unified Interface, take a look at our blog “Why I Love the New Microsoft Dynamics 365 V9 Unified Interface and You will too”.

https://www.magnetismsolutions.com/blog/harshaniperera/2019/05/24/why-i-love-the-new-microsoft-dynamics-365-v9-unified-interface-and-you-will-too

Also look at this blog on how to set the Unified Interface as default:

https://www.magnetismsolutions.com/blog/paulnieuwelaar/2019/04/04/enabling-the-new-dynamics-365-online-unified-interface-by-default

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Calculate totals of PO using X++ in D365FO

It is often difficult to calculate the totals of PO using X++ in D365FO . The form of totals in Purchase order shows different totals of PO, but it is difficult for developers to get them using X...(read more)Image may be NSFW.
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How to get Paging Cookie while retrieving data using Fetch XML Query in Microsoft Flow

Introduction Microsoft Flow is bringing new connectors day by day to ease the life of its users. With the new connector for Common Data Service, while performing the List Records action, now we have...(read more)Image may be NSFW.
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How to deploy Dynamics 365 Trial for Customer Engagement? [video]

“Azure Functions for Dynamics 365 Business Central Developers” webcast recording

The recording of my last webcast for Areopa Academy is available on their YouTube channel . Again, sorry for the initial GotoMeeting problem and sorry for my error during the first demo (function deployed...(read more)Image may be NSFW.
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PowerApps Portals: Liquid and JavaScript – Better Together!

PowerApps Portals offers two primary languages for customization: JavaScript and Liquid. This leads to confusion as to which technology should be used, and when – I’ll try to clear up some of that...(read more)Image may be NSFW.
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Steve has another chat with Guggs


In this episode of “Steve has a Chat”, I catch up again with Steven Guggenheimer “Guggs” to get the latest on the ISV Connect program. I also had a few surprises for him.  Enjoy!

BTW, don’t forget, Mark Smith (@nz365guy) and I do PowerUpLive every Wednesay at 4PM EST, click here to be alerted, and here’s a link to the replays!

 

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NetSuite Users: Have You Outgrown Item Commitments?

Facing the truth can be hard - especially when it means you will have to welcome something "new" into your life. But if there's signs you've outgrown Netsuite item commitments, it's time to face the facts. If the following apply to you, it may be time to switch to the NetSuite 2019.2 new feature Supply Allocation.

Signs you've outgrown NetSuite Item Commitments

-Do you regularly re-commit inventory to ensure sales and/or work orders can be completed?

-Do you need to consider future orders but not ALL future special orders?

-Do you need to commit items in different ways (standard orders vs replacement orders)?

-Are you manually entering transfer orders after reviewing a search?

NetSuite Supply Allocation vs Item Commitments

 

Item CommitmentsSupply Allocation
With the preference Perform Item Commitment After Transaction Entry active, NetSuite  performs automatic inventory allocation when new item quantities become available.  NetSuite will automatically remove available quantities from sales orders, work orders, and transfer orders in limited scenariosWhen you enter demand orders such as sales or transfers, the allocation engine also considers planned inventory orders, such as transfer orders and work orders, to match supply with demand based on the date that supply is required. When Supply Allocation matches demand orders that have future ship dates to supply orders with future receipt dates, on-hand inventory remains available to fill immediate demand orders.

 

Item commitments can be done manually, by order priority, by expected ship date, or by transaction date.Supply allocation calculations assess current and future inventory supply and determine the best ways to allocate supply to the demand on orders.

 

If multiple orders are changed and a large amount of inventory is removed, your setting determines which orders are affected and which orders get items allocated first. Quantities will be de-committed based on the quantity is reduced on the transaction with a committed quantity and the oldest transaction date.Create an allocation strategy to define the rules used to allocate particular inventory. You can create multiple strategies, then choose them on demand order lines to specify the way inventory is allocated to respond to that demand.  These calculations are based on the allocation strategies defined on order lines.

 

Supply Allocation is one of many enhancements NetSuite offers to make your Supply Chain seamless. To learn more ways NetSuite can enhance supply chain - and your business - send an email to our NetSuite experts.

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Manage configuration data with Dynamics 365 Finance and Supply Chain Management

For every implementation, configuration data is managed. At times we move configuration data between instances and sometimes just copy to another legal entity in same instance. Read blogpost below to ...(read more)Image may be NSFW.
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Key Concepts for Microsoft Dynamics 365: Entities and Attributes

Types of Dynamics Entities To understand Microsoft Dynamics 365 (formerly Dynamics CRM and Dynamics 365 Customer Engagement), you need to learn some new terms and concepts that may be a bit different...(read more)Image may be NSFW.
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Environment Variables preview

A number of folks have pointed out that solution environment variables are, now, in preview: https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/environmentvariables I was looking...(read more)Image may be NSFW.
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What is IRS Letter 5699?

Employers have been tasked with complying with the Affordable Care Act (ACA), but many have bought into the notion that it won’t be enforced or it will be repealed before any enforcement actions begin. IRS Letter 5699 gives the employer choices on how to respond regarding their filing situation. The letter asks the employer if they:

  • Filed the forms under a different EIN. (They are asked to provide the name, EIN and date for when the returns were filed).
  • Should have filed the forms, but did not. (They are asked to either submit the delinquent forms with the response, or provide an explanation of when the returns will be electronically submitted).
  • Were not an ALE, and thus not required to file.
  • Had an "Other" reason to not file.

These letters have been going out to employers whom the IRS identifies as potential non-filers of the required ACA Information Returns (Form 1094-C and 1095-C). On the June 6, 2019 IRS Payroll Industry call, the IRS identified that for the 2016 tax year, 8,194 letters were mailed to employers. This went up to 8,752 letters for tax year 2017. Those letters were to be sent between May 15, 2019 and July of 2019.

Even if an employer complies with the requirement to offer compliant coverage to required individuals, failure to file the required forms will result in penalty. For 2019, that’s $540 per eligible employee. Read more about IRS enforcement of the ACA here.

Have you received a IRS Letter 5699 and need help moving forward? Contact us and we’ll be happy to assist. Also, please visit acafluent.com to get up to speed on all things ACA.

Written by Integrity Data

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