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How Microsoft Dynamics 365 helps your business be GDPR compliant

Microsoft Dynamics 365 helps to safeguard your data in the cloud, this includes personal data, and can help you reduce risks and achieve compliance with the GDPR (General Data Protection Regulation) ahead of the deadline of 25 May 2018.

The GDPR is an EU regulation replacing the Data Protection Act 1996. It outlines how consumers’ data should be used and protected and reflects the changes in the way advances in technology and social media have impacted how personal data is collected and used. Microsoft is committed to GDPR compliance across their cloud services when enforcement begins in May 2018.

Importantly the GDPR applies to all organisations, no matter how big or small, that collect and store data relating to EU residents. While there is no need to panic, and many of the new requirements are basically common sense, we strongly advise that you review your data and compliance in good time ahead of the May deadline.

Microsoft Dynamics 365 can be used to help organisations who are looking for compliant ways to store and manage their data. It gives you control and management over who has access to your data and what data specific individuals can access. It also offers effective means of keeping data accurate and up to date, exporting data, obtaining appropriate consents for processing data and erasing data if required.

ixRM is a Yorkshire based specialist in Microsoft Dynamics 365 for Customer Engagement encompassing Sales, Customer Service and Marketing. We are a Microsoft partner and work exclusively with Microsoft Dynamics 365. ixRM can help you implement a system to improve the efficiency, and security of your business operations.

If you’d like more information about how you can benefit from Dynamics 365, or if you have any queries about this article, feel free to contact a member of our team on 0113 415 1615.

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Dynamics 365 for small businesses

Microsoft Dynamics 365 can be used by any size business to help manage and analyse their data and interactions with customers, with an effective CRM helping to increase sales and improve customer satisfaction. Dynamics 365 captures key data about your business, such as their emails, phone calls, and other significant interactions with clients and prospective clients, which can help you to build stronger bonds with your customers.

Some people believe a CRM is only affordable for large businesses, however ixRM offers a range of off-the-shelf packages for small businesses to help them with Customer Engagement.

At ixRM, we appreciate that smaller businesses do not always have the time or money to invest in new systems, which is why we have put together a monthly-packaged fee with no upfront costs. Our out-of-the-box solution includes all the functionality a small business might need and comes with helpful video guides to get you set up straight away. Other benefits available include support and training, access to reports and analytics and optional customisation to meet your needs.

Microsoft Dynamics 365 is a great system for any sized business that is looking to grow and improve customer satisfaction. If you would like to know more about our small business packages and how they might work for your business, please do not hesitate to get in touch with our team today by calling: 0113 415 1615.

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Benefits of fixed pricing

ixRM is a Microsoft UK partner that works with clients and businesses to implement a CRM system that can help their business work more productively and efficiently. Our team will help you understand what you need from a CRM system and how it can be used to improve the way you are currently working. We offer fixed pricing to help our clients get great value for money and also a set figure which they can easily budget around.

It can be difficult or complicated to budget for a new CRM system, but as our solutions and services can vary to benefit a range of different clients, we have priced them accordingly, meaning you only pay for the software you need. What you need to get out of your customised CRM may differ from business to business, so we have set up fixed rate packages to help you budget.

Our packages can meet the needs of most standard businesses, as the services and programs they include vary according to the size of your business. Our fixed price packages range from basic functionalities for 1–5 users, right up to a 1500 user full-service functionality to facilitate an entire sales operation for larger businesses. If you want something slightly more bespoke, additional consultancy is available at a reduced rate if you are on one of our fixed price plans.

There are many benefits afforded to businesses to have a fixed ‘all in’ monthly price plan. Firstly, the option and ability to custom pick a plan that suits your business is extremely useful as there might be programs and services that you don’t need or aren’t necessarily useful or relevant. Also, you will be much better able to budget and manage your monthly cash flow if you know the set figure that will be going out and it won’t vary from month to month.

For more information about what services are included in these packages, read more here. Alternatively, if you would like to enquire about a bespoke package, speak to a member of our team today on 0113 415 1615 and we’ll be happy to help.

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How can relationship selling work for you?

For any business, it is extremely important to stay informed about new ways to increase sales. In this modern day and age, seemingly every aspect of our lives is being influenced by technology, and it is especially important that businesses adapt with the changing nature of the industry.

Microsoft has recently updated its Dynamics 365 software to help businesses with their sales figures. This enhancement will drastically change how your business can connect with your customers through the use of customer insights and relationship sales and it is hoped that the new integration between Dynamics 365 and LinkedIn will ultimately help sales teams and salespeople achieve better results.

Using insights from LinkedIn Sales Navigator and LinkedIn’s 500 million professionals, the Microsoft Relationship Sales method can increase the effectiveness of salespeople. The sales teams of your business will use Relationship Selling to tap into their professional networks and relationships to help.

Microsoft Relationship Sales, which combines Dynamics 365 and LinkedIn, brings together the best of Microsoft’s cloud services to uniquely address these sales challenges. Some key benefits include:

1. Better quality leads, find the optimal path to the buyer, and provide recommendations based on all your past interactions with the account.

2. Leverage artificial intelligence to provide sellers with next-best actions, improve lead scoring and to automatically generate new lists for multichannel campaigns.

3. Streamline your decision-making processes through embedded intelligence with leading BI, analytics, and reporting features.

4. Increase sales rep productivity and time spent selling through integration with Office 365.

A recent survey by Nucleus Research found Microsoft Relationship Sales can increase productivity by around 12-15%.

At ixRM, we help you understand what you need from a CRM system, such as Microsoft Dynamics 365, and how it can be used to improve the way you are currently working. If you are interested in learning more about Relationship Selling or how it can work for your business speak to a member of our team on 0113 415 1615.

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Microsoft Dynamics 365 predictions for 2018

Whilst Version 9.0 of Microsoft Dynamics 365 was first announced in July last year, it is only now in 2018 that administrators are going to be able to start rolling the new version out. Here are some of its features and how they can help businesses with their operations:

General Data Protection Regulation (GDPR) compliance

Companies must comply with GDPR by May this year. Microsoft has announced that Dynamics 365 will be fully compliant by this date, allowing companies to store and manage data they hold in accordance with the new regulations.

Administrator operated back-ups

A new feature in the pipeline is the ability for Dynamics 365 administrators to conduct their own restores and backups, allowing them to protect their customer databases.

Artificial Intelligence (AI)

Version 9.0 has already incorporated some new AI features including the use of action cards to remind/alert users about suggested actions they could take. We predict there will be further development in this area with integration of organisation accounts, sales and opportunities.

More connected apps

The latest version of Dynamics 365 is much more app-focused with ones such as Microsoft Flow, Power BI and Power Apps allowing data to be transferred across multiple platforms. The use of multiple apps is likely to continue into 2018 with them being used for a wide range of purposes including file sharing and syncing, sending out notifications and providing integrated solutions to business challenges.

ixRM is based in Leeds and specialises in Microsoft Dynamics 365 for Customer Engagement. We help our clients to achieve exceptional sales and deliver great customer service. For more information or to discuss how we could help your company to grow, please contact us on 0113 415 1615.

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Which is better? Microsoft Dynamics 365 or Salesforce?

When it comes to choosing CRM software for your business, there are two leading companies that spring to mind; Dynamics 365 and Salesforce. The two have a fruitful history of competing against each other and are both constantly striving to be the best.

Forrester Wave

Forrester Wave

Salesforce is the pre-eminent player and is widely known, however Microsoft has made huge strides forward and has recently been recognised as the market leader for Sales Force Automation*.

When it comes to selecting the right one for your business it is often other things the system needs to integrate with that helps make the choice. Microsoft Dynamics has much tighter integration with core Microsoft products (such as Outlook, Yammer, OneNote, Word, Excel and SharePoint). This, and the full integration with professional social media platform LinkedIn makes it a popular choice for business owners.

In recent client surveys and satisfaction scores, Dynamics has scored higher for client satisfaction and since the introduction of Appsource, customer are able to quickly and easily find a solution that tailors the system to their needs.. If you are comfortable with Microsoft products, the customer research proves Dynamics is the more appealing option..

If you are looking to implement  Microsoft Dynamics 365  (CRM) within  your business or make better use of your existing system, please do not hesitate to get in touch with our team. We work with many clients in the North of England and the UK from our base in Leeds and can be on hand quickly to talk you through any available options. Having a CRM system will save you time, improve staff efficiency and ensure a smooth workflow whilst allowing quick and easy reassignment of work should someone be ill or take a holiday.

* The Forrester Wave™: Sales Force Automation Solutions, Q2 2017 report.

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New features for Microsoft Dynamics 365

In terms of Microsoft Dynamics 365 several new additions were announced. The first of these was the introduction of a new Intelligent Virtual Agent for Customer Care which has been developed to help companies respond to customer service questions and uses Artificial Intelligence. The Intelligent Virtual Agent has been designed to allow organisations to reply to enquiries from customers quickly and efficiently and is already being used by big name sellers such as Macy’s and HP.

A further change to Microsoft Dynamics 365 is that it will now be available in separate parts, which users will be able to subscribe to. This means that customers will no longer have to buy the complete bundle if they do not wish to. An example of a part of the package which will be available individually is Dynamics 365 for Talent. It will now be available as two separate apps which support business with recruiting (the Attract app) and employing new staff (Onboard). Both of these apps are designed to make it easier for companies to identify potential talent in the first place and then help a team to collaborate to induct new recruits and ensure they are properly set up as a new team member.

ixRM is a Microsoft Partner and specialises in Microsoft Dynamics 365. We help our clients with their customer engagement, including sales, customer service and marketing. We also make recommendations about how to improve business processes. For more information or to speak to one of our specialists please get in touch today on 0113 415 1615.