The EX Squared Solutions Blog

9 Things You Need to Know About Dynamics 365 Social Insights

July 31, 2017 | Posted by Doug Sylvester

Engaging customers, providing customized experiences and developing brand advocates are all important in the marketing world. For sales, the primary goals are converting qualified leads, forging strong relationships and retaining hard-won accounts. Customer service wants to anticipate what customers will need or want, be proactive rather than reactive and avoid customer experience failures. Although it might seem that marketing, sales and customer service need a variety of tools to accomplish their goals, each department can benefit from using social media to connect with customers. This task can be made easier by using the social insights module available in Dynamics 365.

In recent years, Microsoft has spent a great deal of time and money to apply machine learning and artificial intelligence to the Dynamics 365 modules. "Insights" could well be the next catchword that Microsoft uses to market Dynamics. There are customer insights, relationship insights and organization insights, but the merging of Dynamics 365 with Microsoft Social Engagement to offer social insights may be one of the most important tools available for marketing, sales and customer service. Your customers are discussing you on Twitter, online forums, blogs and Facebook. Your prospects are discussing their needs and goals on their blogs, LinkedIn, Facebook, Twitter and other platforms. Knowing what is being said and by whom can help your company in many ways, and social insights can help you obtain that information. Here are nine things you need to know about social insights.

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Topics: customer engagement, Dynamics 365

How the Combination of Sitecore and Dynamics 365 Works to Empower Sales

July 25, 2017 | Posted by Doug Sylvester

It is no secret that customers have become increasingly demanding in recent years. It often seems that they expect you to know what they want before they do, understand how they prefer to be contacted and know whether they are ready to buy or just shopping. Furthermore, they want you to know which of your messages are of interest to them and deliver only those messages. Even if a customer interacts with you via social media, your mobile app, email, a kiosk located inside your physical store and your website, he or she expects you to track the entire communication journey and deliver content in the proper context. To accomplish this, you need data regarding every customer's purchase history, behavior, location and preferred method of interacting with you. You may already possess the data you need, but that does not necessarily mean that you can turn the data into actionable steps. However, combining the power of Dynamics 365 with the power of Sitecore can help you achieve your goals.

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Topics: Digital Transformation, Dynamics 365

Microsoft Is Using Artificial Intelligence and Cortana to Enhance Dynamics 365 CRM

July 18, 2017 | Posted by Doug Sylvester

When properly analyzed and leveraged, big data enhances customer engagement through targeted, personalized and contextual marketing. The data also provides significant business intelligence that can help organizations achieve a variety of goals, including understanding their public image, increasing production efficiency or enhancing customer service. The primary problem with big data has always been the difficulty in correlating the information collected to obtain actionable insights. There is simply too much data for human analysts to find worthwhile information without the proper tools. Microsoft contends that humans need not be replaced in the process of extracting meaningful intelligence from big data, but they should be empowered to maximize the benefits that the data can provide. Adding support for Cortana and artificial intelligence to Dynamics 365 CRM is one way that Microsoft is attempting to give humans better tools for finding and using insights hidden in big data.

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Topics: customer engagement, Dynamics 365, Sales Intelligence

Should Seamless Dynamics 365 Apps Be Driving Your Outreach?

June 21, 2017 | Posted by Doug Sylvester

Effective outreach demands that you leverage technology to fulfill the needs of not only your consumers but also the team members who work so hard to see your organization expand. Could Microsoft’s Dynamics 365 help your teams activities evolve from hesitant undertakings into decisively smooth operations?

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Topics: Digital Transformation, Dynamics 365

Benefits of Dynamics 365 and LinkedIn Integration for Sales and Human Resources

June 1, 2017 | Posted by Doug Sylvester

When Microsoft acquired LinkedIn in 2016, industry insiders immediately began to speculate on potential integrations. Although it is likely that Microsoft had performed a great deal of strategic planning prior to spending more than $26 billion for the acquisition, the company initially had little to say on how — or even if — LinkedIn would be integrated with existing products. Microsoft finally broke its silence in April 2017, announcing tools for sales and human resources that involved the integration of Dynamics 365 and LinkedIn.

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Topics: Dynamics 365, LinkedIn, Sales Productivity

Give a Boost to Your Sales with MS Dynamics 365

May 24, 2017 | Posted by Doug Sylvester

Your sales team is the lifeblood of your company. Sales personnel are the ones who have the most opportunities to interact directly with customers, build solid relationships and present the right image of your mission and values. Given their importance, it only makes sense to ensure that they have the tools needed to convert leads into sales and customers into brand advocates. Microsoft Dynamics 365 for Sales can help your team be more productive and achieve the company's goals.

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Topics: customer engagement, Dynamics 365, Sales Productivity, Sales Mobility

How Microsoft Is Evolving the Sales Process with Dynamics 365 and LinkedIn Integration

May 19, 2017 | Posted by Doug Sylvester

Microsoft's history has shown that the company never does anything without a clearly defined purpose. This is not to say that the company always achieves its purpose; Microsoft has had its share of failures. However, you can bet that before Microsoft shelled out more than $26 billion to acquire LinkedIn, it had already planned a way to profit from the investment. 

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Topics: Dynamics 365, LinkedIn, Microsoft

MS Dynamics 365 for Sales: Convert Leads Into Relationships

April 14, 2017 | Posted by Doug Sylvester


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Topics: Dynamics 365

The Future of Marketing with Dynamics 365

April 11, 2017 | Posted by Doug Sylvester

When Microsoft Dynamics 365 was released, there was a great deal of attention given to many of the new features. However, not a much focus was on how the new release could benefit marketers. Fortunately Microsoft has incorporated several features that can add a great deal of value to your intelligent campaigns.

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Topics: Dynamics 365

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