Archives for Customer Engagement

The Correspondence Management Conundrum – Part 1

Avtex Helps Public Sector Agencies Manage High Volume Citizen Interactions Exploring the Challenges of Correspondence Management Consumers today expect a high level of service from the companies they do business with. Public sector agencies are no exception – in fact, many citizens expect a higher level of service and increased efficiency from the municipal, state and federal government agencies their taxes help to fund. For many government agencies, meeting citizen expectations is a challenge, especially when it comes to managing the sheer volume of incoming correspondence from constituents, businesses and other agencies. The average government agency fields hundreds of requests
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Mind the Gap: Overcoming the Top 10 Adversities of Technology Implementations

Despite numerous universal external hurdles, there are 10 main, internal challenges that need to be addressed in order to achieve a successful technology implementation. A word of caution for corporate executives: Mind the implementation gap. Most managers know that strategic implementation of technology projects is critical to their organizations’ high-performance objectives. CLICK TO DOWNLOAD:
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Connecting Microsoft Dynamics 365 with Power BI

Use Power BI with Microsoft Dynamics CRM Online Creating and sharing Power BI reports are a powerful new way to work with Microsoft Dynamics 365 data.  As a tightly coupled cloud service, Power BI works with Microsoft Dynamics 365 to provide data analytics and highly informative, actionable, and interactive data visualizations. As discussed in a previous blog, the easiest way to get started using Power BI with Microsoft Dynamics 365 is to use the freely available Content Packs.  Microsoft Power BI has a desktop application for when more advanced and customizable data analytics are required. Getting Started If you would
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Microsoft Dynamics 365 Content Power Pack for Power BI

Creating and sharing Power BI reports are a powerful new way to work with Microsoft Dynamics CRM data.  As a tightly coupled cloud service, Power BI works with Microsoft Dynamics 365 (inclusive of Microsoft Dynamics CRM Online) to provide data analytics and highly informative, actionable, and interactive data visualizations. The Microsoft Dynamics 365 Content Packs for Power BI allows you to easily access and analyze your data from prebuilt dashboards and reports using an OData feed. Getting Started To get started you will need a Microsoft Power BI account and access to your Dynamics 365 instance. How to connect  
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Business Intelligence (BI), and how can you use it to benefit your organization?

First, what is Business Intelligence? Plugging this and similar questions into Google returns over 72 million results; suggesting the definition of Business Intelligence is rather broad. Distilling those broad definitions, Business Intelligence is the methodology to use data, either the company’s own data, external data sources, or a combination of both, to gain insights into the problem domain, and with those insights to gain a competitive or knowledge advantage. Based on our experience Business Intelligence is not just a term that represents Reports and Dashboards that help organizations better understand their data. That is only a portion of the overall
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Top Impacts to the Success of CRM Implementations

Customer relationships are complex. Today, more than ever before, implementations of these relationships touch larger lines of business and require multiple stakeholders of reviewers and approvers. Modern Customer Relationship Management (CRM) solutions are now layers of back-end connections and systems, growing exponentially in capabilities.  As a result, the modern CRM system houses data and information that not only manages the day-to-day and forecasted operations of multiple departments, but also produces metrics about the effectiveness of their initiatives. The intricate characteristics of this modern CRM make it easy to forget that at the end of the day, CRM solutions are the
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CRM 2015 – Automatically Switching the Business Process Flow

Dynamics CRM 2015 has a simple enough way to switch the Business Process Flow in the user interface: However, our client has a very complex case system with numerous business process flows and they didn’t need the extra three clicks (Switch Process, click the Process, Save) to select the process every time a new case came in or every time certain case attributes changed. I found that in CRM 2015, many Business Process Flow actions can be automated as described inhttps://msdn.microsoft.com/en-us/library/dn817874. Changing the Process, moving to the next stage, moving to the previous stage, hiding or displaying the business process
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Preventing Plugin Recursion

When writing plugins, it is essential to know when to prevent the plugin from executing. First, this will assist with saving resources. If your plugin doesn’t need to run, preventing its execution will prevent the resources from being used. Secondly, if the plugin is executed repeatedly, without any checks for recursion, you will receive an infinite loop error, and your save will fail. The SDK offers a number of checks and balances you can utilize in order to check for, and prevent, recursion. Register Step on Pre-Operation Stage. There are three stages you can use when registering your plugin step: Pre-Validation
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