Microsoft CRM xRM4Legal 2014 Overview Update 0903
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Time & Billing – Turning hours worked and services provided into billing events and invoices, quickly and easily; Project Management – Delighting practice managers with resource and activity management; planning and workload control; CRM – Enhancing marketing and business development with automated lists and event management, bids and deal-flow; SharePoint – Adding value to the lawyer / client experience through collaboration, document management and search
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Last month we unveiled and provided a first look at Dynamics 365 xRM4Legal, showing off the capabilities our customers can expect from our latest generation of intelligent business applications. Today, we are excited to announce that Dynamics 365 xRM4Legal is generally available.
The first thing users will see with Dynamics 365 xRM4Legal is that we are bringing our business applications closer together in how they look, feel and integrate with each other. To better enable end-to-end law firm business processes, we have unified the navigation and core user experience across each of the applications from Marketing & Communications to Business Development, Client Care, Time & Billing and Finance. It remains clean, beautiful, and familiar and it gives you the ability to seamlessly move from one application to another without switching windows.
And when a user logs into Dynamics 365 xRM4Legal, the home-screen will show you all the Business Apps and information relevant to you or your role. With one click, users can connect to Microsoft AppSource, quickly and easily locating the most relevant capabilities from hundreds of precisely curated additional business apps enabled by our partners.
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Last month we unveiled and provided a first look at Dynamics 365 xRM4Legal, showing off the capabilities our customers can expect from our latest generation of intelligent business applications. Today, we are excited to announce that Dynamics 365 xRM4Legal is generally available.
The first thing users will see with Dynamics 365 xRM4Legal is that we are bringing our business applications closer together in how they look, feel and integrate with each other. To better enable end-to-end law firm business processes, we have unified the navigation and core user experience across each of the applications from Marketing & Communications to Business Development, Client Care, Time & Billing and Finance. It remains clean, beautiful, and familiar and it gives you the ability to seamlessly move from one application to another without switching windows.
And when a user logs into Dynamics 365 xRM4Legal, the home-screen will show you all the Business Apps and information relevant to you or your role. With one click, users can connect to Microsoft AppSource, quickly and easily locating the most relevant capabilities from hundreds of precisely curated additional business apps enabled by our partners.
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The Microsoft Dynamics CRM/xRM4Legal 2015 platform is a powerful tool that leverages a firm’s existing Microsoft-based technology environment – Microsoft Windows, SQL Server and Microsoft Office – to deliver a system that is highly functional, easy-to-use (and customize) and very affordable.
Integrations are available with financial systems like Microsoft Great Plains/GP (AX, NAV) and other law firm systems (like Aderant, Thomson and so on).
When combined, this helps bring everything together to improve efficiency, streamline business processes and improve overall user experience and productivity.
It also enforces the “one stop shop” for managing all client, contact, case, activity and document records in one place – across marketing, business development, client care and project and resources management.
This story board highlights key functional requirements and capabilities provided by Microsoft CRM/xRM4Legal. These can be summarized as managing organization, people and case records, assigning (lawyer) attorneys to work on cases, creating booking/billing events, reporting on these events, adding expenses, activities, documents and more.
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Dynamics 365 is our business application offering that allows you, our customers, to go on your digital transformation journey.
It's our set of packaged solutions across marketing, sales, service, operations, finance, talent -- that modernize and transform these processes to allow you to go on your journey.
We're going to talk today about sort of what makes Dynamics 365 special, what makes it different, why it's not the same old same old business applications. And there are four characteristics that we'll sort of hit on in a stepwise manner.
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We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are.
That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm.
Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions.
Client experience…
…is what differentiates your firm
…is how you win and keep clients for the long-term
…is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever.
Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email
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View this webcast with Microsoft and Syncsort for a fast-paced hour focused on helping you prepare for an on-premise CRM to Dynamics 365 Cloud migration. The content includes:
• Highlights of the Dynamics 365 functionality not available with on-premise CRM including LinkedIn integration
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• Information on how to eliminate duplicates and normalize data for the migration to 365 and after you are live
• The value of providing your userbase a clean and refreshed starting point
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Integrations are available with financial systems like Microsoft Great Plains/GP (AX, NAV) and other law firm systems (like Aderant, Thomson and so on).
When combined, this helps bring everything together to improve efficiency, streamline business processes and improve overall user experience and productivity.
It also enforces the “one stop shop” for managing all client, contact, case, activity and document records in one place – across marketing, business development, client care and project and resources management.
This story board highlights key functional requirements and capabilities provided by Microsoft CRM/xRM4Legal including IP (Intellectual Property) Management. These can be summarized as managing organization, people and case records, assigning (lawyer) attorneys to work on cases, creating IP records for patents, trademarks etc – also recording disputes and licenses.
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Contenu connexe
Tendances
Microsoft CRM xRM4Legal 2015 Enterprise Case Management
The Microsoft Dynamics CRM/xRM4Legal 2015 platform is a powerful tool that leverages a firm’s existing Microsoft-based technology environment – Microsoft Windows, SQL Server and Microsoft Office – to deliver a system that is highly functional, easy-to-use (and customize) and very affordable.
Integrations are available with financial systems like Microsoft Great Plains/GP (AX, NAV) and other law firm systems (like Aderant, Thomson and so on).
When combined, this helps bring everything together to improve efficiency, streamline business processes and improve overall user experience and productivity.
It also enforces the “one stop shop” for managing all client, contact, case, activity and document records in one place – across marketing, business development, client care and project and resources management.
This story board highlights key functional requirements and capabilities provided by Microsoft CRM/xRM4Legal. These can be summarized as managing organization, people and case records, assigning (lawyer) attorneys to work on cases, creating booking/billing events, reporting on these events, adding expenses, activities, documents and more.
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Dynamic 365 for Financials formerly known as project Madeira shed light on the financial part of an organization. This solution is introduced in the newly developed Dynamic 365 family for the small to mid-sized organization.
Microsoft Dynamics 365 xRM4Legal xRM4Accounting Technical Overview
Data has become the new currency, and firms create and have access to more of it, and faster than ever before. The challenge is how to transform it into intelligence that generates action and drive outcomes. Dynamics 365 allows firms to adopt individual business apps such as Marketing, BD, Client Care and Operations, but as firms adopt more of the apps, synergies will be unleashed in the form of ‘Intelligent Business Processes’. This will help proactively guide employees & clients to generate optimal outcomes.
As an example – you can adopt Project Service Automation. Project teams can use it as standalone app in close alignment with Office 365, but when combined with Operations, the time and expense reports that project members submit, will automatically go to accounts, HR and Payroll systems, and Project Accounts will be automatically updated for Finance in the Operations App.
It sounds basic… but the fact is that the classic delineation between CRM and ERP has created a separation in data and processes. Dynamics 365 breaks down this separation, and our business platform strategy together with CIT and IOT is centered on enabling this to new levels.
Microsoft Dynamics 365 - Intelligent Business Applications
Dynamics 365 is our business application offering that allows you, our customers, to go on your digital transformation journey.
It's our set of packaged solutions across marketing, sales, service, operations, finance, talent -- that modernize and transform these processes to allow you to go on your journey.
We're going to talk today about sort of what makes Dynamics 365 special, what makes it different, why it's not the same old same old business applications. And there are four characteristics that we'll sort of hit on in a stepwise manner.
They're modern, unified, intelligent, and adaptable. And so let's click through each one of those and talk about what we mean when we say those words.
Azure ml and dynamics 365
This document provides information about a Microsoft Showcase session on using Azure Machine Learning (ML) and Dynamics 365. The session agenda covers ML and AI concepts, how they apply to Dynamics 365, an introduction to Azure ML, and how ML can be used with Dynamics 365 today. It also discusses current ML options in Dynamics 365, such as product recommendations, knowledge article suggestions, and opportunity scoring. Resources for further learning are provided.
Microsoft Dynamics 365 for Financials FAQ
Dynamics 365 for Financials is a cloud-based ERP solution that includes modules for financial management, supply chain, inventory management, and more. It offers multi-currency, language, and company capabilities as well as data migration tools. Dynamics 365 is only available in the cloud and is sold directly from Microsoft. It deeply integrates with Microsoft offerings like Office 365, Power BI, PowerApps, and Flow. While it provides horizontal ERP capabilities, specific industry extensions are available from partners. Data migration from other financial systems can be assisted or use file uploads and Excel imports. Dynamics 365 for Financials is designed for smaller businesses, whereas Dynamics NAV and GP provide additional industry-specific functionality and can be deployed on-pre
Microsoft Dynamics 365 and why you need it NOW!
We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are.
That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm.
Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions.
Client experience…
…is what differentiates your firm
…is how you win and keep clients for the long-term
…is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever.
Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email
Best Practices for Adopting Microsoft Dynamics 365
There are many advantages to migrating your on-premise CRM to the cloud-based Microsoft Dynamics 365. Organizations rely on clean CRM data to create single views of their customers. As you prepare to migrate your platform, you want to ensure that the integrity of your data remains intact both during and after the migration. With the right tools, you can have confidence that you are prepared from both a data structure and a data quality perspective.
View this webcast with Microsoft and Syncsort for a fast-paced hour focused on helping you prepare for an on-premise CRM to Dynamics 365 Cloud migration. The content includes:
• Highlights of the Dynamics 365 functionality not available with on-premise CRM including LinkedIn integration
• Guidance on how to prepare your database for the move to 365 using Syncsort data quality
• Information on how to eliminate duplicates and normalize data for the migration to 365 and after you are live
• The value of providing your userbase a clean and refreshed starting point
Dynamics Day 2016 - financial budgeting and forecasting with Kepion
Kepion is a Seattle-based company founded in 2009 that focuses on providing web-based budgeting and forecasting software on the Microsoft platform. Their software aims to help financial analysts by automating spreadsheet-based planning processes, allowing data to be centrally stored and consolidated in real-time for reporting and analysis, reducing the estimated 80% of time typically spent on data collection and management of spreadsheets. Key benefits highlighted include flexibility, ease of use, rapid delivery and deployment, automated workflows, and low total cost of ownership through integration with Microsoft products and reducing planning cycle times.
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Tendances (20)
Microsoft CRM xRM4Legal 2015 Enterprise Case Management
Microsoft CRM xRM4Legal 2015 Enterprise Case Management
Dynamics Day 2016 - Microsoft Dynamics 365 sales and customer service (CRM) ...
Dynamics Day 2016 - Microsoft Dynamics 365 sales and customer service (CRM) ...
Dynamics Day 2017 Perth: Financial Budgeting and Planning with Kepion
Dynamics Day 2017 Perth: Financial Budgeting and Planning with Kepion
Dynamics Day 2017 Perth : Dynamics 365 Making It Real
Dynamics Day 2017 Perth : Dynamics 365 Making It Real
Dynamics Day 2016 - Microsoft Dynamics 365 business financials (NAV) - roadmap
Dynamics Day 2016 - Microsoft Dynamics 365 business financials (NAV) - roadmap
8 ways ms dynamic 365 empowers digital transformation
8 ways ms dynamic 365 empowers digital transformation
Dynamics Day 2017 Perth: Bringing it All Together with Office 365
Dynamics Day 2017 Perth: Bringing it All Together with Office 365
Dynamics Day 2016: Microsoft Dynamics 365 first look
Dynamics Day 2016: Microsoft Dynamics 365 first look
Microsoft Dynamics 365 xRM4Legal xRM4Accounting Technical Overview
Microsoft Dynamics 365 xRM4Legal xRM4Accounting Technical Overview
Microsoft Dynamics 365 - Intelligent Business Applications
Microsoft Dynamics 365 - Intelligent Business Applications
Best Practices for Adopting Microsoft Dynamics 365
Best Practices for Adopting Microsoft Dynamics 365
Dynamics Day 2016 - financial budgeting and forecasting with Kepion
Dynamics Day 2016 - financial budgeting and forecasting with Kepion
Microsoft Dynamics 365 - The Mordern Retail Platform
Microsoft Dynamics 365 - The Mordern Retail Platform
Similaire à Microsoft CRM xRM4Legal 2014 Overview Update 0903
Microsoft CRM xRM4legal 2016 for IP Management and More
The Microsoft Dynamics CRM/xRM4Legal 2016 platform is a powerful tool that leverages a firm’s existing Microsoft-based technology environment – Microsoft Windows, SQL Server and Microsoft Office – to deliver a system that is highly functional, easy-to-use (and customize) and very affordable.
Integrations are available with financial systems like Microsoft Great Plains/GP (AX, NAV) and other law firm systems (like Aderant, Thomson and so on).
When combined, this helps bring everything together to improve efficiency, streamline business processes and improve overall user experience and productivity.
It also enforces the “one stop shop” for managing all client, contact, case, activity and document records in one place – across marketing, business development, client care and project and resources management.
This story board highlights key functional requirements and capabilities provided by Microsoft CRM/xRM4Legal including IP (Intellectual Property) Management. These can be summarized as managing organization, people and case records, assigning (lawyer) attorneys to work on cases, creating IP records for patents, trademarks etc – also recording disputes and licenses.
Email us today to schedule a quick discussion and/or web demo – Support@xRM4Legal.com
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The cloud has become the norm—but there’s still unrealized potential
Whether you’re using the cloud to store your firm’s data online, connect with clients virtually, manage cases from anywhere, or anything else—you’re not alone. In recent years the use of cloud technology at law firms has shifted from an inevitable future to a modern-day norm.
What many don’t realize though is that most firms are only just scratching the surface when it comes to achieving the full potential of cloud technology.
Join this session with Joshua Lenon, Clio’s Lawyer in Residence, to find out how to securely and efficiently utilize the cloud at your firm.
In this free CLE-eligible webinar, you’ll learn:
How to manage cloud technology spending at your firm
Best practices for increasing firm security on the cloud
How to create better interconnectivity with your cloud apps
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A product session by imason. Topics discussed include: Rise of the Social Customer and The Connected Enterprise.
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Reunión del capítulo local de usuarios de Dynamics 365 y Power Platform en Sevilla. 22 de Octubre de 2019.
New ibm digital experience e book grow your business with ibm digital exper...
This document discusses how becoming an IBM Business Partner can help grow your business by providing digital experience solutions to clients. Some key points:
1. The digital experience market is growing rapidly as customers expect engaging experiences across channels. IBM solutions can help companies meet these expectations.
2. Case studies found organizations using IBM solutions reduced IT costs by 52-57% on average and saw productivity increases of 11-13%.
3. As an IBM Partner, you can provide solutions like mobile/social/analytics to help clients deliver exceptional customer experiences and see benefits like the 500%+ ROI found in case studies.
Integrating Marketing & BD into Everyones Job
This document discusses the need for law firms to integrate marketing, business development, and client relationship management into everyone's roles. It outlines industry trends pushing collaboration and technology use. Firms face pressures to cut costs while expanding services. Cultural and structural challenges include siloed roles and processes not optimized for client needs. A common business platform is needed to provide a centralized place for client information, improve processes, and help everyone understand clients. Microsoft Dynamics CRM and xRM4Legal software can provide such a platform to streamline operations, gain insights, and better connect with clients.
Current trends in enterprise application integration
Digital transformation is crucial for business survival but many companies have failed to transform. Integration is important for digital transformation by connecting business processes for collaboration. Recent trends in enterprise application integration that are helping businesses include switching to cloud-based integration, moving from data-driven to data-centric approaches, and performing analytics on integrated data in real-time. These trends help businesses improve decision making, productivity, and reduce costs through a more integrated digital operation.
Community Cloud APAC Webinar (September 7, 2016)
Salesforce Community Cloud allows companies to reimagine customer, partner, and employee engagement through online communities on the Salesforce platform. It provides features like collaboration, secure access to data and files, mobile interfaces, and analytics capabilities. Community Cloud has seen rapid growth since its launch and now supports over 7,500 active communities with 55 million members. It is transforming industries like financial services, healthcare, and manufacturing by improving outcomes like customer satisfaction, collaboration speed, and issue resolution times.
The Best Cloud Apps for Ambitious Law Firms
The Best Cloud Apps for Ambitious Law Firms
When advising law firms, PwC recommends five cloud-based solutions for managing cases, finances, and payroll. Four of these solutions are best in class for small and medium-size businesses, and one is specific to the legal industry.
Why does PwC recommend these apps? This software is designed to enable PwC’s approach to digital technology and solutions. Using a core set of apps, laws firms can drive innovation, extract value from new and existing technology, and best apply people and processes to improve the business.
Join Joshua Lenon, Clio’s Lawyer in Residence, and T.C. Whittaker, PwC’s Law Firm Solution Leader, as they look at the top recommended apps for law firms.
In this one-hour webinar, you’ll learn:
PwC's software recommendations for law firms
The strengths behind each software
How to combine PwC's recommended tech stack for deep insight into your firm's operations
Duration: 60 minutes
https://landing.clio.com/best-cloud-apps-for-law-firms-recording.html
Cloud Computing 4 Accounting Firms
Why cloud for accounting firms; What other firms are doing; How to get started; Minimizing risk, maximizing opportunity
What are the best digital transformation tools for your business?
These tools, whether they be cloud computing services, data analytics platforms, or collaboration tools, serve as the cornerstone upon which the basis of an organisation that has undergone a digital transformation is created.
ModernBiz CRM
Customer relationship management (CRM) systems help companies manage interactions with customers by organizing customer data and automating marketing, sales, and customer support processes. This document discusses how CRM systems work and the benefits they provide, including increased customer loyalty, secure future revenues, and reduced customer turnover. It also lists some popular CRM software manufacturers and highlights key features of CRM systems like sales automation, customer data integration, and opportunity management.
Drive the Digital Customer Journey Through Innovative Engagement
Philips aims to improve the lives of three billion people by 2025 by transitioning from analog products to connected propositions and new business models enabled by digital technologies and marketing. This digital transformation requires innovative customer engagement through real-time insights, personalized content and services. Philips is developing direct-to-consumer eCommerce and mobile-first strategies to deepen customer relationships and engage consumers anytime, anywhere through timely, relevant experiences. Successful execution of these digital initiatives requires strong leadership, governance, prioritization, talent management and change management to deliver transformation at scale across the large organization.
Build a Workspace of the Future
TTBS can help you setup a complete digital workspace that offers best-in-class connectivity, collaboration and security at low costs.
With simple-to-use interfaces, our solution is easy for organisations to implement and use. Smartflo is a cloud based communication
suite that boosts digital connectivity, streamlines business processes and delivers better customer experience.
Ww idc report the business value of concur invoice (fdm)
Concur Invoice provides cloud-based invoice management software that helps organizations automate invoice processing workflows. An IDC study interviewed 8 organizations using Concur Invoice and found they achieved significant benefits including:
1) Improving business user productivity by 11% on average through mobile access and easier invoice submission and approval.
2) Reducing the time spent on invoice processing tasks by 34% on average through automation and streamlined workflows.
3) Lowering costs by enhancing compliance and avoiding penalties, with estimated annual savings of $511 per 1,000 invoices.
Analytics in the Cloud and the ROI for B2B
Veronica Kirn Global Market Manager presents the shift in Analytics with Jeannine Calandra providing in depth product specifics for B2B Services Reporting & Analytics. This was presented at the InterConnect event in Las Vegas, NV for Technology professionals interesting in addressing their Business to Business (B2B) need for turning data into insight.
How Social and the Cloud Impact Your Governance Strategy
This document summarizes a presentation about how social media and cloud computing are impacting governance strategies. It notes that these new technologies are still maturing and presents challenges to manageability, security, and compliance. The presentation outlines governance fundamentals for social media and cloud collaboration and helps ensure systems remain scalable, secure, compliant and manageable as platforms evolve rapidly. It discusses key drivers of social media and cloud adoption as well as risks and best practices for a holistic governance strategy that considers both on-premise and cloud-based systems.
Similaire à Microsoft CRM xRM4Legal 2014 Overview Update 0903 (20)
Microsoft CRM xRM4legal 2016 for IP Management and More
Microsoft CRM xRM4legal 2016 for IP Management and More
How to Get More Out of Cloud Technology at Your Law Firm
How to Get More Out of Cloud Technology at Your Law Firm
22-Oct-2019 Sevilla: Reunión D365UG & PowerPlatform
22-Oct-2019 Sevilla: Reunión D365UG & PowerPlatform
New ibm digital experience e book grow your business with ibm digital exper...
New ibm digital experience e book grow your business with ibm digital exper...
Current trends in enterprise application integration
Current trends in enterprise application integration
What are the best digital transformation tools for your business?
What are the best digital transformation tools for your business?
Drive the Digital Customer Journey Through Innovative Engagement
Drive the Digital Customer Journey Through Innovative Engagement
Ww idc report the business value of concur invoice (fdm)
Ww idc report the business value of concur invoice (fdm)
How Social and the Cloud Impact Your Governance Strategy
How Social and the Cloud Impact Your Governance Strategy
Plus de David Blumentals
Getting Started with Microsoft CRM xRM4NDIS 2016
Demonstrating the power and flexibility of the Microsoft Dynamics CRM platform, this guide shows you how to:
Find your work areas in xRM4NDIS
Work with enquiries, clients and carers, perform assessments, manage medications, create service plans, schedule services and make service bookings
Enter data quickly and easily
Place calls, send email and take notes
Check the disabilities, support needs, recent assessments and incidents of a client
Explore the resource planning, budget planning, time tracking, approval and invoicing manager features
And get up and running quickly with Microsoft CRM/xRM4NDIS – extended Relationship Management for disability service providers
Microsoft Dynamics CRM Certification Training
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to Managing and deploying customizations; Configuring role-based security; Customizing entities, adding fields and relationships; Building forms for users to input and retrieve data; Presenting clear information in views and charts; Combining data sources on a dashboard; Going beyond role-based record-level security and assisting users through their business processes.
Microsoft Dynamics CRM Technical Training for Dicker Data Resellers
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to key CRM concepts including Deployment including Solution import, Settings and Personal Options; Customization and configuration; Data import; CRM for Outlook and mobile access; Reports and dashboards and Introduction to business rules and processes.
If you want loyal clients you need CRM xRM4Legal 2015 Update 1
Microsoft Dynamics CRM / xRM4Legal 2015 Update 1 includes a number of terrific technical improvements including faster page loads, improved application performance, and faster email delivery. One noticeable feature is the new Form Rendering Engine. This enhancement loads CRM pages faster so you can view data on the forms quickly.
For law firm users this update also includes:
NetDocuments integration. By integrating NetDocuments, xRM4Legal “closes the loop” – delivering a modern, secure solution for intelligent and confidential document and email management with award winning client and legal project management. Together the two solutions address the rapidly changing needs of the legal services market. With NetDocuments Email & Document Management for xRM4Legal, users can enjoy the familiar Microsoft Outlook interface while saving Outlook message files and individual documents to NetDocuments locations. They can also view emails and documents within xRM4Legal, all without leaving Microsoft Outlook.
New Business Intake update. Now supporting over two dozen law types, users can perform a quick conflict check before selecting the required practice area. Tool tips and online help ensure that all the right questions are asked and the New Business Intake is completed quickly and efficiently. Built in charts and dashboard report on intakes by practice area and lead source.
Business development methodology. New “Blue Sheet” and “Buying Influence” entities deliver “strategic selling” to xRM4Legal with support for competitor, ideal client, strength and red flag tracking.
For more information email DBlumentals@xRM4Legal.com
NetDocuments document and email management for Microsoft CRM xRM4Legal
With NetDocuments, users can create, secure, manage, access, and collaborate on documents and email anywhere, anytime, on any device.
This story board shows how the power and simplicity of NetDocuments works with Microsoft CRM / xRM4Legal to help you streamline your technology and improve the way you work.
For more information, email DBlumentals@xRM4Legal.com or visit www.NetDocuments.com or www.xRM4Legal.com
Microsoft CRM xRM4legal 2015 Update
Today’s client is smart and getting smarter by the minute. From virtually anywhere, they can find out about you, your firm, your competitors, whether your clients are happy—and most importantly, with a mere 140 characters, they can impact your brand.
• Today, law firms must face the reality of super consumers. They are unbelievably informed, highly fickle, and extremely powerful with a nearly unpredictable purchase path.
• They have unprecedented access to information, the ability to easily compare firms, fees or feedback in a matter of clicks, access to reviews—whether from a trusted confidant, highly rated industry source, or someone merely taking to their social network to make their experience known.
• And they can easily do the same—joining the social conversation with their experience and recommendation to others – giving a “like”, “thumbs up”, happy face, or not, and with a click of the button can make an impression on your brand.
• Everyone has probably heard the United Breaks Guitars story; it epitomizes the challenge firms face – each individual now has a powerful voice. In this example, United Airlines was unresponsive to a passenger’s complaints that his guitar was broken by negligent baggage handlers (he actually saw them throwing his beloved instrument through the air as he was waiting to deplane). This treatment lead him to record a song about his experience that he posted on YouTube. Over 12 million views later, this YouTube sensation has written a book on the very topic of how powerful one voice can be in the age of social media.
Microsoft CRM xRM4Legal February 2015 Introduction and Demonstration
Extended Relationship Management for law firms, powered by Microsoft Dynamics CRM 2013 – over 4 million users globally, 40,000+ firms
Rollout in days with over 250 legal customizations pre-configured, ready-to-use, managing key clients, cross-sell, referrals & private clients
Integration options with major (bulk) email, PMS & DMS systems
A centralized approach to list management & BD (single click access)
Defined (data) quality standards & processes
Engages partners & staff with easy access & visibility of relationship connections, firm & practice performance
Allows fee earners easy access & update of records with critical BD info (for guaranteed user adoption) – via Outlook and mobile device
Microsoft CRM xRM4Legal 2014 Introduction and Demonstration 0917
1. Achieve reliable user adoption, attain a complete view of clients, position the firm to adapt quickly to business changes, align firm & IT needs, accelerate matter delivery & returns. For partners & lawyers this means a clear view of the firm, leveraging agility for competitive advantage, partnering with IT for long term success. For firm staff the benefits are using familiar Microsoft Office tools, role-tailored views of information, minimized data entry, consistent client processes & actionable reporting & analytics.
2. Benefit from intuitive segmentation tools to drive superior target client selection with workflow-driven processes to increase reach & relevancy. Ensure high user adoption by making CRM a natural extension of user & client habits, improve productivity by consolidating client information to a single location, reduce training & transition costs with easy-to-learn, easy-to- use applications.
3. Change the game on business development – improve the other 80% of business development staff (“clone our best rain makers”), convert every opportunity into a pitch for new business, breakdown physical boundaries & eliminate down time. Partners & lawyers will reach client satisfaction goals, drive new revenue opportunities, achieve true business insight & visibility. Business developers will better manage key KPIs, increase client team empowerment & morale, enforce a consistent business development process.
4. Create branded, professional documents that win more deals; streamline the processes around preparing proposals with easy reminders/alerts & workflow approvals. Approvals can be electronically routed via emails, smartphones & tablets.
5. xRM4Legal supports integration with a number of email marketing, survey & analytics providers. The MailChimp, ClickDimensions, CoreMotives & Concep Campaigner connectors support quick & easy sharing of information – from marketing lists maintained within xRM4Legal to activity responses generated. The result is full & effective integration between “best of class” applications.
6. Manage complex business relationships across clients, partners, multiple offices allowing greater flexibility to manage client relationships & interactions – both on-line & off-line. xRM4Legal users can easily enter, track, & view complex relationships, fostering higher user adoption & greater data quality. Enforce the completeness & accuracy of client personal information through business required & recommended data fields. Identify & merge duplicate records, allowing a data administrator to select which data values are retained on the merged record.
7. Firm DNA is a key strategic advantage in law. With xRM4Legal, the firm can support unique firm processes, atypical CRM needs – matching the technology to the firm, not the other way around. Minimize change management of people, the hardest part. Key features include: robust & extensible platform, flexible licensing model, reduced TCO, backed by Microsoft.
Microsoft CRM xRM4Legal 2014 Introduction and Demonstration
Extended Relationship Management for law firms, powered by Microsoft Dynamics CRM 2013 – over 4 million users globally, 35,000+ firms
Rollout in days with over 250 legal customizations pre-configured, ready-to-use, managing key clients, cross-sell, referrals & private clients
Integration options with major (bulk) email, PMS & DMS systems
A centralized approach to list management & BD (single click access)
Defined (data) quality standards & processes
Engages partners & staff with easy access & visibility of relationship connections, firm & practice performance
Allows fee earners easy access & update of records with critical BD info (for guaranteed user adoption) – via Outlook and mobile device
Microsoft CRM xRM4Legal 2014 Document Management with SharePoint
SharePoint 2013 blends the worlds of traditional information and content management with social computing and search capabilities to deliver an Enterprise Content Management (ECM) platform that is accessible to everyone (with approved security roles). You are not limited to default behaviors, with SharePoint 2013 you can do even more:
Add Fields, update the table in the Table Designer by adding additional fields.
Create Lookups, creating your own relationships between records.
Customize Views, when adding controls such as Autocomplete, Button, Combo box and Hyperlink.
Import or Link Data, from Excel, Access, ODBC, text and SharePoint lists.
Create Reports, interactive reports that summarize data for presentation at team and management meetings.
Start Working with Microsoft CRM xRM4RealEstate 2014
This document provides tips for getting started with common tasks in Microsoft CRM/xRM4RealEstate 2014 such as selecting your work area, viewing dashboards and contacts, finding and adding contacts and organizations, and viewing events and opportunities. It also outlines a three phase plan for rolling out the software starting with a proof of capability, then a pilot program, and finally a full firm-wide rollout.
Microsoft CRM xRM4Legal 2014 Spring Update
The explosion of the social conversation along with the proliferation of mobile technology has changed our lives, more than we ever could have imagined.
The explosion of mobile technologies and rapid adoption of social networks have completely impacted our human behavior -- our communication methods, engagement principles, our belief and trust systems, and even our decision making criteria and models.
Firms need to understand these new principles and adopt them -- genuinely and proactively -- if they want to effectively engage clients.
How has the client changed and why does your firm need to reflect this? Because your success will depend on it, and so will your identity.
Today’s buyer is smart and getting smarter by the minute. From virtually anywhere, they can find out about you, your services, your competitors, whether your clients are happy—and most importantly, with a mere 140 characters, they can impact your brand.
Today, firms must face the reality of super consumers. They are unbelievably informed, highly fickle, and extremely powerful with a nearly unpredictable purchase path.
They have unprecedented access to information, the ability to easily compare fees, costs or services in a matter of clicks, access to reviews—whether from a trusted confidant, highly rated industry source, or someone merely taking to their social network to make their experience known.
And they can easily do the same—joining the social conversation with their experience and recommendation to others – giving a “like”, “thumbs up”, happy face, or not, and with a click of the button can make an impression on your brand.
It is no surprise then that firms who wish to remain competitive in this new age are concentrating their efforts on creating amazing client experiences…
Microsoft Dynamics CRM 2013 If you want loyal clients you need CRM
Keep your best clients / stop them jumping ship to your competitors
Transform your top clients into loyal clients
Help your clients think forward – enable your practice groups and lawyers to stay a step ahead of your clients
Client Lifecycle Development – find the right clients, treat them right, grow them into loyal, long-term clients
Capitalize on Alumni – grow relationships, open doors, increase referrals
Capture a market segment – or beat the competition to a new market segment. Be there first to be best known
Increase the client pool – don’t be dependent on two or three big clients (or two or three biggest practice groups / “rainmakers”)
Deliver outstanding client service – be the best and known for it
First to know (e.g. Lobbying firms)
Microsoft Dynamics CRM 2013 for Law Firms
This document summarizes top features for law firms using Microsoft Dynamics CRM/xRM4Legal including an easy to use command bar, simplified navigation, auto save, business process flows, and enabling mobility. It discusses licensing changes with Microsoft Dynamics CRM 2013 including licensing based on functionality rather than access mode/data privileges. Client access licenses include access via mobile and desktop apps while external user rights are included in the server license. Pricing is provided for professional, basic, and essential user CALs as well as the server license starting at $5,500 per instance.
xRM4Legal Strategic Marketing & Business Development Capability
- xRM4Legal offers law firms the ability to integrate business applications in an affordable, easy to use Microsoft platform.
- It is based on Microsoft Dynamics CRM and allows firms to strategically manage key accounts, track referrals, collaborate across the firm, and engage in marketing activities.
- The demonstration shows how firms can view client opportunities and plans, leverage relationships, monitor performance metrics, and access CRM information from the fee earner interface or mobile devices.
xRM4Legal Makes Microsoft Dynamics CRM Viable for Law Firms
More than just marketing, xRM4Legal offers law firms the opportunity to integrate all their line of business applications within one easy to use, easy to manage, easy to afford environment. xRM is the evolution of CRM, where the X in xRM stands for eXtended Relationship Management. xRM is based on Microsoft CRM and the .NET platform
Microsoft Dynamics xRM4Legal 2013 Marketing Overview
The document provides an overview of the Microsoft xRM4Legal 2013 software for legal firms. It discusses how the software can help law firms become more effective at business development by [1] giving staff the right tools to attract more clients, improve service, close deals faster, and enhance client relationships, [2] achieving new levels of business development productivity through better targeting, managing activities and communication, and opportunities, and [3] providing real-time business intelligence through customizable dashboards and reports.
Microsoft Dynamics xRM4Legal 2013 Marketing & IT Overview
This document provides an overview of the Microsoft xRM4Legal 2013 system. It discusses how the system can help different user types within a law firm, including partners/lawyers, support staff, marketing/business development, and IT. It describes functionality to improve client data quality, relationship management, marketing activities, and enterprise matter management. The goal is to help law firms become more effective at business development, increasing billings with less effort through better systems and processes.
Integrating Marketing and BD into Everyones Job
The document provides an overview of the xRM4Legal solution powered by Microsoft Dynamics CRM 2011 for integrating marketing and business development functions within law firms. It discusses challenges law firms face with cultural silos and poor processes that hurt profitability. The xRM4Legal value proposition is described as providing a common business platform that is familiar to users, fits with existing systems, fuels productivity and enables confident decision making. Key capabilities of the Microsoft Dynamics CRM and xRM4Legal platforms are summarized, including easy Outlook integration, consolidated access to client information, better event planning and evaluation, and digital marketing tools.
Why all Law Firms Need CRM - xRM4Legal
The goal of most law firms is to make a profit by Growing, Protecting and Sustaining clients (G-P-S). The truth is … that most law firms do a poor job of marketing, managing clients and growing business development.
So why do you need a legal CRM system? Because the problem is… you don’t know which clients you will lose, how many you have called on, or what the rest of your firm is doing that will affect your success or failure. Just knowing how many calls to clients or prospective clients have been made is often done by asking them!
For years, law firms relied on lawyers to maintain good relationships with clients. They kept their own client records, followed up on new opportunities and grew the client base and service reputation. But when lawyers change firms, or the partners don’t know what the lawyers have promised (and vice-versa), this gets many firms in trouble.
Plus de David Blumentals (20)
Microsoft Dynamics CRM Technical Training for Dicker Data Resellers
Microsoft Dynamics CRM Technical Training for Dicker Data Resellers
If you want loyal clients you need CRM xRM4Legal 2015 Update 1
If you want loyal clients you need CRM xRM4Legal 2015 Update 1
NetDocuments document and email management for Microsoft CRM xRM4Legal
NetDocuments document and email management for Microsoft CRM xRM4Legal
Microsoft CRM xRM4Legal February 2015 Introduction and Demonstration
Microsoft CRM xRM4Legal February 2015 Introduction and Demonstration
Microsoft CRM xRM4Legal 2014 Introduction and Demonstration 0917
Microsoft CRM xRM4Legal 2014 Introduction and Demonstration 0917
Microsoft CRM xRM4Legal 2014 Introduction and Demonstration
Microsoft CRM xRM4Legal 2014 Introduction and Demonstration
Microsoft CRM xRM4Legal 2014 Document Management with SharePoint
Microsoft CRM xRM4Legal 2014 Document Management with SharePoint
Start Working with Microsoft CRM xRM4RealEstate 2014
Start Working with Microsoft CRM xRM4RealEstate 2014
Microsoft Dynamics CRM 2013 If you want loyal clients you need CRM
Microsoft Dynamics CRM 2013 If you want loyal clients you need CRM
xRM4Legal Strategic Marketing & Business Development Capability
xRM4Legal Strategic Marketing & Business Development Capability
xRM4Legal Makes Microsoft Dynamics CRM Viable for Law Firms
xRM4Legal Makes Microsoft Dynamics CRM Viable for Law Firms
Microsoft Dynamics xRM4Legal 2013 Marketing Overview
Microsoft Dynamics xRM4Legal 2013 Marketing Overview
Microsoft Dynamics xRM4Legal 2013 Marketing & IT Overview
Microsoft Dynamics xRM4Legal 2013 Marketing & IT Overview
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A Comprehensive Guide to DeFi Development Services in 2024
DeFi represents a paradigm shift in the financial industry. Instead of relying on traditional, centralized institutions like banks, DeFi leverages blockchain technology to create a decentralized network of financial services. This means that financial transactions can occur directly between parties, without intermediaries, using smart contracts on platforms like Ethereum.
In 2024, we are witnessing an explosion of new DeFi projects and protocols, each pushing the boundaries of what’s possible in finance.
In summary, DeFi in 2024 is not just a trend; it’s a revolution that democratizes finance, enhances security and transparency, and fosters continuous innovation. As we proceed through this presentation, we'll explore the various components and services of DeFi in detail, shedding light on how they are transforming the financial landscape.
At Intelisync, we specialize in providing comprehensive DeFi development services tailored to meet the unique needs of our clients. From smart contract development to dApp creation and security audits, we ensure that your DeFi project is built with innovation, security, and scalability in mind. Trust Intelisync to guide you through the intricate landscape of decentralized finance and unlock the full potential of blockchain technology.
Ready to take your DeFi project to the next level? Partner with Intelisync for expert DeFi development services today!
Introduction of Cybersecurity with OSS at Code Europe 2024
I develop the Ruby programming language, RubyGems, and Bundler, which are package managers for Ruby. Today, I will introduce how to enhance the security of your application using open-source software (OSS) examples from Ruby and RubyGems.
The first topic is CVE (Common Vulnerabilities and Exposures). I have published CVEs many times. But what exactly is a CVE? I'll provide a basic understanding of CVEs and explain how to detect and handle vulnerabilities in OSS.
Next, let's discuss package managers. Package managers play a critical role in the OSS ecosystem. I'll explain how to manage library dependencies in your application.
I'll share insights into how the Ruby and RubyGems core team works to keep our ecosystem safe. By the end of this talk, you'll have a better understanding of how to safeguard your code.
Monitoring and Managing Anomaly Detection on OpenShift.pdf
Monitoring and Managing Anomaly Detection on OpenShift
Overview
Dive into the world of anomaly detection on edge devices with our comprehensive hands-on tutorial. This SlideShare presentation will guide you through the entire process, from data collection and model training to edge deployment and real-time monitoring. Perfect for those looking to implement robust anomaly detection systems on resource-constrained IoT/edge devices.
Key Topics Covered
1. Introduction to Anomaly Detection
- Understand the fundamentals of anomaly detection and its importance in identifying unusual behavior or failures in systems.
2. Understanding Edge (IoT)
- Learn about edge computing and IoT, and how they enable real-time data processing and decision-making at the source.
3. What is ArgoCD?
- Discover ArgoCD, a declarative, GitOps continuous delivery tool for Kubernetes, and its role in deploying applications on edge devices.
4. Deployment Using ArgoCD for Edge Devices
- Step-by-step guide on deploying anomaly detection models on edge devices using ArgoCD.
5. Introduction to Apache Kafka and S3
- Explore Apache Kafka for real-time data streaming and Amazon S3 for scalable storage solutions.
6. Viewing Kafka Messages in the Data Lake
- Learn how to view and analyze Kafka messages stored in a data lake for better insights.
7. What is Prometheus?
- Get to know Prometheus, an open-source monitoring and alerting toolkit, and its application in monitoring edge devices.
8. Monitoring Application Metrics with Prometheus
- Detailed instructions on setting up Prometheus to monitor the performance and health of your anomaly detection system.
9. What is Camel K?
- Introduction to Camel K, a lightweight integration framework built on Apache Camel, designed for Kubernetes.
10. Configuring Camel K Integrations for Data Pipelines
- Learn how to configure Camel K for seamless data pipeline integrations in your anomaly detection workflow.
11. What is a Jupyter Notebook?
- Overview of Jupyter Notebooks, an open-source web application for creating and sharing documents with live code, equations, visualizations, and narrative text.
12. Jupyter Notebooks with Code Examples
- Hands-on examples and code snippets in Jupyter Notebooks to help you implement and test anomaly detection models.
System Design Case Study: Building a Scalable E-Commerce Platform - Hiike
This case study explores designing a scalable e-commerce platform, covering key requirements, system components, and best practices.
GraphRAG for Life Science to increase LLM accuracy
GraphRAG for life science domain, where you retriever information from biomedical knowledge graphs using LLMs to increase the accuracy and performance of generated answers
Skybuffer SAM4U tool for SAP license adoption
Manage and optimize your license adoption and consumption with SAM4U, an SAP free customer software asset management tool.
SAM4U, an SAP complimentary software asset management tool for customers, delivers a detailed and well-structured overview of license inventory and usage with a user-friendly interface. We offer a hosted, cost-effective, and performance-optimized SAM4U setup in the Skybuffer Cloud environment. You retain ownership of the system and data, while we manage the ABAP 7.58 infrastructure, ensuring fixed Total Cost of Ownership (TCO) and exceptional services through the SAP Fiori interface.
Driving Business Innovation: Latest Generative AI Advancements & Success Story
Are you ready to revolutionize how you handle data? Join us for a webinar where we’ll bring you up to speed with the latest advancements in Generative AI technology and discover how leveraging FME with tools from giants like Google Gemini, Amazon, and Microsoft OpenAI can supercharge your workflow efficiency.
During the hour, we’ll take you through:
Guest Speaker Segment with Hannah Barrington: Dive into the world of dynamic real estate marketing with Hannah, the Marketing Manager at Workspace Group. Hear firsthand how their team generates engaging descriptions for thousands of office units by integrating diverse data sources—from PDF floorplans to web pages—using FME transformers, like OpenAIVisionConnector and AnthropicVisionConnector. This use case will show you how GenAI can streamline content creation for marketing across the board.
Ollama Use Case: Learn how Scenario Specialist Dmitri Bagh has utilized Ollama within FME to input data, create custom models, and enhance security protocols. This segment will include demos to illustrate the full capabilities of FME in AI-driven processes.
Custom AI Models: Discover how to leverage FME to build personalized AI models using your data. Whether it’s populating a model with local data for added security or integrating public AI tools, find out how FME facilitates a versatile and secure approach to AI.
We’ll wrap up with a live Q&A session where you can engage with our experts on your specific use cases, and learn more about optimizing your data workflows with AI.
This webinar is ideal for professionals seeking to harness the power of AI within their data management systems while ensuring high levels of customization and security. Whether you're a novice or an expert, gain actionable insights and strategies to elevate your data processes. Join us to see how FME and AI can revolutionize how you work with data!
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See how organizational priorities and strategic approaches to data security and privacy are evolving around the globe.
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* Step-by-step implementation guide
* Live demos with code snippets
* Enhancing LLM capabilities with vector search
* Best practices and optimization strategies
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#MongoDB #VectorSearch #AI #SemanticSearch #TechInnovation #DataScience #LLM #MachineLearning #SearchTechnology
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Read Taking AI to the Next Level in Manufacturing to gain insights on AI adoption in the manufacturing industry, such as:
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Have you ever been confused by the myriad of choices offered by AWS for hosting a website or an API?
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- 4. BD 44% of clients today complain about products/services on social networks, and 20% of those clients expect a response within one hour 78.6% of the timebusiness developers using social media outsold non-users in 2012, and were 23% more successful at exceeding quotas than their non-social peers 1.5 billion people have social networking accounts 72% of companies by 2011 used social technologies in their businesses 90% of those companies reported business benefits ClientCare
- 5. ✚
- 6. Include Time & Billing and Legal Project Management for easy, real- time case management Find people, identify relationships quickly with CRM’s powerful search Share documents and links real-time in SharePoint without leaving CRM Access from “where lawyers work” – all performed inside of Outlook With xRM4Legal… 76%of users have more visibility into cross practice group work. 80% of users are more informed with what’s happening within their firm.
- 7. Microsoft CRM xRM4Legal EXCHANGE CRM Add-In for Outlook •Choice of email tracked •Sync contacts, appointments, tasks, email •Offline work then sync •Presence with Lync CRM Web Client •Access from anywhere or any device via Browser •Post Directly to SharePoint via Browser •See Activities, Tasks, Clients, Contacts in the Browser •Presence with Lync Exchange Server Side Synchronization •Sync with Exchange Online or On Premise •Keep Microsoft CRM/xRM4Legal & Email up to date
- 8. Time Tracking, Approval & Invoicing Apps increase accuracy, simplify client reporting while reducing debtor days.
- 9. It’s a fact that firms using integrated client to project case management have higher margins and stronger pipeline.
- 10. Rollout in days with over 250 legal customizations pre-configured, ready-to-use.
- 11. SharePoint and CRM/xRM are complementary; combined strengths cover broad law firm business needs.
- 14. Organize a “proof of capability” –1 week to 1 month Run a pilot –marketing/BD including light-house practice group Rollout firm-wide –targeting wider audience of professional and support staff What’s next?