Want Simple and Efficient CRM Configuration? Take the No Code Migration Route with Dynamics 365 CRM – Charter Global

The Microsoft Dynamics 365 CRM Configuration migration tool is designed to migrate the entity configuration data from one environment to another. To clarify, configuration data is a kind of metadata, or data about data. The configuration tool allows efficient movement of entity configuration data without custom code or leveraging ETL tools. Additionally, there are many other valuable features that will help users.

 

This tool will:

 

• Specify conditions to avoid duplicate records
• Enable or disable plug-ins
• Easy import and export data
• Specify desired entities which should be included

 

Microsoft Dynamics 365  is one of the most effective tools that proficiently caters to different business needs. In addition, all types of CRM developers choose Dynamics 365 because of its no-code property.

 

Dynamics 365 Apps:

 

As a full-spectrum powerful CRM engine, Dynamics 365 is equipped with the following apps:

 

1. Sales
2. Customer Service
3. Marketing
4. Project Service Automation
5. Field Service

 

These apps seamlessly work together to empower the sales, marketing, and service delivery teams. Our professionals will work together with your team to understand your business’ unique needs in a better way to plan and execute the most effective CRM system.

 

 

Dynamics 365 can be implemented solely in the cloud, on premise or hybrid. This application integrates with other products like Office 365 and comes with advanced features like Microsoft Flow and Microsoft Power Apps which enhance its productivity and maximize employee efficiency.

 

Advantages of Using Dynamics 365 CRM

 

Benefits of using a configuration migration tool like Dynamics 365 CRM are:

 

1. It’ll digitally transform your organization with customer data and customer engagement being handled at a single platform.

2. Seamless management of sales, marketing, and customer service departments.

3. Enhanced accessibility.

4. Automate processes within the business.

 

Whether you want to migrate your business from other systems to CRM or want to upgrade from older versions, this requires a well-thought-out plan. Dynamics 365 CRM strategists at Charter Global have worked with several organizations and the well-defined methodology that’s designed by our experts assisted our clients in their data migration.

 

If you want to learn more about Dynamics 365, Please visit our website:

 

https://charterglobal.com/enterprise-solutions/microsoft-dynamics-365/

 

Software development continues to develop and change each year. By researching the latest trends and keeping your process relevant, your business has a greater chance at success.

If you are looking to build a scalable digital solution for your business, you should approach a software development company that works on the latest technology trends and implements the above technology stack. 

 

Get in touch with our team to discuss IT staffing and software development solutions that can supersede your existing solutions on mobile and web applications.

 

How to Use Universal Resource Scheduling With Dynamics Field Service | Charter Global

Universal Resource Scheduling (URS) is a Dynamics 365 for Customer Engagement solution. In essence, it enables organizations from many different industries with different scenarios to assign resources to jobs and tasks.  

URS can be used to assign the best resources to tasks and projects based on:

• Availability of resources 
• Required skills
• Promised time-frames
• Business units
• Geographical territory, etc 

Universal Resource Scheduling (URS) are very useful to field service organizations that often use it to schedule mobile resources to location-specific jobs and tasks (or work orders) as their resources travel to various locations. Next, URS schedules the resources with closest proximity to work orders, as work orders are generally performed onsite. So, this eventually reduces travel time and costs.

URS schedulers are very effective for finding and assigning the most relevant resources for a job or requirement. From simple maintenance, repair work, installations to anything else, URS finds the best people for the job with ease and speed.

Creating Work Orders

One of the most important components of field service are the work orders.  This helps define the kind of work that needs to be performed. With URS, it is possible to find the best hands to perform tasks at a given time.

Below are the major components of Field Service and URS:

1. Bookable resources (URS)
2. Resource requirements (URS) 
3. Work orders (Field Service) 
4. Resource bookings (URS)
5. Schedule tools – schedule board, schedule assistant (URS) 
6. Resource Scheduling Optimization (installed separately) (URS) 

For More Information, Please visit our website:

https://www.charterglobal.com/universal-resource-scheduling-urs/ 

URS Uses

There are several ways to use URS for scheduling. One is by using work orders and requirements, and then clicking on the book button on the top ribbon. This kick starts the URS assistant, which shows the available resources for the work. The resources listed are based on their characteristics for the specific work and their availability.

Other ways to book a work order is through the schedule board which gives a drag and drop option. Now, here you can even reschedule or reassign a work order if needed.

In addition, the resource scheduling optimization is a fully automated way to book appropriate resources. It runs on predefined criteria and can be activated with the run now button on the ribbon (but it needs to be installed and configured first to be used).  

Charter Global

In conclusion, good resource management involves an understanding of how much effort a task requires and assigning the right person for the job. So, the Charter Global team also offers a resource management solution that empowers global project teams to make the best out of project scheduling optimization, workload balance, and a general increase in productivity.

Reference –

https://charterglobal.com/enterprise-solutions/microsoft-solutions/ 

https://charterglobal.com/enterprise-solutions/microsoft-dynamics-365/

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/schedule-work-order

Get in touch with our team to discuss IT staffing and software development solutions that can supersede your existing solutions on mobile and web applications.