New localized product information improves productivity and order accuracy

New localized product information improves productivity and order accuracy

This article is contributed. See the original author and article here.

We are excited to announce that Microsoft Dynamics 365 Supply Chain Management can now display product names and descriptions in your users’ preferred languages. Supply Chain Management already offered a localized user interface (UI) but showed product information in the system language. We have now made it possible to show localized product information throughout the UI. This has long been one of the most requested capabilities from customers using our Dynamics 365 Application Ideas portal.

You might already have your product information available in multiple languages for use in printed documents. If you do, you’re ready to take advantage of this new feature. All you have to do is turn it on.

Localized product information avoids frustration and lost time

There are many scenarios where local users find it difficult to understand product names and descriptions in the system language. This affects many roles, from sales and purchasing agents to machine operators on the shop floor. Misunderstandings can lead to frustration, lost time, and, in the worst case, can even lead users to create transactions using the wrong products.

Imagine an international organization that uses English as its system language. At the plant in Stockholm, where workers use Swedish as their preferred language, all UI elements are shown in Swedishbut product names and descriptions have always been shown in English. Now they can be shown in Swedish, too.

Before: The following screenshot shows how the production floor execution interface used to appear at the Stockholm factory. As you can see, the UI is in Swedish, but the product name in English.

a screenshot of a cell phone screen with text

After: The user interface is still in Swedish, and the product name is now in Swedish, too!

a screenshot of a cell phone

Learn more

Localized product information is a public preview feature.

For more information, check out the video introductionDynamics 365 release plan article, and technical documentation for this feature.

The post New localized product information improves productivity and order accuracy appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Evolve your CRM at Customer Experience Reimagined

Evolve your CRM at Customer Experience Reimagined

This article is contributed. See the original author and article here.

Graphic image with copy that says Customer Experience Reimagined. Evolve your CRM to personalize and connect customer journeys. October 26, 2022.

Expectations for executives leading their companies’ customer experience (CX) efforts seem to grow every day. From driving sustainable growth, to aligning your teams and integrating your technology, to empowering employees to do their best work, there’s more on your plate than ever. Meanwhile, customer expectations can feel like a moving target that only goes up. Buyers today are digital first, becoming more informed, more comfortable switching between channels, more likely to ignore anything that doesn’t feel authentic, and they expect businesses to follow their lead.

To stay relevant to customers, many leaders are rethinking their approach to CX at every touchpoint. Relying on customer relationship management (CRM) to drive sales simply won’t cut it anymore. You need to connect customer insights and data across your organizationsales, marketing, and serviceto meet customers where they are and capitalize on every opportunity.

That’s why I’m excited to invite you to Customer Experience Reimagined, a digital event on October 26. Learn about the latest trends shaping CX todayand tomorrowwith Judson Althoff, Executive Vice President and Chief Commercial Officer at Microsoft. He’ll share his perspective about what CX leaders are facing, how they energize employees by simplifying fragmented and complicated systems, and what it means to be a digitally connected enterprise with unified, enriched data.

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Hear insights straight from the experts

Customer Experience Reimagined will give you a window into what other CX leaders are thinking, with strategies to help your business adapt to a changing landscape. Learn about the evolution of CRM, along with critical technologies and skills from leaders who are shaping their customer experience strategy:

  • Constellation Research Founder and CEO Ray Wangauthor of Everybody Wants To Rule The World: Surviving and Thriving in a World of Digital Giantswill join Constellation Research Vice President and Principal AnalystLiz Miller to discuss the importance of AI, analytics, and automation for shifting from real time to “right time” personalized experiences.
  • Accenture Senior Managing Director John Bolze will share insights from a new report by Accenture, The Human Paradox, including how 95 percent of C-suite executives say customers are changing faster than businesses are able to adapt. John will talk about why overcoming this crisis of relevancy requires shifting from a customer-centric strategy to a life-centric strategy.
  • Valencia Club de Ftbol (CF) Director of Innovation in charge of Digital, Business Intelligence/Analytics, and Fan Experience Franco Segarra will discuss how to create more meaningful fan experiences, increase attendance, and improve game day experiences with a data-centric approach.
  • Eika Director of Business Applications Atle Riksfjord, Northrop & Johnson Director of Technology and Intelligence Keith Perfect, and AccentureSong Global Lead Social & Emerging Channels and author of Human-Driven Experience: The Battle for Trust in the Digital AgeRobert Harles will lead a roundtable discussion on how to kick-start your CX transformation and guide your company to deliver more personalized, intentional, and relevant experiences.

Learn key lessons from Microsoft’s modern marketing transformation

Get the inside story of our own CX transformation from Stephanie Ferguson, Microsoft Corporate Vice President, Global Demand Center, as she shares the vision for our Commercial Customer Platform to meet the changing expectations of customers in the business-to-business (B2B) space. Stephanie will show how we help our marketers and sellers around the globe engage our customers with greater relevancy, clarity, and purpose.

You’ll also hear our technology vision from Charles Lamanna, Microsoft Corporate Vice President, Business Applications and Platform, along with Lori Lamkin, Microsoft Corporate Vice President, Dynamics 365 Sales and Marketing. They’ll talk about how we’re helping companies connect data from hundreds of business applications and deliver AI-enabled insights to sellers and service agents with automated tools that give them more time to spend with customers. The Microsoft Customer Experience Platform combined with the new seller experience application Microsoft Viva Sales helps companies unify and automate, so they can scale their customer experience investments to get customers to “yes” faster.

See what’s shaping CX todayand tomorrow

Don’t miss this opportunity to hear strategies for elevating your customer experience and uncover new ways to sustain business growth, no matter what the future brings. Register for Customer Experience Reimagined today to join us on Wednesday, October 26, 2022, 9:00-10:30 AM Pacific Time (UTC-7).   

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Customer Experience Reimagined

Evolve your CRM to personalize and connect customer journeys

The post Evolve your CRM at Customer Experience Reimagined appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Making Search Better Within Microsoft

Making Search Better Within Microsoft

This article is contributed. See the original author and article here.

The Challenge


Five years ago employee satisfaction with finding information within the company was very low. it was the lowest rated it service among all those we surveyed about. Related surveys done by other teams supported this, for instance that our software engineers “finding information” as one of the most wasteful frustrating activities in their job, costing the company thousands of man years of productivity.


 


A project team was formed to improve this. In the years since we have pursued:



  • Improving search result relevance

  • Improving search content completeness

  • Address content quality issues


 


The Microsoft Search Environment


Microsoft has >300,000 employees working around the globe, and collectively, our employees use or access many petabytes of content as they move through their workday. within our employee base, there are many different personas who have widely varying search interests and use hundreds of content sources. Those content sources can be file shares, Microsoft sharepoint sites, documents and other files, and internal websites. our employees also frequently access external websites, such as hr partners’ websites.


 


BillBaer_0-1666112751951.png


 


 


We began with user satisfaction survey net score at 87 (scale of 1-200, with 200 being perfect). We have reached satisfaction of 117. Our goal is 130+.


 


What We’ve Done


Core to our progress has been:



  1. Understanding the needs of the different personas around the company. At Microsoft, personas are commonly clustered based on three factors: their organization within the company, their profession, and their geographic location. For example, a Microsoft seller working in Latin America has different search interests than an engineer working in China.

    1. Has resulted in targeting bookmarks to certain security groups.

    2. Has led to outreach to certain groups and connecting with efforts they had underway to build a custom search portal or improve content discoverability.




 



  1. Understanding typical search behavior. For instance, the diagram below shows that a relatively small number of search terms account for a large portion of the search activity.


BillBaer_1-1666112751960.png




    1. We ensure bookmarks exist for most of the high frequency searches.

    2. We look for commonalities in low frequency searches for potential content to connect in.



 



  1. Improving content quality. This has ranged from deleting old content to educating content owners on most effective ways to adding metadata to their content so it ranks better in search results. As part of our partnership with this community, we provide reporting on measurable aspects of content quality. We are in early stages of pursuing quality improvement, with much to do in building a community across the company, measuring, and enabling metadata.


BillBaer_2-1666112751961.png


 


 BillBaer_3-1666112751963.png


 




    1. For those site owners actively using this reporting, we have seen a decrease of up to 70% in content with no recent updates.




  1. Utilizing improvements delivered in product, from improved relevance ranking to UX options like custom filters.

    1. We have seen steady improvement in result ranking.

    2. We also take advantage of custom filters and custom result KQL.

    3. We use Viva Topics. Topics now receive the most clicks after Bookmarks.





  1. Making our search coverage more complete. Whether it’s via bookmarks or connectors, there are many ways of making the search experience feel like it covers the entire company.

    1. We currently have 7 connections, one of which is custom built and brings in 10 different content sources. This content is clicked on in 5% of searches on our corporate SharePoint portal.

    2. About half of our bookmarks (~600) point to URLs outside of the corporate boundary, such as third-party hosted services.





  1. Analytics. Using SharePoint extensions, we capture all search terms and click actions on our corporate portal’s search page. We’ve used these extensively in deciding what actions to take. The sample below is a report on bookmarks and their usage. This chart alone enabled us to remove 30% of our bookmarks due to lack of use.


BillBaer_4-1666112751965.png


 


 


In analyzing the click activity on our corporate portal, the most impactful elements are:






















Bookmarks



Are clicked on in 45% of all searches and significantly shortens the duration of a search session.


We currently have ~1200 bookmarks making for quick discovery of the most commonly searched for content and tools around the company.



Topics



Are clicked on in 5-7% of all searches.



Connectors



Are clicked on in 4-5% of all searches.



Metadata



Good metadata typically moves an item from the bottom of the first page to the top half and from page 2 or later onto the bottom of page 1.



 


Additional details will be published in later blog posts. If of interest, details as to exactly what Microsoft search admin does in its regular administrative activities are described here.


 


Business Impact of Search


 


As shown in the preceding table, roughly half of all enterprise-level searches benefit from one of the search admin capabilities. Employees who receive such benefits average a one-minute faster search completion time than those whose searches don’t use those capabilities. Across 1.2 million monthly enterprise-level searches at Microsoft, that time savings amounts to more than 8,000 hours a month of direct employee-productivity benefit.


 


We achieve these results with an admin team of part-time individuals, investing a total of <300 hours per month doing direct search administration, responding to user requests to help find individual items, and maintaining a self-help site which advises employees on where and how to search best. We also have a larger improvement program striving to improve information discoverability across the company.


 


So 5 years into our improvement efforts, we have significantly improved user satisfaction, can now measure the productivity impact search is having, and built numerous partnerships across the company that are expected to continue yielding improvements in the years to come.


 


Lessons from this work is actively improving search has significant payback. The first step is to actively administer search, doing whatever helps the most popular searches to deliver the right results.

Duplicate lead detection increases sellers’ productivity

Duplicate lead detection increases sellers’ productivity

This article is contributed. See the original author and article here.

To be effective, your sales team has to trust that the leads they’re getting are of good quality and that someone else isn’t working on them. If your sellers are calling leads that are assigned to another salespersonor that aren’t realthey’re wasting time. Better data hygiene is the answer, of course. But who has time to manually weed out duplicate leads? Certainly not your sales team. Luckily, they don’t have to. Duplicate lead detection in Microsoft Dynamics 365 Sales automatically identifies potential duplicates and makes merging or deleting them as easy as clicking a button.

Duplicate lead detection is available for all Dynamics 365 Sales Enterprise and Sales Premium customers. To get started, a sales admin must enable duplicate detection in the Sales Hub app settings.

AI-based duplicate lead detection improves data hygiene and sales productivity

Dynamics 365 Sales uses AI and fuzzy matching algorithms to detect duplicate leads. By “fuzzy,” we mean that not only records that have exactly matching field values, but also records that have approximately matching field values, are identified as possible duplicates.

For example, Philip, Phillip, Phil, and Filip are all variations of the same name. Searching for an exact match would miss the indication that they’re the same lead with misspelled names. But with fuzzy logic, the similarity in names flags the records as possible duplicates.

Duplicate records are identified in real-time, based on the following criteria:

  • Same email address
  • Same business phone number
  • Similar name and company name
  • Similar name and same email domain

The first two conditions look for an exact match. The last two conditions use fuzzy matching algorithms.

Empower sellers to resolve duplicate leads with just a click

An intuitive UI makes it easy for sellers to review potential duplicates and decide what to do with them.

  • For easy discoverability, a notification banner appears in both the main lead form and the leads grid view.
  • The field values that triggered the identification are highly visible.
  • To simplify the view, sellers can hide the fields that contain similar values.
  • With one click, sellers can easily fill empty fields in the primary record with data from the duplicate, or even change which version of the record is the primary.

graphical user interface, text

Sellers can delete duplicate records, mark them as not duplicate by “detaching” them from the primary record, or merge them. Sellers can merge up to four records into one primary record at the same time.

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As with all data in Dynamics 365, user permissions apply to duplicate lead detection. Sellers can see only records their account permissions allow them to.

Even more duplicate detection is on the way

We’re not done with duplicate detection yet. Here’s what you can expect in coming release waves:

  • Proactive detection of inauthentic email addresses
  • Detection and management of duplicate contacts, similar to duplicate lead detection
  • Detection of duplicate leads based on fields you select

Next steps

Increasing your sales team’s productivity could be as simple as eliminating duplicates from your lead databaseand Dynamics 365 Sales makes it easy.

To start taking advantage of duplicate lead detection, read the documentation and watch a brief video overview:

Not a Dynamics 365 Sales customer yet? Take a guided tour and sign up for a free trial at Dynamics 365 Sales overview.

The post Duplicate lead detection increases sellers’ productivity appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

CISA Releases Two Industrial Control Systems Advisories

This article is contributed. See the original author and article here.

CISA released two Industrial Control Systems (ICS) advisories on October 18, 2022. These advisories provide timely information about current security issues, vulnerabilities, and exploits surrounding ICS.

CISA encourages users and administrators to review the newly released ICS advisories for technical details and mitigations:

Why Microsoft 365 is teaming up with OREO THINS to give you a break

Why Microsoft 365 is teaming up with OREO THINS to give you a break

This article is contributed. See the original author and article here.

Breaks during the workday are essential to our well-being. That’s why Microsoft 365 and OREO THINS are teaming up to create the THINVITE, a 15-minute snack break delivered straight to your calendar.

The post Why Microsoft 365 is teaming up with OREO THINS to give you a break appeared first on Microsoft 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Azure PostgreSQL Flexible Server has three exciting new backup and restore enhancements.

Azure PostgreSQL Flexible Server has three exciting new backup and restore enhancements.

This article is contributed. See the original author and article here.

fast-restore-teaser-small.png

 

Overview

 

Backup and restore are key pillars for business continuity and disaster recovery offerings for Azure Database for PostgreSQL Flexible Server. We’re excited to announce new features including Fast Restore, Geo Restore and Custom Restore Points to allow you more fine-grained control on your DR plan to achieve the RPO^ and RTO^^ objectives. In this post we’ll share an overview of each of these new features. Let’s get started.

 

1. Fast Restore

 

Point-in-time restore (PITR) is critical for disaster recovery by allowing recovery from accidental database deletion and data corruption scenarios. Today, PostgreSQL Flexible server performs automatic snapshot backups and allows restoring to latest point or a custom restore point. The estimated time to recover is heavily dependent on the size of transactions logs (WAL) that need to be replayed at the time of recovery. Without having much visibility into the last full backup time, it was never easy to predict the amount of time it takes to restore.

Fast-Backup-Restore.png

 

 

Many enterprises have use cases like testing, development, and data verifications where they don’t always require the latest data but need the ability to spin up a server quickly to ensure business continuity, we are glad to announce that Azure Database for PostgreSQL – Flexible Server now supports the Fast Restore feature to address these use cases. This lists all the available backups that you can choose to restore. Restore with provisions a new server and restores the backup from the snapshot and as no transaction log recovery is involved, the restores are fast and predictable. 


For more details about Fast Restore, refer the how-to-guide.

 

2. Geo Backups and Restore

 

Organizations around the world, such as government agencies, financial institutions, and healthcare providers, are looking for ways to protect their valuable data from regional failures including natural disasters. Azure Database for PostgreSQL Flexible Server already provides high availability (HA) using same zone and cross zone redundancy options. However, it cannot protect from all possible data loss scenarios such as a malicious actor, or logical corruption of a database.

geo-restore-choose-checkbox.png

 

 

For added disaster recovery capability, Flexible server now offers Geo Backups and Restore. This feature allows you configure your Azure postgres database to replicate snapshots and transaction logs to a paired region asynchronously through storage replication. Geo redundant backups can be restored to the server in paired region.


For more information about performing a geo-restore, refer the how-to guide.

3. Backups and Restore blade

 

We have heard your feedback for having better visibility into the backup and added a dedicated Backup and Restore blade in the Azure portal. This blade lists the backups available within the server’s retention period, effectively providing customers with single pane view for managing a server’s backups and consequent restores.

Fast-Backup-List.png

 

 

Customers can use this for the following:

  1. View the completion timestamps for all available full backups within the server’s retention period
  2. Perform restore operations using these full backups.

The list of available backups includes all full automated backups within the retention period, a timestamp showing the successful completion, a timestamp indicating how long a backup will be retained, and a restore action.

 

Conclusion

 

In this post, we shared some key backup and restore enhancements to provide disaster recovery within Azure database for PostgreSQL Flexible Server. Geo-backups are ideal if you need a cost-effective cross-Region DR capability that helps save on compute costs. Fast restore allows to have more predictable restore time. And backup restore blade exposing the history of full backups.

If you have any feedback for us or questions, drop us an email @AskAzureDBforPostgreSQL.

With these improvements, we continue to innovate the service offering and backup and restore capabilities of Azure Database for PostgreSQL Flexible Server.

^ RTO is Recovery Time Objective and is a measure of how quickly after an outage an application must be available again. 
^^ RPO is Recovery Point Objective, refers to how much data loss an application can tolerate.

Acknowledgements

Special thanks to Kanchan Bharati for co-authoring this post.