Exceed customer expectations with seamless and unified commerce experiences

Exceed customer expectations with seamless and unified commerce experiences

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

Today’s consumers want the flexibility to buy and fulfill where, when, and how they choose. As retailers have expanded on purchasing options for customerslike buy online pick up in-storethey have quickly gone from value adds or differentiators, to baseline customer expectations. For many retailers, enabling omnichannel experiences is not only a means to grow; it is critical to surviving in a modern sales environment. Over the last year, retailers have moved quickly to meet customers on new and emerging channels to drive customer conversion and sales growth. Improving front-end experiences were often prioritized over establishing connected back-end systems that powered these new purchasing experiences and as a result, many retailers failed to deliver on a promise of seamlessly connected shopping for their customers due to siloed and disconnected data including cross-channel transactions and customer visibility.

Microsoft Dynamics 365 Commerce is built on a modern, intelligent, and headless platform that natively connects commerce systems, such as payment processing, fraud protection, along with easily extending to 3PL logistics. By looking across all facets of the customer journey, businesses can enable true omnichannel commerce across traditional and emerging channels, through a unified commerce platform. This ultimately allows retailers and consumer goods organizations to meet customers where they are, allow them to pay however they want, and make returns through whatever channel they choose to offer. It also provides managers and sellers with complete visibility of customers and business data. This connected data platform can help fuel your business for future innovation and growth across all relevant purchasing channels.

Let’s take a closer look at how data has transformed the way we perceive, power, and drive innovation across customer purchasing experiences.

Seamless journeys

Consumers expect seamless and frictionless experiences and have seemingly endless options of products and places to purchase. This means that even a single broken step in the customer journey can lead customers to move to another brand or retailer. In a recent PwC survey of 15,000 consumers, they found that one in three people will leave a brand they love after just one bad experience.1

Savvy retailers understand the value of a seamless journey and are making investments to make this a reality. They know that consumers will continually evaluate their brand experience against the best they’ve ever had, not against their idea of what their average experience has been. For example, consumers see no issue comparing smaller and medium-size companies against the most successful e-commerce and omnichannel retailers.

To help businesses compete effectively in this climate, Dynamics 365 Commerce can connect all the steps and touchpoints across the customer journey, from payments to returns, both online and in-store. It empowers retailers to drive a connected commerce experience, providing increased cross-channel visibility, improving customer retention rates and helping businesses gain the necessary insights to offer increasingly personalized experiences.

Retail shop owner working on Microsoft 365 Business Premium a mobile phone and a Surface. Female, retail, artwork, small business

Personalized experiences

Considering consumers’ low tolerance for bad experiences, businesses of all sizes, even small to medium-sized, must create outstanding customer experiences across platforms, from social to in-person, to check out and returns. Customers spend up to 40 percent more,2 when they consider the experience highly personalized. Moreover, these types of integrated, seamless journeys lead to positive customer experiences that can also increase spending by as much as 140 percent.3

Truly connected systems

Achieving unified commerce requires integration across all systems and databases utilized in making omnichannel commerce a reality. Let’s consider payment systems to understand the benefits of integrating back-end systems.

Many businesses continue to use traditional payment gateways that route payments through a separate risk management system before passing them to another third party for payment authorization and completion. Typically, these legacy systems rely on numerous payment processors and processes for each different channel and region.

This type of disconnected system is inefficient and costly for businesses to operate. When systems are disconnected in this manner, it limits improvements to customer experiences because of a lack of insights and visibility. In addition, users will often have to run dozens of reports to stay on top of sales information from all channels and payment providers, and worse, these reports remain disconnected from ERP and CRM systems.

Curbside order pickup from a restaurant or coffee shop. Order in Excel and OneDrive. Microsoft 365 and Surface. Small Business Male, food, restaurant, coffee, Covid, pandemic, masks, car, order.

Integrated payments

Integrating payments is about more than consolidating all payments with one provider. It’s about ensuring all of your payment systems are integrated with other systems, including ERP systems, the point-of-sale platform, and the customer relationship management system. If businesses could integrate payment systems, they can enable the level of visibility necessary to provide more personalized customer experiences and move one step closer to true omnichannel retail.

Businesses can integrate payments in three ways: create a custom integration, use a plugin, or use a native integration. Custom integrations can be expensive due to integration and ongoing maintenance costs, pushing many retailers to opt for prebuilt plugins if a native integration was unavailable. Using plugins carries risk, however, as it means relying on yet another third party to build and maintain a vital link in your commercial processes. Native integration is a superior option as it reduces reliance on an additional third party and is also more affordable and reliable.

With Dynamics 365 Commerce, we offer the ability to work with a variety of payment providers, but we have invested in natively integrating payments to Adyen. Adyen (AMS: ADYEN) is the payments platform of choice for many of the world’s leading companies, providing a modern end-to-end infrastructure connecting directly to Visa, Mastercard, and consumers’ globally preferred payment methods. Adyen delivers frictionless payments across online, mobile, and in-store channels.

Because this integration is built and supported by Microsoft, you can depend on it to be an always up-to-date, seamless working solution while also delivering faster implementation for new businesses. For example, a retailer who recently chose Adyen on Dynamics 365 started accepting and testing payments within 38 minutes, compared to weeks with other providers.

Learn more about the Microsoft and Adyen partnership or check out our free Payments Webinar.

Build connected and seamless experiences today

Businesses across the globe have been challenged to adapt rapidly to changing customer needs and demands accelerated by the pandemic. Consumers and business-facing organizations are embracing digital transformation on a massive scale to compete and thrive in complex commerce environments. Dynamics 365 solutions enable retailers and consumer goods organizations to combine the best of digital and in-store to deliver personal, seamless, and differentiated customer experiences. With Dynamic 365 Commerce, businesses can streamline business processes, turn data into insights, and take advantage of dynamic, agile systems that adapt to customer needs on a proven and secure data platform.

Ready to take the next step with Dynamics 365 Commerce? You can take advantage of a free Dynamics 365 Commerce trial or check out our webinar, Get Full Control of Your Payments with Adyen and Dynamics 365.


1- “Experience is everything. Get it right.,” PwC

2- U.S., Business Impact of Personalization in Retail study, customer survey, Google, 2019

3- The true value of customer experiences, Deloitte

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Automated lead routing (preview): Right salesperson, right time, more sales

Automated lead routing (preview): Right salesperson, right time, more sales

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

The lead routing capability (preview) in Dynamics 365 Sales automates the distribution of incoming leads to sellers and teams, ensuring that leads are consistently assigned based on repeatable rules and configurations defined by your organization. Automated lead routing creates process efficiencies, so the right prospect reaches the right salesperson at the right time, eliminating errors from manual routing, and creating a balanced workload for global sales teams.

Dynamics 365 Sales lead routing (preview) is based on an easily configurable, rule-based assignment engine that automatically distributes leads using various commonly used parameters, strung together in a simple rule framework.

Shorten sales cycles and improve conversion rates

Customers are looking for quick solutions. In this digital age, they are aware of their needs, and know how to fulfill them. If customers don’t get a quick and satisfactory response to their query, they can easily reach out to a competitor.

It is critical not only to assign the correct seller to a lead but also to ensure that leads are assigned immediately. Lead routing in Dynamics 365 Sales assigns it to the seller as soon as a lead is either created or updated. The system detects a change, and if it fulfills the rules conditions then the lead gets assigned to the seller. The assignment is also expedited with the use of target segments within the rules, which helps in improving the lead conversion rate.

The right people for the right job

Sellers have different skills and competencies, they speak different languages, they’re located in different geographies, and they have different levels of selling experience. Assignment of incoming leads should be based on these characteristics, to make sellers more effective in their engagements and improve the overall customer experience, resulting in overall higher conversion rates.

Lead routing in Dynamics 365 Sales can be configured using detailed seller attributes and business rule configurations. The lead routing rules provide the flexibility to support the simplest of matching to complex ones, based on business needs.

Lead routing rules support:

  • Direct matching of attributes between seller and lead, for example the geographic location of the lead matches where the seller is located.
  • Indirect matching of attributes between seller and lead, for example the lead’s parent account territory matches the seller’s territory.

Seller attributes used in a rule can come from two different sources:

  • General seller attributes, which come from within the master data form in Dynamics 365.
  • Specific seller attributes, which are used only for routing rules.

Here are a few common ways seller attributes can be used:

  • Territory and geography (country, state, district, pin code)
  • Specialization
  • Availability and/or capacity of seller
  • Product of interest
  • Lead score

Automation keeps focus on strategic activities

Kitchen automation tools were invented to help cooks focus on critical cooking activities and bring relief from mundane tasks. The cooks’ focus was directed toward making a delectable dish and efficiencies were gained to be able to serve more dining guests within a limited amount of time.

Similarly, lead routing features can help those responsible for lead assignments focus on strategic and mission critical activities and bring relief from time-consuming lead assignment and distribution. The Dynamics 365 Sales lead routing is flexible and easy to construct.

The distribution can happen in the following ways:

  • Round robin
  • Load balancing

Lead distribution can take into consideration seller capacity and availability. Capacity can be set for each seller and availability is maintained by the seller in the availability calendar.

Lead routing is a critical factor of sales success. Accurate and timely distribution of leads can significantly impact the top line of the organization. Lead routing in Dynamics 365 Sales provides an automated, rule-based routing process.

Next steps

Learn more about lead routing in the Administrator guide, and try out the lead routing capability in Dynamics 365 Sales.

The post Automated lead routing (preview): Right salesperson, right time, more sales appeared first on Microsoft Dynamics 365 Blog.

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

Automated lead routing (preview): Right salesperson, right time, more sales

Microsoft acquires Suplari to strengthen business insight for finance and procurement leaders

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

In a world where efficiency is more important than ever, companies are turning to new ways to unlock actionable insights to improve their businesses from the massive amounts of data they manage across their many data silos. This move to a new breed of “data-first” applications, which we introduced for other business processes through apps like Microsoft Dynamics 365 Customer Insights, is now coming to the supplier spend domain.

For most companies their financial data is locked in silos, making in-depth analysis difficult. With many companies facing rising costs and deteriorating margins, access to actionable insights for finance and procurement leaders is critical. They want to be able to bring down costs and manage their spend. For most companies, supplier spend represents a significant percentage of their revenue, yet most do not feel they are managing it strategically. But this has started to change, and Gartner* forecasts that by 2022, 50 percent of all legacy spend analysis software will be replaced by AI-powered, cloud-based solutions, and by 2024, 50 percent of organizations will have near-real-time procurement analytics.1

Today, Microsoft is announcing the acquisition of Suplari, a leading provider of supplier spend insights that enable companies to proactively manage supplier spend by transforming data from multiple sources, such as contracts, purchase orders, invoices, expenses, and supplier risk, into valuable insight. By bringing Suplari’s spend intelligence insights together with the existing Microsoft Dynamics 365 capabilities, Microsoft is further helping organizations become insight-driven and enabling business leaders to take strategic action.

Suplari currently helps mid-size and large enterprises continuously manage costs and cash flow using unified, cleansed data, automated insights, and predictive actions. Together with Dynamics 365, the Suplari Spend Intelligence Cloud will help customers maximize financial visibility by using AI to automate the analysis of current data and historical patterns from multiple data sources. It will also help customers enhance financial decision-making by predicting the best spend management actions moving forward. The Suplari Spend Intelligence Cloud remains in market with no change for existing customers.

This acquisition will further empower Microsoft to help our customers turn data into actionable insights, including:

  • Making comprehensive enterprise spend data and insights accessible to all. Customers can have a shared view of supplier spend everyone can use regardless of skill level. The simple, intuitive, and interactive user experience provides a single source of truth and insights for all users.
  • Unlocking new financial insights to help with strategic procurement decisions. Microsoft is committed to helping customers transform data into immediate action and now with Suplari’s AI-powered library of over 175 insights, teams are empowered to manage demand, spend, and cash flow on a daily basis.
  • Getting up and running with predictive insights in weeks, not months. Suplari’s data requirements are simple and flexible. Quickly access clean spend and operational data that includes your internal data sets as well as your external supplier data. Make better decisions faster, leading to stronger financial performance with measurable outcomes.

Today’s announcement also signals our continued commitment to enabling organizations to move beyond transactional financial management to proactive operations that enhance decision making, mitigate risks, and reduce supplier costs through our data-first approach. Learn more about getting started by visiting the Suplari website or request a demo. Learn more about Dynamics 365 by visiting our Dynamics 365 product page.


1- Gartner, Inc., Boost Supplier Management by Integrating Use-Case Driven Spend Analytics, Koray Kose et al, January 25, 2021.

GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.

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Automated lead routing (preview): Right salesperson, right time, more sales

Transforming service operations with Connected Field Service

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

You have probably heard of Connected Field Service as a buzzword these days, but some of you may still wonder what it actually entails. Field service management (or FSM) typically refers to the management of a company’s resources employed at or en route to the client’s location.1 FSM typically involves the installation, service, maintenance, or repairs of systems equipment and is usually facilitated by software with cloud-based platforms that aid in the management of field service processes.

Connected Field Service is the ability to add connected devices, powered by the Internet of Things (IoT), and leverages cloud capabilities to augment your existing field service operations. It enables organizations to transform the way they provide service from a costly, reactive break-fix model to a proactive and in some cases, even predictive service model through the holistic combination of IoT diagnostics, scheduling, asset maintenance, and inventory on the same platform.

Field service management and automation software like Microsoft Dynamics 365 Field Service creates value for organizations and can help significantly transform service operations by providing the ability to transmit critical information from IoT-powered equipment directly to service providers and technicians via the cloud. This is made possible by the convergence of multiple technologies including real-time data analytics, machine learning, ubiquitous computing, commodity sensors, and embedded systems.

Connected Field Service: Leveling up from traditional field service

Field service typically involves the traditional process of installation, check-up maintenance, and break-fix (repair) appointments. However, without smart sensors in place, this process is often reactive, time-consuming, and puts the onus on the customer to contact the field service organization to log a ticket for any repairs or schedule maintenance.

With Connected Field Service, the transformation to proactive and ultimately predictive service is made possible as downtime can be effectively mitigated through remote monitoring of IoT-enabled devices. Connected IoT devices can automatically transmit alerts regarding equipment operational anomalies to the field service organization, helping to accelerate service response time. In some cases, fixes can be completed remotely, avoiding the need to schedule and dispatch an onsite technician, thereby helping organizations reduce operation costs. This also saves the customer considerable time and money as repairs can now be proactively completed even before the customer becomes aware of an issue or experiences any impact.

Benefits of Connected Field Service

Connected Field Service offers a plethora of advantages, including:

  • The ability to predict and proactively prevent breakdowns by identifying underperforming or faulty equipment.
  • Improved first-time fix rates and minimizing equipment downtime via proactive IoT alerts from connected devices.
  • Resolving issues faster with remote self-healing capabilities by sending device commands to repair or reset equipment, without requiring onsite technician support.
  • Reducing maintenance costs through remote monitoring and analysis of device data, and if onsite service is required, to help ensure that the right technician with relevant skill sets is dispatched with the necessary tools needed.
  • Providing greater visibility into products, services, performance, and customer satisfaction, and proactively identifying opportunities for improvement using AI-driven data analytics.

Simple setup

Connected Field Service is relatively simple to set up and can be implemented in stages as your organization becomes more comfortable using it. If you are already using a traditional field service management system, the transition to Connected Field Service is straightforward as it is a natural progression.

With Connected Field Service, IoT devices collect relevant information from your equipmentfor example, cycle counts, temperature, humidityand automatically relays it to your field service management system. Machine learning then uses the equipment telemetry data gathered over time to improve responses and provide accurate predictive analytics to enhance your field service management processes.

How Connected Field Service works

As an example, let’s say an IoT sensor is installed on a client’s equipment to collect status reports. The sensor transmits data back to your organization where it is then integrated into your field service software and matched with customer information within your current database. When an anomaly occurs, the error is quickly identified and this data is delivered as an alert via the cloud to the technician en route to the client site, where the complete service history can be viewed in real-time. The data from the IoT sensor helps eliminates the need for the initial onsite diagnostics so that the technician can get right to work in resolving the issue once onsite. A technician with the relevant skillset in that particular issue or anomaly is automatically dispatched via Dynamics 365 Field Service and arrives onsite already armed with critical data relevant to the malfunctioning equipment to resolve the issue.

Enabling business continuity with always-on service in the new normal

The COVID-19 pandemic created an urgent need for contact-free service to protect both field service frontline workers and customers from potential exposure to the virus. During this time, companies reassessed how to enable remote working to accommodate social distancing and other safety precautions, but for field service technicians, the “office” is one client site to another. To safeguard frontline workers and customers, many organizations stopped sending technicians all together or scheduled technicians to only perform service when the customer was absent.

As a result of the global travel restrictions, many companies accelerated the migration to Connected Field Service as it helps to minimize in-person contact to keep both technicians and customers safe. However, that’s just the beginning of the full breadth of benefits. In addition to travel avoidance, service costs were also effectively reduced as the field service organization is now automatically alerted to operational anomalies via IoT-enabled devices. A technician can remotely deploy a fix by sending a command to resolve the issue even before it impacts the customer. The focus of Connected Field Service is the transformation to proactive and ultimately predictive maintenance, turning the field service organization from a cost center to a revenue generator.

Better together

Transform your field service operations today. Come discover how Connected Field Service using Dynamics 365 Field Service, Dynamics 365 Remote Assist, and IoT can help create a seamless service process that enhances customer satisfaction while boosting revenue. Take advantage of smart, internet-ready devices that can detect and diagnose issues, integrating with field service management (FSM) software like Dynamics 365 Field Service, to automatically initiate troubleshooting and, when needed, create work orders to dispatch technicians for onsite service. Learn how you can leverage technology to schedule preventative maintenance based on consumption rather than rely on a regimented schedule. Best of all, enjoy the flexibility of implementing the solution in stages so your team can ramp up via a natural progression.

Learn more about Connected Field Service.

Read about Dynamics 365 Field Service.

Chat with a Field Service expert.


1- “Field service management”, Wikipedia.

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Automated lead routing (preview): Right salesperson, right time, more sales

Tracking forecasts to your company’s fiscal calendar just got easier

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

Forecasting revenue and tracking progress in alignment with your organization’s fiscal calendar is crucial for accurate projections and results. To easily meet this need, your sales team can use the custom fiscal calendar feature in Dynamics 365 Sales.

Unexpected revenue fluctuations can occur for numerous reasons, ranging from a holiday season, to weekend spending, to weather conditions. As a result, organizations often adopt a unique fiscal calendar to standardize reporting periods. Unfortunately, organizations tracking their forecasts in a spreadsheet can have difficulty making these normalized comparisons from period to period.

Dynamics 365 Sales helps solve the issue with a configuration setting that allows administrative users to build a forecast to match their organization’s customized fiscal calendar. No more neglecting revenue fluctuations in financial reviews or painstakingly factoring in revenue seasonality via a spreadsheet.

The standard Gregorian calendar works for most businesses and industries, but there are several examples where the standard calendar does not apply. For instance, the commercial broadcast sector has a custom, industry-specific calendar used primarily for the planning and purchase of radio and television programs and advertising.

Adding to the scheduling complexity, broadcast calendar years will have either 52 or 53 weeks. A broadcast calendar will contain 53 weeks in a leap year if January 1 falls on a Saturday or Sunday or, in a non-leap year, if January 1 falls on a Sunday. And just to add another difficult-to-solve wrinkle, a day in the broadcast industry does not typically begin at midnight, but at 5 a.m.

As you can see, this can present a headache when trying to compare period over period. But now Dynamics 365 Sales eliminates the pain with built-in logic to automatically allow sales teams to create a custom fiscal calendar. With this feature, sales teams have the capability to select a custom fiscal period to match that of their business, including a broadcast calendar, calendar patterns with 13-week quarters (such as the 4-4-5 template) and 4-week periods (such as the 3-3-3-4 template), and other variations. In addition, sales forecast administrators have the flexibility needed to set an extra week at the end of any period to account for leap years.

This support for custom fiscal periods improves the accuracy of forecast comparisons so that sales teams have better visibility into their revenue targets and sales progress.

Next steps

To learn more about how to configure your organization’s forecast schedule, check out the documentation.

The post Tracking forecasts to your company’s fiscal calendar just got easier appeared first on Microsoft Dynamics 365 Blog.

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

Turn attendees into loyal customers with Microsoft Teams and Dynamics 365 Marketing

Turn attendees into loyal customers with Microsoft Teams and Dynamics 365 Marketing

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

Change. Adapt. Grow. Words we have had to embrace over the past 15 months as we’ve had to change the way we do business. As we start to emerge from the pandemic’s isolation and restrictions, we’re entering a world of a new normal. As consumers, our expectations are higher. To meet ever-changing customer expectations, successful businesses are constantly going through the change, adapt, and grow cycle, especially when it comes to customer experience and virtual events. Many experts project that in-person events will gradually return but the prominence of virtual events is here to stay. And with that comes exciting new opportunities to elevate customer experiences.

To help businesses embrace those opportunities we are announcing the availability of enhanced integration of Microsoft Teams and Microsoft Dynamics 365 Marketing.

We are also announcing a special offer for Microsoft Teams webinar customers with commercial Office 365 E3/E5 or Microsoft 365 E3/E5 subscription with minimum 300 seats can take advantage of that integration by adding six months of Dynamics 365 Marketing at no additional cost to nurture up to 10,000 contacts with personalized emails and engaging customer journeys. This special offer is available through December 31, 2021. More details on the offer and eligibility can be found here.

Win customers and earn loyalty

The new Teams webinars capabilities are remarkable by themselves, but when you add the integration with Dynamics 365 Marketing, they are extraordinary. The power, flexibility, and unlimited possibilities that these two products working together can offer will change the way that you interact with your event attendees. Key capabilities include simplified event management, increased attendee engagement, and effortless follow-up to nurture relationships, win customers, and earn their loyalty faster.

Simplify event management

With the new Teams functionality, you have the power to host secure interactive meetings and webinars that include polls, video sharing, and reactions for up to 1,000 attendees.

You have the flexibility to organize your webinar your wayfrom within Teams or from within Dynamics 365 Marketing, the option is yours. Both ways are easy and intuitive and have improved capabilities.

If you already use event management from within Dynamics 365 Marketing, you will now see a more robust set of event management options that allow you to have better control over your webinar.

Event Management controls in Dynamics 365 Marketing

If you prefer to create events from within Teams, you will have the same high level of control, but you now have the optional integration and power of Dynamics 365 Marketing to use in elevating your customer journey experience.

Increase attendee engagement

Microsoft Teams makes it easy to catch the attention of your online audience and present like a pro. Use PowerPoint Live and Presenter Mode to deliver more impactful and engaging presentations, and take advantage of new innovations like Standout Mode which enables presenters to appear over content.

Whether it’s before, during, or after your event, you can easily gain insightful information from attendees with real-time polls and surveys from within Teams. Reports that track attendance are also readily available. Use that information to shape your presentation delivery and personalize post-event follow-up.

Standout Mode enables presenters to appear over content.

Follow-up to nurture relationships

Keep the lines of communication active after your Teams webinar concludes. With a single mouse click, attendee engagement data is transferred seamlessly into Dynamics 365 Marketing and automatically populated into pre-built, commonly used segments. Each of those segments corresponds to a built-in, ready-to-send, editable email template for personalized post-event communications and customer journey orchestration. Leverage the dashboards and analytics to gain insights about attendees to further personalize and drive post-event engagement.

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Project Management Institute boosts events participation and member experience

Project Management Institute, Minnesota logo

“Since we were already familiar with Dynamics 365 and Teams, we were able to pivot quickly to provide virtual events for our members.With Dynamics 365, we’ve removed the struggle from our marketing efforts.”Glory Ikeata, Chair of Volunteer Services Committee, Project Management InstituteMinnesota

Project Management InstituteMinnesota (PMI-MN) provides value to members by sharing project management information and is among the largest PMI chapters in size and member events. PMI-MN aspired to further engage its members and inform them about seminars, certifications, and educational events.

To meet that aspiration, PMI-MN needed a way to centralize disparate member data and use that data to better understand how members interact with their organization. They worked collaboratively with cloud solutions provider TrimaxSecure to implement a comprehensive solution with Microsoft Dynamics 365, Microsoft Teams, and Microsoft Power BI to increase member engagement.

PMI-MN used Dynamics 365 Marketing to build sophisticated marketing journeys to connect with their members via relevant email marketing and the app’s event management capabilities to create event portals to simplify event management for members, volunteers, and speakers.

During the COVID-19 crisis, the chapter was able to shift from in-person to virtual events because it had reliable cloud-based tools to continue to engage its members. PMI-MN used Microsoft Teams for remote events and sent the Teams meeting links through email.

By connecting their event and email marketing efforts, PMI-MN now offers a richer member experience and increased participation in events and workshops. Staff can now quickly and easily manage member information. The chapter has seen retained events revenue increase by almost 90 percent.

Microsoft Core Marketing Engineering turns audiences into customers

Microsoft logo

“By carefully combining technology solutions in our events platform, including Dynamics 365 and Teams, we’ve enabled our marketing business to generate a 400 percent increase in attendees and a 500 percent increase in new known leads.”Vinh Nguyen, Principal Program Manager, Microsoft

The Core Marketing Engineering (CME) unit at Microsoft wanted to enhance event marketing capabilities, reduce operational complexity around in-person and digital events, and explore Microsoft technology for event management. The business unit accelerated the process when it needed to quickly shift from holding in-person events to hosting them digitally due to COVID-19.

It adopted Microsoft Dynamics 365 Marketing and used the event management capabilities to create an event management center. CME gets additional value from Dynamics 365 Marketing by combining it with Microsoft Teams event functionality, Azure Data Lake Storage, and Power Apps portals.

“By using Dynamics 365 and Teams together, we’ve centralized everything for our marketers, so they no longer have to spend time navigating to an outside system when they want to build a digital event,” says Sanarya Salah, Program Manager at Microsoft.

CME reduced its number of third-party tools, cutting costs and removing complexity for its marketers. It now creates more engaging and interactive events, which has led to better customer engagement and increased leads.

Strengthen customer relationships

The powerful integration of Teams and Dynamics 365 Marketing allows you to convert a single interaction into an ongoing relationship to win customers and earn their loyalty. The limited-time special offer for Microsoft Teams customers presents a unique opportunity to use that integration in your own environmentthe possibilities are extraordinary.

Get started with Microsoft Teams and Dynamics 365 Marketing today.

Learn more

We are always looking for feedback and would like to hear from you. Please head to the Dynamics 365 Community to start a discussion, ask questions, and tell us what you think.

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