Create a sense of purpose with hyper-personalized experiences

Create a sense of purpose with hyper-personalized experiences

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

Volunteers and donors are the lifeblood of the non-profit world. Their contribution is often immeasurable, with life-changing impact to the individuals and communities they help. Although they should be treated the same way as a valued customer, in reality, they encounter less than inspiring experiences. The moment they opt-in, or donate time or money, they are bombarded with endless communications and requests. It gives new meaning to the expression, “no good deed goes unpunished.”

While every organization needs to understand their customers, when to approach them, andjust as importantlywhen not to approach them, the stakes are even higher for non-profits. For example, the value of volunteerism is estimated to be $28.54 an hour and continues to rise.1 Plus, 85 percent of volunteers donate to those non-profits in which they volunteer.2 Clearly, they are highly valuable “customers.”

That’s why non-profits are turning to Microsoft Dynamics 365 Marketing to deliver hyper-personalized, end-to-end experiences for high-impact volunteers and donorsat scale. When non-profits pivot to deliver experiences centered around the customerin this case, the volunteer or donorinstead of the organization, the results are significantincreasing lifetime engagement and commitment from individuals who are increasingly hard to find and retain.

Timely, cost-effective volunteer coordination critical to disaster response

One non-profit that understands the vital importance of devoted volunteers is Team Rubicon. The disaster-response organization mobilizes volunteers comprising of military veterans and first responders to help vulnerable and at-risk communities around the world. In addition to responding to natural disasterslike hurricanes, floods, and tornadoes,Team Rubicon has beenleading vaccination efforts to help combat COVID-19.

Lives are at stake if Team Rubicon, with its more than nearly 150,000 volunteers, can’t adequately respond in the most critical moments. Dynamics 365 solutions are helping mobilize volunteers for life-changing operations, enabling Team Rubicon to support, scale, and drive their missions. Specifically, customer journey orchestration in Dynamics 365 Marketing has enriched the volunteer experience with real-time communication based on data changes and volunteer activity. Delivering individualized, volunteer-led experiences not only boosts relationships and increases agility and speed but also reduces the resources and costs needed to coordinate and communicate with volunteers. In addition, the hyper-personalized experiences inspire and create a sense of purpose essential for attracting and retaining volunteers.

Personalized donor engagement builds loyalty to mission

The United Nations Children’s Fund (UNICEF) works to save the lives, defend the rights, and fulfill the potential of children in more than 190 countries and regions. The organization relies heavily on donors and volunteers who contribute their resources, effort, and influence to support the UNICEF mission. UNICEF Netherlands is turning to Dynamics 365 to better engage donors and build lifetime loyalty by delivering real-time, meaningful, personalized messages across the right touchpoints at the right time.

UNICEF, like many non-profits, must compete for donors. But the old fundraising models are not working as well as they used to,” says Suzanne Laszlo, Executive Director, UNICEF Netherlands. “Our donors are changing. We have to stay in touch. We have to tell our stories. We have to explain where the money went, how it’s spent, and what the results were,” she explains.

UNICEF kicked off customer experience transformation by gaining a 360-degree view of donors. With Dynamics 365 Customer Insights, a customer data platform (CDP), the non-profit brought together millions and millions of previously siloed datakey details on donors, such as contact information, philanthropic interests, and donation history. With an AI-powered CDP, UNICEF can quickly and easily combine data from multiple sources, analyze the data to derive insights, and activate the insights via marketing and communication channels. For example, the UNICEF team uses the built-in AI models to predict customer lifetime value, which helps them identify, and optimize engagement with, high-impact donors.

The platform’s out-the-box interoperability with Dynamics 365 Marketing enables UNICEF to instantly connect the profiles and insights generated from the CDP to the myriad customer engagement channels in order to orchestrate individualized journeys, at scale. This creates a closed feedback loop in which past interactions, customer preferences, and real-time behaviors drive ongoing experiences that build a sense of purpose.

For two would-be donors, the engagement approach may play out very differently. For Lars, who is a long-term donor, the organization might send an email the day after he attends an exclusive event to invite him to a field visit, to show him in person the impact he is making. For Nina, someone who has never donated before but has opted in, the first communication might be a survey that helps UNICEF understand what she cares about most. The next touchpoint might be a personalized email highlighting specific programs that resonate with her, based on the survey results and real-time engagement signals. As each individual moves along the journey, the organization uses data and AI to determine the unique, optimal path.

Learn more

In the non-profit or for-profit world, marketing leaders can no longer count on traditional methods of broad, segment-based approaches to break through the noise. Instead, organizations need to attract and retain customers with inspiring, relatable, and personalized experiences.

Find out how the new customer journey orchestration capabilities in Dynamics 365 Marketing ensures you stay in step with your customer’s evolving needs.


1 Value of Volunteer Time, Independent Sector, April 2021

2 Global Trends in Giving Report, Funraise.org

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Automatically route deals to the right sellers by using segments in assignment rules

Automatically route deals to the right sellers by using segments in assignment rules

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

Dynamics 365 Sales helps teams better understand business relationships, take actions based on insights, and close opportunities faster. One of the many ways the app helps sales teams succeed is enabling them to build segments for use in assignment rules to ensure leads and opportunities are routed to the right sellers.

What is a segment?

A segment is a collection of leads and opportunities that are grouped together based on certain conditions, such as location, deal value, language, and product. You can create segments for both lead and opportunity entities. For details, see this article: Create and activate a segment.

You can use segments in assignment rules and sequences. With segments, you can choose the set of characteristics a lead or opportunity should have in order to get assigned to relevant sellers or to connect to a certain sequence, without the need to create the same conditions repeatedly.

When a new lead or opportunity is created in Dynamics 365 Sales and matches the conditions of a specified segment, it will automatically become a member of that segment, and will assign to sellers and connect to a sequence based on how you build your organization’s process automation.

Let’s take an example to understand how it works.

Define segment conditions

The following segment is defined with simple conditions, to catch all leads coming from the company’s website and that have an email address.

Using an assignment rule in Dynamics 365 Sales to capture leads with an email address.

A segment can also include more complex parameters, using groups of AND/OR conditions or a link to a related entity. For example, you can create a segment that will capture all opportunities that are interested in printers or monitors, and that are related to one of two relevant accounts.

Simulate segment members

You can simulate the results based on existing data in your system, to make sure the segment will catch the lead or opportunity with the desired characteristics. The simulation results are not actual members of that segment and are just an example of the types of leads the segment will capture when it is activated.

Important highlights and limitations

  • A lead or opportunity will be evaluated for a segment when it is created, and again when it is being updated. For example, a lead can enter the system without a populated email address, but after going through a nurturing process, an email address will be added, and the lead will become a member of the “Nurtured leads from website” segment in the above example.
  • Your segment must be activated to catch new leads or opportunities.
  • A lead or opportunity can become a member of only one segment. If a lead matches the conditions of more than one segment, it will randomly become a member of one of them.
  • When a lead is added to a segment and assigned to a seller or connected to a sequence, it can’t be added to a different segment, seller, or sequence.

How to use a segment in assignment rules

When creating assignment rules for a lead or opportunity, you can use a segment to define the type of record that will be assigned to sellers via each rule. You can create multiple rules based on the same segment and add specific conditions to each rule to match your business process.

In the following example, we can select the “Nurtured leads from website” segment. This means that all leads that will become members of that segment will be assigned to sellers by this rule’s conditions.

Create rule for adding leads to a segment in Dynamics 365 Sales.

We can add another condition to that segment that will route the hot leads from the segment to the most experienced sellers.

For this scenario, we can create two rules: one rule to capture hot leads from the segment, and another rule to catch all remaining leads from the segment.

By placing the rule for assigning hot leads above the default rule, hot leads will be evaluated first and will be assigned to experienced sellers. The rest of the leads will be assigned by the default rule.

Next steps

For more information about segments, read the documentation:

The post Automatically route deals to the right sellers by using segments in assignment rules appeared first on Microsoft Dynamics 365 Blog.

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Dynamics 365 Intelligent Order Management enables fulfillment optimization and supply chain resiliency

Dynamics 365 Intelligent Order Management enables fulfillment optimization and supply chain resiliency

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

Many organizations face supply chain challenges that can be addressed through digital transformation, yet organizational limitations make this transformation difficult. Disparate and disconnected enterprise systems can prohibit companies from gaining end-to-end visibility into their supply chains, while outdated technology can create a lack of business continuity during disruptions or lead to an inability to rapidly adapt to changing customer demand. New technologies that enable and automate data-driven decision-making should be central to any strategy designed to meet these challenges. Microsoft Dynamics 365 Intelligent Order Management is a nimble and modern, open platform that empowers businesses to do exactly that.

Intelligent fulfillment optimization

Dynamics 365 Intelligent Order Management comes with a fulfillment optimization engine that intelligently manages order complexities, while also providing real-time end-to-end visibility into all inventory and order flows. Companies that ship direct-to-consumer, such as retailers, manufacturers, and distributors, face considerable challenges in this arena. This is one reason that in a recent Economist survey sponsored by Microsoft, ninety-nine percent of OEMs (original equipment manufacturers) believe that the digital transformation of their supply chain is important to meeting their organizations’ strategic objectives.1

The challenge comes from the complexity created by combining a myriad of order sources such as e-commerce marketplaces, physical stores, and call centers. Plus, a growing number of options to fulfill, including distribution centers, third-party logistics providers, and supplier drop-shipping. And finally, any number of inventory holding locations from which physical inventory can be pulled to fulfill customer orders. Leveraging and optimizing the use of these options and assets is crucial for businesses seeking to profitably deliver on their order promise.

With our rules-based, event-driven, AI-infused fulfillment optimization engine, we make it easier than ever to connect to any of these enterprise applications via simple API interfaces. The result is that companies can quickly connect their existing order management systems, such as ERP and WMS, and extend these with our pre-built partner connectors. By giving businesses this unprecedented flexibility, Intelligent Order Management plays a pivotal role in digitally transforming the supply chain while also making supply chains more resilient.

Learn more in our recent e-book: The Savvy CSCO’s Guide to Transforming Order Management.

Spotlight on ShipStation integration

Last month we introduced our new integration with ShipStation. This month, we want to look at how ShipStation is used within Intelligent Order Management with a simple walkthrough.

Learn more in our recent blog post: Dynamics 365 Intelligent Order Management accelerates adaptability.

For those who haven’t had an opportunity to check out the recent blog above, ShipStation is a cloud-based e-commerce shipping platform specializing in creating shipping labels. With ShipStation, users can automatically import all e-commerce orders, create labels with discounted rates, send out shipping notification emails to customers, and send shipment details back to the order source. By integrating ShipStation with the Intelligent Order Management platform, users can bring all their carriers and order sources together within one unified solution.

When an order is received and ShipStation is selected for use, carrier service and delivery timeline information from ShipStation are captured in real-time by Intelligent Order Management to provide users with visibility of the shipment details.

The following screenshot shows the ShipStation information integrated into the Intelligent Order Management application. As you can see, Intelligent Order Management gives you visibility into the full details on the creation of the fulfillment order, including its unique timeline, which is added as a map to show how the delivery route looks.

Intelligent Order Management manages the entire order lifecycle by providing access to a single global view of inventory in real-time.

In the screenshot below, you can see that ShipStation has also generated a tracking number that is automatically shown in Intelligent Order Management.

Intelligent Order Management manages the entire order lifecycle by keeping pace with the evolution of e-commerce through a modern and open platform that can accept orders from anywhere.

And the shipping label is also available from a single click without ever leaving the application, as shown below.

Intelligent Order Management enhance your customers' experience by driving customer satisfaction and providing end-to-end order status visibility.

The label information generated by ShipStation is then passed back to the warehouse, which receives the pick list of items that need to be shipped to fulfill the order.

By combining new partner connectors like ShipStation with our fulfillment optimization engine, users of Intelligent Order Management can fulfill orders better, faster, and cheaper than ever before.

What’s next?

Organizations that ship direct-to-consumer need technology solutions to have end-to-end visibility into their supply chains, which will help them to achieve supply chain resiliency. A central part of a supply chain digital transformation is an order management solution with a fulfillment optimization engine. Dynamics 365 Intelligent Order Management comes with a powerful fulfillment optimization engine that allows companies to simplify the complexity of managing numerous orders, fulfillment, and inventory sources. On top of this, we have added new provider connectors such as ShipStation so that companies can act before orders become late, gain access to discounted shipping rates, and offer customers greater visibility into order delivery status with email notifications.

If you would like to discover how you can turn order fulfillment into a competitive advantage and enhance your customers’ experience, you can get started today with a free trial of Dynamics 365 Intelligent Order Management or check out our recent webinar to learn more.


1The Economist Intelligence Unit. Putting customers at the centre of the OEM supply chain. 2019

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Dynamics 365 Field Service named a Leader in the 2021 Gartner® Magic Quadrant™

Dynamics 365 Field Service named a Leader in the 2021 Gartner® Magic Quadrant™

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

Field service is evolving quickly and changes in technology have made a quantum leap forward in customer engagement, elevating frontline worker effectiveness and optimizing service operations. New technologies and advanced analytics are reshaping field service to dramatically improve service levels, personalize the customer experience, increase productivity, and enhance perceived value. It is these differentiators that have helped elevate Microsoft Dynamics 365 Field Service as a driving force within the field service community.

Gartner Magic Quadrant for Field Service Management August 2021.

We are proud to share that Gartner has again positioned Microsoft as a Leader in its 2021 Magic Quadrant for Field Service Management. We believe this position as a Leader reflects our expansive product functionality.

By combining IoT diagnostics, scheduling, asset maintenance, and inventory on the same platform, field service organizations can reduce downtime by diagnosing and resolving issues before customers are aware.

Gartner defines field service management (FSM) as a discrete market within the broader customer service and support software market. Field service providers (FSPs) typically dispatch technicians to remote locations to provide installation, repair, or maintenance services for equipment or systems. They may manage, maintain and monitor these assets under a predefined service or maintenance contract. Gartner’s view of the FSM market is focused on transformational technologies and approaches to meeting the future needs of end users. It is not focused on the market as it is today.

Dynamics 365 Field Service capabilities

Many field service capabilities highlighted by Gartner are innovations pivotal to providing world-class customer care.

Microsoft has pioneered cutting-edge technologies enabling the development of rich features that empower technicians to increase productivity, optimize resources, and enhance the customer experience. These resulting capabilities help field service organizations quickly align service operations to strengthen business continuity, build resiliency to withstand a changing economic landscape, and provide the flexibility to take on new opportunities when they arise.

Burckhardt Compressionis a perfect example of an organization reshaping the delivery of service by leveraging Microsoft technology. This Swiss marine gas compression manufacturer provides critical compressor repair and maintenance services for ships at sea. Compressors create high-pressure conditions that transform gas from a gaseous state to liquid to reduce volume. If a compressor fails, time is of the essence as the liquid gas can expand and return to a gaseous state, building pressure and becoming highly explosive. To respond to an incident or perform proactive maintenance, Burckhardt Compression had to send a service engineer to wherever the compressor was locatedwhich was time-consuming, resource-intensive, and simply not scalable.

The company turned to Dynamics 365 Field Service, allowing service engineers to engage in real-time video chat and provide instructions and markups onscreen over the actual compressor. When a call is initiated via Dynamics 365 Remote Assist, a case is automatically created in Field Service and a recording of the repair work is created for future needs. Burckhardt Compression is thrilled with the seamless workflow and interoperability, increased service capacity, and the enhanced safety resulting from the new process.

What’s ahead for Dynamics 365 Field Service

For the 2021 release wave 2, we continue our focus on delivering rich, innovative features that map to three distinct pillars:

  • Tailor customer engagements. Deliver empathetic connected service experiences that provide a holistic view of customers’ case information to enhance first-time fix rates and support smooth service delivery every time.
  • Elevate employee effectiveness. Empower employees across your service organization to solve problems faster with actionable insights, enriched data signals, and mixed reality.
  • Optimize service operations. Drive proactive service with IoT, unlock new service revenue streams, and reduce downtime and service costs.

We will also continue to enhance this leading end-to-end field service solution, further transforming field service organizations from a reactive break or fix model to a proactive model with built-in predictive modes. We are broadening the possibilities of additional business models such as outcome-based service or “anything-as-a-service.”

We aim to innovate Dynamics 365 Field Service, transforming service operations by connecting people, places, and things to deliver customer-centric experiences. We are committed to driving unparalleled customer engagements by personalizing experiences and anticipating and meeting your customer’s needs and wants. Our focus on ensuring your employees are effective in any capacity they fill, from department managers to dispatch to technicians onsite, will continue to guide us in delivering the analytics and tools you need to resolve any issue the first time, every time, and identify gaps in service delivery and opportunities for improvement. These efforts can drive new revenue streams that were previously overlooked.

We’ve just gotten started, and the possibilities are limitless.

The bottom line

Many field service organizations consist of technicians making service calls, identifying the issue, ordering the required part, and rescheduling to commence the repair. This process is inefficient, costly, and unsatisfying to the customer. Field service is changing. Today organizations are evolving into profit centers, redefining business models, and creating powerful and fulfilling customer experiencesall supported by leading-edge solutions like Dynamics 365 Field Service.

We are excited to be positioned as a Gartner 2021 Magic Quadrant Leader for Field Service and are committed to bringing you the best field service application available. Depend on Microsoft Dynamics 365 Field Service to help you tailor customer engagements, elevate employee effectiveness, and optimize service operations.

Learn more:

GARTNER and Magic Quadrant are registered trademarks and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved. This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Microsoft. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Gartner, Magic Quadrant for Field Service Management, 31 August 2021, Jim Robinson, Naved Rashid.

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Top companies share how Dynamics 365 and Teams empower employees to collaborate like never before

Top companies share how Dynamics 365 and Teams empower employees to collaborate like never before

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

Empowering everyone to collaborate as one business, everywhere.

Across industries, businesses are undergoing a once-in-a-generation shift in how, when, and where people work. This shift to flexible, hybrid work modelswith some workers on-site, others remoteis forcing many businesses to rethink how people digitally engage and collaborate with colleagues, partners, and customers in the flow of work.

As we talk to business leaders about the new era of hybrid work, a resounding theme is the need for new ways for people across business functions to collaborate as one business, everywhere. Collaboration needs to empower anyone to find and connect with people across the businessmaking it easier to exchange ideas, information, and expert guidance.

We checked in with two companies reinventing how people collaborate, enabling a new era of work that engages people everywhere across the business. These leaders in their industriesinsurance and legendary music brandsshared how Microsoft Dynamics 365 and Microsoft Teams are helping them bring people, information, and processes togetheracross physical locations, departments, and time zones.

The “expert” approach to a collaborative sales culture

In the world of hybrid work, sales teams need access to experts across the organization to build proposals and service that fits the unique needs of each customer. Sales teams can now invite anyone across the company to collaborate on Dynamics 365 sales records right within the flow of a Teams chat or channel.

Insurance and advisory company Willis Towers Watson (WTW) needed to centralize sales data and processes into one platformin its case, across sales teams around the world. Formed by a merger in 2016, nearly 90 percent of client-facing staff are using Microsoft Dynamics 365 Sales to centralize all engagement into one platform and Power BI to add powerful analytics capabilities. The result: a boost in sales leads thanks to better visibility into data, an increase in actionable insights, and more personalized services.

WTW now wants to build even more structure around how it manages clients with a consistent set of tools to enable better collaboration across account managers and sellers and a full 360-degree view of clients. The company plans to tie its Microsoft Teams channels in closely with Dynamics 365 so that staff can store individual records in Dynamics 365 but have the option to edit them in Teams. By putting Microsoft Teams and Microsoft Dynamics 365 Sales in the hands of the whole company, they will enable anyone from sellers to service agents to share and collaborate from within Teams or Dynamics 365 Sales without switching apps.

“We tested this Teams functionality with some operational leaders recently, and it went really well,” says Amanda Duffield, Director, Corporate Risk and Broking, Great Britain, Willis Towers Watson. “It’s early, but staff understands the bigger-picture possibilities with collaboration from anywhere and how easy it is to connect another Microsoft product and maintain that continuity.”

Connecting conversations and customer experiences across the organization

Every day, employees at a typical organization carry out hundreds, if not thousands, of conversationssharing ideas, information, and insights that move business forward. In the new world of hybrid work, businesses need ways to bring conversations together, so that separate, disjointed work efforts can contribute toward the shared goals and visions. At one of the most beloved and recognized music brands, Dynamics 365 and Microsoft Teams are enabling cross-organizational collaboration to take center stage.

Gibson Brands, the world’s most iconic guitar brand, transitioned to Dynamics 365 Commerce, Dynamics 365 Finance, and Microsoft Teams to simplify internal processes and provide a more immersive experience for customers. The combination has improved communications and cross-functional collaboration within the company, helping to transform retail sales by providing a platform to meet customers everywhere they arethrough retail, direct sales, or a dealer network.

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The result has broken down siloes between teams, from production to sales to operationsa level of transparency that lets everyone understand how each team impacts the customer experience.

Cheryl Morgan, Business Analyst at Gibson Brands, explains, “When we decided to go with Dynamics 365 and implement across the business, we were forced to start working together as a collaborative team. We’ve all learned so much about how production works, how that affects sales and how that affects our customers. Dynamics 365 creates the accountability between the different business units. Everybody is having to work together. It’s been a real eye-opener.”

When the Gibson workforce shifted to remote work during COVID-19 lockdowns, the seamless integration with Microsoft Teams ensured no one missed a beat. As Morgan added, “we would not have made it through COVID-19 had this not been a cloud-based environment. Everything I do is Dynamics 365 and Teams and Outlook, which has been pivotal.”

One business, everywhere. Create your own story

These examples are just a snapshot of organizations reinventing collaboration with the tightly integrated capabilities of Microsoft Teams and Dynamics 365. Catch up on the four essential capabilitiesbuilt into Dynamics 365 and Teamsto help everyone across your business work together from anywhere in a more seamless and natural way. Then, learn more ways to bring together people, data, and processes in the flow of work.

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Confront the misconceptions slowing your move to Dynamics 365

Confront the misconceptions slowing your move to Dynamics 365

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

Has your perception of the cloud kept up with advancements in technology? Economic and logistic disruptions from COVID-19 have compelled most organizations to reassess whether their legacy systems can deliver on modern goals and priorities. While shifting market conditions have accelerated cloud adoption, some are still weighing the benefits. These businesses have allowed on-premises nostalgia to take hold and determine their cloud strategy.

Don’t allow misconceptions to dictate your journey. Get expert help through the Microsoft Dynamics 365 migration program to move from Dynamics AX or Dynamics CRM to Dynamics 365.

Addressing misconceptions about cloud migration

Moving to the cloud is no small decision. Dynamics 365 on-premises customers historically point to cost, timing, and complexity as reasons to delay or not to migrate. Cloud innovation and process advancements will only continue to erode these inaction arguments, further widening the gap with on-premises solutions.

Cost is always a decision factor. Are the benefits gained greater than the expense? Migrating, like anything, requires funding and resources. However, the hidden costs of remaining on-premises and maintaining your current solution are growing. Consider the graveyard of customizations you’ve built over the years that are no longer in use. Organizations need to weigh the total cost of ownershipinfrastructure costs, support costs, and upgrade coststo make a true cloud and on-premises comparison.

Image of two icebergs representing the lower cost of ownership of cloud verses on premises costs.

Migrating to the cloud should be a business priority. While customizations and data can make the process time-consuming, few business investments can provide similar efficiency gains. Microsoft engineered the On-Premises to Online Migration Factory to help Dynamics CRM customers. This end-to-end migration process provides a guided way to move on-premises instances without the need of reimporting the datathus reducing time and costs.

Graphic showing the 8 steps to migrate from on-premises to the cloud: backup, upload, upgrade, V9sandbox, Remediate/build/UCI, test, Educate, go-live

Customizations often hold on-premises systems together, allowing to adequately function in our modern environment. This can make knowing how to untangle your solution or what to migrate difficult. The Dynamics 365 migration program offers technical assessments to guide our Dynamics AX and Dynamics CRM customers through this process. Want to identify organization-specific benefits or optimize the transition process? Our Standard Migration Assessment can help you identify goals, understand migration benefits, and reduce outlay as you transition.

Adding value with Dynamics 365

The gap between on-premises and the cloud solutions is growing, and there’s a good reason. Innovation among cloud now outpaces on-premises development. With end-of-support dates nearing, this gap will only continue to grow, limiting productivity gains and configurability an organization might see with Power Apps, Power Automate, or Power BI functionality. Data centralized in one source only enhances the potential. Knowing usage patterns, adoption rates, and performance metrics, we can continuously update the cloud service without significant business disruption. When it comes to providing updates, Microsoft’s priority is the cloud because it’s the most efficient way to innovate, ideate, and provide value to customers. Customers no longer need to:

  • Host and secure software
  • Build a data center
  • Handle identity management
  • Manage connections to other systems

Instead, the cloud platform empowers an out-of-the-box mentality that allows users to get started with no expertise or additional tools.

The cloud is the future

As businesses continue to prioritize remote work and collaboration, the cloud will continue to be the fiber that connects employees, systems, and resources regardless of time zone. Reducing your physical footprint today is a great way to reduce costs and prepare for tomorrow. Migrating to Dynamics 365 will ensure your organization is prepared to meet future needs and challenges. To see how other companies have made this transition, visit our Dynamics 365 migration community.

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