1. TRAINING BUSINESSES – FROM COMPLICATED SPREADSHEETS TO D365 EVENT MANAGEMENT

Your business and your goals: Your business has 23 employees, and you generally run one-two day industry training courses. You want to increase sales and improve the sign up, registration and attendance process after some negative feedback has recently been received about how it flows.

From:

• For each course, you’ve currently got one folder with a few different spreadsheets in it for attendee details, staffing and resources.
• Customers register for courses on your website. An administrator downloads a report every week from the registration system, transfers it to one of the spreadsheets, and then your training coordinators review the numbers attending the courses.
• If there’s a change in attendees, they have to manually change training venues and, in some cases, change the number of instructors.
• For courses where there are submissions required from students later, an administrator manually uploads the report containing the attendees to your Moodle LMS and sets up users.

Orby support: You arrange for an orderly move from this system to a totally integrated solution with Dynamics 365 Marketing, and in particular the Event Management module. We help you set the system up properly, design and develop some quick reference guides and some initial training (so your staff know how to use the system and to help ease the transition), and you then then go live.

To:

• People still register for training events through your website (so they don’t see any changes, if they’re not needed), and this data flows into Dynamics 365.
• Your attendance data updates in real time, and a flow is configured to automatically book extra resources depending on the attendance at the event.
• Your trainers either receive an email advising them of the class details, or we help you set up a mobile application for them to view the details of their upcoming classes as they change.
• A flow is configured in the background: students who are shown as actually attending the course are automatically enrolled into an LMS through an integration. The system emails them their credentials during the day of the course, rather than days after.

Your business and your goals: You’re a business with generally 60-70 employees who conduct contracted property management inspections. You’ve heard about the recent data breaches and want to modernise your own systems, secure them, and have proper audit capabilities. This is primarily to keep your customer’s data secure. You also know, though, that securing contracts with other property management companies and owner is increasingly (and rightly) requiring you to show that you have modern, secure systems and plans, policies, and regular testing in place to keep information secure.

From:

• You’re using eight main systems throughout your business for different business processes.
• Things are hard to use, and onboarding new staff takes longer than it should.
• You know that extra complexity increases the risk of mistakes being made.

Orby support: You get in touch for a free conversation with us. We talk through some options, and you decide to move forward with some of them.

To:

• Six of your systems simplified into one. Your data is migrated successfully through careful planning and execution.
• Your data is now in the ,dataverse, and it’s secured by role-based security, backed by the power of Azure Active Directory.
• The new Dynamics 365 environment we configure with you along the way is A LOT easier for your staff to use, makes things a lot simpler for reporting, and looks good.

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Your business and your goals: You run a small taco shop. It’s yourself and seven other staff. You have a Facebook and Instagram page but you don’t have the staff to regularly manage it or to advertise promotions, but you do want to increase business and hopefully expand.

From:

• Very irregular social media posts – your last was a few months ago and potential customers aren’t sure whether your store is even still open.
• Nothing showing up in people’s feeds about your business, even though they’ve liked your page on both platforms.

Orby support: You email us and ask to catch up in a week or two. We organise a time, and we talk through your business’s requirements. Things are easier than you think.

To:

• Dynamics 365 Marketing set up – and integrated with the rest of the D365 suite if you chose to do so.
• Automatic posting of content throughout the week, especially on days where your store has promotions.
• Your social media pages appearing a lot more active, and customers sharing promotion details with their friends through Messenger and other apps.
• Increased sales and improved systems allowing you to move forward with expansion sooner.

Your business and your goals: You run a sales and on-site support company for audio visual devices like projectors and speaker systems. Your team, mainly comprised of AV Technicians, are based around Melbourne. You’ve had a few complaints recently about resolution times and jobs being forgotten about. You want to improve your processes and systems.

From: 

• Customers ring in and make a report. A customer service representative enters this into a spreadsheet, and then emails the details to the next available technician to attend.
• All data is on-premises and isn’t accessible to anyone in the field using their phones.

Orby support: You ring us and we ask you about your top three problems. We discuss some solutions, and get to work configuring Dynamics 365, and in particular Field Services for you.

To:

• Three options for reporting instead of one:

1. Existing phone based reporting
2. A web portal we help you configure, that feeds straight into the Dynamics 365 Field Service system
3. Email reporting, which is tracked using an Outlook tool – requiring little extra work to convert emails through to work orders which can then be dispatched

• An easy-to-use mobile phone application for techs that has all the incident data, and which allows them to update their status in the field, as well as enter notes, photos, and customer sign-off details.
• Data being based in the Dataverse – secure, resilient, and available remotely to the right people.
• Reduced administrative costs, better response time, less missed incidents, increased referrals and increased revenue.Get in touch with Orby today for a ,FREE 30 minute consultation where we will talk through what we can do to help make your business stronger, more robust, more profitable, and ready for the future.