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MS DYNAMICS CRM 2016

The Dynamics CRM 2016 (version 8.0) is the most comprehensive upgrade for both CRM Online and On-premise edition in intelligence, mobility and service, with significant productivity enhancements. The new designed Microsoft Dynamics CRM 2016 to all customer-facing employees to manage their daily activities in a single experience. Microsoft Dynamics CRM 2016 focuses on productivity tools; predictive analytics with machine learning intelligence; offline capability and simplified data collection with field control types for mobile users; and enhancements to the Service user experience.

Here are the following new capabilities:

1) An enhanced Excel experience within dynamics CRM, including new Excel templates to automate many core tasks. This features should help executives and particularly sales people to do things like calculate commissions or manage a sales forecast inside the CRM. It get analysis and insights directly in their sales processes, without the need to export or switch- just easy toggling to reduce countless steps and eliminate the complexity.

2) MS CRM DYNAMICS App for Outlook: MS CRM 2016, in general, is encountering the biggest updates since its official introduction. Microsoft Dynamics CRM App for Outlook is a lightweight application you can use to view Microsoft Dynamics CRM data and track email from within outlook. You can use Dynamics CRM App for Outlook on your desktop or phone. In Dynamics CRM App for Outlook, CRM data appears right in your Outlook Inbox.

3) Mobile Offline support: Lack of ability to modify records while offline is the main issue of current official Dynamics CRM mobile app. CRM 2016 sees the long awaited release of an offline service using CMR apps enabling users to create, edit or delete entries even when connectivity is lost. Automated sync ensures that updates are applied to the live CRM system. This features will be available for CRM Online customers with 5 or more Enterprise or Pro user licenses.

4) Interactive Service Hub: CRM 2016 includes a new browser based app that is optimized for customer service teams. Among the headline advantages of this new browser app are interactive dashboards specifically designed for service agents.

These come in two flavors. Multi-stream (tier 1) dashboards combine CRM views or queues while interactive charts provide a visual snapshot of the service metrics that are measured. As implied, single-stream (tier 2) dashboards feature one data stream from a CRM view or case queue with additional tiles providing other headline stats specific to the cases each user is responsible for.

5) Invoke Business rules by Process Flows: Business Rules and Business Process Flows were added to dynamics CRM 2013 but previously haven’t work too closely.

For example, for requirements to invoke a form action (e.g. set a field as mandatory) when a Business Process Flow is set, or when a stage is reached these requirements would require custom code.

When the release of CRM 2016 standard Business Rules can now handle this process.

Let’s says you have two Business Process Flows for a lead entity that reflect different products, Product A is sold exclusively to the domestic marketing and product B is sold worldwide. The form contains a field called ‘Exporter’ which is hidden by default as most sales are domestic and the default process flow if for Product A. However, when the international business process flow is selected the ‘Exporter’ field should be visible and set as a mandatory field. Thanks to Business Rule ‘conditions’ this process can now be applied using the inbuilt functionality of CRM 2016 without the need to resort to external development.
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Temple Token Queue Manager  

Executive Summary

In the Greenwich area of the U.K., a Hindu temple faced multiple challenges in managing manyvisitors, especially during busy Hindu festivals. The temple administration struggled to ensuresmooth prayer offerings due to the limitations of a manual token system, resulting in overcrowding,confusion, and occasional mishaps.

To address these issues, we introduced the Temple Token Queue Manager, a software solutionconsisting of two parts: a desktop application and a mobile app. This system streamlined thequeue management process, improved the visitor experience, and provided the templeadministration with greater flexibility in managing the flow of visitors during peak times.

Problems Faced by the Temple

The temple administration was struggling with several issues in its manual queue managementsystem:

Crowd Control Issues: During major Hindu festivals, large families would arrive to offer prayers,making it challenging to manage the flow of visitors and avoid overcrowding in the prayer offeringarea.

Manual Token Distribution: Tokens were manually distributed to visitors on a first-come, first-serve basis. The tokens were called out over a microphone, which led to confusion as the processwas prone to human error.

Mixed-up Token Numbers: Admin staff occasionally call out the wrong token numbers, causingconfusion among visitors. This led to frustration and inefficiency in the process.Fixed Positioning of Staff: The temple admin staff were required to stay at a fixed counter ormicrophone, limiting their ability to engage in other essential tasks around the temple premises.

Overcrowding: Without a system to control the flow of visitors, there were times when too manypeople were inside the prayer area, leading to overcrowding, which compromised the temple'sorderly environment.

Our Solution

To address these challenges, we implemented the Temple Token Queue Manager, a two-partsoftware solution consisting of desktop and mobile applications. This system provided anautomated token display and queue management system that allowed the admin staff to managevisitors' flow easily.

Desktop Application: The desktop application was installed on the admin's computer, allowingthem to configure the system, control the token display, and manage the queue remotely. Thedisplay of token numbers was connected to a large TV screen in the temple, ensuring that all visitors could see their assigned token number.


Mobile Application: The mobile app allowed the admin to operate the token system remotely, reducing their dependency on being fixed at the computer terminal. This mobility allowed the admin to handle token increments while performing other administrative duties around the temple.


By using this integrated solution, the temple was able to streamline the prayer offering process,avoid overcrowding, and ensure a smooth, orderly experience for all visitors

High-level Features of our Solution:

Real-Time Syncing: Both applications sync seamlessly over the same Wi-Fi network, ensuring thattoken changes made on the desktop are immediately reflected on the mobile app and vice versa.

Error-Free Token Management:The system automates token management, reducing thelikelihood of errors such as calling out the same token numbers.

Flexible Display and Control: Admins have complete control over how the token numbers are displayed in terms of design and sequencing and can easily adjust the queue flow from either the desktop or mobile app.

Mobility:The mobile app enables the admin to manage the queue system from anywhere within the temple, eliminating the need to be fixed at a computer terminal.

Client Benefits

The implementation of the Temple Token Queue Manager software provided significant benefits tothe temple and its administration:

Improved Efficiency: The system automated many manual tasks, such as tokendistribution and sequence management, reducing the risk of errors and increasing theoverall efficiency of temple operations.
Enhanced Visitor Experience: With clear and reliable token number displays andautomated calling, temple visitors could easily see when it was their turn to offer prayers,creating a more organized and enjoyable experience.
Greater Mobility for Admins: The mobile app allowed temple staff to manage the queuewithout being tethered to a computer terminal, improving overall flexibility and productivity
Reduced Errors: By automating token management, the system significantly reduced therisk of human errors, such as calling out the same token numbers, ensuring a smoothprocess for visitors.
Effective Crowd Control: The system's ability to display tokens sequentially and managethe flow of visitors into the prayer area helped prevent overcrowding, ensuring a safe andorderly environment for all.
Scalability: The software solution can be easily scaled to accommodate even largercrowds during major festivals, making it a long-term solution for the temple's growingneeds.

In conclusion, the Temple Token Queue Manager has revolutionized how the temple handles visitorflow, providing a modern, automated solution to a previously manual process. By reducing errors,improving efficiency, and offering greater flexibility to the temple administration, this system hassignificantly enhanced the temple's ability to manage crowds, especially during peak festival times.

The mobile and desktop applications work together seamlessly, ensuring a smooth, organized, andpositive experience for temple staff and visitors.

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