How to engage customers with the right communication channels

How to engage customers with the right communication channels

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

In our daily lives we engage across multiple communication channels depending on the time and place. It’s no different when we engage in a sales conversation. Customers and prospects are busy people who don’t always have the time to join a booked meeting, take a call or even engage via e-mail. Yet when the need arises, we want them to be able to get in touch with ease. 

Now in Dynamics 365 Sales we have made connecting with customers even easier by adding an SMS channel communication for our users. This channel provides another option to the sellers ‘kit bag’ to aid connection. 

It’s a convenient and non-intrusive option to send reminders, provide quick updates, or respond to customer queries.  

Today most of the customers are already collaborating with their key contacts and business decision makers via various chat channels including SMS. However, often these happen over seller personal devices, or via custom SMS platforms which need connection and setup into a CRM application. With this new update sellers can just get started quickly knowing the conversation is tracked for the team to keep informed. We can stop data silos and reduce IT spend on activation. 

Let’s look at how this latest update can help engage customers:

  • Connect with customers on their terms. Allow sellers to interact in a way that suits their customer while maintaining a full history tracked back into the Dynamics 365 Sales application. 
  • Improve team visibility. Help sellers and supporting teams engage with the full context on conversations enabling better relationship building and removing information repetition.  
  • Maintain continuity. New account teams and sellers can quickly pick up the history with stakeholders without missing a beat. 
  • Inform next steps. With connected conversation history a sales team can accurately plan what actions to take to close deals faster. 

Organizations will be able to: 

  • Ensure all the touchpoints sellers have with their customers are captured as part of the sales application for better tracking and planning.  
  • Enable sellers to spend less effort managing multiple conversations with all their key contacts. 

Let’s dive in to see our key capabilities and learn how implementing this across sales scenarios will benefit your organization. 

What are the capabilities available to the users? 

We are adding the SMS communication channel as a new activity record in Dynamics 365 Sales. It will power several workflows, including: 

  • Send and receive SMS messages using the chat editor from various touchpoints like the up next widget in the sales accelerator workspace, contact or lead forms. You can use the chat editor to send manually typed messages or invoke pre-created templates to send to the customer. 

graphical user interface, application
SMS chat editor

  • Add automated/manual SMS step in a sequence – While creating sequences, add SMS as a manual or automated step. This enables sellers to send reminders or quick updates to key contacts as part of the sales process.  

graphical user interface, application
Adding SMS step to a sequence

  • Create SMS templates for personal use or to share with the organization based on permissions. As a user, you can create templates which are best suited to your relevant SMS-related scenarios. These templates can be:
    • Invoked manually from the SMS chat editor in context of specific entities, such as a contact or an opportunity. 

Additionally, you can leverage the personalization capability while creating the templates, to add a personal touch to the messages. 

graphical user interface, application
Creating an SMS template

  • View the conversation details on the entity timeline. Often, multiple members from the sales team talk to the same customer as part of a sales process. This creates communication gaps within the sales team as everyone is not aware of all the other, parallel, conversations. With this capability, all the various conversations happening with different team members will be captured as “conversation blocks” on the entity timeline. All the team members can refer to the timeline for information. They can also expand each block to view the details of each customer conversation in context of the entity. 

graphical user interface, application
Viewing SMS conversation on the entity timeline

How to get started:

Administrators will need to set up the SMS provider within the Dynamics 365 Sales application and assign numbers to enable additional communication channels. Once done, sellers or sales team can leverage the assigned number to send and receive SMS.

Let’s look at the key steps involved in the process: 

  • Set up using our current providers. The account will then be used to configure the SMS channel within the Dynamics 365 Sales application.
  • Connect to Dynamics 365 Sales. Administrators can then easily associate the SMS channel provider within the Dynamics 365 Sales application by following the setup wizard. 
  • Assign sellers. Once the provider configuration is completed, the admin or sales manager can assign the available SMS numbers to their sales team or specific sellers. Once the sellers log in with their credentials, they will be able to leverage the assigned numbers to use the SMS capabilities. 

graphical user interface, text, application
Number assignment

Start today with additional communication channels:

  • Reduce the time and effort your sellers are putting into managing, tracking and entering relevant engagement details into CRM.
  • Help existing sellers and sales teams be more productive and have more efficient conversations,
  • Help new starters quickly get up to speed on customer conversation history. 

Next steps

Configure the SMS channel provider and start using SMS as part of your sales workflows: Engage with customers through text messages | Microsoft Learn

We’re always looking for feedback and would like to hear from you. Please head to the Dynamics 365 Sales – Forums, Blogs, Support to start a discussion, ask questions, and tell us what you think! 

If you are not yet a Dynamics 365 Sales customer, check out theDynamics 365 Sales webpagewhere you can take a guided tour or get a free 30-day trial. 

*Available for Dynamics 365 Sales Enterprise and above, for pricing, please visit: Sales Pricing Compare Plans | Microsoft Dynamics 365 

The post How to engage customers with the right communication channels appeared first on Microsoft Dynamics 365 Blog.

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

App confidence: Optimize app validation with Test Base

App confidence: Optimize app validation with Test Base

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

Expect your apps to work on Windows 11. If you still need extra reassurance, test only your most critical apps with Test Base for Microsoft 365. This efficient and cost-effective testing service is available today to all IT pros, along with developers and independent software vendors.


We hope you’re already experiencing the safer, smoother, and more collaborative work environment with the new Windows 11 features. We’re also here to help you ensure business continuity by maintaining high application compatibility rates and supporting you in testing the mission-critical applications that you manage. Many of you have traditional (read legacy) testing systems that are provisioned in on-premises lab infrastructure. This setup has a myriad of challenges: limited capacity, manual setup and configuration, cost associated with third-party software, etc. That’s why we created Test Base for Microsoft 365. It’s a cloud-based testing solution that allows IT pros and developers to test your applications against pre-release and in-market versions of Windows and Office in a Microsoft-managed environment. Scale your testing, use data-driven insights, and ensure fewer deployment issues and helpdesk escalations with targeted testing of critical apps.


Let’s take a closer look at how you can leverage Test Base to optimize your testing with:



  • Proactive issue discovery with insights

  • Automated testing against a large matrix

  • Worry-free interoperability assurance

  • Support throughout the entire validation lifecycle


Proactive issue discovery with insights


If you’re on a mission to be more proactive with issue detection, give Test Base a try. Do you wish to have more time to test your apps before the monthly Windows updates go out? We know reactive issue detection is stressful after your end users have already been impacted. So why not leverage prebuilt test scripts in our smooth onboarding experience! With that, let Test Base perform the install, launch, close, and uninstall actions on your apps 30 times for extra assurance. Get helpful reports and know that your apps won’t have any foundational issues on the new version of Windows.


Use prebuilt or personalized scripts to test updates


Here’s how you can use the prebuilt test scripts and get actionable insights:



  1. Access the Test Base portal.

  2. Select New Package from the left-hand side menu.

  3. Click on the Edit Package tab and select a pre-generated test script from the left-hand side pane.

  4. Follow the step-by-step onboarding experience from there!


The following image shows the Package Preview step of the onboarding experience, illustrating a custom script to test the installation of an application. You can also choose to write your own functional tests to validate the specific functionality of your applications.


Pre-generated template scripts available on the New Package page inside Test BasePre-generated template scripts available on the New Package page inside Test Base


After you configure your test matrix on the following screen, we automatically test your applications against Windows updates. You’ll also get an execution report and summary of any failures. Use this report to see data on your applications’ reliability, memory, and CPU utilization across all your configured tests. At the end, see Event Trace Logs (ETLs) and a video recording of the test execution to easily debug any issues that you find.


Script execution report in the test results summary in Test BaseScript execution report in the test results summary in Test Base


Compare CPU usage for feature updates


As part of the test results, view CPU utilization insights for your applications during Windows feature updates. Within the same onboarding experience in Test Base > New Package > Create New Package Online > Test Matrix tab, you can view a side-by-side analysis between your configured run and a baseline run. Select any of the familiar OSs as the baseline, and it will appear below your test graph. In the following example, the tested December monthly security build (2022.12 B) shows up on the top, while the baseline November monthly security build (2022.11 B) is listed on the bottom. The results are summarized above both charts with a regression status and details.


Side-by-side CPU utilization analysis of a test run against the baseline inside Test BaseSide-by-side CPU utilization analysis of a test run against the baseline inside Test Base


How do we determine that? We check for a statistically significant difference in CPU usage for processes between the baseline and target run. A run is regressed if one or more relevant processes experiences a statistically significant increase at one of our observed percentiles. Use these insights for faster regression detection and to ensure enough lead time to fix any issues you might find. Learn more about the CPU regression analysis in our official documentation.


Automated testing against a large matrix


Can you identify with managing scores of devices that run multiple different versions of Windows? Then you might worry about eventually facing an unexpected compatibility issue between Windows and another Microsoft first-party app update. Test Base is integrated with the Windows build system, so we can help you test your apps against builds as soon as they are available and before they are released to Windows devices. Use our comprehensive OS coverage and automated testing to detect potential issues as early as possible, improve your SLA, and reduce labor costs.



  1. Select New Package from the left-hand side menu.

  2. Within the onboarding guide, click on the Test Matrix page.

  3. Select the OS update type from among security update, feature update, or both.

  4. Use the drop-down menu to select all applicable OS versions (either in-market or pre-release) that you want to test.

  5. Optional: Select Inside Channel if you want to include tests on the latest available features.

  6. Choose your OS baseline for insight.









Note: To choose a baseline OS, evaluate which OS version your organization is currently using. This will offer you more regression insights. You can also leave it empty if you prefer to focus on new feature testing.



The Test Base testing matrix of in-market and pre-release security and feature updatesThe Test Base testing matrix of in-market and pre-release security and feature updates


That’s how you can easily automate testing against in-market and pre-release Windows security and feature updates. Start today with these considerations:



  • To become a Full Access customer and start testing on pre-release updates, see Request to change access level.

  • To always get the latest features available, select a Windows Insider channel to run your tests on.

  • In case you still don’t find the OS you want to use as a baseline, let us know!


Worry-free interoperability assurance


We know your users have multiple applications running on their devices at the same time: mail app, browser, collaboration tools, etc. Sometimes, updates affect the interaction between applications and the OS, which could then affect the application’s performance.


Do you find yourself wishing for better predictability of regressions from Microsoft product updates or more lead time to fix occasional resulting issues? Use our interoperability tests with detailed reliability signals just for that. Find them within the same Test Base onboarding experience:



  1. Select the New Package flow.

  2. Navigate to the Configure test tab.

  3. Toggle the Pre-install Microsoft apps to turn it on under Test type.


The pre-install Microsoft apps is toggled on in the New package configuration in Test BaseThe pre-install Microsoft apps is toggled on in the New package configuration in Test Base


For interoperability assurance, you’d want to look for any signals of regressions after running the test. From the test summary, select the run you want to examine closer, and navigate to the Reliability tab. Here’s what a successful test would look like, comparing the number of crashes between the target test run and the baseline.


Detailed reliability signals for feature update test results in Test BaseDetailed reliability signals for feature update test results in Test Base


With Test Base, you can conduct pre-release testing against monthly Microsoft 365 and Office 365 updates for extra confidence that you are covered across a broad range of Microsoft product updates. Leverage the automation in Test Base to schedule monthly tests whenever the monthly updates become available! For that, learn how to pick security testing options in the Set test matrix step in our official documentation.


Support throughout the entire validation lifecycle


The best part about Test Base is that you can use it throughout the entire Windows and Microsoft 365 apps validation lifecycle, supported by people and tools you trust. Use our support not only for the annual Windows updates, but also for the monthly security updates.



  • If you’re a developer, take advantage of integrations with familiar development tools like Azure DevOps and GitHub to test as you develop. That way, you can catch regressions before they are introduced to end users. Check out our documentation on how you can integrate Test Base into your Continuous Integration/Continuous Delivery pipeline.

  • Whether you’re an app developer or an IT pro, work with an App Assure engineer to get support with remediating any issues you find.


The table below outlines some of the key benefits that Test Base provides across the end-to-end validation lifecycle: from testing environment, to testing tools and software, and, finally, to testing services.


 
















Testing environment



Testing tools & software



Testing services




  • Elastic cloud capacity

  • Access to pre-release Windows and Microsoft 365 Apps builds




  • Low-code, no-code automation

  • CPU/memory insights

  • Automated Failure analysis




  • Automated setup and configuration

  • Actionable notifications

  • Joint remediation with App Assure



Get started today


Sign up for a free trial of Test Base to try out these features and optimize your testing process! To get started, simply sign up for an account via Azure or visit our website for more information.


Interested in learning more? Watch this contextualized walk-through of the Test Base service: How to build app confidence with Test Base. You can also leverage our series of how-to videos.


Check out more information and best practices on how to integrate Test Base into your Continuous Integration/Continuous Delivery pipeline in our GitHub documentation. We’ve also put together some sample packages that you can use to test out the onboarding process:



Finally, join our Test Base for Microsoft 365 Tech Community or GitHub Discussions Community to share your experiences and connect with other users.




Continue the conversation. Find best practices. Bookmark the Windows Tech Community and follow us @MSWindowsITPro on Twitter. Looking for support? Visit Windows on Microsoft Q&A.


 

How to protect Microsoft 365 users from ‘under the surface’ file-based attacks with FileWall

How to protect Microsoft 365 users from ‘under the surface’ file-based attacks with FileWall

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

In this guest blog post, Omri Eytan, CTO of odix, discusses how businesses relying on Microsoft 365 can protect themselves from file-based attacks with Filewall, available via Microsoft Azure Marketplace.


 


Many theses were written about the latest pandemic impact on our working habits, preferences, and how companies had to adopt new processes to keep business alive.  


 


We see numerous reports describing the work-from-home trend becoming the new reality of hybrid working environment. This had a huge impact on IT departments, which had to enable a secured yet transparent working environment for all employees, wherever they work. A McAfee Report showed a 50 percent increase in cloud use across enterprises in all industries during COVID while the number of threat actors targeting cloud collaboration services increased 630 percent for the same period!


 


Furthermore, the reports highlighted the increase in number of threats mainly targeted collaboration services such as Microsoft 365. 


 


Microsoft 365 security approaches: attack channel vs. attack vector protection 


To begin with, businesses must take responsibility for their cloud SaaS deployments when it comes to security, data backup, and privacy. Microsoft 365 business applications (Exchange Online, OneDrive, SharePoint, and Teams) are no different. 


 


Security solutions offering protection for Microsoft 365 users can be divided into two main methodologies: 



  • Protecting attack channel: dedicated security solutions designed to protect users from various attack vectors within a specific channel such as email. The email channel has many third-party solutions working to protect users against various attack vectors such as phishing, spam, and malicious attachments. 

  • Protecting attack vector: advanced security solutions aiming to protect users from a specific attack vector across multiple channels such as email, OneDrive, and SharePoint. 


These approaches remind us of an old debate when purchasing IT products: Should the company compromise a bit on innovation and quality and purchase a one-stop-shop type of solution, or is it better to choose multiple best-of-breed solutions and be equipped with the best technology available? 


 


Security solutions for Microsoft 365 are no different. 


 


Protecting Microsoft 365 users against file-based attacks  


This article focuses on one of the top attack vectors hackers use: the file-based attack vector. Research shows the top file types used to embed malware in channels like email are commonly used, like Word, Excel, and PDF. Hackers use these file types because people tend to click and open them naturally. When malicious code is embedded well (e.g., in nested files), the file bypasses common anti-malware solutions such as anti-virus and sandbox methods that scan files for threats and block the files if malware was detected.  


 


Deep file analysis (DFA) technology, introduced by odix, was designed to handle all commonly used files and offers a detectionless approach. With DFA, all malware, including zero-day exploits, is prevented and the user gets a safe copy of the original file.  


 


What are DFA and CDR? 


DFA or CDR (content disarm and reconstruction) describes the process of creating a safe copy of an original file by including only the safe elements from the original file. CDR focuses on verifying the validity of the file structure on the binary level and disarms both known and unknown threats. The detectionless approach ensures all files that complete the sanitization process successfully are malware-free copies and can be used safely. 


 


odix, an Israel-based cybersecurity company driving innovation in content disarm and reconstruction technology, developed the FileWall solution to complement and strengthen existing Microsoft security systems. FileWall, available in Microsoft AppSource and Azure Marketplace, helps business users easily strengthen Microsoft 365 security within a few clicks. 


 


How FileWall works with Microsoft security technology  


FileWall integrates with the Microsoft Graph security API and Microsoft Azure Sentinel, bringing malware protection capabilities with an essential added layer of deep file analysis technology containing CDR proprietary algorithms. 


 


FileWall blocks malicious elements embedded in files across Microsoft 365 applications including Exchange Online, SharePoint, OneDrive, and Teams. The unique DFA process is also extremely effective in complex file scenarios such as nested files and password-protected attachments where traditional sandbox methods could miss or result in lengthy delays and disruption of business processes. 


 


OmriEytan_0-1677407732100.png


 


Empowering Microsoft 365 security: granular filtering per channel  


FileWall includes a modern admin console so the Microsoft 365 administrator can set security policies and gain overall control of all files and attachments across Exchange Online, SharePoint, OneDrive, and Teams. The FileWall file type filter lets the admin define which file types are permitted in the organization and which should be blocked. This minimizes the attack surface the organization is exposing via email and collaboration services by eliminating the threat vectors available in certain file types.   


 OmriEytan_1-1677407732104.png


The type filter has three main controls:  



  • On/off: enabling or disabling the filter functionality on all file types 

  • Work mode: the ability to create preset lists of permitted and non-permitted file types for specific users within the organization 

  • Default settings: suggested default policy by FileWall which includes204 file types categorized as dangerous, including executable files (*.exe), windows batch files (*.bat), windows links (*.lnk), and others   


 


How FileWall complements Defender’s safe attachments 


As a native security solution within the Microsoft 365 deployment, FileWall doesn’t harm productivity. Consequently, all FileWall’s settings have been configured to complement  Microsoft 365 Defender. Combining the two products provides high levels of security with multi antivirus, sandbox, and CDR capabilities. While the sandbox can manage executables and active content, FileWall handles all commonly used files such as Microsoft Office, PDF, and images. As most organizational traffic consists of non-executable documents, this method can reduce sandbox load by 90 percent to 95 percent, lowering total costs and improving the average latency.   


 


FileWall enhances the existing Microsoft type filter and allows additional granular controls over the types of files that are allowed to enter the organization while enforcing these restrictions on nested and embedded files as well. 


 


OmriEytan_2-1677407732108.png


 


Call for Certified Microsoft CSPs who wish to increase revenues  


FileWall for Microsoft 365 is available for direct purchase through Microsoft AppSource, Azure Marketplace, or via the FileWall-certified partner program for Microsoft CSPs. 


 


Microsoft CSPs can bundle FileWall via Microsoft Partner Center for their customers. odix offers generous margins to Microsoft CSPs who joined the FileWall partner program.  


 


FileWall-certified partners are eligible for a free NFR license according to odix terms of use. 

The Microsoft Intune Suite fuels cyber safety and IT efficiency

The Microsoft Intune Suite fuels cyber safety and IT efficiency

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

Today marks a significant shift in endpoint management and security. We are launching the Microsoft Intune Suite, which unifies mission-critical advanced endpoint management and security solutions into one simple bundle.

The post The Microsoft Intune Suite fuels cyber safety and IT efficiency appeared first on Microsoft 365 Blog.

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