Tag Archive for: CRM

SEND – Surprise Engage Nurture Digitally

ico-engJune 27 2017 –  Teatro Franco Parenti
Via Pier Lombardo 14, Milano

Porini takes part at SEND – Surprise Engage Nurture Digitally, the Open Summit organized by Contactlab and devoted to customer engagement. The agenda includes case studies, products demo and many workshops.

SEND will take place on the 27th of June at the Teatro Franco Parenti in Milan; the agenda covers two tracks: the Business Track and the Tech Track.

Visit out stand and meet our specialist to discover our CRM Solutions for Fashion & Retail.


27 giugno 2017 –  Teatro Franco Parenti
Via Pier Lombardo 14, Milano

Porini partecipa a SEND – Surprise Engage Nurture Digitally, l’Open summit di Contactlab interamente dedicato al customer engagement. Verranno proposti case study, demo di prodotti e workshop.
Quest’anno SEND si terrà il 27 giugno a Milano, presso il Teatro Franco Parenti, uno spazio culturale molto affascinante; l’agenda dell’evento copre due track:

  • Business Track: i progetti di successo che utilizzano l’Engagement Marketing, raccontati insieme ai clienti di Contactlab.
  • Tech Track: i prodotti di Contactlab visti da vicino, con il loro ecosistema.

Sono inoltre previsti diversi momenti di networking, dal pranzo all’aperitivo nell’esclusiva location dei Bagni Misteriosi.

Vieni a trovarci allo stand Porini per scoprire le nostre soluzioni CRM per il Fashion e il Retail.

Partecipazione gratuita ma posti limitati:


ico-engTreviso, November 17; Milan, November 29
Customer Service: Your Brand’s New Best Friend

According to latest research, by 2020 the Customer Service will impact higher than the price and the product as a key element to differentiate the brand. During this event we will discover how to maintain and increase the competitive advantage thanks to a fast and efficient customer service based on Microsoft Dynamics and Predictive Analytics. Indeed with machine learning technology, IoT and analysis your business will have a solution to meet the challenges of a constantly changing customer service, positioning successful brand. We will talk about this through the intervention of the speakers and the testimony of a company that has already adopted a Microsoft Dynamics solution for Customer Service.

ico-itaTreviso, 17 novembre; Milano, 29 novembre
Customer Service: Your Brand’s New Best Friend

Secondo le ultime ricerche, entro il 2020 il Customer Service avrà un impatto superiore al prezzo e al prodotto come elemento chiave per differenziare il brand. Nel corso di questo evento scopriremo come mantenere e aumentare il vantaggio competitivo grazie a un Customer Service veloce ed efficace basato su Microsoft Dynamics e i Predictive Analytics. Con le tecnologie di apprendimento automatico, IoT e analisi, infatti, la tua azienda potrà disporre di una soluzione per rispondere alle sfide di un servizio clienti in costante evoluzione, posizionando con successo il brand. Ne parleremo grazie all’intervento dei relatori e alla testimonianza di un’azienda che ha già adottato una soluzione Microsoft Dynamics per il Customer Service.


On Tuesday, October 11, at 2:30 PM EST, Microsoft will offer a first look at its next generation of business applications.

You can be one of the first to hear Executive Vice President Scott Guthrie introduce Microsoft strategy for digital transformation and unveil Microsoft Dynamics 365. This will be an informative discussion on the next generation of intelligent business applications designed to enable organizations to grow, evolve, and transform.

Come experience Dynamics 365 in action—with live demos. You’ll learn how these applications unify CRM and ERP capabilities into purpose-built applications that help manage specific business functions seamlessly.

This technology can empower you to adapt and grow. It helps you engage customers, empower employees, optimize operations, and reinvent products and business models.

Learn how Dynamics 365 can help accelerate your digital transformation so you can meet the changing needs of your customers and capture new business opportunities.

This event will also include perspectives on digital transformation from business leaders and industry experts. Come hear insights on how they engage customers more effectively, optimize operations, and are proactive and competitive in the market.


WPC 2016 is the biggest partner event of the year: three days of Vision Keynotes delivered by Microsoft executives and industry leaders.
Here you can find some of the major announcement about the Microsoft vision for the coming year.

Satya Nadella announced Microsoft Dynamics 365 and Microsoft AppSource will be available this fall.
Microsoft Dynamics 365 will unify the current Microsoft CRM and ERP cloud solutions into one cloud service with new purpose-built apps to help manage specific business functions.
Microsoft AppSource will be Microsoft’s new destination for business users to find and try out line-of-business Saas apps from Microsoft partners.

WPC featured a number of Digital Transformation sessions that showed how to use technology to help customers empower their employees, optimize operations and market more effectively.

Scott Guthrie, Vice President of the Cloud and Enterprise Group, talked about ‘a generational shift’ of organizations seeking to move their business to the cloud: the Microsoft Cloud represents the best choise to satisfy that demand with more trusted-cloud certifications than any other provider, unique hybrid capability, and the opportunity for partners to own the cloud journey for their customers end-to-end through the Cloud Solution Provider program.

It was also announced that, starting later this year, Windows 10 Enterprise E3 for CSP will enable businesses to get enterprise-grade security and management at just US$7 a seat per month for the first time through the Cloud Solution Provider channel. This means that partners selling through CSP will now be able to offer their customers our full stack of services and subscriptions, including Windows 10, Office 365, Microsoft Azure, and CRM subscriptions through a single partner with one user account, one point of contact for support and one simplified bill.


Microsoft announced a new offering called Dynamics 365 that will combine its current ERP and CRM cloud services into a single bundle and include applications purpose-built for specific business functions.

Due to be available this fall, Dynamics 365 will feature apps for functions including financials, field service, sales, operations, marketing, project service automation and customer service. The apps can be independently deployed, allowing users to buy only what they need.

Microsoft’s Power BI and Cortana Intelligence tools will be natively embedded for predictive capabilities. With Cortana Intelligence, for instance, sales reps will be able to predict which products and services a customer will need next, thereby helping to focus their cross-selling efforts.

Dynamics 365 will also be tightly integrated with Office 365. Apps will use a common data model that’s shared with Office 365, and they’ll also come with connectors that let you integrate with applications and services from Microsoft and its partners, including custom APIs and on-premises systems.

Porini invites you to the live event on June 7 at h.6 P.M. (CEST) to discover more about CRM Spring 2016 Wave

Join the Customer Driven – Click here to register now

Customer Driven is an online event showcasing the evolution of customer engagement and business strategies for better customer experiences. You’ll hear from Scott Guthrie, Executive Vice President of Microsoft Cloud and Enterprise, about the challenges and opportunities presented by digital transformation. Jujhar Singh, General Manager of Microsoft Dynamics CRM, will provide an overview of what’s new in CRM, including new service, portal, and intelligence capabilities, as well as Connected Field Service preview availability. Analyst Paul Greenberg will talk about trends in customer engagement and service, and strategies to build loyalty and brand advocacy.

At Customer Driven, you’ll learn how to create differentiated customer experiences with Microsoft Dynamics CRM.  Discover how Microsoft end-to-end solution, including machine learning, IoT and analytics capabilities, uniquely positions brands to understand and engage with their customers, provide consistent experiences across channels, and enable entirely new business models in the new service economy.

Event partecipation is free but registration is required.

Join the Customer Driven – Click here to register now

Microsoft announced the availability later this year of its true SaaS (Software as a Service) offering, currently called Project Madeira. This is the first true ERP cloud offering from Microsoft, meaning it is multi-tenant, running on Azure. That in itself is exciting. But what is even more exciting is the integration with Microsoft Office, specifically Outlook, whether you are using the cloud version (Office 365) or the desktop version.

During a brief demonstration of Madeira, Microsoft showed us the ability to act on an email within Outlook to create a quote and respond to a prospect in less than a minute. Contacts can also be created easily from within Outlook. Interacting with suppliers can be accomplished by seeing “Vendor history” in the Madeira window within Outlook. Additionally, since Madeira is “contact sensitive”, when entering the email of a person already in Madeira, the information associated with that email will be surfaced in Outlook.

This is a game changer for productivity. No more logging into two systems, switching back and forth between Outlook and ERP to get your work done. Full business processes can be completed entirely in Outlook. More sophisticated tasks will be completed within the web client.

Microsoft is offering free access to Madeira before it is available for purchase. They would like feedback to incorporate into the solution before it is released. You can even import your data so you can see it in action with your company data!

Here are more details:

  • Project Madeira is only a SaaS solution – All other Dynamics ERP solutions still have a place in the Microsoft ecosystem (not everyone is ready to move to a cloud solution for business management). This is a separate product line.
  • Microsoft has already developed data migration tools for Excel and QuickBooks.
  • The functionality includes more than GL/AP/AR (details forthcoming closer to release date).
  • Project Madeira will be made generally available (GA) in the second half of calendar year 2016.
  • The target market for Madeira are companies requiring 10-99 users. While Madeira will scale above and below; this is a market Microsoft sees as underserved by ERP providers.
  • Madeira will be sold through Microsoft Cloud Service Partners (CSPs).
  • Extensions will be built by partners, certified, and available through a marketplace.
  • Pricing and licensing will be made available closer to release date.

This is a great opportunity for anyone considering moving from Excel, QuickBooks, or local accounting system to get a preview of Madeira and provide their feedback to Microsoft before the product is released.

This version as announced, would be an On-Premise as well as Online release. The On-Premise customers would get the much awaited features released as part of the Update 1 for CRM Online. The drop-down navigation the most sought after update that the On-Premise customers have been waiting for.

Microsoft have designed Dynamics CRM 2016 to allow customer-facing employees to manage their daily activities in a single experience, removing the nuisance of having to switch between applications and getting distracted.

Microsoft Dynamics Marketing enables your marketing team to seamlessly go from planning, to execution, leveraging the power of Office 365 and Power BI to measure your marketing performance across channels from start to finish so you can bring your marketing vision to life.

SMS Marketing
In this release, Dynamics Marketing will support both outbound and inbound SMS marketing in select markets. This means ability to:
• configure inbound SMS campaigns with SMS keywords to get SMS opt-ins
• maintain a database of opt-in and opt-out preferences of your marketing contacts
• send outgoing promotional SMSs to opted in contacts for SMS
• tracking performance of your SMS campaigns
The capability to integrate SMS marketing in multichannel campaigns truly stands out Dynamics Marketing in mobile marketing space and enhances its positioning as one of the best multichannel integrated marketing management clouds for the modern marketer.

Email Marketing
The advanced editing experience has been improved in various ways. For instance it will be possible to use the media library directly from the HTML code. Microsoft also continues to make service enhancements to scale service in the backend. This will improve the service’s ability to handle high email volume, improved email deliverability, fault tolerance, and logging/auditing capability.

Microsoft’s Sales solution helps sales professionals transform into top performers who are highly connected and collaborative by surfacing the right information at the right time no matter where they are so they can engage their customers in meaningful ways to deepen relationships while growing the business.

CRM App for Outlook
The Microsoft Dynamics CRM App for Outlook makes it easy to track emails, add contacts from within an email or even create new records to track emails against the browser on PC or Mac or mobile browser on phone. The CRM App for Outlook will expand support to include Firefox, Safari for Mac and Outlook for Mac in addition to the currently supported IE and Chrome.

Excel Integration
To help increase productivity, Microsoft is providing the ability for salespeople to conduct analysis in Excel, directly within Microsoft Dynamics CRM. This eliminates the time and effort required to switch between applications in the middle of completing a business process. Salespeople can now view sales data in familiar Excel templates, perform what-if analysis, and upload the changes, all while maintaining the work context. Export and analyze data in Excel from your mobile device with added support for the CRM for Tablets and Phones apps.

Document Generation
With one click users can easily generate a document from CRM using pre-defined Word and Excel templates. Authors can manage the pre-defined templates and using a wizard like flow build custom templates in Word or Excel. Document templates are role based by entity to ensure users have the proper content to meet their needs. Word and Excel documents generated from CRM will open as a downloaded document with the exception of CRM Online where Excel documents will be rendered in the Immersive Excel Online capability.

Multi-stream Dashboard
The streams can show data from Views or Queues (e.g: My Activities, My Cases, Cases from Queues I’m a member of etc). Interactive charts provide a visual snapshot of key metrics related to the work items, and also double up as visual filters which allow agents to slice and dice the data. An additional level of filtering is available with Global Filters to bring focus to the relevant items. Customizers/Administrators can choose from four layouts to build these dashboards.

Single-stream Dashboard
The stream can show data from Views or Queues (e.g: All Active Cases). Like the multi-stream dashboards, single-stream dashboards also come with interactive charts that can be used to filter data. The Tiles on the right side (shown in blue) show a count of records from a Queue or a View. Users can get a peek of the records by selecting the tile. Customizers/Administrators can choose from four layouts to build these dashboards.

Modern and intuitive design
The case form design allows agents to find and act on data with reduced clicks and navigation. It unifies customer interactions and pulls together all related information, enabling agents to be productive and view what’s most relevant at all times. The Guided Business Process is further enhanced to show process stage information as a fly out. The timeline (Interaction Wall) allows for rich time and record based filtering capabilities. Quick actions on search result, allow you to perform every day functions with ease, such as marking a task as complete or responding to a customer’s email. The Reference Panel is geared towards a highly configurable experience that allows you to always show relevant related data. Agents have full access to the customer record and can see recent cases, eligible entitlement, and any other relevant information. With integrated Knowledge agents can deliver solutions to customers across channels. This design pattern extends to other entities such as Account and Contact, as well as Activities.

External Party Access
External Party Access is the foundation that allows external parties such as Employees, Customers and Partners to access CRM data with the right level of permissions. External Party Access is an enhancement to the CRM API and SDK that allows integration, access and actions by contacts, partners or other 3rd parties you have modeled in CRM.

With Microsoft Social Engagement, you can listen, analyze, and drive engagement all within Microsoft Dynamics CRM, Microsoft Dynamics Marketing, or standalone. Jump in and engage with your customers, reaching them in ways never before possible.

Microsoft is delivering a seamless user experience across mobile devices, including tablets and phones, in a ‘configure once, deploy everywhere’ model.

Mobile offline support
Dynamics CRM Online users will be able to get full offline experience with mobile apps. This provides the ability to get your work done even when there is interruption in connectivity. Users will be able to create, change and delete records while offline. Automatic playback of offline actions helps synchronize local changes with CRM Online. The mobile apps provide a seamless user experience when switching between online (connected) and offline modes.

Document Management
This release brings the ability to view documents in context of opportunity, case or any other entity, right within the CRM mobile apps. Users can seamlessly open various Office documents stored in SharePoint or OneDrive for Business from within the CRM mobile apps (tablets and phones).

App-to-app deep linking
Enables other mobile apps (such as email or your custom mashup apps) to link and directly navigate to a record, view or dashboard within the CRM mobile app.

Modern mobile friendly experience
With this release, we are adding a variety of modern UI controls you can use in the mobile apps. Business Analysts have the ability to bind a data field to a new UI control, representing the data in a visual and interactive way.

Task Based Experiences
New task based experiences are immersive experiences that allow users to focus on the tasks they need to perform, not the records they need to interact with. With task based experiences, data from multiple entities are brought together into a single user experience.
I think we can all agree that this is an massive time for Dynamics CRM – nice to see Microsoft doing such great work with the product to reinvent the way our customers are serviced, as an avid follower within the community quite excited to see how partners/organizations adapt and prepare for the changes ahead.

For a full summary please download the official Microsoft Preview for MSCRM 2016 below:


For all interested in seeing this visually, here is a sneak peek!


From 5th to 7th October in Mannheim, Germany, Porini attended to Directions EMEA 2015 – Connected InNAVation, the annual meeting for european community of Microsoft Dynamics partners.​​

The focus was Microsoft Dynamics NAV 2016, the new release of Microsoft business management solution for small and mid-sized organizations. In addition to enhance and extend the functionality of 2015 version, the main innovations are:

  • Works natively with Microsoft Dynamics CRM;
  • Works natively with Microsoft Azure e Office 365;
  • Integration with Microsoft Power BI;
  • Universal App on all devices, with new interface for mobile (Windows, iOS e Android);
  • New management of workflows​.

Business and markets are becoming digital, but organizations are finding it hard to keep up. The social and digital transformation path can drive you to build the XXI century organization, less bureaucratic and more resilient. This path, however, is proving to be complex and full of pitfalls.

On July 7th and 8th ​attend to the 8th edition of Social Business Forum, the leading event in Europe about technology inn​ovation in the social network world.

Among the international guests, we point Francesco Giovagnoni, World – Wide Marketing Communications and PR Director of Damiani International Spa: he tells about the importance of the ‘Customer Centric Strategy‘ implemented in recent years by the Damiani Group and supported by Microsoft Dynamics CRM and NTTsight, Porini Group ​member firm specialised in Microsoft Technologies for digital consulting and digital marketing.