Microsoft Dynamics 365 Integration Overview

Managed Solution partners with HubSpot to offer customers more software options for sales, service, marketing, and CRM. View HubSpot Partnerships Page Here.

Here’s what you’ll get with the HubSpot app for Microsoft Dynamics 365:

  • Easy to get started - no technical work required
  • Fast app your whole team can rely on
  • Two-way contact, lead and account sync that automatically updates changes from one system to the other
  • Choose which records sync from HubSpot to Microsoft Dynamics 365
  • Send lead scores from HubSpot to Microsoft Dynamics 365

...with all of these features and more, your sales team will be more productive than ever. With this app, you’ll empower your sales team with valuable data to help them prioritize their outreach, save time, build more meaningful relationships, and close more deals.

Note: Supported on cloud domains hosted on dynamics.com.

Integration features

Two-way data sync

Keep both systems updated by syncing new and existing records as well as updates between HubSpot and Microsoft Dynamics 365. Sync Microsoft Dynamics 365 leads, contacts, accounts, opportunities, products and more to HubSpot. Create your own custom field mappings or make changes to your default ones with Operations Hub Starter or Professional plans.

Two-way data sync

Create sales orders in Microsoft Dynamics 365

Create a Microsoft Dynamics 365 sales order and add in all the relevant information–so sales reps can kick off the next steps in the fulfillment process–without navigating away from HubSpot. Create it automatically using a HubSpot deal workflow or manually through a HubSpot deal record.

Create sales orders in Microsoft Dynamics 365

Custom field mappings

Custom field mappings are available with Operations Hub Starter or Professional plans. Custom mappings add the flexibility to create your own mappings or make changes to your default ones.

Custom field mappings

Close the loop between marketing and sales

Use details from Microsoft Dynamics 365 opportunities, leads, contacts and accounts to personalize marketing emails, segment your database, or send emails on behalf of a lead’s sales rep.

Close the loop between marketing and sales

HubSpot embedded in Microsoft Dynamics 365

Utilize HubSpot tools without leaving Microsoft Dynamics 365. The HubSpot embed feature provides insights into HubSpot contact, company, and deal records and lets you enroll these records in workflows from right within Microsoft Dynamics 365.

HubSpot embedded in Microsoft Dynamics 365

Microsoft Dynamics 365 integrates with these HubSpot features

CRM - Contact activity, Data Sync by HubSpot

Marketing - Contact activity, Email marketing, Lists, Workflows

CMS - List segmentation

Operations - Custom field mappings

 

Dynamics 365 Sales: Empower sales teams with automation, contextual insights, and next-generation AI.
Trends and insights for CRM AI and ERP AI in 2024

Information taken from a blog by Efe Abugo, Senior Integrated Marketing Manager on Microsoft.com. You can view the full article here.

All signs indicate that in the years to come organizations will continue to find new, innovative ways to use CRM AI and ERP AI—and that their employees will embrace the shift.

In recent research that looks at how AI is transforming work, Microsoft surveyed hundreds of early users of generative AI. Key findings showed that 70% of users said generative AI helped them to be more productive, and 68% said it improved the quality of their work. Also, 64% of salespeople surveyed said generative AI helped them to better personalize customer engagements and 67% said it freed them to spend more time with customers.

Looking forward, the momentum that AI in business built in 2023 is expected to only grow in 2024. In fact, IDC predicts that global spending on AI solutions will reach more than USD500 billion by 2027.

Some of the specific AI trends to watch for in 2024 include:

• Expansion of data-driven strategies and tactics. User-friendly interfaces with copilot capabilities and customizable dashboards with data visualizations will allow employees in every department to access AI-generated insights and put them in context. With the information they need right at their fingertips, employees will make faster, smarter decisions.

• Prioritization of personalization and user experiences. Predictive sales and marketing strategies will mature with assistance from AI in forecasting customer behaviors and preferences and mapping customer journeys, helping marketers be more creative and sellers better engage with customers. Also, AI-powered CRM platforms will be increasingly enriched with social media and other data, providing deeper insights into brand perception and customer behavior.

• Greater efficiencies using AI and cloud technologies. Combining the capabilities of AI-powered CRM and ERP tools with scalable, flexible cloud platforms that can store huge amounts of data will drive new efficiencies. Organizations will also increasingly identify new use cases for automation, then quickly build and deploy them in a cloud environment. This will further boost workforce productivity and process accuracy.

• Increased scrutiny of AI ethics. Responsible innovation requires organizations to adhere to ethical AI principles, which may require adjustments to business operations and growth strategies. To guide ethical AI development and use, Microsoft has defined responsible AI principles. It also helps advance AI policy, research, and engineering.

Partner With Trusted Microsoft Specialists
Our team of certified technical experts have helped to digitally transform hundreds of businesses through Microsoft’s powerful tools and innovations, with specialized precision and multiple decades of experience. Access a wide range of architecture planning, implementation, and support services.

Microsoft 365 Licensing for Businesses of Every Size
Whether you're a startup or enterprise level, our Microsoft 365 Dynamics solutions are designed to flex with your needs, helping you foster stronger customer relationships and drive productivity.

Regardless your budget, we offer robust features and tremendous value at every price point. Plus, our expert team is always on hand to provide the guidance and support you need to get the most out of your investment.

Learn more about our Microsoft Dynamics solutions here.

San Diego, CA: Managed Solution announced that it has joined HubSpot’s Solutions Partner Program. HubSpot, a leading CRM platform for scaling companies, works hand-in-hand with partner experts to grow their businesses through inbound software, services, and support.  

The Solutions Partner Program is an ecosystem of experts that offer marketing, sales, customer service, web design, CRM, and IT services. It’s a global community that believes putting customers first is the key to growth and enables its members to offer a wide breadth of more sophisticated solutions across the entire customer experience. 

Managed Solution, a premier Microsoft Partner, has experienced significant business growth over the past year through the successful implementation of inbound strategies aimed at attracting, engaging, and delighting customers. As a dedicated technology partner, Managed Solution offers 24/7 IT support and a diverse range of top-quality products and services through strategic partnerships.

The company is proud to be part of HubSpot's Solutions Partner Program, enabling them to assist clients seamlessly integrating HubSpot into their businesses, complemented by the seamless Microsoft Dynamics 365 Integration. Emphasizing a customer-centric commitment, Managed Solution's united team, along with their strategic partners, is committed to empowering businesses at every step of their journey.

 

Managed Solution Awards & Certifications

About Managed Solution:

Managed Solution is an award-winning direct Tier1 Microsoft Cloud Provider and Gold Partner specializing in cloud services, managed IT help desk services, and professional services. Managed Solution supports companies with IT discovery, architecture design, best practices, implementation, and support, as well as training. For more information, visit managedsolution.com or call us at 858-429-3067.

Learn more about the Managed Solution HubSpot Partnership.

 

At Managed Solution, our commitment to community engagement runs deep. We believe in using our platform and resources to make a positive impact wherever possible. Our dedication to philanthropy isn't just a choice; it's an integral part of who we are.

Partnership
For years, Managed Solution has forged a strong partnership with Computers 2 SD Kids, a nonprofit organization dedicated to providing underprivileged children with access to technology. Our involvement goes beyond mere financial support. We've actively contributed by donating our own surplus laptops, desktops, and devices. These items, once retired from our operations, find new purpose in the hands of children who otherwise might not have access to them.

But our commitment doesn't stop there. We recognize the power of collective action, and we've leveraged our relationships with clients to extend our impact even further. Through our Nonprofit Program, we empower our customers, partners, and friends to join us in supporting causes that matter. By allocating their referral incentives to nonprofits like Computers 2 SD Kids, they play a vital role in bridging the digital divide in our community.

The Nonprofit Program isn't just about giving back; it's about creating a ripple effect of goodwill. By showcasing organizations like Computers 2 SD Kids within our program, we aim to raise awareness and inspire others to get involved. It's about fostering a culture of generosity and compassion, where giving back is not just a one-time event but an ongoing commitment to building a better world for all.

And the impact of our collective efforts is tangible. The laptops, desktops, and devices donated to Computers 2 SD Kids undergo a thorough refurbishment process before being distributed to families in need. These tools become more than just pieces of technology; they become pathways to education, empowerment, and opportunity. Studies show that children with access to home computers perform better in school, yet far too many families in our community lack this essential resource. Through our partnership with Computers 2 SD Kids, we're working to change that reality, one device at a time.

Committed to supporting the community
But our mission doesn't end with technology distribution. We're also committed to supporting educational initiatives and fostering digital literacy among children and families. Through workshops, mentorship programs, and community outreach events, we're empowering the next generation to thrive in an increasingly digital world.

At Managed Solution, philanthropy isn't just a box to check; it's a core value that guides everything we do. It's about recognizing our responsibility to give back to the communities that support us and ensuring that everyone has the opportunity to reach their full potential. Together, we're building a brighter future for all.

About Computers 2 SD Kids

C2K believes all children and their families in San Diego, regardless of their economic status, need to be computer literate and have equal access to technology and the crucial educational, occupational, and financial resources that technology can provide to improve their educational options and their futures.

For more information, click here to visit their website.

The WIT Network San Diego helps Computer 2 SD Kids Distribute Devices to Families in Need

2nd Annual Golf Tournament benefiting C2SDK

IT security remains a key issue as companies continue to evolve their electronic healthcare systems in order to comply with the HITECH Act of 2009. In fact, if a data breach occurs and more than 500 patients are affected as a result, the provider must notify the Department of Health and Human Services and become subject to fines up to $1.5 million. Below are 10 tips to prevent a healthcare data breach.

 

10 Tips to Prevent a Healthcare Data Breach

1. Conduct a Risk Assessment

Stage One of the CMS meaningful use incentive program requires all providers to conduct a risk assessment of their IT systems. This is in accordance with the HIPAA Privacy and Security Rules that govern the transmission of all electronic patient information. The risk assessment forces providers to review security policies, identify threats and uncover vulnerabilities within the system. This is something healthcare companies should already be doing, but surprisingly many do not. With compliance and security a huge concern in today's business world, this should be a priority.

 

2. Provide Continued HIPAA Education to Employees

Educate and re-educate employees on current HIPAA rules and regulations. Furthermore, review and share state regulations involving the privacy of patient information. If employees are in the know and reminded of the implications of data breaches, the risk of violation can be drastically reduced. Plus, with the amount of spyware and viruses being created, there is always something new to learn.

 

3. Monitor Devices and Records

Remind employees to be watchful of electronic devices and/or paper records left unattended. More often than not data breaches occur due to theft of these items from a home, office or vehicle. While it is IT’s job to safeguard patient information, employees should be reminded to do their part in keeping data safe as well. Make sure to always lock your device whether it's a laptop, desktop, or phone and password protect it. You should also enable Multi-Factor Authentication whenever possible.

 

4. Encrypt Data & Hardware

Encryption technology is key in avoiding data breaches. While HIPAA doesn’t require data to be encrypted, it also does not consider loss of encrypted data a breach. It is certainly advised and therefore, you should encrypt patient information both at rest and in motion to avoid potential penalties. Furthermore, protect hardware such as servers, network endpoints, mobile and medical devices as these items are also vulnerable.

 

5. Subnet Wireless Networks

Ensure that networks made available for public use do not expose private patient information. One way of achieving this is to create sub-networks dedicated to guest activity and separate more secure networks for medical devices and applications that transmit and carry sensitive patient information.

 

6. Manage Identity and Access Stringently

With so many members of the healthcare system frequently accessing patient information - for a multitude of different reasons - it is important to carefully manage the identity of users. For instance, make sure users at each level are only granted access to information pertinent to their position and that log on/off procedures are easy on shared machines. Automation of this system helps create a “paper trail” and ensures efficiency and safety for all involved.

 

7. Develop a Strict BYOD Policy

BYOD or Bring Your Own Device policies should be airtight and follow the same security guidelines outlined above. By enabling measures such as enterprise mobility suite and security, you can ensure each device is safe.

 

8. Examine Service-Level Agreements Carefully

If you are considering moving patient information and data to the cloud make sure you understand the Service-Level Agreement (SLA) with your potential Cloud Service Provider (CSP). Specifically, ensure that you, not the CSP own the data and that it can be accessed reliably, securely and more importantly timely (in the event of a crash). Also, verify that the SLA complies with HIPAA and state privacy laws.

 

9. Hold Business Associates Accountable for IT Security Policies

It is imperative to update business associate agreements to reflect evolving federal and state privacy regulations. Healthcare organization often have hundreds or even thousands of vendors with access to patient data. In the event of a breach, the healthcare provider is ultimately responsible. Therefore, hold BAs accountable for providing security and risk assessments and develop processes for reporting breaches.

 

10. Establish a Good Legal Counsel

In the event of a data breach, your organization will be investigated and most likely fined by the Office for Civil Rights. Lawsuits from patients will also ensue so be sure to be prepared from a legal standpoint. Compliance is key, so don’t be advised to withhold known information about the breach.

Impacting Care Through Innovative Technology 

To learn how Managed Solution can help you prevent a data breach and improve your overall IT security, contact us today.

helpdesksandiegoWhat is an IT help desk? An IT Help Desk is a resource center designed for users to contact when they are having problems with their IT services, software, applications, and more. An IT Help Desk, which can also be referred to as a Managed Operations Center or Network Operations Center, creates a multi-tiered troubleshooting approach by having personnel with extensive technical knowledge available at all times. An IT Help Desk provides your business with a team of experienced, certified engineers ready to assist your users with their technical issues.
In this article, we'll cover the various benefits of using IT help desk support and why it might be a viable option for your business.

Learn about the top 6 benefits in this video:

Business Benefits of Using IT Help Desk Support

  1. 24/7 technical support improves operational efficiencies by reducing time users spend to fix incidents or problems. This is especially beneficial if you have a fully or partially remote workforce or operate a 24/7 business yourself. With those employees working around the clock, 7 days a week, it's imperative to have someone there that can support them when software or hardware goes down or stops working.
  2. Speaking with a certified technical support specialist makes resolving IT issues quick and easy, which can reduce crankiness in the workplace. We all know how frustrating technology can be, whether it's your fancy new TV or a software update on one of your devices. By providing employees with an IT help desk, you're giving them the support they need when challenges arise, leading to less frustration and more productivity. As a result, happier employees.
  3. A local IT Help Desk provides immediate response time to support tickets and communication with an actual person (not a recording) the same day. Additionally, if they are local to you, then they can provide on-site support if necessary. Sometimes hardware needs troubleshooting that can't be done via phone, video conference, or remote sign in.
  4. Having an IT support system in place provides a smooth and easy mechanism for users to receive service while eliminating internal technical service requests, which can reduce downtime for multiple employees. Your technical employees on staff should be focusing on bigger, more strategic tasks and projects rather than the mundane, daily tasks of software and hardware issues.
  5. With diverse credentials, training and experience, technical support specialists have resources to fix a wide variety of system errors - not just basic speed bumps. Additionally, by having an outsourced IT team support you, rather than one or two internal IT employees, it widens the skillsets available to you.
  6. Having a strong technology infrastructure can boost efficiency leading to increased ROI and allows those organizations to get ahead of their competition. If your employees' technology works, they're working and ultimately, are more productive.
  7. IT Help Desk engineers practice incident management to help spot problems before they occur, identifying the root cause of frequent recurring incidents. This allows you to protect yourself from external threats, eliminate repetitive issues and complaints, and prevent issues from becoming a larger problem.
  8. IT support specialists have experience working with many different industries and likely organizations similar to your business. This can provide a strategic advantage.
  9. IT specialists not only support your employees, but they can recommend tools that make it easier to communicate and collaborate on tasks. Additionally, they can help justify or eliminate IT spend where necessary to optimize your investment.
  10. Additional support for your IT staff. Mid-size and large businesses partner with IT companies that offer Help Desk support to provide an additional resource for their internal IT staff.
  11. When you apply the cost per call for the various call flow models for IT Help Desk services, you can see financial impact.
  12. IT Help Desk support services can give your business a new way to generate revenue, attract and retain clients and compete in a quickly changing IT environment.

Interested in learning more about our help desk? Click here.

Download the Checklist: 10 Questions You Should Be Asking Every Managed IT Services Provider before outsourcing your IT help desk.

[vc_row][vc_column][vc_column_text css=".vc_custom_1527175757502{background-color: #ffffff !important;}"]

A technology roadmap can help the CIO act more in line with the strategy of the organization. It benefits both technology leaders and functional leaders and encourages collaboration that results in true executive alignment on existing and new investments.
What is a technology roadmap?
A roadmap is the governing document that dictates specifically how technology will support the business strategy and help drive businesses priorities over the next 3-5 years. From what I have seen, the best roadmaps contain the following:
  1. A strategy statement with the list of the strategic priorities for the business (not IT-specific).
  2. A timeline of the initiatives and projects that will occur over the next several years with approximate start and end dates, durations, and sizes.
  3. A prioritized list of improvement opportunities. This is generated jointly by the business and IT and should be refreshed periodically.
  4. High-level justifications for each project. These should be robust for projects over the next 12 months and simpler statements for projects past the 12 month horizon.
  5. The estimated cost and duration for each project. This is specific and reasonably accurate for projects occurring over the next 12 months and can be vaguer for projects that go out farther than that.
  6. An owner for each project. This is the sponsoring executive or delegate directly overseeing the project. For projects in the next 12 months it should be the specific person and for projects beyond that it can be the owning executive.
To support the roadmap (but keep separately), I recommend technology departments keep up-to-date versions of:
  • Systems architecture diagrams of the whole enterprise including interfaces, manual data movements, and platforms (this is not an infrastructure diagram – this is just systems specific).
  • A systems inventory that is periodically updated and contains at least end-of-life dates, basic statement on usage, number of users, and system owner.
  • A running list of emerging problems the IT support staff is seeing. Good help desk software should be able to track this for you
How will you use it?
The roadmap has three primary functions:
  1. The IT leader will use it to facilitate investment discussions with the rest of leadership. The IT leader will use the roadmap as a baseline when discussing new projects or priorities with functional executives. It will help leadership understand how to balance investment and project priorities and provide a way to visualize tradeoffs.
  2. The IT department will use it to improve planning for projects and resources. The roadmap will help them anticipate resourcing needs, plan assignments, software and vendor selection, and costs ahead of time, and make it possible to start visioning and planning with the functional owners well in advance.
  3. Functional leaders will use it to understand what is required of and will be delivered to their departments. It helps them clearly understand how they should balance existing roadmap initiatives with new requests. The roadmap will keep functional leaders aligned on strategic technology priorities across the enterprise. Active management of the roadmap will result in much better executive alignment and stakeholder buy-in before projects even begin.
Who benefits from it?
Technology Leadership
The roadmap is designed to structure the communication between the technology department and the functional executives in a manner that allows the IT department to:
  • Act strategically when making investment decisions and managing projects.
  • Make securing buy-in from business leadership a more structured processes which, in turn, makes it easier to earn buy-in from business users.
  • Negotiate more effectively with leaders or staff who request new projects or initiatives that require significant, non-operating effort.
Functional Leadership
The roadmap allows functional executives to be strategic when they request new or improved technology. They can use their functional strategies to begin working with IT leadership to determine which types of technology projects will be required to achieve their goals.
The roadmap provides transparent resourcing needs for when business staff will need to be assigned to IT projects, clear traceability to costs, and the detail for why those resources and dollars are required.
Most importantly, it provides a strategic, structured manner of governing changes to business needs as they arise. It makes sure there is a technology voice at the table when decisions are made that require IT support, and it encourages balancing priorities across the business, diffusing conflict before it arises.
Staff and Project Teams
The roadmap clearly spells out why the projects they are working on are important and, as things on the roadmap move or are re-prioritized, it forces the leaders to explain why and how those priorities are shifting. The roadmap encourages a clear and regular line of communication between leadership and staff.
The Bottom Line
The business needs to fully participate in the development process. In fact, if the CIO reports to anyone other than the CEO, I recommend the sponsoring executive sit outside of IT. Because of the strategic nature of the document and how critical leadership buy-in will be, it will need support at the highest levels of the enterprise.
If you are a technology leader: you need to push the executives to support the development of an IT roadmap to help you invest strategically and have structured conversations around investment with the other executives.
If you are not a technology executive: you should be pushing your organization to develop a roadmap so you can act more strategically in your area and benefit the business holistically with new investments.

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]

Contact Managed Solution to schedule a Network & System Assessment to build the most strategic architecture around your systems and networks. 858-429-3084

[/vc_column_text][/vc_column][/vc_row]

[vc_row][vc_column][vc_column_text]

  • Why rapidly changing technology should be considered for OpX
  • How CFOs & CTOs are finding a common ground on what technology is needed
  • Services, features and options that can be purchased and used as needed on demand
  • The most cost-effective way to manage self-serve technology licensing
  • How to pay only for the IT services needed with pay-as-you-go scaling options
  • How to get up to the minute funding information

[/vc_column_text][/vc_column][/vc_row]

Contact us Today!

Chat with an expert about your business’s technology needs.