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Job Code: MT/F&O/20230822 Location: Kochi, Kerala We are seeking an experienced Dynamics 365 Finance & Operations (F&O) Consultant to join our team. The ideal candidate should possess strong technical expertise in Dynamics 365 F&O implementation, customization, and integration. The consultant will play a critical role in translating business requirements into effective solutions within the Dynamics 365 F&O platform.
Job Code: MT/TTS/05092023 Location: Kochi, Kerala We are looking for candidates with a passion and a drive to ensure customer satisfaction. Requires freshers with a command of the English language.
Location: Doha, Qatar We are looking for smart business development professionals to collaborate with us to build solid pipelines & boost sales for Property-xRM in Doha.
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Driving technology and AI Excellence: Unveiling at Microsoft Inspire
Microsoft Inspire, the tech giant’s annual partner conference, never fails to unveil fascinating announcements and present new perspectives concerning how business and technology will collaborate in the future. The event gained new heights with the launch of innovative tools in 2023, uniting executives from businesses, peers, and innovators from all over the world to explore an intense focus on technology and AI cutting-edge solutions, business partnerships, and the revolutionary possibilities. Let’s explore the key highlights that left a lasting impact on attendees and set the stage for a brighter and more connected future.
Microsoft Cloud – Empower every person and organization to achieve more with technology and AI:
At the heart of Microsoft’s mission lies a commitment to empower every person and every organization on the planet to achieve more.
Support inclusive economic growth
Protect fundamental rights
Create sustainable future
Earn trust in technology
Bing Chat Enterprise – Elevating team communications
Bing Chat Enterprise gives your organization AI-powered chat for work and helps to elevate team communications with commercial data protection. With Bing Chat Enterprise, user and business data are protected and will not leak outside the organization. What goes in — and comes out — remains protected. It’s a collaborative platform that offers seamless integration with Microsoft 365 plans and Microsoft 365 Co-pilot adds a whole new way of working. Additionally, the availability of Microsoft Sales Copilot and Power Automate Process Mining aimed to enhance sales productivity and process optimization.
Microsoft Sales Copilot – Technology and AI to boost front-end productivity
Microsoft Sales Copilot is a seller experience application that uses Microsoft 365 and Microsoft Teams to automatically capture, access, and register data into any customer relationship management (CRM) system. It eliminates manual data entry and gives sellers more time to focus on selling.
Microsoft and OpenAI Extend Partnership
Microsoft and OpenAI deepen their collaboration, expanding the Azure OpenAI Service’s availability, and unlocking new horizons in AI accessibility and innovation. Increased availability in North America and Western Europe and in Asia for the first time.
Meta’s Llama 2: Transforming content safety on Azure and Windows
Meta’s Llama 2 takes a transformative step forward as it integrates with Azure and Windows ecosystems. This collaboration promises to elevate content safety by leveraging the power of these platforms. Through this synergy, Meta’s Llama 2 aims to create a safer digital environment for users across the globe.
Microsoft AI Cloud Partner Program: AI Excellence Unleashed for Innovators
The Microsoft AI Cloud Partner Program offers an unparalleled opportunity to build upon the robust Azure AI platform and the cutting-edge Copilot stack. Through this program, partners can gain a competitive edge by obtaining AI certifications and comprehensive enablement resources. Leveraging substantial investments and incentives, participants can confidently scale their AI solutions and go-to-market strategies.
Microsoft Inspire extended a partnership with Epic
At Microsoft Inspire, a significant partnership extension with Epic was announced, reflecting a commitment to transformative collaboration. The integration of Azure OpenAI Service into Epic Workflows stands as a testament to advancing technological capabilities. Additionally, the introduction of DAX Express for Epic amplifies ambient documentation, streamlining workflows. This partnership also promises a highly scalable public cloud, catering to the evolving needs of Epic’s customer base, ushering in a new era of efficiency and innovation.
Example: DAX Listening, it’s an AI application that is used to listen to the conversation between a doctor and a patient and then create a summary according to it. And also highlighting the issues of the patient.
Industrial Metaverse offering: Transforming Sectors with Innovation
The Industrial Metaverse offering unveiled an immense significance as AI takes center stage in the minds of business leaders. It promises to revolutionize sectors by enhancing productivity, driving efficiency, and lowering costs. Microsoft’s platform accelerates AI transformation across IP, Services, Value-added services, and Edge, injecting AI into diverse areas like Business applications, Data & AI, Digital & app innovation, Cloud infrastructure, Modern work, and Security. Microsoft’s commitment to AI is further evidenced by its support for AI platform start-ups, offering a transformative vision for a future marked by innovation and intelligence.
Guiding AI Security: Advisory Council Insights
The Security Co-pilot Design Advisory Council plays a pivotal role in the realm of AI security. It delivers a range of AI services, from moderation and development to integration, migration, automation, and unification. By building novel AI value-added services, the council enhances AI-infused experiences across diverse platforms, amplifying application capabilities, enriching user interactions, and providing actionable insights for a more secure digital landscape.
Conclusion:
Microsoft Inspire keynotes were a testimonial to the company’s dedication to empowering partners and customers with AI-driven solutions and innovation. By fostering strategic partnerships, investing in sustainability, and offering advanced tools like the Copilot Stack, Microsoft continues to shape a connected world, driven by technology that places people and organizations at the forefront.
For more details on how Microsoft Dynamics 365 can help your organization with the right technology and AI, feel free to reach out to us.
To know how the latest technology and AI for Real Estate is used in Property-xRM: CRM software for Property Management, click here.
As a Gold Microsoft Partner, Metadata Technologies is a 100% CRM-focused company with 20 years of experience providing Customer Relationship Management solutions for business enterprises across the globe. Metadata has been the recipient of the Best Industry Partner Award in 2014 by Microsoft and is committed to delivering quality solutions to ensure peak customer satisfaction.
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Metadata Technologies inaugurated its fourth office at Silicon Oasis, Dubai
At Metadata, our vision is very much intertwined with our Customer Relationship Management software offering because we believe in delivering the best for our customers and building long-lasting customer relationships.
Our new office in Silicon Oasis was inaugurated on 21st June 2023. Mr. Premchand Kurup, CEO – of Paramount Computers felicitated Mr. Rasheed Mohammed, Managing Director of Metadata. We were also joined by Mr. Sajid Madathil who was kind enough to say a few words about his pleasant memories with Metadata.
Mr. Rasheed Muhammed on Metadata expanding Operations:
“We appreciate everyone’s time and support here at the opening of our new facility in Dubai. For the past twenty years, we have been perfecting a Microsoft Dynamics Solution for Real Estate in the region. We have an amazing team of professionals who are experts in Microsoft Technology and the Property business. So, I thank you all once again for your presence.”, said Managing Director, Mr. Muhammed.
The inauguration was attended by the Dubai Team along with some key stakeholders from the Center of Excellence in India. The event was covered live through a Microsoft Teams call with the rest of the team members joining in via video call from the Development Center.
What our guests had to say:
“Metadata is a pioneer in CRM in the middle east. And I am really amazed by how they have grown over all these years and serving many of the Middle East Real Estate Companies. I wish them all the best in their new office in the Silicon Oasis.”
“I want to take this opportunity to wish Rasheed and the Metadata team – the very best. Congratulations! I think this is a very good move, to have a new office in Silicon Oasis. And I am sure that from here, they will grow in leaps and bounds. CRM and Dynamics 365 are great places to be in, and I wish them the very best.”
A testament to our commitment to staying ahead of the curve in our domain.
With a specialized focus on CRM solutions and domain expertise in real estate with Property-xRM, we look forward to tapping the growing potential in the market.
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Leading Real Estate Developer takes a giant leap towards offering an enhanced customer experience
Alef Group, the leading real estate and retail developer in the Emirate of Sharjah, has partnered with Metadata Technologies to implement a world-class Customer Relationship Management (CRM) solution. The group selected Microsoft Dynamics 365 and Property-xRM, a Real Estate CRM Solution to streamline customer management, boost operational efficiency, and improve productivity.
“We were on the lookout for an intuitive CRM solution with functionalities that met and enhanced our daily operational requirements. Metadata’s ready-to-use industry-standard solution helps in addressing those requirements and allows quicker implementation with customization capabilities,” Alef Group stated.
Alef Group’s expedited growth will benefit greatly from the automation and digitalization features of the solution. This will significantly decrease the duration needed for tenant onboarding and documentation, ultimately enhancing efficiency and productivity. The system-generated lease contract eliminates the need for manual intervention and can now be completed with just a few clicks of a button.
“This solution will empower our front-end sales executives to have more visibility into their day-to-day client interactions with updated information to drive meaningful conversations with an emphasis on improving customer service. Our customers also stand to benefit immensely from this initiative,”stated a spokesperson for Alef Group.
The primary objective of the leading Real Estate Developer is to harness the potential of its fully automated system and utilize its robust reporting capabilities to produce pertinent reports for management purposes. By doing so, the workload on sales support staff will be reduced significantly.
Property-xRM for Sales and Retail Management are equipped with advanced functionalities, including property shortlisting, booking & document management, unit sales management, and post-sales management such as transfer and cancellation, which enable efficient usage.
“We are thrilled to work with Alef Group and look forward to contributing to their digital initiative. With a powerful Microsoft-based solution, Alef will have more insights into their business, and will be able to scale rapidly“– said Mr. Rasheed Muhammed, Managing Director of Metadata Technologies.
The maturity of Microsoft Dynamics 365 and Property-xRM helps to cater to all the major revenue-generating aspects of a real estate company’s operations. As Gold Microsoft Partners, Metadata Technologies, a CRM company has been providing solutions to large Real Estate Developers and Property Management companies for over 20 years.
Reach out to us to schedule a free demo for Microsoft Dynamics 365 and Property-xRM.
A first-hand experience – Microsoft Dynamics 365 and Property-xRM for Real Estate Seminar
-By Sanjeev S Nair
The past few months have seen ground-breaking innovations in technology with AI, ChatGPT, and other business enablers. Over the years, Microsoft has made significant additions to its technology in its biyearly releases to streamline business processes and provide innovative solutions for organizations all around the world.
I was not surprised when I raised the question about the buzzword in recent times and got a unanimous response around AI and ChatGPT.Generative AI in Microsoft has truly been a game-changer. Being closely associated with Microsoft technology, the recent developments are fascinating. The sheer thought of how technology would present itself in the years to come amazes me!
The Latest in Microsoft Dynamics 365
On March 15, 2023, Metadata Technologies hosted the Microsoft Dynamics 365 Technology Summit for Real Estate at the Delta Hotels by Marriott in Dubai. Conducted for real estate professionals in the GCC region, the seminar focused on the latest in Microsoft Technology and how it can help them work smarter and more efficiently.
It was a pleasure to be part of the session, not just as a host, but also as an attendee simply because it presented an opportunity to connect with real estate professionals and seasoned industry leaders.
Metadata’s annual event was led by its Microsoft-certified consultants, highly experienced in the field of Real Estate Technology. The seminar covered a range of topics, including the latest updates to Microsoft AI, Dynamics 365, and our real estate flagship solution, Property-xRM.
One of the highlights of the Microsoft Dynamics 365 seminar was a live demonstration of Viva Sales in Microsoft Teams, an AI-powered collaboration tool that provides a platform to accelerate sales. Attendees were shown how Teams can be used to manage tasks, automate data entry, generate key talking points, and share files and documents.
The key speakers in action
The core agenda of the session was the capabilities of Microsoft Dynamics 365 across Sales, Marketing, and Customer Service functions. Dynamics 365 is a cloud-based customer relationship management (CRM) and enterprise resource planning (ERP) solution that provides companies with a comprehensive set of tools for managing their business operations. Attendees were shown how to use Dynamics 365 CRM to manage the customer-facing functions, as well as how it natively works with other Microsoft tools like Outlook and Excel. They also learned about the benefits of leveraging Conversational Intelligence during phone calls and automating the recursive tasks done by a sales or service executive while using the CRM solution.
Property-xRM for Real Estate
The real estate segment of the event focused on the capabilities that Microsoft Dynamics 365 and Property-xRM bring in for Real Estate Developers, Property Management, and Facilities Management Companies. We also demonstrated the latest capabilities of Property-xRM’s Community Management, Owner Association, and Retail Management modules that cater to the various markets within the real estate industries.
As real estate continues to flourish in the UAE, leaders in the industry have realized the need for a scalable and flexible solution to meet the requirements of the market. Property-xRM combines the best of both worlds – The powerful Microsoft technology platform and Metadata’s 20 years of real estate domain expertise.
Property-xRM for Real Estate – The Complete Real Estate Suite
Overall, the Microsoft Dynamics 365 Seminar was a great success, leaving attendees with a better understanding of how Microsoft technology can help them work more efficiently and effectively. By providing real estate professionals with the tools and resources they need to succeed, Metadata Technologies and Property-xRM are helping to drive innovation and growth in the industry.
As a Gold Microsoft Partner, Metadata Technologies is a 100% CRM-focused company with 20 years of experience providing Customer Relationship Management solutions for business enterprises across the globe. Metadata has been the recipient of the Best Industry Partner Award in 2014 by Microsoft and is committed to delivering quality solutions to ensure peak customer satisfaction.
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Generative AI in Microsoft Dynamics 365
With all that’s been happening around AI in Microsoft, everyone wants to know how technology is transforming. In this article, we bring to you a quick overview of updates to watch out for with special emphasis on AI in Microsoft Dynamics 365.
A recent Microsoft survey found that 9 out of 10 workers hope to reduce their workload by getting AI to do repetitive tasks at work. In today’s world that’s digitally transforming at a rate like never before, businesses are looking to bring higher levels of efficiency at scale into daily operations.
Over the years Microsoft has proactively leveraged AI in Azure Cloud, in Dynamics 365 business applications across CRM & ERP, and on the Low-code Power Platform. This includes key automation and insights along the lines of conversational intelligence, lead scoring, predictive analysis, forecasts, the AI Builder – the list just goes on.
However, the groundbreaking headline in recent times has been the buzz around OpenAI’s generative AI – The ChatGPT. In a record advent-to-implementation plan, Microsoft partnered with OpenAI to bring GPT capabilities natively into the Microsoft Ecosystem. If you’re a Microsoft user, it certainly is exciting news! And if you’re not, it’s time to explore what this is really about.
Building on the GPT capabilities, Microsoft recently announced the Microsoft Dynamics 365 Copilot. With this update, the conversation on AI is no longer “How can I use ChatGPT?“.
It’s now a much broader question: “What all can AI do for me?”
The AI Timeline for Dynamics 365 and Power Platform
2023 has already been ground-breaking and we are only 3 months in. With all that’s been going around, one thing is clear – the future of technology is here. While the likes of Google and Salesforce have come up with their AI technology releases, the extent of Microsoft’s AI adoption is what makes it stand out.
Not just on the cloud, the AI capabilities extend across business applications, Office 365, and the Power Platform. Here’s a quick look at the AI timeline across Microsoft Dynamics 365 and the Power Platform.
One thing is for sure, the rest of 2023 is going to be fun!
What is Microsoft Dynamics 365 Copilot?
Microsoft Dynamics 365 Copilot is the world’s first AI Copilot that is natively built into CRM and ERP. Here’s a quick overview of how CoPilot works for CRM:
Sales: Use Copilot to make Dynamics 365 for Sales faster and smarter. Automate emails, appointment booking, and meeting summaries on Teams and Outlook with generative AI capabilities.
Marketing: Use Copilot in Dynamics 365 for Marketing to personalize communications and segment the target audience using the query assist feature. Prepare new email campaigns on a mere request to the powerful AI.
Service: Use Copilot in Dynamics 365 for Service and get AI to draft contextual service chats, messages, and emails. With access to the knowledge base, CoPilot can also prompt the appropriate solutions to service queries.
It brings the next generation of AI capabilities and natural language processing to every line of business – ranging from sales and marketing to service and supply chain.
Genie in a Bottle
Business professionals can now generate ideas and content with the help of AI in Dynamics 365. They can easily transfer mundane and time-consuming tasks and let AI do the work. The tool can also obtain deep insights in addition to suggestions on the next best actions. In short, a user can describe his needs, and the AI gets it done. A little bit like a genie in a bottle, your wish is the AI’s command.
Microsoft Dynamics 365 CoPilot – A Generative AI Experience
Here, we leave you with a powerful example of generative AI already incorporated in Dynamics 365 Copilot. This will give you a preview of work in the future, created by Microsoft.
Viva Sales, one of Microsoft’s earlier AI functionality, can now generate content suggestions based on customer emails. Importantly, it can populate it with data that is directly relevant to the recipient of the email. This can include pricing, promotions, or upcoming deadlines.
The Viva Sales – A Seller Experience with AI
A seller experience platform by Microsoft, that’s what Viva Sales is. An AI-powered tool to automate a lot of the recursive and mundane tasks performed by the front-end team. Viva Sales plugs in as an app to Outlook and Teams, while leveraging CRM data to suggest intelligent next steps and actions. Viva Sales can also summarize meetings, transcript calls, highlight key points of discussion, and much more.
Now, how this tool works is, first and foremost, the seller gets to choose from a set of AI-suggested reply options to communicate with a prospective buyer. Next, he/she can make minor edits to the generated content to add any level of hyper-personalization. And that’s it, the user can quickly copy out the content to email and send them out.
Microsoft Viva Sales Generative AI Experience
Today, the same task is being done manually by a seller. At first, the user sifts through tons of data to find relevant details. Then comes the manual crafting of emails one by one, incorporating personalization. And finally, the user has to double-check the information going through the CRM record.
According to Microsoft Research, everyday sellers spent 66 percent of their time at work managing emails.
The impact of AI on just one task at work is disruptive. Then what would the whole future of work created by Microsoft look like?
CoPilot in Power Platform
Earlier this year, Microsoft announced the AI Builder on the Power Platform. It is a capability that allows users to build AI Models to design and optimize business processes. Leveraging Power BI and Power Automate, the AI functionality enables organizations to gain critical business insights and automate workflows with custom or pre-built models.
Mid-March 2023, Microsoft announced the AI Copilot in Power Apps – an absolute game-changer. This update aims to take the already existing low-code/no-code approach to the next level. Machine learning, Artificial Intelligence, and human capabilities will now work hand-in-hand toward leveraging natural language for app development.
What does this mean?
For example, as a user, you can simply type in a prompt like “Build a flow to automatically save attachments from an email into SharePoint”. Now, the Co-Pilot takes over and gives the user a Power Automate workflow to make the necessary adjustments that your app needs. All through a natural language prompt. Literally, no codes – How amazing is that!
It doesn’t stop there. You can now also leverage CoPilot in Power Virtual Agents to build ChatBots using prompts in natural language and have conversational dialogues ready in no time.
CoPilot in Microsoft 365
Simply put, this is all of your day-to-day applications, supercharged. Be it creating a PowerPoint presentation in minutes using mere prompts or getting suggestions and critical insights automatically from Excel – CoPilot will accelerate your work with a few clicks. Don’t believe us? Check it out for yourself below:
Office365 now supercharged
While this is just the beginning, the focus now would be on making these functions work as responsibly as possible. The idea is to empower users with smarter automation on mundane tasks with AI.
To learn more about Microsoft Dynamics 365 CRM and how it can be deployed for your organization, please feel free to reach out to us.
As a Gold Microsoft Partner, Metadata Technologies is a 100% CRM-focused company with 20 years of experience providing Customer Relationship Management solutions for business enterprises across the globe. Metadata has been the recipient of the Best Industry Partner Award in 2014 by Microsoft and is committed to delivering quality solutions to ensure peak customer satisfaction.
Job Code: MT/BDE/20221116 Location: Dubai We are looking for smart business development professionals to collaborate with us to build solid pipelines & boost sales for Property-xRM in Dubai.
Customer Relationship Management (CRM) as the name suggests, is how your business interacts with customers. A detailed record and analysis of your past, present, and future customers and their interactions with the company. This is the beauty of CRM as it journeys with the customer from lead to sale and beyond.
A CRM presents and identifies customers based on their lifetime value. It is the operational engine running the company’s customer philosophy. This is why it is inevitable for companies to have a CRM embedded into their day-to-day business functioning. Now, there’s been a lot of talk about CRM being a software. What is CRM really about? Let’s find out.
Customer Satisfaction and CRM
The concept of CRM arises from the need to answer a simple question – Is the customer satisfied?
The 1970s: The answer first sprouts up in the form of annual customer surveys and direct interactions. The technology at the time allowed them to categorize customers using spreadsheets and lists.
The 1980s: The concept adds database marketing and contact management to the mix– popularly named as Sales force automation.
The 1990s: CRM finds identity in the hands of Tom Siebel of Siebel systems when he designs the first CRM product. From there began the gold rush of CRM. “
“CRM is Software”
The default view is that ‘CRM is just software.’ So let’s start there for now. A basic ‘software’ definition – It is a technology that helps companies to manage their relationship with customers, both current and prospective.
A CRM system is designed with one clear goal in mind: Improving business relationships, which eventually leads to satisfied customers. Technology transformed the concept of CRM from ‘understanding if the customer is satisfied’ to figuring out ‘how to keep the customer satisfied.’
CRM systems simplify customer relationships by defining raw customer data into organized racks and providing actionable insights. It helps companies provide a wide variety of functionalities ranging from:
a. Sales force Automation: Lead management, Deal Management, Contact Management, and Workflow Automation.
b. Omni-Presence: Integrate email, social media, and customer portals.
c. Analytics: Reports, Dashboards, and Visual decision making.
d. Marketing Automation: Targeted email campaigns, Predictive customer intents, Customer segmentation, and Lead nurturing.
But, knowing about these functions are not enough. “CRM is the world’s most powerful tool for customer retention, but you must also learn how to wield it”
CRM is not just Software
Well, somebody had to say it!
The approach on the other end is – software does not matter. It states the importance of having the correct organizational setup way before implementing a CRM software. Mike Walters, a CRM consultant with over three decades of experience doesn’t like the word CRM, he likes to call it CVM – Customer Value Management!
It is about Value
Mike’s CRM philosophy is that it is all about Value – finding, investing, building, and retaining value. A business has to find the customers or prospects that will value the company and its products the most. It’s then about finding ways to retain those clients, or in other words – make them satisfied.
Finding the right CRM
Even today, 30% – 70% of CRM implementations fail. So it is vitally important to understand which is the right CRM for a company. The first step is to have effective customer-centered business processes before adopting a CRM. Also having a clear idea about what you need from a CRM before implementation seems obvious, but is sadly not always implemented. Mike believes this is a ‘sure shot recipe for CRM failure’.
“CRM is a business strategy, executed by the client-facing team”
Here’s a scenario. Let’s say an organization intends to choose a CRM solution. It chooses a system based on ‘market research’ and ‘the best-ranked’ software. The IT team is very excited about the technology and convinces the business to implement it. They spend months together to put the software in place. Unfortunately, a year later, the project turns out to be a failure. Guess, what went wrong?
Perhaps this short clip can give you a hint.
CRM is not just about Software!
It’s not the best software that reaps results. It’s the right solution and the right strategy that helps an organization collectively in the long run. Learn more about CRM as a strategy and explore our services.
A clear business plan to approach CRM goes a long way in the success of the eventual project. Identifying the key areas of CRM success and focusing on the ‘human aspect’ of CRM will determine how well the strategy is accepted by the end-users.
To learn how Metadata Technologies can help you in exploring Microsoft Dynamics 365 to help your organization, click here.
As a Gold Microsoft Partner, Metadata Technologies is a 100% CRM-focused company with 20 years of experience providing Customer Relationship Management solutions for business enterprises across the globe. Metadata has been the recipient of the Best Industry Partner Award in 2014 by Microsoft and is committed to delivering quality solutions to ensure peak customer satisfaction.
