Leveraging Microsoft's advanced Dataverse storage in Pobuca's CRM and CDP solutions

Understanding the data storage challenge

Businesses today are inundated with data. From customer interactions to transaction records, the amount of data generated is enormous. Managing this data requires not only sufficient storage space but also the ability to access and analyze the data efficiently. However, traditional data storage solutions often come with high costs and limited scalability, posing significant challenges for businesses looking to grow and adapt in a data-driven world.

1. High costs and limited scalability

One of the most pressing issues in traditional data storage solutions is their cost and scalability. As businesses grow and their data needs expand, they often find themselves constrained by the storage capacities of their existing systems. Upgrading these systems or migrating to larger capacities can be both costly and time-consuming. This scenario is further complicated by the unpredictable nature of business growth, making it challenging to forecast storage needs accurately.

2. Balancing storage needs and costs

The dilemma for many businesses lies in balancing the need for sufficient storage space with the cost implications. On the one hand, having too little storage space can hinder operational efficiency and limit the potential for data analytics. On the other hand, investing in excessive storage capacity can lead to unnecessary costs, particularly when a significant portion of the data stored is seldom accessed.

3. The challenge of “cold” data

A significant portion of the data that businesses store is “cold” data – information that is infrequently accessed but still needs to be retained for regulatory compliance, historical analysis, or future use. Storing this cold data in readily accessible (and often more expensive) spaces can be an inefficient use of resources. However, moving this data to cheaper, less accessible storage can raise concerns about retrieval times and data availability when it is needed.

4. Efficiency vs. accessibility

Another challenge is striking the right balance between storage efficiency and data accessibility. Businesses need to ensure that their most frequently accessed data is readily available for operational processes and decision-making. However, maintaining high levels of accessibility typically involves higher costs and more sophisticated data management systems.

5. Data security and integrity

In addition to storage efficiency and cost-effectiveness, data security and integrity are paramount. The risk of data breaches and loss presents a significant threat to businesses. Effective data storage solutions must, therefore, provide robust security measures to protect sensitive information while ensuring that data integrity is maintained during storage and retrieval processes.

Microsoft Dataverse: a game-changer for data management

Microsoft Dataverse stands out as a transformative solution to the complex challenges of data management. As a critical component of Microsoft’s business application platform, Dataverse delivers a robust and scalable environment for data storage, designed to handle extensive volumes of data efficiently. This capability provides businesses the flexibility to scale their storage needs in line with their growth.

What is Microsoft Dataverse?

Dataverse acts as an online data hub and powerful API (Application Programming Interface), enabling the storage of data generated by Dynamics 365 apps and services. It integrates this data into custom apps and other software via the Power Platform, making it a central piece in Microsoft’s data management strategy​​.

Key features and benefits

• • • • Availability and service uptime: with service availability of 99.9%, Dataverse is suitable for enterprise-level operations. It also has entitlement limits and automatic detection of malicious behavior to minimize disruptions​​.

• • • • Security: built on Microsoft Azure, Dataverse inherits robust data security features. This includes granular access management configurations, ensuring a high level of data protection​​.

• • • • Capacity add-ons: businesses needing additional capacity can purchase capacity add-ons, each offering an additional 10,000 requests per day, enabling scalability​​.

• • • • Analytics: Dataverse provides various analytics tools for creating charts, tables, interactive dashboards, and reports, enhanced with AI capabilities for process automation​​.

• • • • Integration with Dynamics 365: it seamlessly integrates with Dynamics 365, allowing the creation of custom apps and business rules without complex coding, thereby simplifying customization and reducing manual errors​​.

• • • • User-friendly interface: designed for simplicity, Dataverse offers an accessible interface for non-technical users through integrations with Power Apps, Power BI, and Power Automate, supporting low-code/no-code capabilities​​.

• • • • Advanced capabilities: including Azure SQL and Data Lake Integration, SQL Server and API support, developer SDK and custom connectors, and model-driven and bot-based apps, Dataverse extends beyond just data storage​​.

How it stands out from competitors

Dataverse goes beyond traditional database management systems like Access or SQL Server by offering centralized data management, integration with Microsoft Power Platform applications, comprehensive data security and compliance, and more. Its ability to handle diverse data types and integrate with a wide range of Microsoft products and services makes it a unique and versatile solution.

Pobuca’s partnership with Microsoft: harnessing the power of Pobuca Experience Cloud and Microsoft Dataverse

As a Gold Partner of Microsoft, Pobuca is at the forefront of integrating advanced technological solutions into our Customer Relationship Management (CRM) and Customer Data Platform (CDP) offerings. Utilizing the robust capabilities of Microsoft’s Dataverse, Pobuca Experience Cloud provides our clients with unparalleled advantages in data management and customer engagement.

CRM and CDP: central to Pobuca’s Strategy

Our CRM solution is more than just a tool; it’s a comprehensive strategy for managing and enhancing relationships with both new and existing customers. By adopting Pobuca’s CRM strategy, businesses can streamline complex customer interaction processes, leading to increased customer satisfaction. Our CRM acts as a single reference point, gathering all available data, and analyzing them with advanced AI & ML tools for more efficient decision-making.

Unique selling points of Pobuca CRM

• • Expertise and efficiency: our team of business experts and technical professionals provide tailor-made CRM strategies, ensuring productivity and revenue streamlining insights.
  • User-friendly system: we focus on building a CRM that is not only valuable but also user-friendly, avoiding typical data management pitfalls.
  • Comprehensive CRM solutions: our CRM encompasses various areas, including sales, marketing, customer service, productivity, and insights, making it a holistic solution for businesses.

Pobuca Customer Data Platform (CDP)

• • Unified customer database: our CDP integrates data from multiple touchpoints, creating a unified customer profile that is accessible to other systems.
  • Data types stored: we offer a 360-degree customer view, storing data ranging from customer profiles and demographics to transactional data, campaign-related data, customer loyalty data, survey and feedback data, customer service interactions, and customer events.
  • Integration with Microsoft Dataverse: most of the data in Pobuca Experience Cloud is stored in Microsoft Dataverse, providing a scalable and secure environment that also powers Microsoft Power Platform and Dynamics 365.

Maximizing data potential with Microsoft Dataverse

The integration of Microsoft Dataverse in Pobuca’s solutions offers significant benefits:

• • Scalable and secure data storage: Microsoft Dataverse provides a robust platform for managing extensive volumes of data efficiently.
  • Cost-effective data management: with additional data stored in Azure Cosmos DB, we minimize data storage costs for our clients.
  • Seamless integration: the combination of Pobuca Experience Cloud with Microsoft Dataverse ensures a smooth data management experience.

Conclusion

Pobuca’s Partnership with Microsoft leverages the powerful capabilities of Microsoft Dataverse, enhancing our CRM and CDP offerings. This integration positions Pobuca as a leading provider of data management and customer engagement solutions, helping businesses harness the full potential of their data for growth and success.