【開催報告】 東京 ユーザー交流会 2024/11/29(金) Zoho Oneを活用した社内DX推進事例の共有

【開催報告】 東京 ユーザー交流会 2024/11/29(金) Zoho Oneを活用した社内DX推進事例の共有

皆さま、こんにちは。コミュニティチームの藤澤です。

11/29(金)に東京ユーザー交流会を開催しました。10月の開催回に引き続き、多くのユーザーさんに参加いただきました！

以下に各セッションの概要と登壇資料も掲載しています。ぜひご参照ください。



Zoho活用事例セッション：Zoho Oneで決め打ちDX~導入過程からコスパ・タイパを極めて効率化~ 



今回は、株式会社T h e F l o wの若林さんに登壇いただき、Zoho One を活用した社内DX推進のことや、そもそも「DXとは何か？」というようなDXの本質に迫った内容まで多岐にお話しいただきました。

以下に当日の発表内容と資料を一部抜粋して記載しています。


Zoho Oneの中で利用しているアプリ



Zoho CRM を中心に、Zoho Oneに含まれる各種サービスと連携して活用をしています。

自社では「SaaS事業」と「コンサル事業」の2つに分かれているのですが、各事業に適した形でサービスを利用しています。

Zoho Books とStripeの連携事例





弊社のSaaS事業では、他社のインターネット決済処理サービスであるStripeを利用しています。
StripeとZoho Booksを連携させることで、決済処理や管理をスムーズに行っています。





Zoho Booksの管理画面上で、Stripeへの連携設定が簡単に行えます。
また、項目名や自動決済処理・更新など業務の自動化も実現します。




投影資料は以下からご参照ください。






グループワーク 

今期の交流会では「Zoho CRM / Desk ワークフロー共有会」のテーマで実施しています。

今回も各テーブルことでユーザーさんにワークフローの活用法をアウトプットいただきました。




Zoho One を利用いただいているユーザーさんも多くいたことから、ワークフローを介して、サードパーティのアプリケーションや他のZohoサービスで処理を実行している事例など、その場でしか聞くことのできない貴重なお話をたくさん聞くことができました。

Zoho社員セッション：Zoho Desk FAQ解説とアップデートをご紹介




今期のユーザー交流会では、全3回とも弊社中野から上記のテーマでセッションを実施しました。

これまでも交流会のセッショントピックとして取り上げて欲しいと要望の多かったZoho Desk ですが、今回は「サポート窓口によくあるFAQ」と「最新のアップデート情報」の2軸で紹介しました。

当日の投影資料と一部内容を抜粋して以下に記載しています。

全体概要



「よくある質問と回答」では数ある機能の中でも、一部の人気機能に絞って紹介します。

「アップデート情報」では、最近のアップデートの中でも特に今後の活用促進に役立つと考えられる内容を紹介します。


よくある質問への回答まとめ





数ある機能の中でも、自動化に関する機能は特にユーザーさんの興味関心が高く、質問も多くいただきます。

最新アップデートの共有




アップデート情報の1つ目は、コメント・スレッドのピン留め機能についてです。画面上部ピン留めできることで、作業途中のスレッドなどを見逃しづらくなりました。この機能の活用により、定常作業など効率も更に上がると考えられます。

(以降、他５つの最新の機能アップデート情報の共有を実施)

投影資料は以下からご参照ください：




今回ご紹介した情報が、今後の更なる活用につながりましたら幸いです。

 懇親会（ネットワーキング） 


今回も当日の参加者の多くの方が参加してくれました。各自名刺交換をしたり、談笑したりなど和やかなムードで進行しました。  

Zohoサービスについての情報交換のみならず、ユーザーさん同士が各自の会社や業務などについてもお話ししている様子が見られました。

今回も懇親会は時間いっぱいまで盛り上がりました！





皆さま、またのご参加をお待ちしております！

 

次回のユーザー交流会は2025年3月ごろを予定しています。

ワークアウトは以下の日程で開催予定です。まだ空き枠ございますので、ぜひご参加ください！

日時：12/19(木) @ Zoom 14:00~16:00 ※途中入退出可能

募集人数：5名








      • Sticky Posts

      • 【6/22〜6/24開催】Zoho CRM 管理者向けトレーニングのご案内

        「Zoho CRMを導入したばかりで、初期設定や基本操作に不安がある」、「短期間で基礎から理解を深め、運用開始までをスムーズに行いたい」「Zoho CRMを基礎から再度学び直したい」といった課題や要望をお持ちの管理者に向け、Zoho CRM 管理者向けオンライントレーニングを実施します。 2022年6月の開催回よりトレーニング内容を刷新し、有償にて実施いたします。   ─────────────────────────────────── ＞詳細・お申し込みはこちら：https://www.zoho.com/jp/crm/crmtraining/

      • 【12/17(金)Meetup開催】参加者にはノベルティプレゼント！Zoho サービス相談会/情報交換会もあります

        こんにちは、Zoho Japan コミュニティチームの今成です。 12月17日（金）16:00から、今年最後のMeetup(ユーザー交流会)を開催します！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanCommunityMeetup2021vol4/ 前半は今年9月にZoho サービスを導入したユーザー様のセッションとして、現状の利用状況とこれからどのようにZoho サービスを利用していくか、これからの構想談をお話いただきます。 後半では、Zoho CRM

      • 【6/29(火) 初心者向け】カスタム関数勉強会のご案内

        先日のMeetupでも告知しましたが、以前より多くのユーザーさまからご要望いただいていたZoho の「カスタム関数」に関する基本の勉強会を6/29(火) 17:00に、開催します！ 関数の基本的な書き方や、Zoho CRM で活用できる関数例のデモなどについて、Zoho の技術メンバーがわかりやすく解説します。 関数の基本を掴みたい方はぜひ、ご参加くださいませ。 ＞＞申し込みはこちら：‌attend.zoho.com/luy0 以下詳細です。 ーーーーーーーーーーー 日時：6月29日(火) 17:00~

      • 【3/19(金)】Meetup(ユーザー交流会)開催のご案内。Zoho CRM ユーザー事例やZoho Sign の紹介、Zoho CRM 相談会など

        こんにちは、Zoho Japan コミュニティチームの今成です。 2021年1回目となるMeetupを、3月19日（金）16:00~ 開催いたします！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanOnlineMeetup2021vol1 毎回好評のZoho ユーザーさまによる活用事例をはじめ、Zoho の電子署名ツール「Zoho Sign」の製品デモや、グループディスカッションをご用意しています。 前半/後半のみのご参加も可能ですので、お気軽にご参加ください！

      • 【12/17(木) 16:00-】ユーザー同士で情報交換を行う、グループディスカッションもあります。オンラインMeetup Vol.4 開催のお知らせ

        Zoho コミュニティチームの今成です。最近寒くなってまいりましたが、みなさまいかがお過ごしですか？ Zoho Japan Communityでは、今年最後のオンラインMeetup（ユーザー交流会）を開催いたします！以下、詳細のご案内です。 ーーーーーーーーーーーーーーーーーーーーー ＜日時＞2020年12月17日(木) 16:00-18:00 ＜参加費＞無料 ＜開催方法＞オンライン ＜概要＞ 前半（16:00〜17:00）  自社活用事例「Zoho 社員は、1日の中でどのサービスをどれくらい使っているのか」（ゾーホージャパン株式会社　コミュニティチーム）

        • Recent Topics

        • Button to add product to cart

          Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?

        • Est-il possible d'annuler l'envoi d'un mail automatique ?

          Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.

        • Is it possible to hide fields in a Subform?

          Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the

        • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

          Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements

        • embed a form in an email

          Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates

        • Systematic SPF alignment issues with Zoho subdomains

          Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

        • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

          Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

        • Zoho Bookings - Reserve with Google

          Does Zoho Bookings plan to to integrate with Reserve with Google?

        • How to add Zoho demo site page designs to my Zoho Sites website

          Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu

        • Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

          Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,

        • Zoho Books - Include Payment Terms as a Custom View filter

          It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would be

        • Global Sets for Multi-Select pick lists

          When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

        • Text snippet

          There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that

        • Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

          Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We

        • Add Analytics function for Title case (capitalising each word in a string)

          At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.

        • How to conditionally embed an own internal widget with parameters in an html snippet?

          Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following

        • Introducing AI-powered Assessments & Zoho's native LLM, Zia

          We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring

        • Sync more than one Workdrive

          Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards

        • Cannot update Recurring_Activity on Tasks – RRULE not accepted

          Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"

        • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

          I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very

        • Unable to enable tax checkboxes

          Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,

        • Zoho Projects app update: Voice notes for Tasks and Bugs module

          Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching

        • Search Records returning different values than actually present

          Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"

        • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

          Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

        • Super Admin Access to All Courses and Spaces in Zoho Learn

          Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.

        • Updating Subform Record from other Form

          Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No

        • Print checks for owner's draw

          Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?

        • Introducing Profile Summary: Faster Candidate Insights with Zia

          We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

        • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

          [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call

        • Revenue Management: #10 Common Mistakes while Recognizing Revenue

          We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing

        • Zoho Projects MCP Feedback

          I've started using the MCP connector with Zoho Projects, and the features that exist really do work quite well - I feel this is going to be a major update to the Zoho Ecosystem. In projects a major missing feature is the ability to manage, (especially

        • Windows Desktop App - request to add minimization/startup options

          Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

        • integarting attachments from crm to creator

          when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);

        • Product details removed during update from other system

          We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during

        • Search Option

          🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service

        • Mobile Chat Window - Full Screen

          Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks

        • Is it possible to customize ZC Themes?

          I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight

        • Is it possible to create Custom function-based Lookup field in Zoho CRM

          Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.

        • @mention in comments no notification

          Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 

        • Add "Running Balance" column to Account Transaction Reports

          Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.

        • Next Page