Microsoft Dynamics 365 Overview

Microsoft CRM stands for customer relationship management. It helps you grow your business by managing customer relationships, increasing sales, tracking engagements, handling and streamlining different processes in your organization. Microsoft Dynamics 365 (CRM) delivers the most powerful solution via its five apps or modules: - Sales, Customer Service, Marketing, Field Service, and Project Service Automation. It is not necessary that you require all apps or modules for your business. You can choose them while creating a CRM instance. Microsoft Dynamics 365 (CRM) customization is a process where you add some new features or modify existing features to make it suitable for your business. You can add custom fields to CRM entities like accounts, leads, contacts etc. or you can modify sales, customer service, and other modules to create specific scenarios to meet your business needs or custom integration with non-crm tools and software programs like IoT apps, HR management software e

Considerations MS Dynamics CRM Online and On-Premise

Deployment Options Normally there are two choices – CRM Online or CRM On-Premise. CRM Online is hosted in Microsoft’s cloud and is a completely rapidly deployed solution. CRM On-Premise allows/requires you to deploy and setup the servers and applications yourself. There is a third option, Partner Hosted, which is essentially CRM On-Premise running on a Microsoft partners servers. Infrastructure Microsoft Dynamics CRM Online Microsoft has physical and environmental security within the data centers, like Multi-Factor Authentication, Perimeter Security, Locked Racks and extensive video monitoring. MS skilled staff provides local technical support to all the data centers. MS Online has provided with a self-healing process through an automation workflow for quick resolution which needs no human intervention. Microsoft Operation Centers provide 24/7 monitoring and system alerts to catch issues in which self-healing has not resolved and then escalated to a Service Engineer to reso

Ensuring a Successful CRM Implementation

Implementing a CRM system is important for businesses to manage their customer information. This is why it is vital to ensure that the implementation is successful. I have developed a checklist to make sure your CRM implementation goes smoothly from the first step to the last step. Here are the seven checkpoints crucial to making sure you have a successful integration. Crucial Checkpoints for CRM Implementations 1. Assemble a CRM implementation team with members from each department including management, sales, marketing, service and IT. When implementing a new software solution, gaining buy-in from all members of the team is vital to success. By including a representative from each department, you’ll not only increase the overall support for the project, but you’ll also end up with a better system. If you’re integrating CRM with another like an ERP system, make sure to have a member of the finance team available as well. 2. Document business processes and have a clear idea of

Dynamics 365 (on-premises), version 8.2 upgrade/import to v9.0.2 Failure

I have recently downloaded the MS on-premise installer for 9.0 which was released a few days ago, and I existing CRM servers set up and meeting the pre-requisites as stated here under System Requirements The installation was successful, and I was able to create new vanilla organizations with no issues, but I cannot import (upgrade) any of the organizations from 8.2.2.  Here are some of the errors: The following connections need to be closed before setup can continue:  Login: server\Administrator, Host: serverxxx.mmc, Database: xxxx_MSCRM  User: Administrator, Program: MSCRMmmc (seems like this is deployment manager?) Error| Upgrade Organization with Id=xxxxxxxxxxxxxxxxx failed with Exception: System.Exception: Error.ActionFailed Microsoft.Crm.Tools.Admin.UpgradeDatabaseAction ---> Microsoft.Crm.CrmException: Error in Action: Bin\Microsoft.Crm.DataUpgrade.dll:TrackCustomDatabaseOb

Dynamics 365 Server V 9.0 (On-Premises) available for download

As Business applications continue to grow Microsoft have recently released Dynamics 365 Version 9 for their On premise customers. This can be downloaded here:

Dynamics 365 App For Outlook What Is It?

The CRM App for Outlook is a lightweight app that does not require workstation installation but has rather been designed to accomplish specific actions such as tracking and converting emails and reviewing details on Contacts and Leads from directly within the email. Server-Side Synchronization is used to set up email processing in Dynamics 365 by connecting with an Online or On-Premise Exchange Server for incoming or outgoing email.  With Server-Side synchronization, you can centrally manage mailboxes, server profiles, configure email for users or queues, and track email processing errors.  This is now the email processing method by design from Microsoft, with the Email Router being deprecated and the Outlook add-in deemed legacy technology. Case to use it? Microsoft's Dynamics 365 product group is increasing their investment in the App for Outlook by closing the functionality gaps between the app and the older Outlook add-in.  The app is built on newer Office add-in technol

How to sign up to a Dynamics 365 Trial

In recent months l have had a few colleagues from different business areas keen on how they can set-up a trial instance of Dynamics 365 to learn and understand the ever evolving business applications. So l have put a quick guide below to help. The trials sign up for Dynamics 365 is something that has been ever changing over the last few years as the product has changed, Dynamics365 has matured and the Microsoft product team has worked to improve the process on enabling customers,partners and individual users in . The question is always what is the best way to start a new Dynamics 365 trial in a new tenant when you want a standalone instance for a educational purpose,showcasing the solution to a customer and development purposes? Go to Currently, there are 9 different App trials you can sign up for and valid for 30 Days: 1.Sales 2.Customer Service 3.Field Service 4.Project Service Automation 5.Finance and Automation 6.Business C