I’ve been fortunate to have participated in the implementation of 60 plus successful CRM systems utilizing software (Microsoft Dynamics 365) across Financial,Government and Engineering firms. A number of those projects involved turning around a previously failed CRM implementation. Many Organisations, CRM is all about acquiring new customers, keeping your existing customers, increasing sales to existing customers and servicing the needs of those customers when they have issues with the products or services your company sells,Customer Service and Marketing since all three of these areas are focused on the same data set your current and future customers. For other companies, CRM is used as the foundation to build robust applications that address their organization’s unique needs. CRM is becoming one of the most important delivery systems for customer and company information to any workforce as they interact with current and future customers. With all the potential benefits of CRM, i

In this series 2 of 2, performance and a responsive User Interface in Dynamics 365 are key items when discussing user adoption, Users require access to their data on a multitude of devices and locations around the world in this Series of 2 l will explore some key considerations.Implementations need to be designed to work efficiently on any device that access Dynamics 365. Some additional  elements which impacts user performance are: Auditing If you are using Auditing in the system ask yourself, do you need to Audit the following? User Login Access Every Entity Every Field (for each Audit Enabled Entity) Only Audit what you explicitly need to Audit, as creating the audit records may not have an immediate performance hit, over time the system will slow returning all the audited data over a period of time when viewing the Audit History. Data Query Operations Microsoft Resource: Analyze and improve data query performance For each Entity in Dynamics 365, certain queries coul

Dynamics 365 for the Mobile Age In a fast moving mobile world, performance and a responsive User Interface in Dynamics 365 are key items when discussing user adoption, Users require access to their data on a multitude of devices and locations around the world in this Series of 2 l will explore some key considerations.Implementations need to be designed to work efficiently on any device that access Dynamics 365. Whilst working on Dynamics 365 projects over the last 4 years or so, and more recently Dynamics 365, the technology surrounding a Dynamics 365 implementation has grown and so too has the functionality provided with Dynamics 365 compared with Dynamics CRM 2011. Microsoft supports access to Dynamics 365 with multiple different browsers and devices through feature rich mobile applications for either iOS, Android and Windows. Microsoft support access to Dynamics 365 via: Internet Explorer (10 or 11) Google Chrome (Latest release) Firefox (Latest release) Safari on Mac OS

Digital technologies are changing enterprises in monumental ways. Embracing these technologies to advance business operations is no longer a question of “if?”, but “when?” . It’s time to fall in love with your digital transformation strategy, or risk heartbreaking losses. Digital capabilities will impact each company in a unique way, but key principals and benefits remain the same. That is why there is no better time than the season of love to wrap your arms around a effective digital transformation strategy. According to a survey by a well respected organisation based in Australia (Progress), 85 percent of enterprise decision makers feel they have a timeframe of two years to make significant inroads on their digital transformation before suffering financially, and falling behind their competitors. Here are some ways to st)art embarking on your digital transformation journey: 1. Identify an end-goal and decide what digital transformation means to your organization With all of

My current organisation has a dynamics which is hosted on premise and as part of planning ahead in the event there is appetite to move to a cloud solution, This blog post will be to organisations who are are looking to upgrade from Dynamics CRM 2013 or 2015/16 on premise to Dynamics 365 Online. However, some sections are relevant for all upgrades of Dynamics CRM/365 in general. With all the features that are added at a very rapid pace to Dynamics 365 and all the features that are exclusive to the cloud version, a lot of companies are looking to upgrade from the current on premises version of CRM to Dynamics 365 online. What are some of the key aspects to consider before and after upgrading? Before you upgrade It’s a good idea to look at some of the known issues with your version of Dynamics CRM. For example, The growth of the Async Operation Base table that can cause performance issues (Microsoft provides a resolution here); The growth of the Principal Object Access (POA) tab