Showing posts from November, 2018

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