Decommissioning a System Administrator

What happens when your Dynamics 365 for Customer Engagement system administrator decides to leave the company? Ugh, right? It's not something we like to think about, but it is certainly a very real business scenario. In today's post we'll walk through all the things that need to be considered, contemplated, and changed when this happens, as well as how to avoid these potential problems the next time your system admin jumps ship.

First, when this scenario does reveal its ugly head in your organization, which of the following should you do? (Hint: there's only one right answer.)

1. Panic.

2. Offer him/her a much higher salary to stay.

3. Disable his/her user record and just pretend everything is going to be ok.

4. Quickly, carefully, and efficiently analyze your system and make the necessary adjustments.

Hopefully, your answer is option 4 – after all, it's the right answer. (Well, unless you have an unlimited budget, in which case you may want to consider option 2.) So, let's get started on quickly, carefully, and efficiently analyzing the system and making necessary adjustments.

For Immediate Consideration

Most D365 for Customer Engagement system admins have a variety of roles within a company. They may be responsible for:

In other words, they very well may know the system inside and out and likely have their hands in just about everything. So, not only is the loss of their knowledge a potential challenge, but their login credentials may be tied to many various processes within your application. This means that disabling their user credentials or changing their password once they leave the company is likely to leave you with broken processes, errors, loss of functionality, and plenty of headaches.

But from a security perspective, they can't remain an active user either. So, once again… what can you do – specifically – to avoid those headaches? And no, enticing them to stay by doubling their paycheck still isn't the right answer. Instead, let's go step-by-step to ensure we keep your system up and running at full functionality.

Processes (Workflows and Business Process Flows)

Since workflows run in a user's context, we need to first reassign any workflows and business process flows that are owned by the former system admin. In Settings > Processes, find any activated processes that are owned by him/her and reassign them – ideally to the new system admin, but if that person is not identified or hired yet, reassign them in the interim either to someone with sufficient system privileges or to a Service Account (more on this later). Importantly, don't forget to reactivate each process afterwards.

Email

If your system has any automation in terms of sending emails, you must check whether any of those emails are being sent from your former system admin. If they exist in any To, Cc, or Bcc fields, that's ok – you can (if you choose to) leave them without causing future failures. Having said that, our recommended best practice is to remove them.

If they exist in the From field of any emails – typically created via workflow send email steps, it means all those emails will be sent in the context of that user's mailbox. Once the person if disabled from the system, those emails cannot be delivered. This is likely to occur when you have workflows designed to send notifications in the event of certain activities within Dynamics 365. For example, you may have a case assignment workflow that emails the new owner when they have been assigned a case – if you want that email to be sent and received, you'll need to change it so that the From field is an active user (more on this later).

Integrations

This is where it gets fun!

So, what if your departing system admin used his/her credentials to set up external connections into CRM? If so, you now know two things:

1. This admin was either doing a lackadaisical job or was focused strictly on guaranteeing job security – in either case, at least now you know for sure that you don't want to double that salary!

2. You have problems that need to be dealt with right away.

You must examine all of your external integrations, including:

Wherever necessary, update the credentials – preferably to a service account with the necessary rights. For example, if you have an active cloud-based PowerPack, such a PowerSurveyPlus, you will need to open the solution and update the username and password in the credentials area. (To learn how, scroll down to the Registration section on this page.)

Personal Views, Dashboards, and Other Records

This is not as critical as the previous items because a personal view or dashboard that has been shared to multiple people will not be affected if the original owner is disabled. However, unless Assign (or other rights beyond just Read) have also been shared, you may be stuck with these Views and Dashboards… forever! That's right, you'll never be able to change them. What that means is that if your departing system admin (let's call him Aaron) created a Contact View called Aaron's Team and shared it to others with read-only access, every person with whom he/she shared it will forever have this View – and because views are listed alphabetically, they'll suffer the added inconvenience of Aaron's Team showing up first forevermore!

Luckily, that's not exactly true. How do you make it go away? Use the magical REASSIGN RECORDS button (highlighted below) on the user record – it will reassign all records and views to someone else. Phew!

system administrator

The time it takes to complete reassignment will depend on a few different things, including the number of records to be reassigned and whether or not the reassignments cross business units (reassigning records leads to Dynamics 365 adjusting the record-sharing table in the background).

Disabling the User

The last step – disabling the user – is the easiest. You can do this from the Office 365 portal by simply removing the user's Customer Engagement license (alternatively, you can remove all security roles).

Preventing this in the Future

So, what's the biggest lesson learned here? "SERVICE ACCOUNTS!"

Need to see that again? Here it is, in more detail this time: "USE SERVICE ACCOUNTS!"

Here's what we mean:

In many Dynamics 365 for Customer Engagement deployments – and in all CRM on-premises environments – user logins are tied to an Active Directory user within the company (or you can also authenticate users directly within Office 365). In either scenario, you have the option to create non-user accounts. These are logins that only a handful of people in the company have access to and that are not tied to any particular individual. These logins have many different uses, and they can be configured to have full access to your Dynamics 365 application. There are different ways to reference this type of login, but for the purposes of this blog, we'll refer to it as a Service Account (recall that we mentioned these earlier and promised to get back to them).

So, if you have an activated workflow that does not need to be assigned to a specific individual, the best practice is to not assign yourself (or the developer) as the owner. Instead, assign it to a Service Account and activate it. And if you have a more complex setup where workflow owners belong to different business units, you can easily create a unique Service Account for each use case.

The end result of this approach? In the event that a system admin leaves your company, you can quickly and safely change the password of the Service Account(s) being used to run workflows – without impacting anything.

Note that it is also a must to always use a Service Account for any integration that connects to Dynamics 365 externally, such as SSIS, Scribe, Email router, etc. And we always recommend using a different account for each process, as doing so provides two clear benefits:

But what about auto emails? If you are sending email as an end user, do you have other options (again, we mentioned this earlier and promised to come back to it)? The answer is yes – you can send as a Queue instead, since a Queue can be configured as any email address and display name. Now, there are further considerations to take if you want to send as a Queue instead of an end user, and some of it may depend on your company's email policies and how your outgoing email delivery is configured. But if you have automation to send emails from your system based on records being created or updated, chances are you don't need to set the From field as an individual. In those cases, you will want to definitely consider using a Queue and possibly using a no-reply address … or even an e-mail that does not exist in your D365 Customer Engagement deployment. The bottom line is that you have options – and sending email as an end user is not always the best one.

So, there you have it… what to do when your system admin jumps ship and how to avoid the ensuing problems in the future. We hope this was helpful (and saves you some money and headaches in the process).

Don't forget to subscribe to our blog for more Dynamics 365 tips!

Happy Dynamics 365'ing!

A Day in the Life of a CRM Admin

Ever wonder what a CRM admin does and what makes them tick? We've got the answers! We took a little time out of the day to speak with Cecilie and Liz, two CRM admins dedicated to making PowerObjects' Dynamics CRM system hum. So let's get to it!

CRM Admin

1. How would you describe your job in a nutshell?

Cecilie: A daily juggling act. You never know what you're going to find when you walk in the door. There are always going to be those little pieces that need doing, and then the bigger projects that also need doing.

Liz: Sometimes I feel like I'm a character in the Matrix. We're working in this dynamic environment, where we use technology to do things that we never imagined possible.

2. Why is your job important?

Liz: The CRM admin is the keystone to the company's business process. If you don't have someone customizing the software, you're going to miss opportunities to make your business more efficient. A CRM admin translates the needs of the entire organization into CRM. It's a great tool that eliminates roadblocks and increases overall productivity. This sounds cliché, but CRM allows people to "work smarter, not harder."

Cecilie: We help to make the gears turn and fit together.

Liz: Yep, we're the mechanics of a finely tuned engine.

3. How did you first get started working with CRM?

Liz: I didn't know what CRM was until I came to PowerObjects, but everything I had done in my career prior to this always involved various components that do what CRM does. So it was cool to come in to a company that uses CRM to put all those components together, instead of using spreadsheets for days to track information. It's really cool to see how CRM can impact a business.

Cecilie: In college, I wanted to work with rescue animals, but that job unfortunately didn't pay enough to make a decent living, so I started looking for jobs in technology, which I've always been interested in. I was given my first job out of college a "CRM Admin" position. They basically threw a book at me and said "Here's your job, go learn it." Other than that I just saw the potential in the software and how it could help businesses and I was excited. And I happened to find PowerObjects out of that interest. But if you told me in college that I would be working as a CRM Admin at a CRM company, I would have laughed at you.

4. When you started working with CRM, did you ever see yourself becoming a CRM admin?

Cecilie: Yeah. My first job was to manage a CRM system, but I never saw myself becoming an admin per se. CRM is exciting to work with because there's always new things to learn and it can do so many things.

Liz: I never saw myself as a CRM admin. I guess my organizational skills just fit well with that role. When I came to PowerObjects, I went with whatever they threw at me. And then my supervisor just said, "I think you'd be a great fit for this," and I said "Okay! Let's do this."

5. What's the first thing you do when you get to the office in the morning?

Cecilie: Coffee.

Liz: Coffee.

6. How do you manage incoming requests?

Cecilie: Oh, let's see. I have a OneNote that has info about the bigger projects and notes from the meetings around those. We have the internal IT requests in CRM which is little stuff, like moving a field on a form or modifying a security role. Then we have "Prod CRM" projects, where people put in their bigger CRM requests. That's still being built out. And then people will randomly ping or email me. If I can just do in in a second, I'll just do it, otherwise it gets added to one of those other systems.

Liz: Having multiple monitors and browser viewing options is pretty nice too. It helps me stay organized.

7. How do you prioritize those requests?

Cecilie: A lot of it depends on how many people it will impact and how urgent it is. If it's something somebody needs to do their daily job, it goes first on the list. If it's something that impacts the entire delivery team, or if it's related to a leadership team rock, that would also be higher priority.

8. What's the most fun thing about your job?

Liz: I like the creative aspect of it. I also really like how this job helps you really understand the business and how you can use this technology to help the organization grow.

Cecilie: I enjoy working with the different teams and bring everybody together in one common goal. CRM helps do that. Also, seeing people's excitement when you do something with CRM that's going to make their jobs easier—I get a lot of joy from that.

Liz: Agreed! Also, using cloud technology. Microsoft has a fantastic cloud ecosystem. I really like how you can access anything from anywhere using products like CRM or Office 365.

9. What's the most challenging thing about your job?

Liz: Staying organized, especially when a lot of stuff comes in. You have to jot it down somewhere and then make sure it doesn't get lost.

Cecilie: Making everyone happy. Everyone wants their stuff yesterday, so you need to figure out what really needs to be done today, and what can wait. You're only one person who can do one thing at a time (with the help of a team, of course). For me part of what I am challenged with is when I have a lot of alone time, just sitting and customizing CRM. Sometimes it's whole days just sitting with your headphones on. I'm a people person, so sitting like that days on end can be challenging. A subscription to Pandora saved my life.

10. What's your favorite thing about CRM?

Cecilie: I love how you can really almost do anything with it. People ask, "Can we make CRM do this?" The answer is almost 100% of the time is "Yeah! We can do that." Whether it's custom code or built into the system, you really can do whatever people want. It's very adaptable.

Liz: I like how it brings people from different areas together to communicate, no matter the industry. It's not just a sales system. It's so adaptable. The "lead" and "opportunity" entities are just placeholders and can change according to the organization. As long as you have certain components, you can always adapt CRM to fit those certain components. You aren't locked into using it a certain way.

11. What do you think are the qualities of a good CRM admin?

Liz: Organizational skills, communication skills, people skills, and broad understanding of all aspects that touch the system. You have to be okay with change. You're constantly driving it.

Cecilie: People skills for sure, with both technical and non-technical people, and being able to speak to those different types of users. You also obviously need to be able to customize the system. You need to know what's possible with CRM and what isn't. Being a creative thinker is also good. You can say, "I know it's not possible to do it this way, but maybe I can help them get to their end goal this other way."

Liz: Another good trait is being adaptable. Being able to understand people's needs.

Cecilie: Yeah, being that liaison between technical and non-technical people. You have to be able to translate the technical stuff to non-technical people and vice versa.

Liz: You also have to translate business needs into a technological process.

Cecilie: We do a lot of translating, ha ha. You need to able to handle stress, too. Because you do get a lot of things thrown at you randomly on a daily basis. It can contribute to stress.

Liz: Triaging plays into that as well. You need to be able to prioritize one that needs to be fixed now. If you can't do that, you're going to get stressed out.

Cecilie: Also, being able to communicate with different types of people and levels in the company, from the CEO down to the person who was just hired. And being realistic to everyone—being able to say to the CEO, "That's great, but that's not how it works."

Liz: Yeah, it's your domain. Since you're controlling the system, you can say "This is possible, this is not." You need to know your own company's particular processes in order to see how CRM can help. Being a CRM admin is great because it gives you such a deep understanding of the business itself.

12. Are there any inside jokes that only other CRM admins would get?

Cecilie: What's that meme someone sent out? "I don't always test, but when I do I test in production." That one made me laugh.

CRM Admin

There's another one I found lately too: It's this guy saying "My code doesn't work. Why doesn't it work?" The next image says "My code works. Why does it work?"

CRM Admin

Liz: And then there's the "99 little bugs in the code" meme.

CRM Admin

13. Any advice for CRM admins just starting out?

Liz: Take notes whenever you can on anything and everything. Somewhere down the line it'll be useful.

Cecilie: Just make sure you have a good system for taking requests and organizing everything coming at you every day. Find a way to organize yourself so you know what's on your plate every day, know what's at the top of the list, and know what can be pushed off until tomorrow.

Liz: We are building out our CRM to fit exactly what we need to do this triage internally. We've customized our CRM to manage our own CRM customization requests.

Are you a CRM admin? What are the most important things in your world? Share in the comments!

Happy CRM'ing!

10 Things about LinkedIn Sales Navigator a CRM Admin Needs to Know

In this blog, we will review the 10 things a CRM Admin needs to know about LinkedIn Sales Navigator and walk through some settings.

If you would like to learn more about the LinkedIn Sales widget, please check out this link: LinkedIn for Microsoft Dynamics CRM Widget - Overview. We recommend that you review the Microsoft Dynamics 2016 and Office 365 Installation Guide as well. If you are unfamiliar with the LinkedIn CRM Sales Widget, below is a very brief illustration because we are going to talk about Sales Navigator today!

The LinkedIn for Microsoft Dynamics 365 Widget works with the Accounts, Leads, Contacts and Opportunity entities. The widget allows a user to see a LinkedIn Member Profile and Company Profile as sections on the entity form. How does it work? Well, while creating a Lead, the widget lets the user search LinkedIn.com directly from the Entity form and users can view information from LinkedIn.com about the Lead's LinkedIn Member Profile. Below are a couple of screen shots.

linkedin sales navigator

linkedin sales navigator

If you want to know more about the LinkedIn Sales Widget, please see our video Dynamics 365 In Focus: LinkedIn Sales Navigator and read our blog How Microsoft's Acquisition of LinkedIn is Revolutionizing the Sales Game for Dynamics 365 Users.

So, what is the Sales Navigator CRM sync about for a CRM Admin?

The Sales Navigator Admin CRM sync allows CRM Admins to:

Now let's break down the Sales Navigator CRM Settings!

Sales Navigator Administration Settings

1. System Requirements:

2. Connect to CRM and then enter subdomain for the Dynamics 365 online instance, this will be followed by a request for credentials. The recommendation is to use a service account for these credentials. The reason is that when LinkedIn Activities (InMail, Messages etc.) are copied to Dynamics 365 these LinkedIn Activities are "Completed by" the CRM Admin for the Sales Navigator account versus the record Owner.

linkedin sales navigator

3. Confirmation of Connection to Dynamics 365 and the date of the last sync with Dynamics 365.

linkedin sales navigator

Below are the other configurable settings:

4. Auto Sync CRM allows Accounts and Leads to be automatically imported to Sales Navigator

5. Use Business Process Stage to import Accounts and Leads into Sales Navigator. The drop-down menu allows for five optionset values. The first is "Not Sure" the remaining four values are the Dynamic Out-of-the-Box business process stage names, 1-Qualify, 2- Develop, 3-Propose, 4-Close.

6. Storing the value for a won Opportunity allows Sales Navigator to size and identify the profile of deals. There are two available values for this option set, "Not Sure" and "Amount"

7. Sales Navigator syncs back to CRM. These data items become Activities in CRM. Below is a sample InMail message created in Sales Navigator with the copy to CRM feature enabled. The third view is this same message showing as an Activity item in Dynamics 365, how cool!

linkedin sales navigator

 

linkedin sales navigator

 

linkedin sales navigator

 

8. Sales Navigator data items as Activities in CRM. Users can create LinkedIn messages while working in Dynamics 365.

linkedin sales navigator

9. Sales Navigator Sync Statistics can be viewed by clicking on the View details link of the connected Dynamics instance. The table of CRM Data Sync Statistics shows stats for records the Accounts, Contacts and Leads entities.

linkedin sales navigator

linkedin sales navigator

10. The Admin sub menu item "Seat Management" allows enabling of the CRM Sync feature for a Sales Navigator Seat (aka Dynamics 366 User).

linkedin sales navigator

Pretty great stuff, huh? We hope this has provided relevant information about the Linkedin Sales Navigator from the CRM Administrator's perspective. In review, we connected and configured Sales Navigator settings, showed the sync with CRM Activities, the CRM Data Sync Statistics and enabling CRM sync at the seat level. For more information about the LinkedIn Dynamics Sales Navigator see these tutorials.

Happy Dynamics 365'ing!

How to Install and View Organization Insights for Dynamics 365

Have you ever wished there was an easy way to track your organizations metrics with a simple, easy to use tool? Organization Insights for Dynamics 365 (online) is a free powerful tool, allowing your system administrator to monitor user adoption and use, storage and performance, and allowing them to troubleshoot and diagnose errors in an efficient manner.

1. To get started, log into your Dynamics 365 instance. You will need to download Organization Insights from the Dynamics Marketplace found in Settings > Dynamics
Marketplace.

organization insights

2. Type "Organization Insights" in the search feature and click Get it now.

organization insights

3. Agree to the terms and conditions and choose Continue.

organization insights

4. Select the Dynamics 365 organization you want to add the application to it.

organization insights

5. Agree to the terms by placing a check box in each item.

6. To confirm the solution installed, go to Settings > Solutions. You should see Organization Insights as a solution installed in your Dynamics 365 instance.

organization insights

7. To view the new Organization Insights, go to Settings > Organization Insights.

organization insights

Installing Organization Insights for Dynamics 365 has never been easier. Once inside, you can view different metric dashboards such as active usage, system jobs, plug-ins, API call statistics, and storage; giving you greater insight into your organization's instance. System Administrators will find using Organization Insights a very beneficial tool.

Like what you see? Be sure to search our blog to get all the latest info!

Happy Dynamics 365'ing!

9 Reasons Why Your Company Should Join PowerSuccess

Do you have a Dynamics CRM or Dynamics 365 for sales system but no support? Unfamiliar with CRM and don't know where to start? Do you wish you had a CRM expert to help guide your use of your Dynamics 365 system over time? If you answered "yes" to any of these questions, you may be a good candidate for our PowerSuccess program! In this blog, we will discuss 9 reasons why your company should join PowerSuccess! Once you've read through this list, click here to claim a free 15-minute assessment!

First off, what is PowerSuccess? In a nutshell, PowerSuccess is a totally unique service-as-a-subscription program that gives you access to a dedicated PowerSuccess Engineer who acts as the single point of access for your Dynamics 365 needs. Think about it…after your project implementation is complete, what are you going to use for an ongoing support model? Do you want to get a different resource each time or do you want someone you can build a relationship with? With PowerSuccess, your Engineer will take the time to understand your business and processes, tailoring your Dynamics 365 system to your needs. Having access to your Success Engineer eliminates the need for you to hire your own administrator internally, saving you the pain of dealing with HR, payroll, ramp-up time, training, and turnover.

Without further ado – here are the 9 reasons why your organization should join our PowerSuccess program:

1. Choose from multiple offerings

PowerSuccess has three different program options to choose from: Plan 1, Plan 2, and Plan 3.

PowerSuccess Plan 1:  A dedicated PowerSuccess Engineer handles everything from break/fix support and new user setups to security role management and scheduled updates/upgrades.

PowerSuccess Plan 2:  Everything from Plan 1 PLUS additional Dynamics 365 consultation and business analysis, PowerPack installation/configuration, and one entitlement per year. Entitlements are complimentary, customized tools that enhance your Dynamics 365 deployment.

PowerSuccess Plan 3: Everything from Plan 2 PLUS a second yearly entitlement and additional custom development (e.g., Plugins, SSRS reports, etc.)

2. It's affordable!

PowerObjects built out PowerSuccess to make it affordable for companies of all sizes. For a predictable monthly subscription fee, you’ll get inclusive, personalized support. You’ll know all costs up-front, so you can budget without any surprises.

Check out the newly updated PowerSuccess page for more information.

3. Clear Project Process

PowerSuccess is designed to provide a much faster time-to-value than traditional time-and-materials projects. We do this through our proven PowerSuccess process:

PowerSuccess

Your PowerSuccess Engineer gathers your requests, s/he will work with you to prioritize them, his/her product team will design, build, and collect feedback from you, and finally the solution is delivered to you.

4. Always Having Access to the Latest and Greatest

Microsoft is always innovating Dynamics 365 with new processes and features, which brings us to our 4th reason for signing up for PowerSuccess. Our PowerSuccess engineers will always go back and revisit anything they’ve built and will implement any new functionalities, so you’ll always have the latest and greatest. You won’t have to worry about tracking the latest updates! The PowerSuccess team is always willing to make tweaks and changes to better your Dynamics 365 experience.

5. A Dedicated Resource

A lot of organizations don’t have resources in-house, the expertise, or the time to build out a tailored CRM solution. They may know the basics of a system but are unsure how to scale over time. With PowerSuccess, you’ll have a dedicated Success Engineer who will help you approach goal building proactively. They will work with you to anticipate necessary changes and customizations. This will save your organization both time and money in the long run! 

6. Build a Partnership

Our PowerSuccess Engineers want to help your company be successful and they do that by learning about your business as much as they can – that way, they can show you how to use Dynamics 365 to its full potential. By building a strong partnership through PowerSuccess with the same dedicated engineer, we can build a trusted relationship.

7. Fixed Monthly Subscription

Having a fixed monthly subscription is very helpful for customers so that they know exactly how much to budget and how often support will be available to them.

 

8. PowerPack Add-ons

Most PowerSuccess customers have free access to our entire suite of PowerPack add-ons for Microsoft Dynamics 365. These are productivity and marketing automation tools that provide enhancements in sales, marketing, productivity, and more! Learn more about our PowerPack add-ons here. 

 

9. Experts in the application

Our PowerSuccess team knows the software inside and out, which is why we call ourselves experts. This allows you to take full advantage of features and be creative with your solution without having to use custom code.

There you have it! These are the 9 reasons why your company should join our PowerSuccess program. For further information check out our PowerSuccess page and take a look at some of our PowerSuccess customer success stories! Think your organization is the right candidate for PowerSuccess? Click here to claim a free 15-minute assessment!

Happy Dynamics 365'ing!

Top 5 Ways to Save Money with Dynamics 365 Training

Education is one of PowerObjects’ four pillars for a reason. We believe that if we’re going to provide service for a product that touches every part of your business, we owe it to you to have training that allows your company to understand the product. That’s why PowerObjects remains one of the only Microsoft Partners for Dynamics 365 to provide educational services. In fact, on more than one occasion, we’ve seen competitors refer clients to us for training because they recognized the value of education but couldn’t provide it. That said, here are the top five ways spending money on training for Dynamics 365 will actually save money.

  1. You'll become more efficient. Time is money, as they say.  Spend your time wisely by utilizing Project Service Automation tools for Dynamics 365.  You'll be able to track all the mission critical details of a project in one location saving valuable money - 'er, time.  You'll save time in more places than just that.  You'll also save time by being able to accurately schedule resources and assess costs.  It's a real game changer.

    Recommended Training: Project Service Automation

 

  1. Save your project from scope creep. At PowerObjects, we often recommend your key stakeholders attend a Boot Camp early into the project planning phase. This is no mistake.  Your team may or may not understand the project and it’s capabilities, but when upgrading and transitioning to a new software, it’s important your team knows what it can do before we start to build it. Otherwise, when your team learns of capabilities later in the project, it leads to new project requests which can cause project scope creep which increases project hours. Save money by starting with Boot Camp.

    Recommended Training:
    Boot Camp

 

  1. Maximize your Dynamics 365 environment for your needs. Dynamics 365 can do so much, but your developers don’t always have time. Investing in Citizen Developer training will teach your CRM Administrators how to build out and customize parts of your environment without code. With the cost of developer dollars these days, this will save your business some serious dough!

    Recommended Training:
    Citizen Developer

 

  1. Accurate reporting. You’ve been using your Dynamics 365 training to encourage active use by end users, but do you know how to use the data they’ve created to further your business needs? This is where Business Intelligence Wizard comes into play. By training the correct resources in advanced reporting methods through Dynamics 365, you’re likely to see efficiencies and areas which can be improved across your company. This kind of reporting tells you exactly what to keep and what to change to ensure your company is making smart business decisions each and every day.

    Recommended Training:
    Business Intelligence Wizard

 

  1. User Adoption. This will pretty much always be the most important reason to invest in Dynamics 365 training services. Failed user adoption is one of the leading causes of failed implementation and upgrade projects. You can spend all you want custom building your very own luxury car. It may drive perfectly, but if you give the keys to a ten-year-old and tell them to drive, it’s probably going to crash and burn. Why? They don’t know how to use it! Dynamics 365 training is vital for this same reason: if everyone from admin, to developer, to end user knows how they’re expected to use Dynamics 365, you’ll see success. If they don’t, they won’t. That’s why we offer custom training plans for any business with our Learning Consultants and Change Management training services for Dynamics 365.

    Recommended Training:
    Custom Project-Based Training

 

Have questions about training services for Dynamics 365 or need to bring a trainer to your location? Contact us!

Happy Dynamics 365'ing!

CRM Administrators – Have You Checked Out The CRM Book Lately?

Do you want to brush up on best practices and topics that affect CRM administrators and pro-users of Dynamics 365? If so, head over to The CRM Book to explore the following topics:

Business Administration
Everyone wants to rest easy, knowing that their CRM data is safe and secure. Learn how to make your platform more secure by creating business units, users, and teams with specific security roles.

Processes
It's a new year. Start it off by making sure your organization is running with maximum efficiency by implementing processes such as workflows and dialogs. This will help automate your business processes and make your CRM system for Dynamics 365 run smoothly.

Advanced Reporting Options
Do you ever wish there were more creative ways to showcase and articulate your CRM data? With CRM for Dynamics 365, you can. Learn about the several advanced reporting options for online and on-premise solutions.

Mobile Options
Do you use CWR Mobility, Mobile Express, Power8CRM, and CRM for the iPad? Learn about these different clients for mobile to get mobile savvy!

Integrated Technologies
To enhance and supplement your current CRM processes and get your organization even more synchronized, see how Dynamics 365 fits in with other Microsoft technologies such as Yammer, Skype, and Lync.

Office 365
As we all know, cloud-based solutions are the future. To get on top of this growing opportunity, learn how cloud-based Microsoft Office products integrate seamlessly with Dynamics 365.

SharePoint Document Management
Do you want to have a more streamlined and integrated document file system . Learn how with SharePoint.

Outlook App and Add-In Installation and Settings
Get all of your messages on-the-go by syncing your Dynamics 365 and Outlook. We will walk you through the set up and give you some best practice tips.

Server Installation
This chapter covers everything from infrastructure planning to authentication models for CRM for Dynamics 365 server installation.

Updates and Rollups
Is there a difference between update rollups and service updates? The answer is yes and we are here to tell you all about it!

Data Migration and Integration
Data migration and integration can be stressful. We've all been there. The good news is that with Dynamics 365, things just got a little bit easier.

To get more educational content, check out our entire CRM Book here. And don't forget to tune in for our upcoming webinar series on CRM for Dynamics 365 – starting this Thursday, January 5th!

Happy CRM'ing!

The CRM Minute: Go for the Gold with PowerSuccess [VIDEO]

If you’ve ever been curious about PowerObjects’ PowerSuccess program, today we'll give you all the answers you’ve been wanting! PowerSuccess is a totally unique service-as-a-subscription program that gives you access to a CRM administrator and a long-term plan for success for a predictable monthly fee. It’s an affordable option for both those who are just starting out with Dynamics CRM and those who already use CRM but want to take their systems to the next level. Not to mention it's a great option for small or medium sized organizations who might not have the resources in-house to manage their CRM system.

Red Door Company, one of our wonderful PowerSuccess customers, is exactly this type of organization. They use Microsoft Dynamics CRM and PowerObjects’ suite of PowerPack add-ons to centralize their customer data, manage leads, automate marketing, provide mobile access to data, streamline their customer feedback process, and ensure responsive customer service. Check out their unique story.

Many organizations like Red Door Company see the potential in using Microsoft Dynamics CRM, but lack the resources to build a solid path to CRM success. That’s where the PowerSuccess program comes in. PowerSuccess can help your organization turn your CRM system into a well-oiled machine. It’s also designed to provide a much faster time-to-value than traditional time-and-materials projects, and for a much lower cost. Now let's hear from Mike, our PowerSuccess manager, about how the program works!

Now it's time to dive a little bit deeper into the PowerSuccess partnership and meet the PowerSuccess team! These CRM superheroes work directly with you to maximize your CRM success. Think of them as your personal CRM administrators!

Thanks for taking the time to watch The CRM Minute today! Ready to get started with PowerSuccess? Head over to our website and fill out a form to get in touch with a PowerSuccess team member today!

Happy CRM'ing!

The CRM Minute: So, you want to be a CRM admin? [VIDEO]

If your organization is implementing Microsoft Dynamics CRM, you might want to consider having an internal CRM administrator to help streamline your implementation as well as provide support for maintaining the system in the future. Listen as Patrick explains the role of a CRM admin and shows you how they fit into your overall CRM vision.

Resources for CRM Admins:

Resources if you do not have a CRM Admin: