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 all said, here’s the top five ways spending money on training for Dynamics 365 will actually save money.

  1. You won’t need to reinvent the wheel. Training is critical to ensuring users know how to use the new system you’re investing in.  However, it’s not just about training; it’s about the right  That’s why we offer Prepare to Train courses.  This course is designed to create resources within your business who understand not only the Dynamics 365 environment, but they also know the best practices for end-user training so your company can make the most of your investment.  This trainings value comes in the form of improved soft skills so your trainers can better connect with the people they’re training.  Furthermore, we’ve designed countless trainings, so our team of trainers already know what works and what doesn’t.  This sort of training saves training development time, as well as training time through efficient practices – that saves money.Recommended Training: Prepare to Train 
  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 Dynamics365 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 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 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?  Contact us!  Happy Dynamics 365'ing!

Timeline: The New and Improved Social Pane in D365 Unified Interfaces

The Social Pane made its debut way back with Microsoft Dynamics CRM 2011 and it was introduced to show information regarding associated activities, whether it be posts, phone calls, appointments, notes, and much more. Although the interface has not changed very much over time, it continues to be a "go-to" visual for getting a quick run-down of all the touchpoints users have with this record – be it a Contact, Case or Opportunity. From a historical perspective, it's a one stop-shop in understanding the evolution of a particular record and provides a solid platform for collaboration and communication.

One comment we often hear from users is that it lacks that true chronological and singular view of all these events, as they are separated with multiple tabs. In today's blog, we'll be looking at the new and improved Social Pane, known as the "Timeline," which recently made its debut in Dynamics 365 Unified interfaces.

It is important to mention, this Timeline feature is only available within the Unified Interface (example: Customer Service Hub, Sales Hub). Here is an example of viewing the same Opportunity record in Dynamics 365, in the standard Web client and in the Sales Hub. You'll notice in the Timeline view, we are able to see posts, notes and activities in one view and opt to filter by record type, activity type and activity status.

timeline

Figure 1 Social Pane

timeline

Figure 2 Timeline

Clicking on the (+) allows you to easily create records to add to the Timeline.

timeline

Figure 3 Creating records in Timeline

Another neat feature is the additional quick actions that you can take on Activity records beyond closing an activity (marking as complete) and opening the record; we can assign it, add the item to a Queue, or delete in-line!

timeline

Figure 4 In-line actions

And to top it all off, the Timeline control is available on dashboards and mobile client too.

Learn more about Dynamics 365 in our blog! Subscribe today!

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!

Microsoft Ignite in Numbers

The PowerObjects team is known for going ALL OUT at Microsoft Ignite and 2017 was no exception. Check out our numbers to see the swag, expertise, and FUN that we brought to the expo floor last week!

3,000 Hoodies
PowerObjects gave away 3,000 Dynamics 365 hoodies during our week at Ignite. Whether you were on the expo floor, at a session, or even at a nearby restaurant or attraction, you were bound to see a blue hoodie everywhere you turned!

400 #IgniteYourD365 Posts
Ignite attendees took to social media to show off their new Dynamics 365 swag and give PowerObjects a shout out!

45 PowerObjects Team Members
With one of the largest teams present at Ignite, the love for Dynamics 365 was strong day-in and day-out at booth #1019.

6 Scavenger Hunt Winners
Each day, Ignite attendees had the opportunity to win big by participating in our PowerObjects scavenger hunt!

-5° Customer After Party
'Cause who doesn't want to unwind at a bar made totally out of ice when in Orlando?! A cool experience indeed…

4 Grand Prizes
At the end of each day, the PowerObjects team gave away a grand prize – a brand new Microsoft Surface! Four lucky winners were chosen throughout our week at Ignite.

2 PowerObjects Speakers
Our very own Marco Amoedo and Alex Fagundes lead two lively sessions at Ignite. Alex brought the house down with a show-and-tell session on Marvelous Marketing Automation with PowerPacks and Marco co-lead a session on Achieving Marketing Success with Dynamics 365, Adobe, and PowerObjects, Microsoft's Modern Microsoft Partner of the Year. Way to go, team!

1 Dynamics 365 Booth
The PowerObjects booth stood out as a landmark at Ignite with a five-foot-tall, three-dimensional "D365" standing out in the crowds. Whether you came to Ignite to learn more about Dynamics 365 or not, we guarantee you left with a little extra love for Microsoft's business apps. As we always say, Happy Dynamics 365'ing!

Be Taken With This Action-Packed Trailer for D365 In Focus! [VIDEO]

We're pretty sure you'll be taken with our Dynamics 365 In Focus video series! Watch our trailer and get pumped up for what's coming your way this fall.

This new and revamped video series goes beyond CRM to focus on all things Dynamics 365. Our team of experts will be covering everything from tips and tricks to best practices and more! Subscribe to PO TV today and be the first to know about new videos.

Happy Dynamics 365'ing!

D365 In Focus: Live at Microsoft Ignite 2017! [VIDEO]

We are kicking off our new Dynamics 365 In Focus video series at Microsoft Ignite 2017! The PowerObjects team is on the ground in Orlando, Florida sharing their Dynamics 365 expertise and keeping things awesome at our expo booth 1019. Learn more about our awesome giveaways, our D365 hoodies, the PowerObjects Scavenger Hunt, and what other fun stuff we’ve got going on.

Follow us on Twitter, Facebook, and Instagram to get a look at the action. If you’re at the conference, be sure to stop by our booth and grab a free hoodie while supplies last! Don’t forget to join the scavenger hunt for a chance at winning great prizes – post your awesome D365 hoodie photos and use our hashtag: #IgniteYourD365. Learn more about that here.

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To be the first to know about brand new Dynamics 365 In Focus videos, subscribe to PO TV.

Happy Dynamics 365’ing!

 

Dynamics 365 July 2017 Update: Enhanced Security

With the Dynamics 365 July 2017 Update, Microsoft has added a configurable "Max Session Timeout" and "Inactivity Timeout" functionality. These separate functions are meant to meet both HIPAA and FedRAMP requirements. To learn more about this update and more, be sure to click here to enroll in the Microsoft Dynamics 365 July 2017 Update webinar series – starting July 25!

The Max Session Timeout values are configurable from within the System Settings of CRM for Dynamics 365. As shown below, these values are located under the "Set session timeout" section.

Enhanced Security

Users will receive a warning before the session timeout is reach. This will allow them to either sign in again, or save their work so they don't lose unsaved changes.

Enhanced Security

The "Inactivity Timeout" settings are also configured in System Settings; under the "Set inactivity timeout" section.

Enhanced Security

Like the session timeout, users will also receive a warning prior to being signed out due to inactivity.

Enhanced Security

Note:

The Session Timeout requires users to re-authenticate once the 'maximum session length' is reached. Also, the Inactivity session timeout can only extend up to the 'maximum session timeout' setting and the contents of the screen are blanked out when the session expires.

To stay on top of all Dynamics 365 updates, be sure to register for our Dynamics 365 July 2017 Update webinar series now!

Happy Dynamics 365'ing!