Webinar Today: Exploring Office 365 Groups and How They Interface with Dynamics CRM

If you've ever looked for a way to involve both internal employees and external vendors, customers, etc. in projects or conversations, Office 365 groups might be exactly what you're looking for! Join our SMB expert, Kyle Welliver TODAY, Friday, May 6th at 10 am CDT for a 30 minute webinar to discuss how to set up and use Office 365 groups. These groups interact using Office 365 products, such as OneNote, OneDrive, and PowerBI, while also interfacing with Dynamics CRM. How could your Microsoft online subscriptions become any more powerful?

Webinar Today: Exploring Office 365 Groups and How They Interface with Dynamics CRM

Webinar Today: Exploring Office 365 Groups and How They Interface with Dynamics CRM

Can't make the webinar?

No worries! We record all of our webinars to be available on demand on our website. If you want to know about upcoming webinars, as well as trainings, conferences, and other events, be sure to check out our upcoming events page. You can also sign up for the monthly PowerObjects’ newsletter, which includes upcoming events.

Happy CRM'ing!

Dynamics CRM and Office 365 Out-of-the-Box Integrations [Webinar]

Dynamics CRM and Office 365 – the new peanut butter and jelly? Join us for a webinar, Dynamics CRM and Office 365: Introduction to Out-of-the-Box Integrations, this Friday at 10:00 am CT to find out how these Microsoft products come together to help you be more efficient and productive.

There is so much power behind all of the features offered as a part of the Office 365 suite, and Microsoft is working on making Dynamics CRM even more powerful by offering integrating with other Office products that are a part of the system – no custom work required. In this webinar, we'll talk about some of the Office products that integrate with Dynamics CRM, including:

Microsoft Word and Microsoft Excel Templates

See how you can pull CRM data into pre-built Microsoft Word or Microsoft Excel templates.

CRM and Office 365

Skype for Business Integration

Watch how you can easily make phone calls by clicking on phone numbers right in the Dynamics CRM record.

CRM and Office 365

SharePoint Integration

Learn how to store documents from across teams in one single location, related to the pertinent record in CRM.

CRM and Office 365


New Office 365 & CRM Online Promotion: The SMB Advantage Program

NOTE: This promotion has now ended.

Many Dynamics CRM customers have made the switch to Office 365 because of how seamlessly the tools integrate with Microsoft Dynamics CRM Online. Well, there's good news for anyone who's interested in either Office 365 or CRM Online. Microsoft is currently running a promotion called the SMB Advantage Program that can save Office 365 and/or CRM Online customers some money.

You can't claim rewards on a trial—you must purchase all licenses. Also, you must already have established your Partner of Record for Office 365 and Dynamics CRM. (This video shows you how to set your Partner of Record.)

You can either calculate an estimate of the subsidy you could receive (yellow arrow), or you can redeem your subsidy right away (red arrows).

Redeem Your Rewards

  1. To redeem your rewards, click either Login and redeem or Start saving now.
  2. If you already have an account, skip this step. If you are a new user, you'll need to fill out the registration page details and add an account. Under User Type, make sure to select Customer. After you submit this form, Microsoft will send an email to the address you entered to confirm your account has been created.

NOTE: When filling out this form, it's important that the company information matches the same credentials on your company Microsoft Online account. To check, go to the Online Portal sign-in page. After you sign in, go to the right corner of the Admin page and click on your company name.

  1. Once your account is set up, you can click Redeem from the main Online Services page. Fill out the required information, then click Submit.

SMB advantage_image1

After submitting the request for cash back, you will be notified within 30 days. When Microsoft accepts the request, the subsidy check will be made payable to Microsoft Partner organization. The Microsoft Partner Organization will then credit the customer account in the amount the subsidy check is made out for.

Estimate your Subsidy Calculator (Optional)

You can use the subsidy calculator to enter the products and number of licenses you are purchasing and get an estimate of your subsidy.

After clicking Estimate, a new page will open where you can continue adding different products. Once you've added all the products and licenses, if you want you can choose to Redeem now.

This promotion ends November 30th, so be sure to redeem your reward before that date!

Happy CRM'ing and Office 365'ing!

Replacing Base Financials for Small to Medium Sized Businesses

According to Gartner, a Small to Medium sized business is grouped as follows:

These are the general guidelines for SMB but are not written in stone. Both of these designations bring different technology challenges that each organization will need to analyze to determine where they fit.

For a growing Small to Medium Size Business (SMB), when is the right time to replace the legacy system currently running the organization's Financials? For growing SMBs, this question often arises when the original system starts to show its age and has become a less functional system due to increased business requirements. But the usual first response is "Can my organization afford this effort?" or "Won't this disrupt my business?" Replacing core Financials can sound daunting, however, in today's marketplace there are much more options available for the SMB space. And with more choices available, the better it is for SMBs looking at the future.

There are many reasons SMBs start to look at existing core financial and other business systems. Below are some of the most common.

So, you have decided that it is time to replace your core financial and business management systems. As mentioned earlier, cost is always a concern. Can my organization afford this effort? Will I need to hire more employees to administer the system? Will I need a brand-new infrastructure? With the growth of technology, a lot of those concerns can be mitigated.

There is obviously still the traditional On-Premises deployment that may allow you to use your existing infrastructure. However, if managing the system from an administrative perspective is a major concern, the Cloud offers several "subscription based" alternatives for both hardware and software. The most commonly used term here is SaaS (Software as a Service). This allows an organization to pay a monthly fee for both the software and infrastructure. This scenario represents cost savings on multiple levels. First, the hardware is provided for you in a vendor's datacenter. No new hardware is required by your organization. Also, the vendor will deploy, manage, and administer your system for you. No additional IT resource commitments are necessary. Also, in this scenario the monthly fee includes any annual maintenance that are typically found with the On-Premises solution.

Another concern mentioned earlier is how a new implementation might affect my business during implementation. Although any implementation of this size requires a project team from your organization, the newest fully integrated Dynamics 365 for Finance and Operations solutions offer tremendous flexibility. These systems are modular based and can be implemented piece meal as needed.

As an example, you can just implement Financials first such as GL, AR, and AP. Knowing that the entire solution is 100% fully integrated, you can then add modules as needed such as Sales Order Entry, Quotes, Purchasing, Operations, and CRM. This will lessen the need for resources to implement. In addition, your vendor of choice will help you step by step through the implementation and guide you to success. This all adds up to a nimble, seamless, integrated business management system that will now form a solid foundation for the future of your organization.

At PowerObjects, we are committed to helping small to medium sized business obtain their technology goals. By leading and assisting you with our offerings in solution development, deployment strategy, and implementation services, PowerObjects is your one stop shop that will help take your organization to new heights. Learn more about our solutions and services and contact us today!

Happy Dynamics 365'ing!

The CRM Minute: An Olympic Podium Full of Resources for SMB [VIDEO]

The summer Olympics have officially come to a close, and while the PowerObjects team has loved cheering on the athletes, it's time to get back to CRM! In today's episodes of The CRM Minute, we'll be featuring three videos about various resources you can leverage as a small or medium sized organization. Let's get things started!

Business Bronze: Microsoft Dynamics CRM for Small Businesses

Sometimes small businesses think that CRM solutions won’t fit their unique business needs or that it’s just too expensive and time consuming to be worth their while. The good news is that by choosing Microsoft Dynamics CRM and PowerObjects as your partner, you have a wealth of tools and resources to make your initial implementation and maintenance easy!


Service with Silver: 5 Key Office 365 Integrations for Dynamics CRM

Small and medium sized businesses often face challenges with managing infrastructure and IT staffing. Oftentimes, those organizations think that CRM might not work for their needs. What you may not know, is that Microsoft’s cloud does all of this for you with their subscription based model. With the subscription platform, you don’t have the large up front costs of an on-premises environment. Not only that, but you can take advantage of many integrations between Office 365 and Microsoft Dynamics CRM. Take a closer look at five key Office 365 integrations for Dynamics CRM Online. These are excellent features that small businesses can take advantage of to increase productivity and more!


Go for Gold: We Answer Your Burning Office 365 Questions

Microsoft did a great job of listening to their customers when developing Office 365. Office 365 delivers the power of cloud productivity to businesses of all sizes, helping you save time and money and free up valuable resources. Learn more about how an Office 365 online subscription can benefit your organization and let us help break down the “mystery of the cloud” by answering your burning Office 365 questions.


Additional Resources


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: Microsoft Dynamics CRM for Small Businesses [VIDEO]

Sometimes small businesses think that CRM solutions won't fit their unique business needs or that it's just too expensive and time consuming to be worth their while. The good news is that by choosing Microsoft Dynamics CRM and PowerObjects as your partner, you have a wealth of tools and resources to make your initial implementation and maintenance easy!

Additional Resources for Small Businesses