Blogs

 

Nashville/Memphis Chapter Meeting We have some very exciting topics being presented at our June Chapter meeting that you don't want to miss.  Richard Hermann with Thomson Reuters will be our guest speaker.  Rich will be sharing / showing the Thomson Reuters Business Development Premier (BDP) software application.  BDP can exponentially improve the trust, accuracy and value of a Dynamics investment, and give a shot of steroids to your marketing automation / Click Dimension results! We also have Jason Barnes with LBMC presenting the D365 Power App and will be showing us how to customize your own D365 Site Map to fit your needs. Please plan to attend in person ...
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I heard that editable system helptext are (or are underway) in CRM2016 og D365? - does anyone know? We are not upgraded yet, but planning.
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You can now register for CRMUG Summit 2017 Pre-Conference Academy courses! Due to popular demand, space is limited in all Pre-Conference Academy courses - so add on a Pre-Conference Academy registration today to save your seat. Make the most of your trip to Nashville by taking advantage of focused, instructor-led classroom training before Summit 2017 officially kicks off. This training, delivered by CRMUG Academy on Monday and Tuesday, October 9-10, is designed to provide in-depth product education in an interactive, hands-on setting.   Click here to view the Pre-Conference Academy 2017 course information, including titles, speakers, descriptions, ...
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Are you ready to kick the tires on Dynamics 365? When we are working on a Microsoft Dynamics 365 (formerly Dynamics CRM) development project we will release it, in intervals, to a staging environment. This allows you as the customer to “kick the tires” and validate that what we have delivered is what you expected. This is called “user acceptance testing”.  This phase is key to keeping your project on time and on budget. Multiple Users The reason that we solicit feedback in stages during the project is because it is much easier, and more cost effective, to make changes during the process rather than after the deployment. At times, just one person ...
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CONVINCE YOUR BOSS SO YOU CAN GRAB YOUR BOOTS Howdy! In case you haven't yet, don't forget to brand your calendar for Summit Nashville , October 10-13 at the iconic Gaylord Opryland Hotel. This year is extra special as we celebrate the 10-year anniversary of this can’t miss conference. Convince your boss Earlier this month we shared our top reasons why we think you will find Summit beneficial, including turning your online support network into real-life connections and access to technical training in a focused environment. However, despite it being obvious to you why you need to attend, you may need help ...
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This is part 1 of a series of blogs on user adoption with Microsoft CRM/Dynamics 365… the Achilles heel of CRM. I will examine real-world causes of CRM user adoption failure and how to avoid or recover from the top issues that cause user adoption issues. I founded Strava Technology Group with a very clear mission… to help businesses achieve success with Microsoft CRM & Dynamics 365. Our entire go-to-market strategy is built to avoid & overcome the common challenges that plague CRM projects, many caused or exasperated by the implementation partner. For more information on our strategy see our home page . CRM implementation projects are complex and riddled ...
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I am trying to deploy the new server-side sync Outlook app to my organization. Running into some "gotchas" I haven't seen documented elsewhere...all of which make the SSS app seem unready for enterprise deployment. Security issues, UI issues, reporting issues. Maybe y'all can help? Gotcha #1 (App) – Disappearing “Tracked” Status We configured the app as described in the Deployment Guide (https://technet.microsoft.com/en-us/library/dn946901.aspx). Manual tracking for incoming messages works okay...most of the time. However, it is common for the tracking status to appear to revert itself within the app. It goes like this: I go through all the steps ...
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What is the most effective way to get trained on Microsoft Dynamics CRM without breaking the budget? Microsoft Dynamics CRM (now Dynamics 365) users are presented with many options when it comes to training. Based on a few decades of experience in this area, here are my recommendation on how to get the best training results and also save some money. Generic Training versus Personalized Training In my experience, it is always better to work with our customers to come up with a personalized agenda that is tailor-made for them. If you take a generic “Learn Dynamics CRM” course, it is likely based on demo data with the prebuilt standard script ...
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April 2017 Blog Review

Let's run through some interesting CRM blogs posted over the last month. Ledgeview Partners posted a quick tip on Custom Coloring Dynamics 365/CRM Dashboards which shows how to set colors for different options in an option set. Hitachi Solutions teaches the basics of entity creation through an example in Dynamics 365 Roadmap: A complete guide to Dynamics 365 Fields and Entities . Hosk discusses How Machine Learning will Change Dynamics 365 . This explains the basics of what machine learning is and where to look for more information. Sonoma Partners shared CRM: When Homemade Doesn't Cut it . The article explains ...
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Hey y’all! Brand the date on your calendar for Summit Nashville , October 10-13 at the stunning, iconic Gaylord Opryland Hotel. This year is extra special as we celebrate the 10-year anniversary of this can’t miss conference. Why you should attend As a Microsoft Dynamics 365 & CRM user you rely on your user group peers to keep your business moving with frequent exchanges that boost your knowledge. This fall, step away from the world of net-centered chat and power real-life growth alongside your peers in a lively, engaged environment. The value of Summit is endless but here are a few reasons why we think you’ll benefit from attending: Geek ...
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Visualize your Dynamics Data How many years of data have you collected in your Microsoft Dynamics 365  system? If you include data imported from legacy CRM systems, it’s not uncommon to hear responses ranging from 10 to 20 years of data. Is that data JUST lying around and eating up storage space?  Do you feel you are truly getting value from all of that data? If you don’t feel like you are, then don’t worry because you are not alone. Microsoft Dynamics provides several tools to help you Visualize your Dynamics data, and experience it in a much more effective manner. Find Your Data Microsoft Dynamics CRM provides an intuitive tool that lets ...
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As a user, if you want to save money on your next Microsoft Dynamics CRM (now Dynamics 365) project, be prepared to provide details. Lots of details. Our initial Microsoft Dynamics CRM project estimates always include a price range.  One key way to make sure that your project comes in on the lower end of that price range is to provide as much information as possible up-front. For example, if you want us to create a custom report in Dynamics CRM we will need more information such as:  How do you want the report to look? What kind of headers do you want to display? What are the parameters for the report? Does the information need to be ...
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Dynamics 365 is designed to provide you tools that will guide you through your sales process from new prospects to opportunities and projects. Within Dynamics 365, you can track your activities such as communications, appointments and marketing efforts. It allows you to consolidate the insights your team has gained for each prospect and build invaluable reports. You can utilize its built in reporting tools or import custom reports using fetch XML. You can also integrate with external reporting services such as Power BI . These reports can be used to help your company determine realities or understand where your efforts are working and areas you need to improve ...
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Visualize your Dynamics Data How many years of data have you collected in your Microsoft Dynamics 365 system? If you include data imported from legacy CRM systems, it’s not uncommon to hear responses ranging from 10 to 20 years of data.   Is that data JUST lying around and eating up storage space?  Do you feel you are truly getting value from all of that data? If you don’t feel like you are, then don’t worry because you are not alone Microsoft Dynamics provides several tools to help you Visualize your Dynamics data, and experience it in a much more effective manner. Find Your Data Microsoft Dynamics CRM provides an intuitive tool that lets you find your ...
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Are you joining us in Music City this October for CRMUG Summit 2017 ? The event schedule is currently being developed and we are looking for input from the Dynamics 365 and CRM community to provide session topics and/or lead one of the many sessions for tracks such as Admin-Foundation, User Adoption, and more!  Speak at Summit Channel your inner Johnny Cash and take center stage at the famous Grand Ole Opry House ... Except instead of center stage you'll be in the front of a room full of attendees eager to learn and in lieu of belting out " Ring of Fire ", you'll be sharing Dynamics 365 and CRM best practices and tips to maximize ...
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Everything D365UG/CRMUG does, from our educational offerings to our communities, is a way to help professionals like you achieve your ultimate goal - growing your knowledge and competency in your Dynamics 365/CRM system. By creating a D365UG/CRMUG blog post, you can expand upon topics with more freedom than in a regular discussion post.  As a community built by users for users, the ability to share a blog provides an avenue for more advanced D365UG/CRMUG users to share their knowledge to make a meaningful impact on other users. Writing a blog on D365UG/CRMUG not only helps your community understand an issue in-depth, but it promotes you as a thought leader. ...
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New Logos, Same Mission

In March, Dynamic Communities announced the expansion of AXUG and CRMUG communities to include Dynamics 365 users. Today, you will notice we have co-branded our sites and the new user group names to represent the joint communities:   User Group for Dynamics 365 & AX (D365UG/AXUG) and the User Group for Dynamics 365 & CRM (D365UG/CRMUG). While the logos and names have changed, what remains unchanged is our unwavering commitment to high quality education, events, and an unbiased community for all users of Dynamics AX, CRM, and Dynamics 365 products.   I’ve heard excitement from users about this growing community, as each new person added brings ...
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Many conversations I have with customers and partners start with them saying something along the lines of: We want to enable chat on our website. My response to this is always: No you don't! The reason I state this is that the starting mindset in the conversation is wrong and I want to reset the customer on their thought process. To begin with, Chat is a technology and no one should ever start out looking for a technology to use. It can be tempting to do so as often new technologies are actually fun and being a geek myself I totally get wanting to play with the next new toy. But for business, that is no reason or justification to do so. Instead, we ...
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 Register Today! Take Advantage of CRMUG Academy Training in St. Louis The upcoming CRMUG Focus conference, held May 8-9, 2017 in St. Louis, MO, is dedicated to providing advanced Dynamics CRM education via deep-dive, 90-minute educational sessions in three targeted tracks :  Sales, Service, and Citizen Developer. Why don't you take that in-depth education one step further and register to attend post-conference Academy training available at the same location on Wednesday, May 10? Join your Dynamics CRM peers for this comprehensive workshop on how to implement a winning CRM strategy! Instructor Rick McCutcheon Implementing ...
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The upcoming  CRMUG Focus conference will have 45+ 90-minute, advanced deep-dive Microsoft Dynamics® CRM educational sessions, led by Industry Experts. But what is an Industry Expert ? These are active members of the Dynamics CRM community who have volunteered to share what they've learned through their years of industry experience by speaking at events, writing articles and leading webinars. Their knowledge and expertise make them trusted resources in the Dynamics community.  One of such expert presenters at CRMUG Focus is Tad Thompson , Senior Technical Advancement Developer, PowerObjects. Tad has more than 14 years of experience in Microsoft ...
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