Blogs

 

We are proud to announce Microsoft as the charter sponsor for Summit EMEA 2017 . Join us in Amsterdam 4-6 April 2017. Microsoft will be featuring several sessions dedicated to Microsoft Dynamics 365, as well as an opening keynote on Dynamics 365 and Microsoft CRM Product Roadmap and Strategy general session. Summit EMEA 2017 is a peer-to-peer focused conference dedicated to end user education and networking. At this year's event, experienced Microsoft Dynamics users and partners will lead instructional sessions, showcases, and how-to's, focusing on past and current versions of Dynamics AX, Dynamics NAV, Microsoft CRM, Power BI and Dynamics 365. Register...
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CRMUG Magazine Article Preview: Clarissa Simpson Interview Regarding CRMUG Focus The first issue of the CRMUG Magazine in 2017- Business Process Management - will feature an interview with Clarissa Simpson , member of the CRMUG Focus Programming Committee and leader of the Service track, about what attendees can expect at the CRMUG Focus conference . Read on for a sneak peek of the interview: Simpson is a Dynamics CRM Specialist for Ford Motor Company. She has been a CRMUG Member since 2015 and is an active volunteer and leader within the community. Why should others attend CRMUG Focus? CRMUG educational sessions provide a unique...
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When I worked at IBM we had the money to buy as many CRM licenses as we wanted; cost was not an issue. We had 20 to 60 on the inside sales team that were knowledge workers and served the outside sales team in an administrative capacity. They were taking calls, creating accounts, entering contact information, adding activities and sending them on to sales reps. Each of those sales people had a full CRM license. Most small companies simply could not afford that model. That often meant that inside sales reps used a separate system, such as Excel, and data was shared via email and manually reentered. However, now with Dynamics 365 Team Member licenses,...
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From the time eBECS was established in 1999, their drive to deliver a total Microsoft Business Solution has been at the center of their business. With an expansion to the US in 2006, eBECS designs and delivers solutions globally for customers in Manufacturing, Distribution, Retail, Not-for-profit, service industries and other related sectors. Focusing on ERP, CRM, Data Analytics and Business Intelligence –as a managed service and in the cloud – eBECS delivers a total Microsoft solution with deep industry vertical knowledge while specializing in global implementation. I had the opportunity to visit with Charlotte McCormick, Executive VP for...
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Join us in Amsterdam 4-6 April, 2017! Summit EMEA 2017 is a peer-to-peer focused conference dedicated to end user education and networking. At this year's event, experienced Microsoft Dynamics users and partners will lead instructional sessions, showcases, and how-to's, focusing on past and current versions of Dynamics AX, Dynamics NAV, Microsoft CRM, Power BI and Dynamics 365. Tony Stein, CRMUG General Manager, invites you to join him at Summit EMEA 2017 in Amsterdam. Watch the short video below to learn more, and stay tuned next week for the second video in Tony's 2-video series!
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Hello Everyone, We had a very good meeting in January as we kicked off 2017 of the Pittsburgh CRMUG Chapter. Consistency and attendance is very important to the value of any user group. We discussed this and D eep Dive themes in detail at the January meeting and are committed to make the Pittsburgh Chapter as valuable as possible. To do this we need YOU . The Chapter is OUR chapter and together we can make it as beneficial as possible with everyone's help. I am a big believer in the power of community and that is what a user group is. A community of people that are all trying to learn more about Dynamics 365. With the help from Carrie at one of...
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We had a great turnout this morning for our first meeting of 2017. We had many faithful members return and a couple of new additions. It's so wonderful to be a part of group of people who are interested in supporting one another. We began the day with informal networking before settling into our agenda. For the educational session, I passed quickly through my presentation from Summit 2016, Basics of Becoming Your Organization's CRM Guru , and a few people, even our seasoned veterans, learned a new tip or two. However, our roundtable discussions were the shining star of the meeting. Several of us are in the midst of upgrading or redeploying solutions at...
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The importance of inventory management in a business cannot be underestimated. Only if the inventory for products meant for production and sales are managed efficiently, smooth operation of business processes can be achieved. Inventory management facilitates a smooth transaction flow by eliminating problems like stock-outs or interruption in the production and selling process. Inventory management can be a crucial element of a any good CRM system and can enhance its effectiveness by facilitating smooth management of not just customers but also the stocks they order. If you have implemented Microsoft Dynamics CRM for your organization, inventory management...
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Microsoft Dynamics CRM is Microsoft’s answer to SalesForce.com and has the second biggest marketshare amongst all CRM software. Although it is a popular and competent software package to opt for, there can be more to it than the default functionalities. Enhancing Microsoft Dynamics CRM With Plugins With new innovative businesses being launched everyday in the market, it is difficult, rather impossible, to get a CRM software package that includes every functionality because the workflow of a CRM is heavily dependent on the industry. But this shouldn’t stop you from getting the best of everything. You can further enhance your Microsoft Dynamics...
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January 2017 Blog Review

Welcome back to another exciting year with Microsoft Dynamics CRM! I hope all of you are already involved in your local CRM User Group. For those in the DC, Maryland, Virginia area please check out the groups in Richmond , Reston and Chevy Chase (DC) . At the DC Chapter, we have scheduled all of our 2017 meetings and these dates/links are below. Please come out and join us for our first meeting of the year on February 22. We will have a presentation on Power BI and a user upgrade success story. CRMUGDC 2017 Meetings: February 22 May 17 August 2 November 15 Let's jump...
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Mission, Engaged.

Greetings Dynamics CRM Fam, First off, I am thrilled to be YOUR CRMUG Engagement Manager. A little nugget of gold for you; I come from a System Admin background, I live right outside New Orleans and Mardi Gras just kicked off, so it’s king cake season. I am here to get you engaged and involved in our CRMUG. There is no better one-stop shop for you to learn, connect and engage on anything and everything Microsoft Dynamics CRM anywhere. For the month of February, we have some hot activities that are going to take place. Academy: February 22: Deep Dive into Power BI 2 day Workshop February 24: Introduction to Entities & Building Solutions...
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As typos and spelling mistakes make up to 58% of data inaccuracy issues, here we look at how much even a small mistake can cost your business… According to Experian , when it comes to data inaccuracy, much of it is down to human error, in particular, spelling mistakes. The reason for this lies in an over-reliance on manual data entry and the lack of internal processes to check accuracy, either at the point of capture or via back-office data cleansing. Here we look at the cost of spelling mistakes and how to overcome it… The cost of spelling mistakes Data lies at the heart of your business, impacting everything from email deliverability...
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Academy- Administrator Black Belt Training Series on Demand The CRMUG® Academy Administrator Black Belt Training Series is a structured, four-class online series for Microsoft Dynamics CRM administrators, super users, and department heads. The series is designed to help you master the art of administrating, configuring, and adapting Microsoft Dynamics CRM. This on demand series enables students to the complete class content online, anytime, anywhere, and at your own pace. This class format includes high quality videos streamed directly to your device, instructions for online labs, and additional helpful resources. # 1 Blue Belt...
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January 24th the Pittsburgh Chapter of CRMUG had it's first meeting of 2017. We had a nice attendance and the energy in the room was wonderful . This was the first meeting that I facilitated and I was nervous as would be expected. But the group was welcoming and ready to work together as a team. We had the honored of having Terry Pavlin, a Dynamics CRM Solutions Architect from Microsoft for the East Region present the road map of Dynamics 365. Terry covered a wide array of features that are available within Dynamics 365 or coming very soon. Dynamics 365 with the introduction of Dynamics Operations or Finance is now truly about Lead to Cash ! Tightly...
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Back by popular demand! The 4x4 in 30 Series is a shortened, Dynamics CRM user lead panel discussion for those that don't have an hour to give, but if you could learn 4 helpful CRM tips from 4 others like you in 30 minutes with some valued added roundtable Q&A you know you'd find the time! This CRMUG virtual panel discussion series will feature brief, informative yet interactive discussion in a 30 minute or less format to help you take in and learn some key features and best practices while using Dynamics CRM. These panels will consist of Dynamics CRM end-using members of CRMUG as a priority, but we'll of course welcome some CRM...
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Join us on January 24th at the Microsoft Office in Pittsburgh for our first meeting of 2017. I am a new chapter leader and excited about joining the other leaders and members to build our Pittsburgh Chapter. I obtained my Black Belt shortly after the Tampa Summit and am very impressed with what the course offered. I was able to immediately bring actionable knowledge back to the office and our implementation of CRM Online. This January 24th our goal is to talk about how to build the Pittsburgh Chapter. I firmly believe in users helping users and that is what CRMUG is about. Volunteering to help the CRM community and learn from each other. Dynamics 365...
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The TM Group, Inc. prides itself on its long-lasting relationships with their clients and employees who are at the heart of The TM Group. Many clients have been with us since we started in 1984 as has our family-owned management team; many of our team members have been with the company for more than 15 years – this is our “family.” We form a partnership with our clients and we take great pride in on our ability to understand their business, their concerns and their strategies, and in return, we regularly receive praise from clients with whom we work. The TM Group continually strives to earn the opportunity to remain your strategic business...
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This is a true story about 2 companies who needed a Dynamics CRM upgrade. Both companies engaged a Microsoft Dynamics partner, they both worked with a dedicated CRM Project Manager and they both agreed to a defined project scope with deliverables and deadlines. But one factor determined that these two companies would have very different experiences. And that made the difference between success and failure. It was not the complexity of their system. It was not the Partner they chose. It was not even about money. The biggest difference between the two projects was the number of people on the internal project team. Company A had 3 people involved...
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Business Intelligence is one of the most important ways to ensure success for your Dynamics business. Now, your membership to CRMUG includes member access to the NEW Dynamics Power BI User Group ( PBIUG ). PBIUG is your hub for thousands of Power BI users, partners, and developers to exchange knowledge on how to best maximize Power BI to achieve business success. Our resourceful PBIUG community is powered by users, for users and specializes in the delivery of member-driven education and enriched networking – helping to boost competencies, confidence levels and connections for our members. This new, free member benefit, adds a new dimension to your...
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x x "Focus allows participants to go beyond the basics of a topic. Each deep dive session offers more time to reinforce a concept, process or feature of CRM." - Sarah Jelinek, Senior Consultant Trainer at Arctic Information Technology, Inc. x CRMUG visited with Sarah Jelinek , a member of the CRMUG Focus Programming Committee , to learn more about what to expect at the first-ever CRMUG Focus conference. x Why should others attend CRMUG Focus ? For me, the reason is all in the name of the event. There are many opportunities for participants to take the time and dive deeper into an area of Dynamics 365 or Dynamics CRM....
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