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Internal Email Communication - CRM

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  • 1.  Internal Email Communication - CRM

    Posted 23 days ago
    Hello,

    How are you communicating changes (Field requirements etc) to your Organization? Do you use a template, blast an email? TIA

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    Angie
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Internal Email Communication - CRM

    TOP CONTRIBUTOR
    Posted 23 days ago
    We've just blasted out an email to the group that is affected. If there are a bunch of changes, I'll write a blog post in addition for our staff intranet. :)

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    Gretchen Garcia
    Systems Administrator
    Denver Public Library
    Denver CO
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Internal Email Communication - CRM

    TOP CONTRIBUTOR
    Posted 23 days ago
    We use a Yammer group for all of our communications.  For more complex and/or impactful changes, we email all staff as well and direct them to review the updates and changes.  We like using the yammer group because our staff can post questions and help answer each other's questions and share tips and tricks for all to see.

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    Diane Taylor
    Manager Implementation and Adoption
    Synergy Credit Union
    Lloydminster SK
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Internal Email Communication - CRM

    Posted 23 days ago
    Great Idea, unfortunately, we use our Yammer channel for everything informal (company events etc).

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    Angie
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Internal Email Communication - CRM
    Best Answer

    TOP CONTRIBUTOR
    Posted 23 days ago
    Hi Angie-

    We use the announcement feature in Teams. Similar to how @Diane Taylor​ is using Yammer, this lets us tag people and also have a saved conversation if anyone asks questions, makes a comment, etc.

    I hope this helps.
    Joe

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    Joseph C. Markovich
    Valparaiso IN
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Internal Email Communication - CRM

    Posted 23 days ago
    I was not even aware that were was such a thing. I created the announcement on several channels -thanks so much for this!

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    Angie
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: Internal Email Communication - CRM

    TOP CONTRIBUTOR
    Posted 23 days ago
    Hi Angie!

    Great! I am glad this helped you out! I am on a huge crusade to stop using email for notifications, announcements, alerts, etc. Once you start doing the announcements in Teams, it changes your life!

    Just for future reference -- if you'd like to take the notifications in Teams to another lever, I wrote a blog post on receiving notifications through Teams and not via email. If you'd like to check it out, here's the link: https://josephmarkovich.com/stop-using-email-for-notifications/

    Joe

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    Joseph C. Markovich
    Valparaiso IN
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 8.  RE: Internal Email Communication - CRM

    SILVER CONTRIBUTOR
    Posted 23 days ago
    @Angie Montgomery Hi, I've created a MS Teams CRM User Group and use posts to alert users to field changes, new functionality etc. I also do videos and sometimes 1 pager SOPs and store these here too.  Dependent on what it is I often do 30 min teams demo for users and do Q&A afterwards, that works quite well and I record them - didn't know about the announcement feature so thanks @Joseph C. Markovich going to investigate!
    ​​

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    Sophie Marsh
    Campden BRI
    Chipping Campden
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 9.  RE: Internal Email Communication - CRM

    GOLD CONTRIBUTOR
    Posted 23 days ago
    We have an "Updates to CRM" page on our intranet that we update as features are released.  We have around 3,000 users so I like the idea of implementing a Yammer community.

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    Shawn Hickey
    Burns & McDonnell
    Kansas City MO
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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