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5 User Adoption Tips with CRM

Plenty of organizations roll out new technology only to find that they are struggling with end user adoption. Here are 5 tips to help achieve high end user adoption with Dynamics 365 or any CRM system, in no particular order.
5 User Adoption Tips for CRM
1. Offer ongoing training and support materials in a variety of formats.

Dynamics 365 Project Service Automation

Dynamics 365 Project Service Automation adds robust Project functionality to your Dynamics 365 instance. Projects can be synced from Office 365 Project or they can be created independently within your Dynamics 365 instance (this feature must be available and enabled, and access is dependent upon your licensing). For this blog, I’d like to walk through creating a Project from within Dynamics 365.

Stay In Touch using Dynamics 365

Are you marketing to all of your Dynamics Accounts, Contacts and Leads? If you are marketing with Dynamics 365, you know it’s very easy to identify which of your records are part of an active marketing campaign. But what about the new people that are added? How about the people that never responded to an old campaign, and are collecting dust? There has to be a better way to stay in touch…

Organization Insights for Dynamics 365

With the release of Dynamics 365, comes a very useful app that is free to download into CRM for Dynamics 365 only. This feature is called Organization Insights. It provides an abundance of useful information for system administrators. This information is normally found by searching through CRM or requesting it from Microsoft directly.

Is your data ready for Microsoft Dynamics 365?

Data Validation

If you’ve been tasked with integrating data, then you know there are a wide variety of challenges that you must overcome. Every time I’m asked to programmatically import large data sets from a flat file like a CSV or Excel sheet, I think about how Forest Gump would react.

Emails have feelings too!

You receive communications from your customers on a daily basis from a variety of sources, such as email, web submission forms, support cases, etc. Imagine if you could have instant visibility to how your customers are FEELING based on the text they send you without reading it. Angry customers can be addressed immediately via a phone call from a real person. Happy customers can be sent an automatic email and receive a personal follow up within a day or two.

D365 security with Business Units

Do you have multiple regions that work inside your D365 organization?  If you do, you’ve probably taken advantage of grouping each into a separate Business Unit.  The advantage of doing this allows you to configure security roles. The security roles grant end users access to records only assigned in their region or all related child regions (if they are in a parent).