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Upgrade to Dynamics 365 – Part 2

Previously, we introduced the top 3 questions asked when considering an upgrade to Dynamics 365  (when, licensing, and new features). In conclusion, we identify key items needed for a full upgrade path:
Update Custom Components, Code and Migrate Data
An admin or developer may need to update your custom components, to ensure compatibility with the latest release.

Upgrade to Dynamics 365 – Part 1

With Microsoft’s recent release of Dynamics 365 and more versions to come shortly, many customers are asking about it.  Why should you care and what do you need to know?  You are required to upgrade to Dynamics 365 if you are on Dynamics CRM Online or Dynamics AX Online, but expect to experience a seamless transition.  If you are on an On Premise application, you won’t be required to upgrade to Dynamics 365, but there are many benefits we’ve outlined below which we hope will encourage your decision.

Over the years, we’ve had the pleasure to assist many customers with various CRM upgrades.  Below are some insights that we’ve gained that we hope will help your company.

Dynamics 365 for Phones and Tablets

Dynamics 365 is here!  We’ve been busy learning about the new and upcoming features and are excited to share them with you.  Some features I’d like to point out are the apps for the Dynamics 365 for phones and tablets. Both Dynamics 365 for phones and Dynamics 365 for tablets app will be available from the Windows Store, Apple Store and Google Play.  Microsoft is also working on creating specific apps tailored to Dynamics 365 for Operations and Dynamics 365 for Sales which are expected to include features such as scanning of bar codes and license plates.

Application Training Part 4 : Train your Internal IT Team

As part of our ongoing support for our customers, we provide both formal and informal training around the services and products we implement. From a few recent experiences, I wanted to share some overall suggestions on how to plan and present a successful training session on technical topics. Over a series of blogs, I will share some of the planning and content suggestions that have worked well in the past. This blog will focus on training for your internal support team, and how their understanding of the system will be different from everyday users.

Application Training Part 3 : Walk Through A User’s Day

As part of our ongoing support for our customers, we provide both formal and informal training around the services and products we implement.  From a few recent experiences, I wanted to share some overall suggestions on how to plan and present a successful training session on technical topics. Over a series of blogs, I will share some of the planning and content suggestions that have worked well in the past.

Microsoft Dynamics CRM Custom Help

Wouldn’t you love to be able to help your Microsoft Dynamics users long after training is complete. Often times we find that users have difficulty using MSCRM if they were not properly trained or don’t have access to training materials that are specific to their organization’s customized instance of MSCRM. There are plenty of training materials for out-of-the-box MSCRM, but how many clients use the vanilla version. Customizations are usually abundant and are geared towards a sales or service process.

Application Training Part 2 : Navigating in New Tech

As part of our ongoing support for our customers, we provide both formal and informal training around the services and products we implement.  From a few recent experiences, I wanted to share some overall suggestions on how to plan and present a successful training session on technical topics. Over a series of blogs, I will share some of the planning and content suggestions that have worked well in the past.

Application Training Part 1 : Introduce Users to New Technology

As part of our ongoing support for our customers, we provide both formal and informal training around the services and products we implement.  From a few recent experiences, I wanted to share some overall suggestions on how to plan and present a successful training session on technical topics. Over a series of blogs, I will share some of the planning and content suggestions that have worked well in the past. This blog will focus on some pre-planning and introduction to your audience.