Dynamics CRM 2015 Update 1 Content (Spring 2015)
- Microsoft Social Engagement Overview https://youtu.be/ZLZk2reTr-Y
- Microsoft Social Engagement Alerts https://youtu.be/lQKzwulgnmM
- Microsoft Dynamics Marketing Trial Quick Start Guide: https://youtu.be/owqW6WTjTc0
- Microsoft Social Engagement Quota Management - coming soon!
- Microsoft Social Engagement Search Setup - coming soon!
Subscribe to the Dynamics channel to stay up to date: https://www.youtube.com/user/msdyncomm/DynamicsCRM
CRM Team Blog http://blogs.msdn.com/b/crm
- Microsoft Dynamics CRM Online 2015 Update 1 (7.1.0) Product Documentation is Available! http://bit.ly/1JfsMl9
- Microsoft Dynamics Marketing 2015 Update 1 Product Documentation is Available! http://bit.ly/1JGVOxz
- Microsoft Social Engagement 2015 Update 1Product Documentation is Available! http://bit.ly/1QIgxmq
- Parature, from Microsoft 15.2 Product Documentation is Available! http://bit.ly/1Pd1625
- AND SEVERAL MORE excellent blog posts by our field and PMs - check it out!
There is so much depth to Microsoft Dynamics CRM Security that it is amazing that they can add more and yet, more has been added. A great post is available on all the new options which you can reach using the link above.
Microsoft Dynamics CRM Online conforms to ISO/IEC 27018, the only international set of privacy controls in the cloud
Microsoft is the first major cloud provider to be independently verified as having adopted ISO/IEC 27018, the world's first international cloud privacy standard. The adoption of ISO/IEC 27018 by Dynamics CRM Online is part of a broader commitment from Microsoft to protecting the privacy of our customers, as described in a Microsoft on the Issues post from Brad Smith, General Counsel and Executive Vice President. In addition to Microsoft Azure, Office 365 and Microsoft Intune have adopted ISO/IEC 27018."
"In the world of Microsoft Dynamics CRM, the shift to the cloud is well underway. Microsoft Dynamics CRM Online is growing by leaps and bounds, including sales to massive customers with huge user counts. If you’re a partner in the Microsoft Dynamics CRM channel, it’s important that you understand what this means for the solutions you build for customers who want Microsoft Dynamics CRM Online."
A number of people have asked, what is the difference between Microsoft Dynamics CRM Online and Microsoft Dynamics CRM On-Premise other than where the actual software lives.
This has generated a few articles and resources that answer this question.
The US Dynamics Partner Team And the Dynamics Academic Alliance have teamed up to create some new offerings
The US Dynamics Partner team has joined forces with The Microsoft Dynamics Alliance Team (http://microsoft.com/dynamicsaa (DynAA)) to train students and recent graduates on Microsoft Dynamics CRM 2015, interest them in Dynamics careers, and connect our Partners with this pool of quality candidates who are new to the CRM channel.
This Microsoft Dynamics CRM Career Connect Boot camp is comprised of:
- Five days of in-person technical training led by a Microsoft Certified Trainer on Microsoft Dynamics CRM 2015
- Microsoft Sponsored Career Fair for Partners to engage with Students
- Certification in Microsoft Dynamics CRM
- Virtual Learning sessions with MCTs, Partners, and Microsoft Dynamics experts focused on product functional skills (i.e. consulting, project management and soft-skills training).
Currently they are hosting this in 3 locations, inviting, juniors, graduating seniors, MBAs, graduate students, and recent graduates from local universities:
- Chicago, IL – at the Chicago Microsoft office
- Seattle, WA – hosted by the University of Washington
- Boston, MA – hosted by Northeastern University
All of the boot camps will take place different weeks in June.
Please contact the Microsoft Dynamics CRM Career Connect Bootcamp Team if interested by sending mail to usdyns2b at microsoft.com with questions. Please note that space is limited and applications are only accepted for another couple weeks. Space is filling quickly!
Are you ready to learn about Dynamics CRM? Get some popcorn and take a look at this nice compiled list of YouTube Microsoft Dynamics CRM Tutorial Videos.
They started with Microsoft Social Listening (MSL), empowering one user at a time to embrace and filter through all the social noise using technology! Empowering users to leverage more data to get their individual goals met and offering more depth of functionality both with and without Microsoft Dynamics CRM.
NOW there is MORE! Now MSL has morphed into Microsoft Social Engagement where you can do more than just listen. MSL Matured into more features, more interaction and more user power.
So if you have been waiting for the bleeding edge to stop bleeding and you are ready to empower your users with more than just an e-mail system and more than a robust customer relationship system then start dipping your toes into the water with the Microsoft Social Engagement tool (MSE).
Some good news about exams - You now have some Online Proctored Options so for those of us in more rural areas, we don't have to drive a couple of hours to an exam center!! Hurray!
- MB2-704 Application
- MB2-704OP Online Proctored
- MB2-706 Online Deployment
- MB2-707 Customization and Configuration
- MB2-708 Installation
MB2-720 Microsoft Dynamics Marketing
and there are so many more !
CRM CUSTOMER CENTER : Start here when you are getting started
The Microsoft Dynamics CRM Adoption and Training Kit: Use this to select and build out your own book from provided chapters
Now how smart is that!
One of the senior developers who I use to work with had a great quote that I often think about when stepping into some of the more complex enterprise projects or when trying to explain Microsoft Dynamics CRM or the projects built from the platform and branded using xRM (relationship Management at it's best).
"Simplicity is often on the other side of Complexity" ~Chris Condron but perhaps Oliver Wendell Holmes deserves the credit. Either way I was thrilled to find out that the internal teams at Microsoft have announced this realignment of numbering for Dynamics CRM!
"I would not give a fig for the simplicity this side of complexity, but I would give my life for the simplicity on the other side of complexity. " Oliver Wendell Holmes
It shows the deep maturity of the product. It easily communicates the growth and the upward trend of the development efforts and it is straight forward for people to understand.
So KUDOs to the team! Keep up the incredible as you pull together all the new power to the Microsoft Dynamics CRM customers and the CRM Community!
The new CRM page is live on YouTube and Facebook.
You can access the YouTube page here: https://www.youtube.com/user/msdyncomm/DynamicsCRM
The Facebook App can be accessed directly at: https://apps.facebook.com/microsoftdynamics/
If you have not visited the CRMUG website lately, you might want to go take a look. They have been using new community software and have continued to organize and host local, national and webinar enabled meetings for users of Microsoft Dynamics CRM.
One of the best things you can do if you are using Microsoft Dynamics CRM is to get involved in the community.
Despite the fact that incredible work is being done on Microsoft Dynamics CRM 2015 and there are users using Dynamics CRM 2013, there are also users who are working with Microsoft Dynamics CRM 2011.
Microsoft Dynamics CRM 2011 had a rollup released, did you miss it?
Microsoft Dynamics CRM v2011 Roll Up 18 http://support2.microsoft.com/kb/2958724
The new CRM page is live on YouTube and Facebook. This will enable better discovery of the video assets being created for the releases.
You can access the YouTube page here:
The Facebook App can be accessed directly at:
- This app is mobile optimized
- Users can discover this tab either directly via URL or through this link https://www.facebook.com/msftdynamics under 'More'.
One of the great things about the release of Microsoft Dynamics CRM 2015 is all the great new that is packed in between all the great that already existed. Sometimes there is so much great that a feature, tool or wow slips between the lines in the documentation or the noise of the BUZZ.
One of these great little features is a feature of the plugin registration tool that was part of the CRM 2015 release of the SDK! Mark has a short video and blog about it here.
Back in the Microsoft CRM v2011 days there was an issue with the “Send an error report to Microsoft” configuration where the OOB features of Dynamics would cause generic errors to appear when in reality there were no errors or perhaps just a slight delay. The timing was over sensitive so although there was some debate about it is designed to do that, it was doing it way too often.
In the field we turned off the alert. The message was not helpful and also would block an occasional real error. Needless to say for a year or two we would need to turn off this feature both under Settings, Administration, PRIVACY settings and under a user’s personal options.
Does anyone remember these times?
Does anyone still have a blog post on the issue?
I wanted to give a big shout out to Deanna Sparks, an associate consultant specializing in Microsoft Dynamics CRM. She is a guest blogger who wrote that great piece on Business Process Flows. As many of you know Business Process Flows were released with Microsoft Dynamics CRM v2013 and with the release of Microsoft Dynamics CRM v2015 they are even more powerful!
I can still remember last year at Convergence watching this incredible presentation by two powerful business users at one of the Microsoft Dynamics CRM client sites. They LOVE business process flows and it was amazing to see what they had used them for in v2013! Just wait until they see the newest release. Talk about getting the chain saw - who can keep up and yet users can always find ways to ask for more.
So I have been heads down for a number of months and it is time to pull my head back up into the community! Dynamics CRM v2013 and Dynamics CRM v2015 have a TON of new awesomeness and by sharing the incredible power of the functional configuration options we can increase customer happiness and Dynamics CRM success.
There are some INCREDIBLE partners and clients doing incredible things in the world with Microsoft Dynamics CRM and a layering of conferences that show the incredible. The Agility, the flexibility and the services that surround the product all create a huge economic advantage to companies from Enterprise to SMB. ExtremeCRM is one of those great conferences.
A couple of the partners recently presented their solutions at ExtremeCRM and it was summarized so well in this picture.
Bob Stutz’s Blog:
Customer Center Get Ready Page:
Keeping up with the incredible Microsoft Dynamics CRM versions in the old days was hard enough, but now the team is updating and releasing at an even faster pace.
- If you don't like something, enter a CONNECT request and you might be surprised sooner than you think or VOTE on one already submitted.
- Competition: There information is probably outdated, ask multiple sources. Also make sure you include an experienced servcies provider in your conversations. The Field Service teams at Microsoft and at Partners configure and extend past most all objections.
- You need to make sure to plan on staying current.
- You need to interrupt the versioning.
These Resources can help
Something amazing happens when you move to the Cloud. Updates Happen and for the millions of Microsoft Dynamics CRM Online users updates have been happening. Have you looked at some of the more recent released features such as Microsoft Social Listening.
This year I have counted at least four if not eight major feature enhancements to Microsoft Dynamics CRM and the wonderful is not slowing down.
About this Video:
Lex Thomas welcomes Jackie Nichols and Chris Gideon to the show as they discuss how businesses can unleash the power of “working like a network” through internal social media tools that can help organizations better communicate and collaborate with each other to drive better business results which impact customer satisfaction and your bottom line.
- [1:10] What is Enterprise Social?
- [4:15] What role does Yammer play in this?
- [4:48] What should our expectations be around Social Media?
- [6:38] Define “Work like a Network”?
- [8:01] How does it work?
- [9:50] How do you measure the success of Enterprise Social?
- [12:31] Can you see what topics are trending internally?
In the really noisy world that we live in, sometimes it is nice just to go to one place to find all the links and information you might need on Microsoft Dynamics CRM
I just reset my Globe so as the days of 2014 accumulate, and people continue to read this blog the touch pinpoints will grow again.
To date I have had ~237,000 visitors and it is a thrill to know that I can keep helping the world to master Microsoft Dynamics CRM. The release of v2013 KEEPS the great and adds more! A framework, a product, a solution set and a platform for integrating to so many other solutions. Make 2014 the year you eliminate all those random Access Databases, and reduce all those way too sophisticated and often redundant Excel Spreadsheets.
"Think Microsoft CRM"
Microsoft Dynamics CRM v2013 has so much to offer and one of the best ways to start getting your head around what is being offered is to regularly attend some great either 100 or 300 level webinars.
Luckily Microsoft is offering such webinars for partners, customers and prospects.
You can find the whole series here: http://www.microsoft.com/dynamics/offers/crm2013demos/
Or if you want to just sign up for tomorrow's session, here is the link: https://msevents.microsoft.com/CUI/EventDetail.aspx?EventID=1032569331&Culture=en-US&community=0
Promote via LinkedIn/Twitter as well! Thanks!
As we move into this bold new world of many different devices, we are also opening the door for many different options for accessing our central Dynamics CRM store of data. When learning about all the different options keep in mind the differences between an application that is built to work in different OS environments such as the new Tablet access to Dynamics CRM and an application that is built for a more specific set of criteria such as a specific Windows 8 CRM Phone applications. Key areas of slight shift are items such as on a phone you are usually talking about the "phone" focus and providers like Verizon and AT&T whereas on a tablet your focus on phone might be Skype or Lync.
It is easy to get confused and Dynamics CRM v2013 offers so much!! I have to admit I am excited.
The Tablet access offers cross browser, but also many different tablet centric features like touch, pinning and choice of surfacing what you want to see where.
The Mobile access offers the really tiny form factor (for those small phones) as well as consideration for offline.
We also continue to have the Outlook Client which leverages all that is Dynamics CRM and all the great features within Outlook and the Web Client Access offering the application from your choice of a set of browsers.
In this brave new world you need to figure out how to best communicate all of the power of choice to your customers, peers and team members. As much as we are One Microsoft and One OS across many different devices, there are certain features and options that are very relavant for some devices and not important to others. Given this the technology you are using and the choices it offers does make a difference.
Choice is also not limited to technologies, it is also all about business culture, department process and individual working styles. The convergence of business and information technology is now!
What is amazing about Microsoft is that they offer so many incredible choices without nickel and diming their customers. They help customers use what they need where from their deep pockets of choice.
- The New User Experience Overview of Dynamics CRM 2013
- Getting Started with Dynamics CRM v2013
- Microsoft Dynamics CRM for the Tablet 2013
- Support, Readiness and Change Management and Dynamics CRM v2013
- Navigating v2013 for Beginners
- Microsoft Dynamics CRM 2013 for End Users
- Multi-Entity Search within 2013
- Common Tasks in CRM v2013
- Inline Grids in v2013
Do you have a lot of other OutLook Integrations? CRM Outlook Client causing you grief on just one machine?
This rollup includes “process isolation” to split the Outlook Client out from the core Outlook process, an upgrade to SQL CE 4.0, and reductions in isolated performance issues with a large address books (among other things, it’s all in the KB)
Look out! It is a whole new and old CRM world!
Take a huge amount of depth and years of development (Dynamics CRM v2011) and add onto it a whole new way of working. Shake out a few of the old features, park a couple of items for just a bit and add some much very cool new. Now mix well, test and release.
Oh and hold onto your hat, because although change is constant it always has an impact.
General best practice for OnPremise users is to stay within two roll-ups. Just consider the large team of developers writing code, fixing any issues (reported by the millions of users) and continuing to make Dynamics CRM the absolute best CRM product on the market.
Microsoft Dynamics CRM v2011 Roll-up 14 has just been officially released. Learn more here.
In our busy lives, this one might have slipped by your Excellent Dynamics CRM Extension Team.
To Read More From the Field, Check out these two great writeups ...
The annoucements are starting to come out about Making your experience with Microsoft Dynamics CRM personal.
And the NewsRoom has been updated
People who know me that are not in the world of Dynamics CRM and who don't know what CRM or xRM really means might get a kick out of this new little YouTube Video.
There are some great posts summarizing this wonderful development effort of updates, features, fixes and new!
Bullets of Interest
- Developers? There is a new SDK
- Visionaries? Dynamics CRM with MarketingPilot and NetBreeze
- Features : First there was Decembers R12 Polaris and then RU13
Links for More
- The CRM Team Blog summary
- Upgrade Instructions
- The Download Center
- Studying and Extending Dynamics CRM -> Dynamics xRM
- The Report Authoring Extension
- Connecting the Data is talking about it
- Amreek Signh is talking about it
- The xRM.com Writing Team is talking about RU13
- Donna Edwards talking about RU13 Including a Great little Video!
Chris has done a nice quick post on some of the key highlights within the latest version of Microsoft Dynamics CRM v2011 (polaris)
I won't be at Convergence this year, but I wanted to go ahead and share some getting the most out of the event tips and tricks. because Convergence isn't just about great sessions and learning, but it is also about
2) Meeting the Third Party Providers and ISVs who partner with Microsoft on Dynamics CRM
and add value add
3) Meeting the Microsoft CRM Support Team and technical resources (bring your questions)
4) Meeting the Microsoft CRM Developers and development team (there are new faces to watch for)
5) Meeting other Microsoft team members
6) Communicating with other CRM users (Look for CRMUG)
7) Listening and learning from Authors, Field Experts and great consultants
So In my many years going to and presenting at Convergence I offer you the following
1) Know which sessions you want to go to before you go and have a backup option
(sometimes sessions are sold out)
2) Know who the speakers are: Ask or search the net or read their blogs, being great at what you know doesn't mean you are a great speaker. Look for both!
3) Use Twitter during the conference to keep up with the live session buzz and to connect with other CRM tweeters. My guess is the tweet tag will be #conv2013 or #conv13
4) Know the level of the session: They can range from 100 to 400 and have a lot to do
with presenter and audience. Convergence has both sales sessions to show what is new and deep technical sessions to get you up to speed fast so you have to know how to pick them.
5) Go to the parties and don’t stay at one. Roam from one party to the next and check out the culture, the mood, the tone, the side talks, the buzz
6) Talk to Strangers
7) Eat with people you don’t know and when you sit down, talk to them
8) Make time to visit the bookstore (even if to just see what CRM books are available)
9) Make time to visit the booths (I have had more great technical talks with CEOs at
trade shows than anywhere else)
10) Go to some non-CRM Sessions such as Office, SharePoint and BI – products that work
great together with CRM
11) Go to some business sessions – they have some incredible leaders presenting on
leadership, change management, etc. Many are well recognized business book
writers. (loved hearing Malcolm Gladwell a few years back)
12) Setup a Meet the Expert Connect session and have a one on one with a developer,
business leader, or other resource. A few years back I met with the development team working on a key feature in the newest version of CRM. What a blast to get their perspective.
13) Attend the Pre-Convergence CRMUG Day, the sessions are smaller and the content incredible.
14) Bring business cards, share your business cards, collect business cards AND schedule time when you get home to follow up. Not just the week after, but again two weeks after and a again after 2 months, etc. Networking is about meeting and then building relationships that offer win/win value to both people.
15) Share what you know! Evaluations make a HUGE Difference in the world of Microsoft. Peer to Peer sharing makes a HUGE difference in the success of Dynamics CRM.
16) Attend the last session of the day and the event. Those speakers are sometimes the best, because they draw out the day.
1) It is New Orleans! Get up on the balcony and share the fun of throwing beads at people.
2) Plan to eat incredible food.
3) Don't plan on sleeping too much, but don't burn up all the brain cells so you don't have time to learn.
The fastest way for you to find out about the hot trending topics from Microsoft Convergence is to go on over to Twitter and to search on #conv12, #conv2012 and (to get a few missed items) #con12. You can also search on #CRMLady (that is me) and #msdyncrm.
The buzz during the event was hot, fast, real time and enlightening. I can't tell you how many times I smiled while reading 140 characters. A quick glance, a smile and back to 100% listening to content.
What was great was to post a thought and then to see all the reviberating thoughts on the speakers while the speaker was still speaking.
In fact at one of my presentations. Someone TWEETED a question, I read it (yes, while speaking) and responded to the entire group. How did I do that? Well there were two of us presenting so the back and forth gave me a chance for a quick peek.
Talk about an entirely different way to present to geeks and introverts - Look out future tomorrows, the power of the introverts enabled!
Numbers are well numbers, but I thought 202,006 lifetime views was a pretty nice number.
The Microsoft Dynamics landscape is changing quickly – new technology, new platforms, new implementation strategies, new partner challenges—and the changes mean major new opportunities, and major new risks. Decisions that you make now about your Dynamics solution will have implications for years to come.
Who Should Attend Decisions Fall 2011?
Decisions Fall 2011 is a virtual event for...
- Business decision makers seeking expert advice on implementation strategy
- IT managers looking for technical insight and advice
- Power users who want to learn more from the experts and share their knowledge
- New users making the switch or contemplating the switch to Microsoft Dynamics.
- Dynamics professionals who want to learn, network, and investigate ISV solutions
- Anyone in the Microsoft Dynamics community looking for an exciting new platform to network and learn!
Have You Registered Yet? @crmug: #msdynCRM
Next week is the Southern New England CRM User Group meeting in the Waltham, MA Microsoft Offices.
Come On Over to share in the joys and pains of INTEGRATION!
Every once in a while I change my theme. Why? Well I find that certain changes offer a bit of brain refresh both for me as the writer and for those that read the blog via the web.
So today - the theme on my blog changed.
What do you think?
Microsoft has released Update Rollup 3 for Microsoft Dynamics CRM Server 2011. It includes updates and hot fixes packaged together for easy deployment. We recommend that you install the update rollup to keep your software performing at its best.
Ah come on let's kick this over the 200,000 mark :)
And yet to do this I better step it up and start posting from my library and folder of "Now that would be good to Share"
It is not easy to grow a business these days, but when you have years and years of experience and tons of connections and there is a good need, it is often the right thing to do.
John Gravely and his team have just that company with ClickDimensions.
On June 1st, join John to hear some of that great experience as he presents REAL stories of MARKETING with Dynamics CRM. This is a premier event for marketers (not sales people who do a bit of marketing): Offering True Stories of Marketing with Microsoft Dynamics CRM
This live workshop will include examples of real world campaigns where Microsoft CRM was used to:
- Double a newsletter list in two weeks using a unique approach toward email marketing and lead scoring
- Develop an easy way to improve web traffic by understanding the quality of visitors by traffic sources
- Implement a strategy for creating great content that positions your firm as a leader
- Apply simple tips for search engine marketing and search engine optimization
- Provide sales with easy to use automated prospecting and marketing tools to make them more effective and efficient
- Identify how to best use the right social channels to drive business value
It should be fairly interesting as there is so much more that can be done both with the built in features of Microsoft Dynamics CRM Marketing AND with some of the incredible ISV offerings that tie the power of the internet, statistics and technology with the CRM platform.
You just settled in with Microsoft Dynamics CRM v4.0
In fact you are feeling pretty good with it. You have started with the basics, learned a few of the intermediate features, added a few reports that you like and all is good. Next week you might even add a few more workflows to the mix to automate even more of those painful manual processes and THEN
Microsoft comes out with this upgrade. Oh and you took a look and it has some cool new stuff that you want. BUT, but, but there is still so much you can do in Dynamics CRM v4.0
Well no worries: We have a session to discuss all of these considerations at the VIRTUAL FREE DecisionsWorld conference.
Mark your calendar today - Register (yes, it is free but you need to register) and gather up all of those questions and perhaps a few assumptions so you are ready to debate the timing and benefits of staying vs. upgrading.