CRM Online in the world of Enterprise : Patterns & Principles for Solution Builders White Paper

"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."

READ MORE


Microsoft Dynamics CRM Online vs. CRM On-Premise

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.

An Exposé on the differences between Microsoft Dynamics CRM Online and On-Premise

Demystifying business value of CRM in the cloud


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!


Microsoft Social Listening has MORPHED into Microsoft Social Engagement

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).

You can take a GUIDED Tour Here!  


Dynamics CRM 7.x.x Certification Exams

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
  • MB2-706OP
  • MB2-707            Customization and Configuration
  • MB2-707OP
  • MB2-708            Installation
  • MB2-708OP

MB2-720    Microsoft Dynamics Marketing

and there are so many more !     


Incredibly Wonderful News! Clarity on Versioning

New Naming Conventions for Microsoft Dynamics CRM

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!

 


CRMUG has not been sleeping! GREAT Connects, GREAT Content

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.


New Dynamics CRM YouTube Channel

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: 

https://www.youtube.com/user/msdyncomm/DynamicsCRM

 

The Facebook App can be accessed directly at:

https://apps.facebook.com/microsoftdynamics/


Dynamics CRM 2015 SDK Hidden Treasure

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 CRM v2011 Days

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?

 

 


Thank you Deanna Sparks !

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.


Heads Back Up

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.

 

 


ExtremeCRM : Dynamics CRM Awesomeness!

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.

ExtremeCRM
 


Get Ready for the Microsoft Dynamics CRM FALL release! #msdyncrm

Press Release:

http://www.microsoft.com/en-us/news/press/2014/sep14/09-16crmpr.aspx      

 

Bob Stutz’s Blog:

https://community.dynamics.com/crm/b/crmconnection/archive/2014/09/16/marketing-sales-service-one-cloud-for-all.aspx

 

Customer Center Get Ready Page:

http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx


Keeping up with Dynamics CRM Versions

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. 

Benefits:

  • 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.

Negatives:

  • You need to make sure to plan on staying current.
  • You need to interrupt the versioning.

These Resources can help

 The Dynamics CRM in the Field Blog

The Microsoft Dynamics CRM Team Blog

 


Hold onto your Hats! Dynamics CRM 2013 is Deepening gaining depth and breadth

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.


Now is the time to "Work Like a Network"

The latest Taste of Premier episode is now LIVE!  

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?

Visitors, The Globe, Perspectives

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"

 


Jump Start your MS CRM 2013 Understanding #crm2013

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!


A Bold New World: Even more choices #CRM2013

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.


Are you ready for some Dynamics CRM v2013 Videos from YouTube?


Rollup 15 MS Dynamics CRM v2011

Microsoft has posted CRM v2011 Update Rollup 15.

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)

 


Microsoft Dynamics CRM v2013

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.

 

 


Dynamics CRM v2011 Rollup 14 Released

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.


Dynamics CRM SDK v5.0.16 Release

In our busy lives, this one might have slipped by your Excellent Dynamics CRM Extension Team.

 A new Microsoft Dynamics CRM SDK Update was released in June

To Read More From the Field, Check out these two great writeups ...

http://crmbusiness.wordpress.com/2013/06/19/crm-2011-new-sdk-version-5-0-16-available/

http://bingsoft.wordpress.com/2013/06/19/crm-2011-sdk-version-5-0-16-available/

 


Dynamics CRM 2011 Rollup 13 has been released

There are some great posts summarizing this wonderful development effort of updates, features, fixes and new!

Bullets of Interest

 

 

Links for More


Convergence: It is that time of year again! #CONV2013

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

 

1)      Networking

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

Tips

 

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.

 

Social Tips

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.

 

 


What happened at Convergence 2012? Twitter happened!

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!  


You like how Dynamics CRM is working: Why Change, Why Upgrade?

There's a Talk for That!

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!

 


Update Rollup 3 for Microsoft Dynamics CRM Server 2011

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.

MORE DETAILED INFORMATION http://blogs.msdn.com/b/crminthefield/archive/2011/07/15/podcast-and-overview-microsoft-dynamics-crm-2011-update-rollup-3.aspx

Advanced Marketing and Dynamics CRM

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.

TO REGISTER


Upgrade? Already? 4.0 to 2011 to ???

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.


Too Busy to Travel? Decisions 2011 is coming to your desk (FREE)

Over the last couple of years I have participated in the MSDynamicsWorld Decisions conference and the first year it was pretty cool, but a little light by the second year the speakers and vendors were really starting to get the format and now VIRTUAL CONFERENCES are well just hot. (Hey, just checking out the technology is cool)

Yes, the world is noisy, people are busy - but given that Decisions 2011 has one full day packed with great CRM Speakers I am helping to spread the world. Last year I heard and shifted my perspective when listening to a talk on Dynamics CRM and the marketing features (how to really leverage what is there) and this year who knows what I will learn.

SO Mark your calendars as June 17th is CRMDAY!

CRM Day 

and for those of you also working with the other products within the Microsoft Dynamics Family you might be interested in these virtual conference days as well.

  • June 14 - AX Day 
  • June 15 - GP Day 
  • June 16 - NAV Day 

  • The International CRM User Group

    As a firm believer in sharing technical nuances, field tips and general best practice experiences I was thrilled to be nominated and approved as a member of the CRMUG Board of Advisors

    If you have not visited their website for a while, check it out

    and

    If you are looking for advanced training (developer, infrastructure, user and more) tap into all the new that is happening with the CRMUG Academy

    AND

    if you are in Southern New England keep an eye on your local CRMUG Subgroup www.snecrmug.org for upcoming face to face meetings.

     


    April 5th: xRM/CRM User Group Southern New England Meetup

    xRM/CRM User Group Southern New England Meetup 

    Join us for the next meeting of the CRMUG New England Regional Chapter on Tuesday, April 5, 2011 at the Corner Pocket Billiards & Grill, Johnston, RI from 4 to 7 pm. This will be an informal connect with other CRM customers with topics to include: "Getting the Most Out of Convergence" & "Upgrading - Why? and When?". Please register no later than Friday, April 1st!

    Meeting Date & Time: Tuesday, April 5, 2011, 4 to 7 pm

    Discussion Topics: 

    • Getting the most out of Convergence 2011
    • Upgrading - Why? and When?


    Audience: All CRM users are welcome to attend, regardless of whether they have joined CRMUG. Partners should be accompanied by a customer. Partners should bear in mind that the objective of Regional Chapters is to exchange knowledge and Dynamics CRM experience. Partner personnel should possess deep CRM expertise and refrain from sales activities.

    About CRMUG Regional Chapters: Regional Chapters enhance your membership in CRMUG by offering face-to-face interaction and knowledge-sharing with other Microsoft Dynamics CRM users in your region. By having meetings centrally located within your region, users from all job roles and levels in your company can participate by only driving a short distance. All job roles are welcome: • Customer Service • Sales • Information Technology Join us so you can optimize the functionality, flexibility, performance and return on investment offered by CRM—and get better results from your CRM implementation back home. Feel free to invite CRM colleagues and other users within the region. For more information about CRMUG, visit www.crmug.com.

    Event Type

    Regional Chapter

    Location Details

    Corner Pocket Billiards & Grill Phone: 401-383-9889 1428 Hartford Avenue Johnston RI USA 02919


    Rollup Sweet Sixteen (CRM v4)

    The Microsoft Dynamics CRM development team has released CRM v4.0 Rollup 16 and not only have they managed to resolve some of the issues reported from the field, they have also fine tuned some of the existing features. (it is amazing what a team of programmers writing code every day can create in 8 weeks) Particularly given there are change control processes, testing processes, QC, Builds, Deploys and more to pull together.

    Key Areas

    1. The Deployment Manager and Importing an Org
    2. Performance (around deployment manager)
    3. IE 9 Support
    4. Appointments and Synchronization

    Do you have feedback?

    • Have you installed the latest rollup?   
    • Did it fix an issue you reported?
    • Did it cause other issues?
    • Did it add some new bling? or a feature you discovered?

    Share your comments !