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Microsoft Dynamics CRM 2016 is here!

November 30, 2015, 8:39 am
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Yes, the wait is over for the Dynamics CRM fall 2015 release. Jujhar Singh, General Manager of Microsoft Dynamics CRM announced this morning on the Microsoft Dynamics Community page that Microsoft Dynamics CRM 2016 is now available.

Read Jujhar’s blog “Microsoft Dynamics CRM 2016 Now Available: Ushering in a New Era of Intelligent Customer Engagement”

Available on-premise and as CRM Online in 130 markets and 44 languages, Dynamics CRM 2016 continues the transformation of CRM to leverage all the strengths of Microsoft across sales, marketing, service and social.

Regarding the fall 2015 release, Jujhar Singh added; “The new release is not only our most comprehensive ever, but it also represents a huge leap forward in our journey to deliver intelligent customer engagement. We’re bringing all Microsoft has to offer in productivity and intelligence into a single experience.”

The fall 2015 release, known as CRM 2016 focuses heavily on three aspects. Productivity, Mobility and Service.

Jujhar provides some insight into the enhancements users will see with Microsoft Dynamics CRM 2016.

Productivity
The capabilities in Dynamics CRM 2016 are seamlessly embedded into productivity tools such as Office 365. The product team has enhanced the CRM app for Outlook, delivered templates for an immersive Excel experience, simplified the creation of personalized sales documents in Word and enabled seamless access to contextual CRM documents across SharePoint, Office 365 Groups and OneDrive for Business.

Mobility
CRM 2016 features full offline mobile capabilities for phones and tablets, the ability to create task-based mobile apps, Mobile Application Management with Microsoft Intune and next generation Cortana integration that surfaces CRM data for key sales activities, accounts and deals, and mobile marketing with SMS capabilities available with Dynamics Marketing.

Unified Service
CRM 2016 delivers a single, unified solution for Customer Service across self-service, agent assisted service and field service. Building on the integration of Parature knowledge management in spring 2015, Microsoft Dynamics CRM now has a new role driven agent experience with the Interactive Service Hub, native Knowledge Management, surveys to capture voice of the customer and field service capabilities with our recent acquisition of FieldOne.

You can learn more about Microsoft Dynamics CRM 2016 from the Release Preview Guide, start your free trial or give a certified CRM experts at Ledgeview Partners a call and we would be happy to talk about the new enhancements CRM 2016 can bring to your organization.

The post Microsoft Dynamics CRM 2016 is here! appeared first on Ledgeview Partners.

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Microsoft PowerApps Announced

November 30, 2015, 8:50 am
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This has been baking for a while, but today it was finally announced during the Convergence 2015 EMEA Keynote. PowerApps is a new service for enterprises to create and share business apps. With a very...(read more)
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Dynamics CRM 2016 officially released

November 30, 2015, 8:52 am
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Microsoft’s announcement on Dynamics CRM 2016. Just a quick post letting everyone it’s been released.  Stay tuned for reviews on new features. The post Dynamics CRM 2016 officially released...(read more)
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Planning for CRM Success 3 Part Online Learning Program

November 30, 2015, 9:02 am
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I will be facilitating a 3 part online learning workshop on “Planning for CRM Success” hosted by  my friends at MSDynamicsworld.com on December 2nd, 3rd and 4th at Noon Eastern Time. Below are the details – to register please go to  Sign Up for Workshop

Event Details

This is a non-technical session designed for business professionals on how to plan and implement CRM strategies. It is based on the integration of the best practices in business processes, people skills development and CRM technology.

WHO SHOULD ATTEND?

  • Sales, Marketing, Customer Service and Business Leaders responsible for implementing company-wide CRM solutions
  • Business Owners, Vice Presidents and Regional Managers responsible for Sales force, marketing or customer service automation
  • CRM Professionals and Project Managers

Course Outcomes:

On completion of this fast paced workshop, learners will be able to:

  • Clearly understanding what the benefits and importance of CRM is to your strategic business initiatives.
  • More accurately estimate the budgets, timelines and tasks for CRM Implementations.
  • Define processes and strategies that will help better define and manage customer, prospect and partner touch-points.
  • Better measure customer interactions, sales productivity and opportunity management
  • Increase profitability by identifying and eliminating or reassigning non-productive tasks
  • Put into action proven techniques to plan, implement and support successful CRM initiatives.

Session One – Introduction to Customer Relationship Management

  • The 3 Pillars of CRM Success – People, Process and Technology
  • Understanding CRM Applications:
    • Sales Force Automation
    • Marketing Automation
    • Customer Service
    • Partner Relationship Management
    • xRM Applications
  • The real ROI of CRM – How to Position the ROI on CRM for
    • C Level Executives
    • Customer Experience Managers
    • Marketing Teams
    • Sales Management
    • IT Management
    • XRM Developers

 Session Two – Planning & Designing Your CRM Project

 Overview of Steps to CRM Success

  • Planning your CRM project
  • Designing your CRM system
  • Planning your CRM Technology
  • Building a Successful User Adoption Program
  • Avoiding CRM project failures and pitfalls
  • Assemble your CRM project team
  • Creating a successful CRM project plan
  • Setting budgets, time requirements, priorities, and project objectives
  • Mapping your CRM business processes for
    • New Business Development
    • Account Management
    • Marketing
    • Customer Service

Session Three – Building a Successful User Adoption Program

  • Winning with People & Managing Change
  • Best Practices for Training
    • Train the Trainer
    • Classroom Training
    • Web Training
    • Coaching
    • Recorded Sessions
  • Strategies for User Adoption Success
  • Creating a Culture of CRM
  • Planning for the future

 

 

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CRM for Outlook – Frustration Free Zone

November 30, 2015, 9:04 am
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MS Dynamics CRM vs Salesforce    Sign up for a free CRM course!

Learn more about CRM's features

I was recently speaking with some like-minded CRMers in the community and we were discussing what we find to be at the top of the list for help desk inquiries. The overwhelming consensus was CRM for Outlook.

Do you ever find yourself faced with CRM for Outlook just not cooperating? Whether it be that you are having undesirable or unresponsive behaviors, the CRM tab is greyed out, or the CRM tab has vanished. Have no fear, you are not alone, and with a few checks and few clicks, more often than not, one of the following suggestions will be your golden nugget for resolution.

Check the following machine related roadblocks for starters...

ü  Ensure that your CRM for Outlook version matches up with your CRM server version. It could be that you are out of sync.

ü  Could you possibly have add-ins that are not playing nicely with one another? Begin to disable your add-ins one by one and see if CRM for Outlook is positively affected.

ü  Is your Outlook mailbox overloaded? Double-check your mailbox capacity, it may be high time you do a little housekeeping.

ü  Do you have adequate resources on your machine to support all of the applications that you are running? Check your RAM to ensure that you are not pushing the limits of what your machine is capable of.

ü  Depending on your firewall settings, it may be necessary to add your CRM server address to Trusted Sites in Internet Explorer. Along with that, it may be beneficial to clear your browser's cache.

ü  Is your anti-virus software doing too good of a job? It could actually be preventing you from performing actions which are legit!

Has your CRM tab on the ribbon disappeared without a trace?

This is usually easily remedied by navigating to File à Options à Add-Ins à Select GO and tick off the checkboxes for Microsoft Dynamics CRM.

And just like that, you have brought your CRM tab back into Outlook.

CRM for Outlook 1

 

CRM ribbon greyed out?

Again, typically a quick fix...Search for the Diagnostics Wizard on your machine and click the Enable button shown on the Advanced Troubleshooting tab.

CRM for Outlook 2       CRM for Outlook 2.1

 

Let's wrap this up with "Track" and "Set Regarding" and also answer the common question of why "Convert To" is greyed out.

CRM for Outlook 3

When you select a record from your Inbox in CRM, and click ‘Track’, you are promoting the email to CRM as an activity without an association to a particular record. Depending on the Personal Options you have set, you may also be creating a new Contact or Lead at the very same time.

If I may give my two cents, I would caution against ticking off the box which auto creates new contacts or leads. You may end up with records for the local pizza place, or worse, a record created for one of those "fun emails" that slips through the Spam filter.

‘Set Regarding’ on the other hand, not only tracks the email, but also associates it to a specific record of your choosing. The association not only relates to the record you have chosen but also rolls up to related parent records. Whether you have chosen ‘Track’, or ‘Set Regarding’, you will now notice that ‘Convert To’ has come to life and you now have the ability to convert the email into a New Opportunity, Lead, or Case.

The next time you find yourself scratching your head over why CRM for Outlook is 'acting up', come back to this post and try out some of the suggestions. You too, may just find that what you initially thought was going to be a major headache is quickly resolved with a few quick checks and clicks. For more information on this feature and other CRM questions that have you up at night, WebSan is here to help!

 

Stacey Mancuso, CRM Certified Application Specialist , WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

The post CRM for Outlook – Frustration Free Zone appeared first on CRM Software Blog.

Related posts:

  1. Why Microsoft Dynamics CRM Beats Salesforce.com For Outlook To CRM integration – Reason # 3, How Many Clicks Does It Take?
  2. Troubleshooting CRM for Outlook Errors
  3. Microsoft Dynamics CRM 2011 and Outlook: 5 Functions Everybody Should Use
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ERP Cloud Business Requirements and Changing Demands

November 30, 2015, 10:00 am
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Having a top of the line business solution in today’s rapidly changing technology landscape means your systems are flexible, agile and scalable so your business can keep pace with change. When implementing a new system, businesses don’t have time for lengthy, expensive deployments anymore.  They expect to hit the ground running with  systems that deliver faster ROI, less downtime and will deliver value for years to come.

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Looking for new business software?  Try Microsoft Dynamics ERP free, with no credit card and no commitment.

Changing Demands in the Cloud Era

Large-scale, big-budget, high-stress implementations are becoming a thing of the past. We now see an increasing demand from businesses – large and small – for flexible technology that lets them choose a path that meets their needs. Increasingly, businesses are choosing solutions such as Cloud based ERP because they are more flexible than traditional ERP.  Software flexibility allows businesses to start with what they need now and add functionality and users as needs change.

Now let’s talk about ROI.  Choosing an ERP system that offers an intuitive and simple-to-learn user experience is critical for return on investment. Businesses now realize that change shouldn’t have to come with a huge amount of additional training, costs or related business disruptions.  They expect a system that is easy to use costs less and takes less time to adopt across the business so organizations achieve a faster time to value and higher ROI.

When going to the cloud with mission critical data, it is common to see businesses being very cautious when selecting a hosting provider.  Mission critical IT ecosystems must offer compliance related controls and flexibility to support business applications, productivity tools, desktops, laptops and mobile devices.  Compliance, security and mobility are about trust.

It’s no longer necessarily a business requirement to show up to “the office”.  Instead it’s a requirement to be able to take the office with you wherever you go. But with increasing regulations and volatile market activity of recent years, businesses expect more assurance than ever that proper safeguards and procedures are in place to protect against security breaches and compliance violations.

ERP Cloud Business Requirements

When choosing ERP cloud hosting solutions, businesses are looking for software and service providers that will enable them to:

  • Grow efficiently using technology to reduce costs and be a real enabler of their business growth.
  • Keep their data protected and be prepared for the unexpected, so they know the business never misses a beat.
  • Do business anywhere so they are able to realize the benefits of a productive mobile team that can work together, regardless of their location.
  • Gain the competitive advantage of understanding customers and making meaningful connections to build long-term relationships.

Did you know..?

Did you know that Microsoft has flexible, powerful ERP systems for businesses of all sizes and a variety of product options, including Microsoft Dynamics AX, Dynamics GP, Dynamics NAV and Dynamics SL?

All of these products are currently available for trial in the cloud.  Click here to get a Dynamics ERP demo and see first-hand if it’s the product you’re looking for.

About goERPcloud

goERPcloud is the first on-demand Microsoft Dynamics Cloud Marketplace that allows you to test drive different flavors of Microsoft Dynamics AX, GP, NAV and CRM with preconfigured 3rd party applications.  goERPcloud boasts a robust ecosystem of Microsoft Dynamics Partners, helping businesses find the cloud-based software solutions that best fit their current and future business needs.  Since 2000 RoseASP.com, the power behind goERPcloud, has provided hosted Microsoft Dynamics ERP and CRM applications to businesses around the world. For more information about goERPcloud, visit www.goERPcloud.com.

The post ERP Cloud Business Requirements and Changing Demands appeared first on goERPcloud.

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Connector for Microsoft Dynamics support for Microsoft Dynamics CRM 2016

November 30, 2015, 10:29 am
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Microsoft Dynamics CRM 2016 has officially released: https://community.dynamics.com/b/msftdynamicsblog/archive/2015/11/30/microsoft-dynamics-crm-2016-now-available-ushering-in-a-new-era-of-intelligent-customer-engagement

The most current version (3.4.304.1) of Connector for Microsoft Dynamics does support Dynamics CRM 2016 in both on-premises and online deployments. More information on this version of Connector can be found in this post: http://blogs.msdn.com/b/dynamicsconnector/archive/2014/12/04/connector-for-microsoft-dynamics-v3-cu-4-released.aspx

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Microsoft CRM and Hootsuite : A Dynamic Duo In Social Interaction

November 30, 2015, 11:37 am
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hootsuite

The new Microsoft Dynamics CRM update is coming with some exciting news – integration with the social media management system, Hootsuite. This new partnership will allow for enhanced brand management capabilities across multiple platforms.

Hootsuite is a system that allows users access to all of their current social media platforms in one place, allowing for simplicity and innovation when it comes to managing brands online. The dynamic Hootsuite dashboard provides users complete social network visibility, which in turn creates better understanding of current and prospective customers. With Hootsuite, users can create quality leads and can learn how to effectively grow their brand through social media tactics.

The Hootsuite dashboard implements directly into Microsoft Dynamics CRM, creating seamless integration between the two platforms. Items from the Hootsuite dashboard can be directly inputted into the CRM system, creating specific customer files based on their social media interactions. Users can also integrate Hootsuite with Yammer to collaborate in real time with customers on social media.

Businesses know their customers on a professional level, yet how much information does that really tell them? By utilizing social media through Hootsuite, companies can really get to understand their customers' and prospective customers' likes, dislikes, wants, and desires. To learn more about Microsoft Dynamics CRM contact Logan Consulting, your Chicago based Microsoft Dynamics partners.

by Logan Consulting

The post Microsoft CRM and Hootsuite : A Dynamic Duo In Social Interaction appeared first on CRM Software Blog.

Related posts:

  1. Your Brand Sux – Tips for Engaging Customers Through Social Media
  2. Social is for Closers: 3 Free SlideShares on Social Intelligence
  3. 10 Social Listening Experts Discuss WOW Service in a Social Intelligence Guide for Customer Service
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JavaScript – getSaveMode

November 30, 2015, 11:52 pm
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Quick post, hopefully useful reference material …. getSaveMode() , returns a value indicating how the save event was initiated. execObj.getEventArgs().getSaveMode() Note: Don’t forget...(read more)
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Certifications MB2-708

November 30, 2015, 11:52 pm
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MB2 708 is the CRM installations certification. You can find details of skills measured and book the exam here . I recently completed the MB2-708 exam using the online exam option. The online exam...(read more)
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CRM Certifications

November 30, 2015, 11:53 pm
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There are “just” six current certification you can gain in Microsoft Dynamics CRM. Here I describe each of them; MB2 704 – Microsoft Dynamics CRM Application MB2 705 – Managing...(read more)
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USD – Window Navigation Rules

November 30, 2015, 11:53 pm
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In my series of posts about learning Unified Service Desk (USD), I thought it might be appropriate to talk about window navigation rules …. Window navigation rules are used to govern how tabs will load...(read more)
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USD – Load two tabs for account (v2)

November 30, 2015, 11:53 pm
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In Unified Service Desk (USD) I had a requirement to always load the account and primary contact details in one step. In an earlier process I described a simple way to load two tabs, one contained then...(read more)
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Agile Principle 11 – Self-organising teams

November 30, 2015, 11:53 pm
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The 11 th post in my series on the Agile principles is ….. Self-organizing teams. “The best architectures, requirements and designs “emerge” from self-organizing teams.” How...(read more)
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Agile Principle 12 – At regular intervals, the team reflects on how to become more effective

November 30, 2015, 11:53 pm
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At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behavior accordingly. As this is the 12th principle, lets kick off by reminding ourselves about the...(read more)
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NBA – A Jedi Mind Tick?

November 30, 2015, 11:54 pm
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Next Best Action ( NBA ) is all about working out what might be the next best “action” for your customer or potential customer, it involves applying “science” to decide if the next...(read more)
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Javascript – Control OptionSet values

December 1, 2015, 12:36 am
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Here is an example of a function to limit the values of an optionset, in this example I have a field called priority and want to be able to control when some options are selectable. First off all, I...(read more)
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CRM2015 Charts – Funnel Chart XML

December 1, 2015, 12:36 am
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In a previous post I explained how to show percentages on a pie chart , that post included details of how to export a chart, edit the XML and import back into CRM. In this post I will continue that theme...(read more)
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Charts – Radar Charts

December 1, 2015, 12:37 am
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Microsoft Dynamics CRM does not offer a Radar chart OOB but it is still possible to use them! Creating a radar chart is a simple matter of a quick change to the chart XML, if you aren’t familiar...(read more)
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JavaScript – Basics

December 1, 2015, 12:37 am
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Microsoft Dynamics CRM allows the addition of JavaScript to forms which enables the extension of the basic solution in many ways. CRM Developers and customizers make extensive use of this when tailoring...(read more)
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