CRM Migration: Move Your old CRM System to Dynamics 365 on the Microsoft Cloud, Part 2

In Part 1 we discussed the main components of a CRM migration including Data Model customizations, UI customizations, and the Data Migration itself. The data migration can be the most difficult part of a CRM platform migration, sometimes by a long shot. This article provides a review of available options to bring your data into Dynamics 365 (D365), and some of the common challenges that can make it harder than expected. Option 1: CRM Migration with the Import Data Wizard The Import Data Wizard can import data from one or more comma-separated value (.csv), XML Spreadsheet 2003 (.xml), or [...]

By | 2018-04-16T15:41:37+00:00 March 16th, 2018|Uncategorized|0 Comments

Calculating Upcoming Dates in Dynamics 365

A good CRM is about more than just having a sleek system for your employees. It should be a tool used to increase customer satisfaction. Efforts to show that you value your customers go a long way to retain loyalty. This is known as increasing your customer's "lifetime value", referenced in this article by Entrepreneur Magazine. One easy way to develop relationships with your customer is to send them an email on their birthday or for an anniversary. Microsoft's CRM software can easily cater to this strategy. Date fields in Dynamics 365 are a great way of storing historical [...]

By | 2018-04-16T15:40:40+00:00 February 12th, 2018|Uncategorized|7 Comments

The Power of Auditing in Dynamics 365

In complex CRM systems, tracking down the source of record changes can be difficult. Workflows, plugins, business rules, and scripts can change field values without user intervention. I was recently troubleshooting a Dynamics 365 form which always displayed the "unsaved changes" notification as soon as it was opened. I disabled all scripts and business rules, but I was still seeing the notice. By using auditing, I was quickly able to track down which field was being changed. Enable auditing Under Settings > Administration > Auditing tab, tick the "Start Auditing" box. Here you can also enable user access to see [...]

By | 2018-04-16T15:39:43+00:00 January 10th, 2018|Uncategorized|0 Comments

Dependent Option Sets Updated for Dynamics 365

Option sets in CRM are an easy way to ensure clean data. Limiting end user choices tends to streamline business processes and ensure uniform data entry. It is possible to extend the advantage of option sets in Dynamics 365 by implementing dependent option sets. A dependent option set shows values conditionally, based on the value chosen in the "parent" option set. Using this method, you can simplify the UI of CRM and further eliminate confusion for your end users. Here is a short list of a few key features: Features of Dependent Option Sets: The child option set value [...]

By | 2019-03-19T20:40:39+00:00 December 22nd, 2017|Uncategorized|5 Comments

The ABCs of Leads: Why You Should be Using Them

Lead utilization is perhaps one of the most misunderstood aspects of a CRM system. Many organizations choose to ignore them completely, opting instead to use only Accounts or Contact records. While these records are certainly effective themselves, you gain much more valuable data by utilizing Lead records first. Lead records in CRM allow for more robust reporting, and also make it easy to develop good customer nurturing strategies. If your organization is looking to track the ROI of specific marketing activities, perform timely follow up, in addition to keeping a relevant database you should be taking advantage of Leads. [...]

By | 2018-02-20T21:00:21+00:00 December 11th, 2017|Uncategorized|0 Comments

Migrate Your Old CRM System to Dynamics 365 on the Microsoft Cloud

Having an up to date CRM system is part of the foundation of a growing business. It allows an organization to grow and adapt to changes in their customers and industry. Businesses with an outdated system can feel irreversibly tied to it. They may want to migrate to a new system, but are unable to answer the fundamental question of how to make the jump to a new CRM system. As a result, they remain stuck with a solution they don't want. In this article we will review the three steps common to all CRM migrations, focusing on how [...]

By | 2018-02-21T16:09:21+00:00 December 4th, 2017|Uncategorized|0 Comments

Troubleshoot Dynamics 365 for Phones in a Web Browser

Need to troubleshoot the Dynamics 365 for Phones Mobile App?  Use the built in “Emulator.” Recently I was on a support call with Microsoft troubleshooting an issue on the Dynamics 365 for Phones mobile app (Side Note: The ‘Associated Activities View’ is not available on the mobile app). We were doing a screen share and the support rep sent me a link over the chat so that we could see the mobile client in a native web browser. I’d seen this once before, but decided to take note this time so that I could add this to my list of [...]

By | 2017-11-28T14:35:54+00:00 November 28th, 2017|Uncategorized|5 Comments

Sync Dynamics 365 (CRM) Appointments Without Sending Notes to Attendees

So, you have adopted the integration between Dynamics 365 (CRM) and Outlook. Using Appointments in CRM is a great way to create meetings that sync effortlessly to your Outlook. However there is a catch in CRM that if you enter meeting notes on the Appointment record. If data is entered in the Notes field, your Appointment attendees are sent an update of the Appointment with the notes you just entered. You may have entered some personal notes that you just don’t want your client or prospect to read. Here is an easy solution. You must have the System Administrator [...]

By | 2018-02-21T20:21:44+00:00 November 6th, 2017|Uncategorized|1 Comment

No Code Data Integration Has Arrived with Dynamics 365 for Sales Virtual Entities

With the release of the Dynamics 365 October service update comes an exciting new capability called Virtual Entities. Virtual entities allow for read-only, no-code integration to other systems right within Dynamics 365 for Sales. Grids, sub-grids, forms, lookups, advanced-find views, reports, and dashboards can all use Virtual Entities. They are also available via all Dynamics 365 online clients and custom applications. Virtual entities are simply a mapping of records and fields from an external data source to a custom Dynamics 365 entity. Dynamics 365 does not store or synchronize with the external data. Let's take a look at the [...]

By | 2018-02-21T20:46:45+00:00 October 27th, 2017|Uncategorized|0 Comments

How to add Power BI dashboards to Microsoft Dynamics 365: A Step-by-Step Guide

Microsoft Dynamics 365 already includes a built-in dashboarding feature with acceptable charts, lists and basic drill-down capabilities. By default, the Dashboards page will be the first thing most users see when they log in through the web interface: But these dashboards pale in comparison with the full capabilities and superior aesthetics of Microsoft’s flagship analytics platform, Power BI. The good news is that you can add a fully functioning pre-built Power BI dashboard to Microsoft Dynamics 365 using your own data, and appearing totally seamless as if it had been part of it all along. The even better news [...]

By | 2020-03-03T14:50:01+00:00 October 23rd, 2017|Uncategorized|3 Comments