Blog

Connecting Microsoft Dynamics 365 for Sales with Finance and Operations Business Edition

In July Microsoft released functionality to connect Microsoft Dynamics 365 for Sales (CRM) to Microsoft Dynamics 365 for Finance and Operations Business Edition (NAV). This flew under the radar a bit coming from the CRM side of things. I’ve made it a practice to keep a good watch on the Microsoft Dynamics 365 Roadmap (https://roadmap.dynamics.com/) which I find very helpful and an extreme upgrade over past roadmaps or lack thereof in the past. But, this new functionality fell under the Financials section and not the Sales or Customer service section. So, keep that in mind in the future when [...]

By | 2018-02-23T16:43:27+00:00 October 16th, 2017|Uncategorized|0 Comments

Migrate SharePoint to the Cloud with Robocopy

Recently, in the course of a CRM on-premise to online migration, we were also asked to help move SharePoint online as well. There are several third-party tools that do a good job of this, but one thing we had a problem with was the fact that some of the files and folders in SharePoint had been created outside of the Document Library structure, and these apps were unable to access those documents. While searching for a way to make this work, I came across a neat trick using good-old Robocopy to duplicate the files. Below are the steps to [...]

By | 2018-02-23T17:08:40+00:00 October 10th, 2017|Uncategorized|1 Comment

Update Dynamics 365 for Sales data with Microsoft Excel

Using Microsoft Dynamics 365 (CRM) you can easily update CRM records (Account, Contact, etc.)  using Excel. Modifications can be made if the record being updated has not been modified between your change and the re-imported data.  Similar to the bulk edit function in advanced finds, this method allows you to update multiple records at once. In contrast to the bulk edit function, you can modify more than the 250 record max in the advanced find. The following steps will save you a lot of time if you need to update many records at once. Procedure: Let's use the example [...]

By | 2019-10-23T01:29:35+00:00 October 9th, 2017|Uncategorized|2 Comments

3 Mistakes You Can (And Must) Avoid for a Successful Marketing Automation Deployment

CRM Marketing automation tools are all the rage these days.  As organizations become more digitally focused, you may feel like you are being left behind if you don't have a cutting-edge Marketing Automation tool.  Don't get me wrong, they can be powerful tools that are capable of helping transform your business through increased relevance in today's digital economy.  However, when selecting and implementing one of these solutions, you have to make sure you are prepared.  Like any software implementation, the proper strategy and planning are the most critical aspects in ensuring success.  Without these, there's a good chance you [...]

By | 2018-02-23T20:37:47+00:00 October 4th, 2017|Uncategorized|0 Comments

How Do I Get My Sales Team to Use the CRM System?

After implementing a CRM system, a sales manager realized that her team was not making much use of the tool. The data in the system was outdated and incomplete. She then asked herself : How do I get my sales team to use the CRM system and use it properly? This is a common scenario among businesses that implement a CRM solution. User adoption can make or break the success of a CRM implementation. An effective CRM system should not only be an effective sales management tool, it must also be an effective sales tool. CRM systems should make [...]

By | 2018-02-23T21:08:39+00:00 October 2nd, 2017|Uncategorized|1 Comment