We have updated all of our Microsoft Dynamics 365 training materials to reflect the latest release - v9. (Earlier versions are also available.)
If you would like to discuss your Microsoft Dynamics 365 training options
with an experienced training consultant, click on the Contact me button
This morning I had a call from a client who had deployed the latest, v9.02, update over the weekend. His challenge was that some of his team could no longer open cases using the Outlook client or the browser. They could view lists, but attempting to open a case to update it or add notes was impossible – loading business logic just gave the 'circle of endless delay'.
As always, a problem affecting some users can be difficult to resolve. However, it soon became obvious that those people affected by the problem all use Microsoft Edge.
Once these users had moved their default browser to a browser other than Microsoft Edge and cleared their cache in Microsoft Edge the problem was resolved. It is essential to clear the cache, not to just change the default browser.
Browser issues are relatively common with applications such as Microsoft Dynamics 365 – and can arise very unexpectedly – caused either by an upgrade in Microsoft Dynamics 365, or by an upgrade to the browser. Previously I wrote about an issue with Chrome 37. When you are faced with a problem that affects some by not all of users, it is essential to work out what the people affected have in common. This is one of the skills taught in our Troubleshooting Microsoft Dynamics 365 course.
Although this update schedule has effectively been in place since April 2018 – when the latest version of CE - 9.02 - was released – click here to read my blog on the changes in 9.02, last Friday Microsoft announced that Microsoft Dynamics 365 would receive major updates every April and October - every Easter and Halloween.
This means that every six months, there will be a slew of new features and deprecations to understand and to apply to your implementations – if you are running a Microsoft Dynamics 365 Online solution. For those of us running a Microsoft Dynamics 365 on-prem, or partner hosted (eg OzCloudCRM) this means that the supported versions will change each six months, although the pressure to upgrade is somewhat lower.
Do you have a CRM (Customer Relationship Management) tool in place, that enables you, as a business owner or manager to identify;
Or is your CRM tool seen as another irritant which takes up too much of your time? Listen to my discussion with Dylis Guyan. Together we open your eyes to the huge opportunities your CRM system will give you to develop more business and which all of your Sales People will love!
The complete transcript is here
Education is the cornerstone to success of many projects in the business world, and yet it is often not done – be that totally not done, or done so poorly that it might as well have not been done. Meanwhile we have some very frightening statistics of project failure – 60+% of IT projects are said to have failed and in the CRM space, that number climbs to 85%.
There are many reasons for these failures, and training or even the broader education is only part of the solution. However, here I want to focus on how we can change our approach to training to get better results.
We know that people learn in different ways:
If you are planning on exploring whether Microsoft Dynamics 365 CE is the right CRM solution for you, you are in the right place.
Without doubt, a trial of any software is an essential step towards gaining confidence that it is a possible solution for you. But there are good ways and less good ways to carry out that trial. We see so many trials that deliver very little. Yet, with a little planning you can get a very good idea of just how Microsoft Dynamics 365 will solve problems for you - how it will speed up your repetive processes, how it will give you that all-round 360 view of customers and how it will deliver you the metrics from across your business.
However, many people find that once they have set up a trial, it is more complicated. They have managed to navigate through the trial creation process, but still there is more to it than they had realised.
Follow these seven simple steps to ensure your trial is successful.
Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions. We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia. We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.