Microsoft Dynamics 365 version 9 is coming. Although it is officially a minor release, it brings new functionality and a number of deprecations that should be planned for, if they are not to take your users by surprise.
This e-book is a consolidated resource explaining how to overcome the challenges of the deprecated features and benefit from the new functionality. It is heavily illustrated with screenshots so you can see what it will look like.
New deployments - trials and production - for the last few months have been v9.
As of late December 2017, updates to existing users of Microsoft Dynamics 365 Online are expected to happen between February and August 2018. Clients who have not upgraded from 8.0 or 8.1 to 8.2 will have a mandatory update to v9.0.
Frequent readers will be aware that I refer repeatedly to a CRM solution. I thought that it would useful to define the term ‘CRM solution’ and to show how it differs from a ‘CRM system’ or a specific technology. A CRM solution transcends the technology, i.e. it is more than the technology. A CRM solution is the way that you work to meet your clients’ needs. It is everything that your people do to resolve your clients’ needs. A CRM technology is only as good as its implementation, and for first-time CRM projects, there are many potential pitfalls along the way. To understand some of the questions that you should get answered before embarking on your CRM project, read 'Seven essential questions to start your CRM journey on the right foot'.
Although every organisation will have a CRM system, relatively few organisations have a CRM solution. Statistics such as 14% of CEOs would like to junk their CRM and start all over again really highlight this.
In this conversation from 2012, Gill shows how a CRM solution can enable your users to give your clients the relationships that they crave. This enables improved customer service and hence improved customer retention.
The changing role in technology is contrasted against the unchanging need to have relationships with our clients and suppliers, and in the modern world, technology can help give back what superficially it has taken away.
Published by Gill Walker
Gill Walker is many things:
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CRM stands for Customer Relationship Management. Customer Record Management is another name, used often when the focus has been more data rather than the relationship between the two sides. CRM has to be seen as a solution and I like to think of it as follows: CRM helps the people who are helping your customers, know what they need to know, when they need to know it, to get on better with your / those clients, throughout the lifetime of the association between you and them.
|In this presentation, part of InnovestSME's "Start Up Business Ownership certificate", on 9th December 2017, Gill highlights some of the key functionality that successful CRM should deliver to any business.
This presentation shows the owners of start up, owner-operator, small businesses who have little experience of CRM how a CRM solution is essential to their success - now and in the future.
The concepts covered include:
Published by Gill Walker
Gill Walker is many things:
Are you planning a Microsoft Dynamics project? Or perhaps you are already in the middle of one? Perhaps the key decisions rest with you? Perhaps you inherited a project? As you have probably realised, not all projects are created equal. Some projects are amazingly successful and deliver huge benefits to the organisation. Some projects are less successful, and some are downright awful.
Knowing what the nature of project that will meet your needs is, is a big step on the way to project success - now and into the future. Given that up to 80% of projects fail, and 14% of CEO's would junk their current CRM, this is a good start. Knowing the sort of project helps you find the best mix of resources for your project, to manage your timeline and to set expectations. It will also help you deal with 'doubting Thomases', who tell you that your project should take less time or more time or be done differently or use specific people, just because that is how another project was done.
|If your project is feeling confusing, like an abandoned rubik cube, perhaps is it because the type of project is unclear.|
Often the decision makers have thought about:
but not given much consideration to the overall project type. However this is hardly surprising as this is rarely spoken about, especially by vendors. Although the project type is not hard and fast, knowing the type helps enormously in planning.
The type of project that suits you will vary depending your current situation - do you have some Microsoft Dynamics 365 deployed, or is this your first steps on this journey? Do you already have licences? Are you totally responsible for the project in its current state, or have many (or all?) of the people involved in the project previously moved away? How much expertise do you have in your organisation now, both technical and user? Can you access current design documentation?
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.