The Dynamics CRM 2015 Spring Release is now live! All new CRM online environments will incorporate the release. Timing for the on-premises CRM 2015 release is not yet provided.
Get the full guide to FEATURE and INTERFACE changes in this release! Other online products including Microsoft Dynamics Marketing, Microsoft Social Engagement 2015 and Parature have also been updated.
The update includes great integration with other software packages so your latest CRM data is always at your fingertips.
Here are some of the highlights which got our attention in this release and how they can be used effectively for your CRM:
A CRM upgrade should be treated like any other project. That means it requires scoping, implementation, testing, training, and deployment. Here are our top tips for planning your successful CRM upgrade.
Why are you considering a CRM upgrade?
Since CRM 2011 update rollup 12, which was released in Australia in January 2013, Microsoft CRM has been cross browser compatible. This means that whichever browser – Internet Explorer, Chrome, Safari or Firefox you choose to use, you should have been able to use Microsoft CRM using that browser.
However, the truth is that it is not that easy. For some time we have been aware of a number of minor irritations that only occurred when using other browsers, such as a running a report with a date parameter which in Chrome did not show the calendar control. But recently the problem has become much worse.
In this 2014 discussion Gill Walker talks with Angela Vithoulkas and John Hagerty about the three pillars of a successful CRM project - people, process and technology.
Many people are disappointed, upset, or downright distraught, when a software or technology project costs more than they had anticipated, or been led to believe. Occasionally, rather than being the saviour of the business the project becomes the death knell – this is especially true for smaller businesses which have often pushed out the boat for the solution, which they have been told is essential for the business. And for family businesses, where the failure has the additional factor caused by the personal relationships involved, it can be much worse.
However, many of these projects do deliver huge benefits to the organisation. So I thought that I would outline the components of any project so you understand what is involved and your project can be one of the success stories.
If you are looking at more than one solution, it is essential that you compare apples with apples. One way of doing this is to draw up a matrix of key considerations and get each vendor to give you the appropriate information. Any vendor that will not assist with this exercise may be hiding something. In the rest of this article, I will give you some pointers to assist with this comparison.
In this presentation to City Business Swap, Gill Walker gives a rollercoaster overview of how business relationships have changed over the last century or so. Gill highlights how a CRM solution can enable a modern business, run by technology, remote from its clients, to deliver the quality of relationship that clients crave.
The lighting in the room was poor, so, the video above is edited.
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.