CRM Success Catalyst

CRM Success Catalyst - Gill Walker

 

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InfoOverOct20 min

How a successful implementation of Microsoft Dynamics 365 can help you (and your team) avoid information overload

Information overload is the excess of information available to you when aiming to complete a task or make a decision. This excessive information impedes the decision-making process, resulting in a poor (or even no) decision being made.  There are many ways that a successful implementation of Microsoft Dynamics 365 CE can help you avoid this horrible situation.

Quick and simple capture of client communications

Scope of Processes (Business Rules and Synchronous Classic Workflows) in Microsoft Dynamics 365

There are several different ways of automating your Microsoft Dynamics 365 - which save time and make life easier for your users.

PowerAutomate vs Workflow

A Comparison of Power Automate and Classic Workflow in Dynamics 365

Microsoft Dynamics 365 / Power Platform has several different ways to automate tasks for your users.  It is essential to know which is the best tool for a given requirement.  Each of these techniques (tools) has their role to play in a successful CRM project.  The majority of these techniques do not require coding skills, although they do still require a logical way of thinking. 

This blog is only looking at Power Automate and Classic Workflow.  It is one of a series of short blogs that I am developing as I write a flexible training course for Microsoft's PL-200 Microsoft Power Platform Functional Consultant exam.

Different search options in Microsoft Dynamics 365

How to search for data in Dynamics 365

This blog is a brief comparison of different search options in Dynamics 365 / Power Platform.  It is one of a series of short blogs that I am developing as I write a flexible training course for Microsoft's PL-200 Microsoft Power Platform Functional Consultant exam.

There are several different ways of searching for information in your Dynamics 365 applications. Each has their strengths. The search options and the differences between them are also popular questions in the PL-200 (and other) exams. The searches are

  • Quick Search
  • Categorised Search
  • Relevance Search
  • Advanced Find

Overview of PL 200

PL - 200 - Microsoft's Power Platform Functional Consultant exam is the platform on which many of the other Dynamics 365 CE functional Consultant exams are built on. What does PL-200 cover, and should you think about working towards it and passing the exam? In this overview video, Gill Walker introduces the high level topics of PL-200 and demonstrates how to succeed in some sample exam questions.

This video covers:

Seven Critical Questions to Save your CRM Project

Seven critical questions cr 700x690 min

  1. What goals do we need CRM to achieve for us – in the next month or so and in the longer term?
  2. What challenges in the business will be solved by the CRM project?
  3. Where, within the overall scope of the project, are the ‘quick wins’ or the ‘low hanging fruit’?
  4. What skills do we require to get from where we are to where want to be - that we do not have? Unexpectedly missing skills can be caused either by significant scope changes or team members leaving the project.
  5. From where will be get the skills that we are lacking – from additional external people, or by upskilling internal people?
  6. How will we handle upcoming updates to our software?
  7. What are the risks to the project and how will we overcome them?