Microsoft Dynamics 365 Pricing Updates

Microsoft Dynamics 365 pricing has been updated as of April 2. There are a number of important changes to the pricing model and some new additions as well. The video below provides in-depth information on the new pricing and licensing info.

http://https://youtu.be/wi-_6L4nfyY

For more information visit our Dynamics 365 pricing & licensing page or feel free to give us a call – 844.878.7282.

By |2018-04-15T01:37:24+00:00April 9th, 2018|Uncategorized|0 Comments

Microsoft Releases Marketing Module for Dynamics 365

We have been hearing about this for quite a while, it is finally launched – the new Marketing module for Dynamics 365. This has been released to public preview meaning you can access this and start using it today.

To enable this public preview feature go to https://trials.dynamics.com/Dynamics365/Preview/Marketing Specify your email address (that is used to login to Dynamics 365 as an admin) and your phone number. It will walk you through a brief setup process and enable the preview. Note: It takes a while to provision this module (up to an hour). Also, we recommend enabling this in your sandbox or other non-production system to test before deploying to production. Let us know if you would like assistance getting the marketing preview setup in your Dynamics 365 system.

For other previews:

  1. Go to Settings > Administration.

  2. Choose System Settings, and then click the Previews tab.
  3. Read the license terms, and if you agree, select the I’ve read and agree to the license terms check box.
  4. For each preview feature you want to enable, click Yes.

Pricing – I spoke to Microsoft, no pricing is available yet… stay tuned.

With Microsoft Dynamics 365 for Marketing, marketers can seamlessly:

  • Generate more leads from multi-channel campaigns across email, landing pages, webinars, phone calls, in-person events, LinkedIn and more. New customizable templates for emails and landing pages help you create campaign content quickly. And with a dedicated email marketing service, you can get the word out reliably.
  • Nurture more sales-ready leads by personalizing the buyer’s journey that guides your leads to next best experience based on their engagement.
  • Target the right audience using embedded intelligence capabilities like dynamic segmentation. With multiple lead scoring models, you can prioritize the leads that are ready to buy. Automated insights can help you track how your leads are engaging during your campaigns.
  • Organize events with ease using the event portal to manage in-person events and integration with webinar providers.
  • Track and improve marketing performance using built-in dashboards. Run surveys from the application that help you better understand your customers.

We are excited about this launch and will be analyzing the new functionality and sharing what we find. Look for a comparison with ClickDimensions and a webinar to showcase the new marketing module, both coming soon.

Microsoft Announces Continued Support for Outlook Add-In

In June 2017 Microsoft announced that the Outlook add-in for Dynamics 365 would be deprecated and would be replaced by the Dynamics 365 app for Outlook. This meant that the Outlook add-in would be supported in its current state but also would be removed from Dynamics 365 version 10 (next major release).

Recently Microsoft announced that because of overwhelming feedback from customers and partners the Outlook add-in deprecation would be reversed. Largely this was due to functionality gaps in the new Outlook app. Microsoft will continue to release the Outlook add-in and customers upgrading to newer versions of Dynamics 365 will have the same Outlook integration experience they are used to with the add-in. The add-in will continue to be fully supported in future versions of Dynamics 365 and bugs will be fixed. Additionally, Microsoft said they would be making much-needed improvements to the performance and reliability of the add-in.

The Outlook add-in was in our opinion one of the most problematic areas of the Dynamics CRM solution. It would randomly stop working, need un-installed/re-installed, and was generally unstable. It also upon installing degraded the performance of the users PC, sometimes to the point that it had to be uninstalled. Microsoft developed the new Outlook app that uses more current design and places no code on the user’s device, however, there were a number of key pieces of functionality left out of the new app. See below for a few key gaps between the two solutions:

The newer Outlook app does not offer:

  • Track and Set Regarding for Tasks
  • Work Offline
  • Sort, Filter, Format and Group Views
  • Control Field Level Sync.

This is however balanced with the enhanced functionality of the Outlook App:

  • Ease of installation (pushed from Office 365 admin)
  • One-click Set Regarding
  • Shows D365 summary alongside the email
  • Works with Outlook Web
  • Works on mobile devices

If Microsoft simply creates parity on the above Outlook app functionality gaps the add-in can be deprecated. I personally switched to the Outlook app when it was released and never looked back, however, this is much more difficult if users rely on the functionality only offered in the add-in.

I commend Microsoft for listening to customers and partners! Until performance and stability enhancements are made I recommend deploying the Outlook app as those that use the add-in will tell you it is one of the largest sources of problems and user complaints.

Stay tuned, we will be watching this topic and posting info as it becomes available. If you would like to discuss your unique situation please contact us anytime.

About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 14 years experience with Microsoft CRM and has helped hundreds of businesses plan, implement and support CRM initiatives. David is President & CEO of Strava Technology Group, a firm that is focused on helping businesses achieve success with Microsoft CRM and Dynamics 365. To reach David connect with him on LinkedIn. To learn more about Strava Technology Group visit www.stravatechgroup.com

Strava authored 3 of the top 10 blog posts in 2017

We are happy to learn that we have the #1 article and 3 of the top 10 blog articles on the CRM Software in 2017- https://www.crmsoftwareblog.com/2018/01/top-ten-crm-posts-2017/

The blog that landed us the number one spot is the Dynamics 365 July 2017 Update

The #5 and #7 articles were Dynamics 365 Business Edition Canceled Before it Ever Saw the Light of Day

We thank the CRM Software Blog for the opportunity to share our perspective on all things Dynamics 365. If you haven’t checked out this blog we highly recommend that you do.

By |2018-04-15T01:37:25+00:00January 23rd, 2018|Uncategorized|0 Comments

FREE Training on Insights for Dynamics 365

If you missed the webinar you can watch the recording:

FREE Training – Microsoft Insights for Dynamics 365 powered by InsideView Technologies, Inc.  

Jan 18, 2018 1:00 PM Eastern Time 

Microsoft Insights powered by InsideView is included in most Microsoft CRM/Dynamics 365 subscriptions and is one of the most powerful tools in the system.  Join us for a free training webinar on how to get the most out of Insights for Dynamics 365. Guest speaker Jeff Brenot from InsideView will co-present.

Topics for the training session – 

-Update Lead, Account and Contact records with just a single click

-Add new contacts to Accounts

-Place Accounts on your watchlist to be notified automatically when new information is released about them

-View ownership and family tree information -View posts your leads, customers, suppliers, and competitors publish on social media

-Build and import lists of precisely targeted prospects based on a wide variety of criteria: demographics, firmographics, business triggers, and common connections

CLICK HERE TO REGISTER

Microsoft Dynamics 365 Pricing & Licensing

This blog and video will help you understand the Microsoft Dynamics 365 pricing and licensing.

We recommend you watch the video however we have summarized below.

  • Microsoft Dynamics CRM is now Dynamics 365
  • Components of Dynamics 365 are Sales, Marketing, Finance, Operations, Customer Service, Field Service and Project ServiceDynamics 365 Pricing Information Automation
  • Dynamics 365 can be licensed as individual applications or as a Plan
  • Team Members license is for “light users”
    • Read access across Sales, Service, Field Service & Project Service
    • Write access to Contacts, Accounts, Notes & Activities
    • Read/Write to Custom Entities
  • Team Members cannot access Marketing Lists, Cases, Products,
    Contracts or Work Orders

The “Business Edition” consists of only the Financials application. Functionality includes: Financial Management, Inventory, Purchasing, Project Management and Outlook Integration for Quote, Invoice, Order & Credit Memo.

Microsoft announced that the Sales & Marketing modules would not be released under Business Edition – see our blog article for more information

Business Edition Financials – priced at $40 per user/month

Enterprise Edition

Licensed as Individual Applications or Plans (groups of apps).

Application Licensing

Start with what you need and upgrade to plans as your business grows. You can buy Dynamics 365 applications for:

Retail – $170 pr user/month

Talent – $40 per user/month

Sales$95 per user/month

Customer Service$95 per user/month

Project Service Automation $95 per user/month

Field Service$95 per user/month

Relationship Sales $135 per user/month

PowerApps – $40 per user/month

Additional Licenses:

Team Member – Execute basic processes and share knowledge. $8 per user/month

Dynamics 365 Enterprise Plan 1

Get full use of all applications in one comprehensive, cost-efficient license.

$210 per user/month

Includes:

Additional Licenses:

Team Member – Execute basic processes and share knowledge. $8 per user/month

Operations Activity – Perform transactional tasks with Finance and Operations or Retail applications. $50 per user/month

Operations Devices – Access Finance and Operations or Retail application functionality through a shared, licensed device. $75 per device/month

Unified Operations Plan

Get full use of applications that help connect and manage your business operations.

$190 per user/month

Includes:

  • Finance & Operations
  • Retail
  • PowerApps

Additional Licenses:

Team Member – Execute basic processes and share knowledge. $8 per user/month

Operations Activity – Perform transactional tasks with Finance and Operations or Retail applications. $50 per user/month

Operations Devices – Access Finance and Operations or Retail application functionality through a shared, licensed device. $75 per device/month

Customer Engagement Plan

Get full use of applications that help build and support customer relationships.

$115 per user/month

Includes:

Additional Licenses:

Team Member – Execute basic processes and share knowledge. $8 per user/month

Discounted Dynamics 365 Pricing Available!

Enterprise Sales Application – $40 per user/month, renewable through December 1, 2019! Maximum 25 licenses (if you need more than 25 licenses all licensing must be purchased at regular pricing (see below). This discounted pricing is available only to new customers (a customer that has not previously licensed any version of Microsoft Dynamics CRM (Online or On-Premises) prior to this purchase).

Enterprise Sales & Customer Service – $65 per user/month, renewable through December 1, 2019! Maximum 50 licenses (if you need more than 50 licenses all licensing must be purchased at regular pricing (see below). This discounted pricing is available only to new customers (a customer that has not previously licensed any version of Microsoft Dynamics CRM (Online or On-Premises) prior to this purchase.

Dynamics 365 Team Members Licensing – $5 per user/month, renewable through December 1, 2019 New customers that purchase the above SKUs will also be able to obtain a version of Team Members, Enterprise edition at $5/user/month. Up to 150 Team Member licenses are available with the above promotional pricing. 

We hope this information was helpful!
For a quote on Dynamics 365 licensing send us an email – info@stravatechgroup.com or call us 844-8-STRAVA (844-488-3381). FREE training with every license purchase to help get you up and running.
About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 14 years experience with Microsoft CRM and has helped hundreds of businesses plan, implement and support CRM initiatives. David spent 20 years as VP/Partner for a leading Microsoft CRM partner where he founded the Microsoft CRM practice. In 2017 he founded Strava Technology Group, a firm that is focused on helping businesses achieve success with Microsoft CRM and Dynamics 365. To reach David connect with him on LinkedIn. To learn more about Strava Technology Group visit www.stravatechgroup.com

Review of the New Dynamics 365 Unified Interface

The Dynamics 365 Unified Interface is coming and we had the opportunity to review it, below are our thoughts. The Unified Interface for Dynamics 365 is an updated user interface and is common across devices (mobile, tablet and desktop). It also includes some functionality only being released to the new client.

You open the Unified Interface from the My Apps area of your Office 365/Dynamics 365 portal. It displayed in ours as “Dynamics 365 – Mobile”. When you log in for the first time you will be presented with an entirely new user interface with new navigation and a very clean interface.

Unified Interface

When you open a record you will notice several changes to the interface:

Dynamics 365 Unified Client

There are “tabs” to sections of the form and to related information

Columns and areas of the form have been re-designed. Field labels do not get cut off any longer.

The New Activity Timeline is included in the Unified Interface (will not be available in browser UI). This area now displays combined activities (including custom activities), posts and notes in a single view and with a better visual. A filter option is also available allowing you to filter down to only the type of records you want to see (Past Due, New Posts, Notes, etc)

Relationship Insights is also displayed in the new interface.

Other Features of the Unified Interface:

  • Responsive UI (Form factor adaptive) across platforms and devices.
  • Full Accessibility support from the get-go.
  • Provides common pattern set that all features can leverage – learn once, use everywhere.

Dashboards include new chart items:

D365 Unified Interface Dashboards

   Mobile gets a face-lift also

D365 Unified Client Mobile

We are excited about the new Unified Interface. For Administrators there will be less redundant work creating elements in multiple areas. Forms will be mobile responsive as they are created. For end users it offers a much cleaner, friendlier overall user experience. Microsoft got this right.

About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 14 years experience with Microsoft CRM and has helped hundreds of businesses plan, implement and support CRM initiatives. David spent 20 years as VP/Partner for a leading Microsoft CRM partner where he founded the Microsoft CRM practice. In 2017 he founded Strava Technology Group, a firm that is focused on helping businesses achieve success with Microsoft CRM and Dynamics 365. To reach David connect with him on LinkedIn. To learn more about Strava Technology Group visit www.stravatechgroup.com

 

Microsoft Dynamics 365 Business Edition – New Product Direction

Last week Microsoft announced that the Dynamics 365 Business Edition would not be released (not with the name “Business Edition”) In a post on 9/22 Microsoft’s Alysa Taylor laid out the plans for Dynamics 365.

To “further simplify” Dynamics 365 offerings and “increase ease of selection” Microsoft will offer a single collection of Dynamics 365 applications for customers of “all sizes and complexity”. The applications will span Marketing, Sales, Service, Finance and Operations as well as Talent. This will enable customers to adopt the areas of the product as needed by their business. The Business and Enterprise names will be dropped to create one product suite that can be adopted by a small or very large organization.Dynamics 365 Business Edition Direction

There will be “additional price point(s) with different level(s) of functionality”, the first area of the suite to get this will be Sales in Spring 2018. Microsoft also plans to offer a new end-to-end business management cloud solution – an expansion of Dynamics 365 Finance and Operations adding the full capabilities of Navision (NAV). It will be delivered in two offerings – cloud model with a pay per user/month or via the ISV application platform which enables ISV’s (those who develop add-ons) to enbed the technology into their offerings.

Microsoft also stated that they will continue to offer on-premise versions of Dynamics NAV, GP and SL. Dynamics NAV 2018 and GP 2018 will become available later this calendar year.

Our take on this new direction

Simplifying the licensing and pricing is a good thing. Having two offerings (Business and Enterprise) coupled with application licensing, plan licensing got very complicated. Having one product with options to license the functionality a business needs is a good model. When there was Professional, Basic and Essential licensing, businesses were over-buying functionality. The Professional license included all builtin Strava Technology Groupproduct functionality (Sales, Service Marketing) however the average business only uses 20% of the functionality in an enterprise application. This new model solves the issue of overbuying functionality. I do also like the option to get it all for those businesses that want an end-to-end solution.

So all-in-all we feel like this is a good strategy and one that should have been set from the beginning of Dynamics 365. It is much better to address this now than to have had to change directions after a release of Business Edition.

For now you can license the Dynamics 365 product at significantly discounted prices, for more information CLICK HERE

About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 14 years experience with Microsoft CRM and has helped hundreds of businesses plan, implement and support CRM initiatives. David spent 20 years as VP/Partner for a leading Microsoft CRM partner where he founded the Microsoft CRM practice. In 2017 he founded Strava Technology Group, a firm that is focused on helping businesses achieve success with Microsoft CRM and Dynamics 365. To reach David connect with him on LinkedIn. To learn more about Strava Technology Group visit www.stravatechgroup.com

Microsoft Dynamics 365 Business Edition Canned, now code named Tenerife

If you are waiting for the Business Edition of Dynamics 365… On Monday at the Directions Conference in Orlando, Marko Perisic gave a keynote that set Microsoft partners on their heels. He announced that the product formerly known as Microsoft Dynamics CRM, Dynamics 365 for Financials and Operations Business Edition, formerly known as Dynamics 365 Financials, formerly known as Project Madeira, formerly known as Navision (NAV) is now to be known as “Tenerife”.

“Business Edition is no more”. Tenerife which is commonly known as the largest of Spain’s Canary Islands, off West Africa is now the code name for the new partner platform for vertical solutions. Tenerife that would be available exclusively from Partners, and that all deployments would be white-labeled.

Also gone is segmentation by customer size (SMB, Enterprise, Etc.) The new model in Tenerife will be feature based, buy the features you need. A 1000 user customer can license this app and pay the same as a 15 user company. Apparently there was growing concern at Microsoft about enterprise accounts trying to leverage the now canned Business Edition. To combat this Microsoft placed limitations on the Business Edition (number of custom entities, workflows, etc.) With Tenerife when a customer needs more features they will simply pay for what they need. Many think this is what the Dynamics 365 model should have been from the get-go, we could have avoided all the confusion in the market about Enterprise vs. Business Edition.

The forthcoming marketing app. will follow this same path.

Tenerife will be the platform for app development for Navision (NAV). All existing ISV solutions for NAV will need to be ported over to this new platform. NAV will also be discontinued in favor of Tenerife and will be white labeled by partners.

The Common Data Service will be backbone that ties all apps together. Think SalesForce.com’s Force.com but with in-built ERP functionality.

For now the good news is the SMB Promo pricing for Sales and Sales/Service will remain, at least until Spring 2018 so if you are interested in getting the full Dynamics 365 solution at a great price contact us. More information visit our website www.stravatechgroup.com

More information is expected today and we will post a follow up blog. In the meantime think about an island in Spain off West Africa called Tenerife.

About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 14 years experience with Microsoft CRM and has helped hundreds of businesses plan, implement and support CRM initiatives. David spent 20 years as VP/Partner for a leading Microsoft CRM partner where he founded the Microsoft CRM practice. In 2017 he founded Strava Technology Group, a firm that is focused on helping businesses achieve success with Microsoft CRM and Dynamics 365.

Are your Sales Reps Behaving?

Are your sales reps behaving? I have been doing a lot of research recently for a client that wants to build best practice behavior into their sales team and manage it with Dynamics 365. I have read research from all the top sales benchmark and behavioral analysis firms. In compiling this information I have found significant commonality across the research reports and thought I would compile the information and share it.

Sales has changed significantly over the last decade but sales rep. behavior has not kept pace in many cases.

The Internet, ecommerce and social networking are just a few of the major drivers that have changhed sales. Today a buyer is most often more than 60% through their buying journey before contacting a supplier.

The reality is that buyers now dictate the sales process. In recent studies several key buyer behaviors were discovered:

  • Buyers use the Internet, particularly search engines when they want to learn more about a business product or service
  • When asked what type of content they want when interested in a business product or service – “Product/service information”, “Ratings & Reviews” and “Peer Experiences/Case Studies” were the top responses
  • What do buyers want to discuss on a first sales call? The top responses were “pricing”, “how the product/service works”, “discuss our needs” and “how similar businesses have used the product/service”.
  • What sales reps plan to cover on a first sales call – “Timeline for a purchase”, “who will authorize the purchase” and “pricing” were the top responses. Clearly there is mis-alignment between buyers and sellers.
  • Finally the survey participants were asked what can sales reps do to improve – “Listen to my needs”, “is not too pushy” and “provides relevant information” were the top responses.

In other studies on sales rep behavior there were several key findings. Top performing sales professionals have several behaviors in common:

Effective “territory” management – Top performers are very good at managing their “territory” – they understand it well, they understand the numbers they have to hit and have a plan on how to be successful.

Building pipeline – Top performers are building pipeline every day

Good at networking – The top performing sales reps are very good at networking but not the “networking” you may be thinking of. They are well networked within their own organization, they build relationships with with internal support staff and with external vendors and partners.

Learn more by getting a free copy of the Infographic – Top Behavior of High Performing Sales Reps. 

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