About Microsoft Dynamics 365

Information about Microsoft Dynamics 365

September 2018

Microsoft Dynamics 365 Training Best Practices

By |2018-09-28T20:15:46+00:00September 28th, 2018|About Microsoft Dynamics 365, About Microsoft Dynamics CRM, CRM Software Implementation, CRM User Adoption, Microsoft Dynamics 365 Technical|

Microsoft Dynamics 365 Training

Proper Microsoft Dynamics 365 training is absolutely paramount to a successful rollout. In this article, our team at Strava Technology Group shares best practices from our 15+ years’ experience with Dynamics CRM/365.

Developing your training plan should begin early in the project — during requirements analysis. It is important to assess the user base and the levels of training needed as well as logistics, training documentation, etc. We begin development of the training plan during the planning phase of the project.

Planning Your Training

Microsoft Dynamics 365 Training should be done by functional group, and synergistic groups should be combined so each knows the full process. For the initial training, we recommend in-person delivery unless it is just not possible. Think about the different functional areas that Dynamics 365 will be deployed to and break them into groups (Sales Support, Sales, Marketing, Customer Service, etc). Then, draw lines to the groups that should be cross-trained (like Sales and Sales Support). It is important for groups that interact to understand each other’s processes and use of the system. We have found that the ideal class size is 10-15 users per session — above that, it becomes more difficult to control the room and stay on point. Plan not only a trainer, but a room monitor to provide one-on-one assistance to users during the classes.

Hands-on is Essential

Every training should have a hands-on component; in fact, the proper ratio is 1/3 instructor led content to 2/3 hands on exercises. People often learn best by doing, so having effective hands-on time is very important to reinforce learning.

Training Materials

Every training should include custom training materials that show the use of the system and the business process. All of our training programs come with custom documentation that is not only valuable for the initial training, but as a take away tool for the users and for new employees.

The Four Hour Rule

We have found that the maximum single class should be no longer than 4 hours. Our classes are typically 2-4 hours in length.

Management & Executives

One significant deficiency we see in implementations we were not involved in is failing to engage the management & executive teams. They will use the system differently than end users and need their own training separate from the end user content. There are some great tools in Dynamics 365 for the managers and executives including Goal Management, automatic notifications on KPI’s, dashboards, and more. We always engage the management & executive teams and provide training uniquely to them.

Business Process

Training should be based on business process. Dynamics 365 is a large platform with many ways to accomplish tasks — training should include the business process and show one way to accomplish each task. The business process is equally or more important than the technology. If you don’t specify the detail on how users are expected to perform tasks, you are leaving it up to them to decide. This will cause lack of consistency and downstream challenges with reporting. Let’s look at some examples — when a lead is assigned to a sales rep, what are their follow up requirements, how will the record get updated, and when and how should a lead be disqualified? Not providing details on the business process will put the project in jeopardy.

Training Tools

We utilize several tools to develop our Microsoft Dynamics 365 training programs. One is the customized help facility in the product. This allows you to create contextual custom help pages that are in-line in Dynamics 365. When a user clicks for help, your custom help pages display and enable you to build in your business processes vs generic Dynamics 365 help content. We highly recommend leveraging this tool when developing your training approach.

Need help with Microsoft Dynamics 365 training? Strava Technology Group offers expert training services led by trainers with many years of experience. Give us a call to discuss how we can help provide training to your users — 844.8.STRAVA (844-878-7282).

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 15 years’ experience with Microsoft Dynamics CRM/365 and has helped hundreds of businesses plan, implement, and support CRM initiatives. To reach David, connect with him on LinkedIn. To learn more about Strava Technology Group visit www.stravatechgroup.com.

August 2018

FastTrack Implementation Services for Microsoft Dynamics 365

By |2018-08-02T16:20:31+00:00August 2nd, 2018|About Microsoft Dynamics 365, About Microsoft Dynamics CRM, CRM Software Implementation, CRM User Adoption|

FastTrack for Microsoft Dynamics 365

FastTrack implementation services for Microsoft Dynamics 365

Announcing FastTrack Implementation Services for Microsoft Dynamics 365. FastTrack is a fixed cost/scope, rapid implementation service that gets your company up and running quickly and cost-effectively. We offer FastTrack for Dynamics 365 Sales, Marketing or Service.

Why a “rapid” implementation approach works – There are several things coming together in the CRM space that enables a FastTrack model to work very well. The Dynamics 365 solution has been greatly enhanced over the last several years, more and more functionality has been added to the product that previously would have required significant customization or even custom programming. Examples include Project Service Automation, Field Service, AI & Machine Learning. Also, significant improvements in the backend of the platform enable us to shift our focus from customization to configuration which can be done in a rapid approach.

Customers are demanding a lower cost, quicker time to value implementation model. I wrote a blog a while back “The Days of expensive, complex CRM implementations are coming to an end” With the shift to the cloud came a shift in how companies invest in technology, from capital expenditures (heavy investment upfront) to operating expenditures (pay over time). This is also causing organizations to re-examine how they consume professional services. We invented a new category – Professional Services as a Service (PSaaS). This allows organizations to consume professional services in a similar way to how they consume the technology.

Beware! Not all “rapid” implementations are alike! We built FastTrack based on 15 years experience implementing the Dynamics CRM/365 solution. We know what works and doesn’t. The old adage you get what you pay for is very true in professional services engagements. Putting budget/cost over a clear path to success is a fatal mistake for the project. Most rapid models for Dynamics 365 are too rapid, they are missing key elements that are required to successfully implement an enterprise-class CRM solution. An example is around new business development and lead management. Most rapid offerings jump right to configuring the lead screens and largely leave it to the customer to determine the processes. The big missing piece is consultative guidance on the process that will be implemented along with the technology. Key elements are not addressed such as what is the qualification criteria for leads, required follow up and touchpoints by the salesperson, what is the trigger for a lead to convert to an opportunity, how will management monitor lead follow up. Also most rapid models do not spend near enough time on requirements analysis. Requirements analysis are critical to success with any CRM project. Ask just about any company that has had a failed CRM implementation, they will cite lack of proper requirements analysis as a failure point. Our FastTrack model begins with a planning session to take you through all the key elements of a successful implementation with a focus on requirements and business process.

Phasing is important. In a lower cost, rapid model some more complex use cases cannot be accomplished in a phase 1 rollout. We find that in most cases in a phase 1 your users are not ready for more complex use cases, they need to accomplish the basic blocking and tackling of CRM first. It is important to have a phased plan for any implementation. Our road mapping services are very helpful to plan and execute the longer term deployment model.

Is FastTrack a good fit for you? The sweetspot client for FastTrack is typically one not using a current CRM system, does not have overly complex sales, marketing or support processes and does not need integrations with other systems. We also find that smaller projects are a better fit for a rapid implementation model (a few users to around 20). If your implementation is larger but feel a rapid model is a good fit we are happy to discuss it with you.

We are there for you ongoing – Another key component to our FastTrack model is the ongoing engagement that is included – Total Solution Management. Total Solution Management is a comprehensive managed service for Dynamics 365 that provides ongoing support, configuration/enhancement services, training and consultative guidance. This keeps the project moving forward over the longer term roadmap and assures the solution stays aligned to the business and driving value.

Is it time? If your organization needs a Sales, Marketing and/or Customer Service solution but cannot spend the average $2000 to $5000 per user in upfront implementation services let’s talk! We have been able to reduce Dynamics 365 implementation budgets by up to 70% without compromising value. Click here for more information on FastTrack, call us at 844.8.STRAVA (844.878.7282) or email us at info@stravatechgroup.com

July 2018

Dynamics 365 October 2018 Release Notes

By |2018-07-25T14:39:13+00:00July 25th, 2018|About Microsoft Dynamics 365, Dynamics 365 Technical, Uncategorized|

Dynamics 365 Release notes

Dynamics 365 Release Notes

Microsoft has published the release notes for the October 2018 update to Dynamics 365. There are 90+ new capabilities being added to the platform, lot’s to look forward to. In this post we highlight the new functionality being released to the Marketing, Sales and Service areas of Dynamics 365. To review the full release notes, download the release notes document – Microsoft Dynamics 365 October 2018 Release Notes

Dynamics 365 for Marketing

Account Based Marketing – Allows you to target high-value accounts as a segment and create personalized content and measure the engagement as the campaign is executed.

Account Based Marketring

New Account Based Marketing functionality

Social Listening for Campaigns – Add relevant social tags to journeys, events, and other entities enabling you to view responses to campaigns. A social tab will be added to each journey and event. A new dashboard for social insights will also be available.

Marketing Calendar – A mobile-friendly responsive marketing calendar that allows marketers to track marketing activities and events.

Dynamics 365 for Marketing Calendar

Dynamics 365 for Marketing Calendar

Deep LinkedIn Integration – Run journeys and specify targeting on LinkedIn, leverage interactions for scoring and segmentation

Video Content using Microsoft Stream – Add rich video content to marketing communications

 

Dynamics 365 for Sales

Playbooks – A new capability to automate sales actions.

Microsoft Teams Integration – Enhanced integration with Teams allows connection of a Teams channel to any Dynamics 365 record.

Who knows whom connection graph – This new feature enables sellers to identify colleagues within their organization who can introduce them to leads or contacts

Predictive Lead Scoring – A machine learning model that scores leads on a scale of 1-100 based on likelihood to become an opportunity

AI for Sales App – The new AI for sales app provides useful insights from sales data in Dynamics 365. The app will help sales managers evaluate and improve the performance of their teams. Examples include currn measurement, pipeline and relationship health scores.

 

Dynamics 365 for Service

Service Scheduling powered by Universal Resource Scheduling – This is a new service scheduling solution built on the Universal Resource Scheduling tool.

Similar Case Suggestions – Utilizing Microsoft Text Analytics API’s the system will suggest similar cases to enable faster resolution

Knowledge Article Recommendations – Also using Microsoft Text Analytics API’s knowledge articles will be recommended to help resolve cases

Omni-channel Engagement Hub – A new cloud-based service that enables customers to instantly connect and engage via live chat and SMS

Portal Improvements – Several improvements have been made to portals:

  • Embed PowerBI visualizations
  • Manage SharePoint Documents
  • Simplified customization

Microsoft continues to make big investments in the Dynamics 365 platform. We are excited about the new functionality being released in October! To review the full release notes, download the release notes document Microsoft Dynamics 365 Release Notes.

If you have any questions or would like to see a demonstration of Dynamics 365 call or email anytime – info@stravatechgroup.com / 844.878.7282

February 2018

Microsoft Releases Marketing Module for Dynamics 365

By |2018-04-15T01:37:25+00:00February 14th, 2018|About Microsoft Dynamics 365, About Microsoft Dynamics CRM, CRM Software Implementation, Microsoft Dynamics 365 Technical|

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

By |2018-04-15T01:37:25+00:00February 6th, 2018|About Microsoft Dynamics 365, About Microsoft Dynamics CRM, CRM User Adoption, Dynamics 365 Technical, Microsoft Dynamics 365 Technical, Microsoft Dynamics CRM Technical|

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

January 2018

FREE Training on Insights for Dynamics 365

By |2018-04-15T01:37:25+00:00January 9th, 2018|About Microsoft Dynamics 365, About Microsoft Dynamics CRM|

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

September 2017

Microsoft Dynamics 365 Pricing & Licensing

By |2018-04-15T01:37:25+00:00September 26th, 2017|About Microsoft Dynamics 365, About Microsoft Dynamics CRM, CRM Software Implementation, Microsoft Dynamics 365 Technical|

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

By |2018-04-15T01:37:25+00:00September 25th, 2017|About Microsoft Dynamics 365, Microsoft Dynamics 365 Technical|

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

By |2018-04-15T01:37:25+00:00September 25th, 2017|About Microsoft Dynamics 365, Microsoft Dynamics 365 Technical, Uncategorized|

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

By |2018-04-15T01:37:25+00:00September 20th, 2017|About Microsoft Dynamics 365, Microsoft Dynamics 365 Technical|

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.

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