About Microsoft Dynamics CRM

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

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

June 2017

Activity Scoring for Microsoft Dynamics CRM/365

By |2018-04-15T01:37:26+00:00June 30th, 2017|About Microsoft Dynamics 365, About Microsoft Dynamics CRM, CRM User Adoption, Microsoft Dynamics 365 Technical, Microsoft Dynamics CRM Technical|

Want to increase user adoption related to activity management in Microsoft Dynamics CRM/365? We have a great, simple solution – Activity Scoring.

We can configure your Microsoft CRM system’s activity types and apply scores to each type. Higher value activities can be assigned higher scores.

Activity

As users complete activities the system is calculating their total activity score. The goal management module can be used to set goals for users/teams on the desired scope to achieve in a given period.

dashboard

Dashboards are created to show users & management users activity scores.

report

Reports display user activity counts and total scores for the period specified. This can easily be used to run contests for high scorers.

Activity scoring is a great way to increase user adoption and drive behavior. If you would like this for your Microsoft Dynamics CRM/365 system please Contact Us

Microsoft Dynamics 365/CRM July 2017 Update

By |2018-04-15T01:37:26+00:00June 22nd, 2017|About Microsoft Dynamics 365, About Microsoft Dynamics CRM, Dynamics 365 Technical, Microsoft Dynamics 365 Technical, Microsoft Dynamics CRM Technical|

There is an update forthcoming to the Dynamics 365/CRM platform in July. So what’s new?

Register for a FREE Webinar – See the new features & functionality in the July 2017 update to Dynamics 365
Tuesday September 5th at 1pm. Advanced registration required.

Unified User Interface – Microsoft is releasing user interface improvements designed to unify and improve the interface. Improvements include a new activity timeline for mobile with inline actions and new custom controls and expanded offline mobile capabilities, including for the micro apps that administrators can build for specific roles. Additional updates include new theming options, improved mobile layout support, and an updated look and feel that further updates the user interface to look more current.

d365-crm-interface-july2017

Virtual Entities – Virtual Entities, will allow integrated data residing in outside systems to be integrated into the interface via web services. In other “platform” news, Microsoft Flow will be exposed within Dynamics 365 so flows can be created and executed without switching applications.

Customer Insights experience – will bring together BI, enterprise data, analytics, BI, machine learning and more,  and will offer capabilities like high volume segmentation, predictive lead scoring, and machine learning extensions.

Microsoft appears to remain committed to rolling out new capabilities in areas like bots, integrated services, and field service-related IoT, details to follow.

activity timeline

Activity timeline shows posts, activities and notes in a single stream with inline actions.

mobilecontrols

New mobile controls will be released allowing more control over the mobile experience.

app modules

Micro apps and control available for the mobile app.

extensible.jpg

New platform features include virtual entities, flow integration, activity logging and more

business edition

Finally more info on the Business Edition! A “Getting Started” experience will guide the initial setup.

linkedin

More info on the LinkedIn integration – Sync Dynamics 365 data as leads in Sales Navigator, receive insights in Sales Navigator based on Dynamics 365 leads. Activity integration will provide holistic engagement history.

Are you missing the boat on all this innovation because you an in an on-premise model and on an older version? We can help plan and execute your upgrade to either a current version of Dynamics 365 on premise or migrate you to Dynamics 365 online.

 

Want to see how Dynamics 365 could transform your business? Schedule your free demonstration or simply call us anytime 844.8.STRAVA (844.878.7282).

Part 2 – User Adoption with Microsoft CRM/Dynamics 365. Do you have it?

By |2018-04-15T01:37:26+00:00June 16th, 2017|About Microsoft Dynamics 365, About Microsoft Dynamics CRM, CRM Software Implementation, CRM User Adoption|

In the last post I examined the main reasons for CRM project failure. In this and future posts in this series, I will dissect each of the reasons and offer guidance on how to avoid these pitfalls and/or how to recover from them.

The topic for this post will be – Lack of Proper Requirements Analysis Before Implementing. This is a significant cause of user adoption challenges or problems and ultimate failure. I have seen many companies select a CRM system based on a demo versus the project’s actualrequirements. One challenge in a lot of businesses is that they don’t have formal processes which makes defining requirements much harder. If you don’t have at least high level business processes defined, I recommend that you add business process planning at the forefront of the CRM planning.

The first step every business that is considering investing in CRM technology should perform is requirements analysis.

At Sträva we typically will not engage with a client for a new implementation of Microsoft Dynamics CRM/365 without a requirements analysis and project planning phase. This approach is used no matter the size of the project or the client. We offer the requirements/planning phase separately and independent from a full implementation allowing a business to engage for only that phase of the project before committing to a full implementation. This approach allows us and our client to fully understand the project (and budget) before engaging for an implementation. It also allows our client to get to know us and experience the value we bring to the table prior to committing to a longer term project and relationship.

We recommend that our clients form a project team for the CRM initiative. This team should consist of:

  • Project Manager – The client-side person who will manage the project
  • Executive Sponsor(s) – It is critical to have executive engagement and support in the project
  • Business Sponsor(s) – These are typically managers/leaders that will be more involved in the project than the executive(s)
  • End Users – Developing a CRM project in a vacuum almost guarantees user adoption issues. You need the input of the people who will be using the tool every day to make sure it will provide value.

The first step in requirements analysis is to define the overall goals andobjectives for the project. This should start at the top with the executive level. The executive team has a good understanding of the current challenges and future direction of the company. When we interview executives regarding goals andobjectives, we ask a series of questions that guide the executives through the process of articulating the outcomes they are looking for from the CRM initiative. Examples of executive level questions:

  • What are the top challenges your business is facing today?
  • How will your business and industry change over the next few years?
  • How do you envision CRM technology providing value to you personally?
  • How do you measure and manage the goals you set for your management team?
  • Do you receive an accurate sales forecast on a regular basis?
    • If not, what would be the benefit of receiving an accurate forecast?
    • If you do receive forecasts, how accurate would you say they are?

The list of questions we go through with executives is extensive and tailored to each client and the market they serve.

A proper requirements analysis phase should cover a lot of bases. Missing any one of these could put the project in jeopardy and lead to user adoption issues. Below is a partial list of the topics we cover when performing requirements analysis:

  • A thorough analysis of the clients’ goals & objectives for each functional area of the business
  • Discuss and plan project phases
  • Review current state business processes and tools used
  • Review IT & systems requirements for Dynamics 365
  • Review workflow requirements
  • Configuration requirements to meet desired future state business processes
  • Review current tools/systems used that will be replaced by Dynamics 365. Gap analysis needs to be performed to make sure each use of the current systems are accounted for in Dynamics 365.
  • Plan data migrations and/or conversions from current systems.
  • Establish migration plans for users from current CRM and other system(s) to Dynamics 365
  • Review integration requirements between current systems & Dynamics 365
  • Review of available needed Dynamics 365 add-on tools
  • Management analysis, reporting and dash boarding requirements
  • Discuss project timeline
  • Define roles & responsibilities
  • Plan training requirements – end user, power user & administrator
  • Plan user acceptance TestingPlan successful conference eoom pilot(s)
  • Plan go live and ongoing support
  • Discuss collaborative project responsibilities, benchmarks and measurements
  • Establish executive enforcement and end-user adoption plans
  • Discuss success criteria

Again this is a partial list topics and each is expanded upon to cover all the sub-topics necessary. From the above information an overall project plan is createdby our CRM team . The project plan contains a system design specification outlining how the system will be configured/customized to support the requirements. The plan also includes roles/responsibilities, timelines, project phases, budget etc. The project plan is the blueprint and road-map for the project and absolutely critical for success. If you are suffering from user adoption issues or a project that is not meeting expectations, I bet the root causes can be traced back to not properly defining one or more of the above areas of requirements.

If you have Dynamics CRM/365 implemented and are experiencing problems, we can help. We work with companies to “rescue” their implementation by diagnosing the current state of the project and creating a road-map to success. If you are planning on implementing Dynamics 365, we can help with proper requirements analysis & planning, implementation, configuration, customization and ongoing support.

To prevent user adoption issues going forward, we offer Total Solution Management for Microsoft Dynamics CRM/365. For a fixed predictable monthly cost, we become your CRM team. Total Solution Management includes four pillars of ongoing services that increases user adoption and keeps your system healthy and evolving with your business.

At Sträva we have one mission – to help business achieve true success with CRM. We are happy to discuss your project and how we can help you achieve success. Give us a call at 844.8.STRAVA (844.878.7282) or email info@stravatechgroup.com

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 the President and Founder of Strava Technology Group, a firm that is 100% focused on helping businesses achieve success with CRM. To reach David directly visit our web site.

 

 

Just do it – Setup Multi Factor Authentication with Microsoft Office 365 & Dynamics CRM/365

By |2018-04-15T01:37:26+00:00June 9th, 2017|About Microsoft Dynamics 365, About Microsoft Dynamics CRM, Dynamics 365 Technical, Microsoft Dynamics 365 Technical, Microsoft Dynamics CRM Technical|

Security is on everyone’s mind and has been for quite some time. I can think of no other top of mind security concern than securing data in Office 365 and CRM. The “standard” level of security with Office 365 & Dynamics CRM/365 is a just a password. Passwords can be guessed, hacked, shared unintentionally putting your most critical data at risk.

The answer is Multi Factor Authentication (MFA). MFA is a method of authentication that requires the use of more than one verification method and adds a second layer of security to user logins. It works by requiring any one or more of the following verification methods:

• Randomly generated pass code (text or app)
• Phone call
• Smart card (virtual or physical)
• A biometric device

An Office 365 Administrator can configure MFA by turning the feature on for specific or all users. After this feature is enabled, the user will be prompted to setup a two step verification process when they login to Office 365. The user can select from several options to continue the verification process.

We recommend setting up more than one verification method. The randomly generated pass code option is a very secure method. Each user downloads the Microsoft AuthenticatorAuthenticator app for their smartphone.  The application is Its available for every major phone OS at their respective app store.

When logging into Office 365/Dynamics CRM/365 the user enters their user ID and password, they are then prompted to enter a randomly generated code that is generated in the authenticator app. The code changes every 30 seconds and allows the user to be authenticated. Even if someone has a users password they would be unable to login without providing the authenticator code that is unique to the user.

We highly recommend setting up multi factor authentication for not only Office 365 & Dynamics CRM/365 but any application that supports MFA.

If you would like help setting this up let us know! 844.8.STRAVA (844.878.7282) or visit us at www.stravatechgroup.com.

Once you have MFA in place you can rest a little easier that your data is more secure. Now please… just go do it!

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 the President and Founder of Strava Technology Group, a firm that is 100% focused on helping businesses achieve success with Microsoft CRM and Dynamics 365. To reach David directly visit our web site.

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