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FieldOne Sky Extends CRM

Late last year, Microsoft announced its acquisition of FieldOne, the dynamic company behind one of the most comprehensive field service management solution’s on the planet. Microsoft and FieldOne promised deep rooted integration and native functionality between their two systems that would effectively give each solution what it was missing. Fast forward to 2016 and It comes as no surprise that FieldOne Sky is now included in Microsoft Dynamics CRM (Professional license and above). The question becomes, what is it and who would use it? Essentially, FieldOne Sky provides extensions to Dynamics CRM to allow the creation and scheduling of work orders. It also provides a robust mobile application to record work completed by field technicians against said work order. Additionally, Sky allows for a high level of complex possibilities through extensive customization. This is fitting, as System Administrators of CRM can build upon the existing Cases, Contact, Account, Territories, and other CRM service entities.

Solutions: The Unsung Heroes of CRM Customization

I’ve been wondering for a long time now if I should write this particular blog. Primarily because the topic seems overly straightforward, but after working in a few client environments for the past few weeks I feel obligated to. So, without further ado, let’s discuss Solutions within Microsoft Dynamics CRM. Ever since Dynamics CRM 2011, Microsoft has simplified the process of moving the customizations from one system to another. However, as I eluded to in my opening explanation, not everyone takes advantage of this.

Wait vs. Timeout: Who Comes Out on Top?

Not a week goes by that my colleagues and I don’t find ourselves at a crossroads when discussing Workflows in CRM. Personally, I tend to have a love/hate relationship when it comes to workflows because I never want to see the “(Never Ending) Waiting” status in my System Jobs queue. The truth of the matter is, a “Waiting” status can be even more frustrating than a “Failed” status.

OneNote and CRM... Wait What?

If you’re like me, you use OneNote for everything from grocery lists to taking notes when meeting with customers. So you can only imagine my excitement when Microsoft announced that we can now upload OneNote notes to CRM. Once in CRM a user can link them to a customer, opportunity, case, record or whatever you choose.

CRM Mobile App Makeover

For years now Microsoft Dynamics CRM users have been left contemplating the very basic interface and that was the Dynamics CRM mobile application. In fact, the product seemed like more of a “Mobile Express” website trying to pass as a mobile application. Luckily for users and salespeople the world over, Microsoft has let your voices be heard.

CRM Outlook Lagging Behind? Not Anymore!

Ever since it was introduced, the Microsoft Dynamics CRM Outlook client has been both a saving grace and a cause for frustration. The flexibility and seamlessness of the feature is second to none; however, the long processing time and occasional performance issues have left many users kicking the tires.

Honey I Shrunk the Database

Recently, we’ve been working with a customer who is in the middle of a “server move.” As one would expect, this process has been far from straightforward. Last week, when speaking with the customer’s IT provider they were shocked to hear that the CRM database was 150 GB. The IT provider was concerned that such a large database move would take considerable time and network resources that were scarce to say the least.

Future Web Portals

Controlling and allowing access to a system is one of the most critical and challenging topics of discussion in businesses today. Rather than sifting through security roles and multiple license types, you can look into web portals as a possible answer to your CRM hopes and dreams. Implementing a portal can help you give the right people access to the right data—without giving them full access to your CRM system.

What is xRM?

Keep in mind, if you are new to the world of CRM it is best to keep it simple for near future. After all, you have to crawl before you walk and walk before you run. Microsoft Dynamics sits on a .NET platform. For those not familiar with .NET, think of the core of Dynamics CRM as a piece of clay that can be molded into whatever the artist wishes to create. The platform allows users to build business processes faster, and with less risk and lower cost than a standalone customer development solution.

Who Takes the Lead? CRM Online vs CRM On-Premise

One of the most obvious, yet complicated decisions to make when considering CRM online vs. on premise is, “who will manage the system?” Yes, there are distinct advantages to having your CRM system maintained outside your own four walls. That being said, there are also a number of reasons why you would want to do the opposite.