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Humans of D365UG/CRMUG Stephanie VanHooser

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â&#x20AC;&#x153;The classes were very well thought out and the instructor's knowledge was valuableâ&#x20AC;?

FROM THE CHAIRPERSON CLARISSA SIMPSON

Customer Intelligence is King, and Customer Experience is Queen: Power Up “Success doesn’t come from what you do occasionally. It comes from what you do consistently.” – Marie Forleo

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ithout a doubt, our Customers are fundamentally changing. We have known and accepted this for some time and have been working to implement systems on well-researched internal plans as well as extensive external marketing and sales strategies to place us at the forefront of a digital transformation journey for our organizations. As with any journey, the success of the adventure is in the planning and execution, along with the ability to adapt during the journey to unforeseen circumstances that impact the success of the expedition to reach our destination. At the heart of everything we know, we understand that systems need to change if they are going to meet Customer-centric goals. In response to the ever-changing climate, Microsoft Dynamics has consistently presented solutions for us that allow us to be agile and responsive to our Customers’ needs.

Our advancement and progress with ERP and CRM technology—engaging, optimizing, empowering, and transforming—will either unite or divide us. PowerApps will help separate the winners from the losers. Companies of all sizes, employing a variety of strategies, are struggling to slay the dragon, to dissect the overload of information they gather, and from that make informed decisions that help guide them to victory. Triumph is found when we can align all aspects of Customer engagement—service, sales, marketing, and social—even more closely. There is a constant chain reaction when Customer intelligence and Customer experience are balanced to achieve desired results for organizations.

Customer experience and Customer satisfaction are constantly vying for the number one spot, and the forces at work behind Customer relationships continue driving organizations to make choices about how to ensure that unification of technology can be sustained successfully during their digital transformation journey. This is the true power of digital transformation: helping make the planning, the journey, and the expedition all worth the effort. Extend your applications, find valuable integrations with other technologies, and continue to build upon your successful solutions—with Microsoft Dynamics 365 for Customer Engagement and Dynamics CRM. Here’s to growing into the future with an incredibly flexible, adaptive, agile, and completely balanced business application. Power up!

I look forward to seeing and hearing about your journey in the weeks and months to come.

Best,

Clarissa Simpson Chairperson, D365UG/CRMUG H1 2019

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FROM THE GENERAL MANAGER TONY STEIN

Empowering and Helping One Another

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he phrase above easily defines the social fabric of what makes D365UG/CRMUG thrive, and it’s rewarding to be part of something in the simplicity and purpose of lending a hand, a suggestion, or best practice. This is “your” User group, and we owe it to ourselves to continue to do just that: empower and help.

However, one should always remain curious, and although the reactive help of D365UG/CRMUG is abundant,

we should remain steadfast in our approach to proactive learning. The tools and capabilities that continue to evolve our Microsoft Dynamics experiences (thank you, Microsoft) are continously evolving. Fittingly, the theme of “powering it up” is what this magazine features, and it should fuel your curiousity even further. Simply put, the power platform suite of applications from Microsoft will empower you to do more.

Before the start of the new year, I was eager to learn from D365UG/CRMUG U.K. Member Sarah Critchley and use Microsoft Flow to move Office 365 form data and populate that into our instance of Microsoft Dynamics 365 for Customer Engagement for automation and efficiency purposes. And guess what? It didn’t work! Bummer it didn’t, but only by rolling up my sleeves and diving in did I learn a few new things around Flow and the requirement of a data gateway because we are on-premises with our Microsoft Dynamics 365 environment. I’m sure there is a workaround, so the sleeves will no doubt remain rolled up, and we will eventually cross this bridge!

This is one small experience of mine, and my curiousity of all things within the Microsoft Power Platform has only heightened. I hope you explore, learn, and remain curious throughout 2019 and realize you are empowered to do more than you ever were before. Go figure it out, and remember, your authenitication with D365UG, AXUG®, or CRMUG® is complemented with open and all access to our sister User Groups across the Power Platform: www.powerplatformug.com.

Dive in and remain curious as to what Flow, PowerApps, Power BI, CDS, and more can do for you, too!

Sincerely,

Tony Stein General Manager, D365UG/CRMUG

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events The weekly D365UG/CRMUG

Webinars

Event Guide and www.crmug.com

MARCH 13 Partner Engagement

are your best sources for the

MARCH 13 How to Find (and Keep!) the Right SEM Vendor

latest D365UG/CRMUG event

MARCH 20 What Now? Leading Change for Acceptance and Adoption MARCH 26 CRM Activity Management: From Vicious Cycle to Virtuous

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“I want to thank you for a spectacular Dynamic Communities event

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also with vendors. I will highly recommend this to all Microsoft Users.”

Conferences MARCH 27-29 User Group Summit Europe MARCH 11-14 User Group Focus

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MARCH 25-27 eXtreme365 Europe AUGUST 21-23 User Group Summit Australia

Check out the event calendar on www.crmug.com by clicking on the conferences.

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meet your peers Meet the All Stars The highest award given in the community is the All Star Award, recognizing D365UG/CRMUG Members who have a passion for Microsoft Dynamics 365 for Customer Engagement and Dynamics CRM. These leaders have made significant contributions of their time and expertise to the D365UG/CRMUG community. All Stars are nominated and voted on by the community and receive a lifetime All Star designation!

CONGRATULATIONS TO YOUR NEWEST D365UG/CRMUG ALL STARS:

CLARISSA SIMPSON Ford Motor Company | Microsoft MVP

MALCOLM MCAULEY Big Brothers Big Sisters of Canada

JULIE YACK Colorado Technology Consultants | Microsoft MVP

Meet the Chapter of the Year The Chapter of the Year award recognizes a successful local D365UG/CRMUG chapter and is based on the size of the chapter, meeting attendance, and the involvement of the chapter leaders to drive content, promotion, and engagement.

CONGRATULATIONS TO THE 2018 D365UG/CRMUG CHAPTER OF THE YEAR:

D365UG/CRMUG KANSAS (KANSAS CITY) Leaders: Beth Handley-Bauer, John Ross, Laura Mortick, and Laura Jerome

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news SAPPHIRE

RUBY

EMERALD

GRANITE

Congratulations to the 2018 D365UG/ CRMUG Gemstone Award recipients:

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SAPPHIRE Allan R. Lassen Bob Rosenstein Christie Cripe David Price Doug Wurth Erik Guthrie

Ken Kelly Linda Reno Lou Rainaldi Maurice Powers Mindy Cron

RUBY Adam Rose Alyson Purgiel Beth HandleyBauer Christina Tommeraasen Diane Taylor Donna Liotta Jennifer Johnson John Ireland Laura Mortick

Laura Wagstrom Lina Baumberger Linda Lockard Melita Bouchet Mohammed Qureshi Neil Parkhurst Neven Bradasevic Nigel Cole Todd Mercer

EMERALD Britta Rekstad Clarissa Simpson Daniel Madden Ed Gonzales Jennifer Codding

Kylie Kiser Malcolm McAuley Patrick Wright Phyllis Eriksen Stefano Tempesta

GRANITE Aaron Back Gus Gonzalez Rick McCutcheon

Sarah Critchley Sarah Jelinek Seth Bacon

D365UG/CRMUG MAGAZINE

D365UG/CRMUG

Volunteer News Every year, thousands of conversations take place in the D365UG/CRMUG online communities, at chapter meetings, in virtual programming, and at conferences and events. We are honored to recognize community leaders who go above and beyond to share their knowledge and experiences to serve their Microsoft Dynamics 365 for Customer Engagement and Dynamics CRM peers.

GEMSTONE AWARDS Volunteers play a vital role in building a strong and valuable D365UG/CRMUG community. At User Group Summit Phoenix, we were honored to recognize outstanding community Members for their contributions to the User Group through the Gemstone Awards.

D365UG/CRMUG User Members are recognized at three award levels: Sapphire, Ruby, and Emerald; D365UG/CRMUG Partner Members are recognized at one award level: Granite.

A sincere thank you to all D365UG/CRMUG volunteer leaders who dedicate countless hours around the world to help drive a strong D365UG/CRMUG community powered by Users, for Users. You are at the heart of what the User Group is all about, and you are greatly appreciated!

To get involved in the D365UG/CRMUG community and learn more about the Gemstone Awards, visit www.crmug.com/engage/volunteer.

ADVICE FROM ALYSON

“Don’t be afraid to try different times and locations. That seems to help drive attendance. I think where we failed before was that we didn’t plan out the year in advance. You maybe can’t figure out every single presenter or topic, but you can get those dates on the calendar as soon as possible.”

CHAPTER NEWS

Michigan (Detroit) Although things have been quiet this past year, Alyson and her leadership team have picked things back up again for the Michigan (Detroit) Chapter.

Alyson was instrumental in restarting the chapter five years ago, and just recently, the group has undergone changes in the leadership team, helping them gain a new perspective and plan for a great 2019.

“Local chapter meetings are such a great resource for anyone using Microsoft Dynamics 365 for Customer Engagement and Dynamics CRM,” Alyson shares.

“I saw the opportunity to keep things going and bring new things to light for Users.”

Their first re-kickoff meeting took place in September at Ford Field with close to 20 people in attendance. They also held another meeting in November to review the highlights and takeaways of User Group Summit Phoenix.

“We are a huge proponent of User Group Summit and really urge people to attend,” Alyson explains. “That is one conference each year that Users need to experience.”

Both the Detroit Lions and Detroit Red Wings use Microsoft Dynamics 365, so the chapter is looking forward to holding some get-togethers at games in 2019, adding in late-day mixers, and holding regular meetings at the Microsoft office in downtown Detroit.

Detroit meets in the winter, spring, and fall. “We take the summers off and pick back up before Summit. We always add another one in November or December to recap the best of User Group Summit,” Alyson explains.

Alyson is looking forward to surveying their Members more in 2019 to find out what they want to know. With such a wide variety of industries that use the solution, the chapter also plans to highlight that variation by showcasing Members more.

The best part about leading the Detroit chapter for Alyson is meeting people in her same field. “Building that network of resources outside my core team has been invaluable,” Alyson shares. “Chapter meetings help us to expand on a network of people who are like-minded and understand what we do on a day-to-day basis.”

CHAPTER LEADERS Interviewee: Alyson Nesvig Purgiel, CRM Business Analyst at Plante Moran Leadership Team: Alyson Nesvig Purgiel Tracy Vernier, director of program management and training at Detroit Regional Chamber Jordan Quinn, marketing manager at NuSoft Solutions Adam Rose, sales support manager at ImageSoft, Inc.

CHAPTER HIGHLIGHTS » Average number of attendees: 10 to 15 » Toured Ford Field to see where the Detroit Lions play

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D365UG/CRMUG MAGAZINE H1 2019

storyy byy Tom Northrup, p In The Know Solutions Group, p Partner Member

Leveraging the Power Platform here is a great old sitcom, “Diff’rent Strokes”, where the catchphrase “What’chu talkin’ ‘bout, Willis?” became popular. In the Microsoft Dynamics community, many of us are asking that question.

Working as a Microsoft Dynamics consultant for the past seven years has exposed me to a variety of problems to solve: from Microsoft Dynamics 365 for Finance & Operations to Customer Engagement integrations using Common Data Model (CDM) or not using CDM to replacing SOAP services with function apps or logic apps and everything in between with PowerApps replacing separate line of business applications.

No matter the specifics in the scope of work, the root issue was, “how do we make business decisions using data that is located outside of our business platform?” I have determined this is more often a communication issue than it is a technical problem. This does not fall on Microsoft but on the implementers and admins.

In any project the vocabulary gets thrown around with terms like API, integration, cloud, web services, and RESTful all being used interchangeably. To technologists these terms are not describing the same thing. In my mind we have begun solving problems with descriptions of the solution rather than discovery of the needs.

This article will take this context as the foundation for exploring the Microsoft Power Platform and CDM and their roles in today’s Microsoft Dynamics 365 for Customer Engagement projects. I will provide some key steps to work through this miscommunication.

But first, let’s get some clarity.

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What’s in a Name?

The naming game over the past years has really caused some confusion for admins and Users in the Microsoft Dynamics community from 4.0 to CRM Online, to Microsoft Dynamics 365 for Customer Engagement, Talent, Retail, Sales, Field Service, Project Automation, etc. One Microsoft MVP, Jukka Niiranen, has a great blog, survivingcrm.com, and covers this platform advantage in great detail in the post “Top 3 Themes for Dynamics 365 in 2018”. If you want to learn more details about the platform, please review the post at https://survivingcrm.com/2018/12/top-3-themes-fordynamics-365-in-2018/.

For clarity, the current environment vocabulary is as follows: POWER PLATFORM » CDM = Common Data Model for Apps (aka Common Data Service/Model, CDM, or XRM) Part of Power Platform providing “Data Integrator” tool. » P2C = Dynamics 365 Prospect to Cash solution Provides synchronization of data for accounts, contacts, products, quotes, orders, and invoices.

However, I am not going to debate any of this or discuss how cool this has become. There are plenty of great reviews out there of these tools. We are talking about PRACTICAL application of the CDM in a business environment and the reasonable application of the supporting parts of the platform that would be useful.

Problem Statements Here is a list of common statements I hear on projects.

» Data exists in other systems outside of my business process application.

• We need this data available to our Users in a “just-in-time” format.

• We don’t want to pay for storage of data in multiple places and keep them in sync. » The business application solution is slow, especially when making large queries to custom services. » We need to keep our on-premises data secure while opening access to our online business applications. » Business needs change too frequently.

• Customer needs change too frequently.

• IT and internal app support cannot maintain true lifecycle management or traditional project delivery with this rapid changing environment. ❚ Believe it or not, this one comes from IT and tech professionals directly.

Step One – Know the Difference If you are reviewing and evaluating the need for a common data model, then we are basically talking about exchanging information. Data is exchanged in three ways: » Integration – to form, coordinate, or blend into a functioning or unified whole » Synchronize – to happen at the same time, to indicate coexistence » Interface – to provide the capability of intersystem communications I have heard these terms used interchangeably. They are not the same thing. Get down to the true need for the business. Does the User only need to access information to decide then modify data in the host system, do they need to only read data, but no updates, or does the data need to be owned in both locations?

We need to know the difference between these types of data exchanges in order to determine how to solve the need.

Step Two – CDM or Not to CDM Each environment in CDM is based on common entities. There are great UI tools for managing the data model. Environments can share one CDM, or each environment can have its own CDM. A Model Driven PowerApp is a small core CRM instance provisioned within your tenant. This includes the core entities, business rules, process workflows, actions, security roles, and same

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SDK as any full DCE instance. Therefore, you could say this creates “xRM lite” as a data Model Driven PowerApp. The database behind that instance is the CDM for that environment. Open Advanced Options and see the same solution explorer window you would see from within DCE. Also, this instance is listed among other instances of Microsoft Dynamics 365 for Customer Engagement.

WHERE I FIND THE CDM HELPFUL: » Multiple systems » Variable business needs • Each line of a business has strong demands on the data independent of each other » Integration on-premises currently uses staging tables • Think of CDM as staging table for data » Access is limited in host system » Business admins are citizen developers WHERE DO I FIND THE CDM NOT HELPFUL: » Just trying to exchange between Microsoft Dynamics 365 for Customer Engagement and Microsoft Dynamics 365 for Finance & Operations • The data integrator tool handles this without a staging table. » Lines of business agree with data structure and end purpose of data elements » Data storage not an issue » Existing data policy in an organization can be too rigid to adopt CDM » Organization lacks strong internal change management • Management of CDM is going to be a new process and requires effort within an organization to design and implement this new process.

Step Three – There’s an App for That After determining the need for each exchange, then determining the role of a centralized standard data model, you are ready to determine if PowerApps plays a part in this new design. The need should be answered by building smaller applications which accomplish specific business tasks.

You can use PowerApps if you have this kind of need. This is only reasonable for small and middle size organizations now that we have the Power Platform.

APP DELIVERY MODEL: » Create Model Driven PowerApp. • Develop apps which are common for the business.

• App lifecycle management is possible in this instance. » Each department can pick up these apps from a central location.

• They are solution zip files, after all. » Synchronize core data elements from their source systems using Azure Function Apps, or Logic Apps, or just Flow. These are listed from most complex to least complex.

• Use CDM like a service bus; each department can use Flow to subscribe to the data entities that matter.

• Why not use service bus? ❚ Easier to teach admins to manage flow than to support custom code managing the black hole which service bus customizations become. » Share apps across departments as each department develops their own solutions. » Rinse and repeat.

What Was I Talking About?

This is a large topic. There are a lot of changes occurring faster than the professionals can document. My point is, get back to the basics. SOLVE THE BUSINESS NEED, stop selling solutions, and implement tech that is relevant, which makes Users happy, and that makes the client happy.

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&

tips The Mini Applications tricks of Microsoft Dynamics

by Brent Dawson, Edmonton International Airport, User Member

365 for Customer Engagement icrosoft Dynamics CRM has been a leading software platform for many years. Starting with on-premises installations, Microsoft moved its CRM offering to a cloud-based software as a service system. It was one of, if not the, industry leading CRM software platforms on the market.

But as with many of Microsoftâ&#x20AC;&#x2122;s products over the past year, Microsoft Dynamics CRM has been updated and rebranded to Microsoft Dynamics 365 for Customer Engagement. The software will assist organizations improve their sales, manage their customers, and get the best out of their marketing efforts. Much like Microsoft Dynamics 365 for Finance & Operations, Microsoft Dynamics 365 for Customer Engagement is made up of several different mini applications. Each

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Š Microsoft 2018

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This licensing guide was updated to reflect licensing updates and new online service offerings as of November 2018.

of these applications allows you to configure the software to best support your organization’s configuration.

The applications that are included are: » Microsoft Dynamics 365 for Sales » Microsoft Dynamics 365 for Customer Service » Microsoft Dynamics 365 for Project Service Automation » Microsoft Dynamics 365 for Field Service » Microsoft Social Engagement » Microsoft PowerApps The streamlining of the Microsoft Dynamics 365 for Customer Engagement implementation lets companies and their employees communicate with existing and potential clients via several collaboration features.

prospect management. Collaboration features allow multiple Users in your organization to work and manipulate that data.

Once you have recorded data about your customers into the system, there is the ability to gain insights on those clients, which enable your team members to better plan their days and on whom or how to focus their sales efforts. The key to customer relationships is to further nurture them to create long-term relationships.

The apps that are available for Microsoft Dynamics 365 for Customer Engagement work just as well on your mobile device as they do on your desktop. With offerings for Windows, Android, and Apple, you can work on any device, anywhere.

Business Apps for Customer Engagement The Important Parts As with the previous CRM version, knowing how to get around the software is important to keep your Users working in the most efficient way possible. These items include system navigation, use of built-in and customized dashboards and charts via Power BI, and data entry.

Customer Relationships Being able to find information in a simple, intuitive manner is the best way to make any organization more efficient.

Microsoft Dynamics 365 for Customer Engagement takes care of that. Not only does the solution keep information on existing customers, but it can also track all potential customers via

Microsoft Dynamics 365 for Customer Engagement uses role-based business apps, allowing organizations to get up and running quickly. It also allows for an organization to grow at a pace that best suits it. The apps are built in a method that allows for simple and intuitive use, making it easy for Users to find the stuff they need to easily do their jobs.

The new version of the solution takes the old configuration of having all of sales and marketing out of the single environment to a small and more focused, role-based app that makes it simpler for Users to focus on the tools that best suit their job tasks. The key to making these apps simple and efficient is the use of role-based security. Role-based security allows system administrators to create rules that

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enforce restrictions on what the Users can access, based on their role in the organization, thereby making the data that the Users see more relevant. This leads to more efficiency from end Users.

There are several default apps available. Access to these apps is based on your security roles and can be accessed from the Microsoft Dynamics 365 for Customer Engagement landing page: SALES – Customizable relationship management is an app that automates sales. These processes let you monitor performance of the customer relationship and help your organization achieve more consistent sales interactions by following the sales processes that your organization has. These automated processes can be mapped directly to your organization’s manual business processes.

Sales is connected to the marketing lists and campaigns that are maintained in the marketing work app. These lists and campaigns are used by the sales teams to contact and work with potential leads.

CUSTOMER SERVICE – The Users of this app assist customer service reps to manage cases.

The managers also have visibility and the ability to create service levels, terms of service, and the rules used to automate the conversion of conversations to cases.

FIELD SERVICE – This app allows organizations to manage field services, including the service workforce. The app also includes the capability to complete smart scheduling of resources.

This can assist managers to better utilize and assign resources based on available skills or travel distances.

PROJECT SERVICE AUTOMATION – This app gives managers the capability to automate the creation of project quotations and contracts. There are also a number of analytics available to let project managers validate whether their projects are not only feasible, but also profitable.

The Cost The big question that most organizations want to know relates to cost. Depending on the features that you wish to use, you can choose one of the following, available from the Microsoft website: There are lots more features and apps appearing daily that can make your customer engagement system easier to use and more efficient while giving you greater system configuration capabilities. In future articles, we’ll look at other tools such as Live Assist, Versium Predict, and Voice of the Customer.

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The less time you and your team spend on low value administration administration, the more you can focus on your customersâ&#x20AC;&#x2122; experience.

Ask us how we can help your ďŹ rm leverage and enhance Dynamics 365.

Move beyond simple project management to ensure optimal resource utilization, accurate forecasting, and speedy billing - making your people more successful.

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storyy byy Mike Marriage, g ClickDimensions, D365UG/CRMUG Partner Member

Combining the Power of Business Intelligence with Marketing Data ccording to IBM, 2.5 quintillion bytes of data are created every day. However, if â&#x20AC;&#x153;data is the new oil,â&#x20AC;? as mathematician Clive Humby asserts, the real value of data lies not in creating more of it, but in driving smarter decisions with it.

While marketers recognize the importance of data analytics in principal, using marketing data to better reach, understand, and serve their customer base is still a significant challenge. They often rely on business intelligence (BI) tools that decipher the various data sources and report what the data is telling them, even if that data is disjointed or served through an inflexible interface. And even when it presents no clearer understanding of ROI. Enter marketing dashboards. This technology combines real-time, mostly unstructured data analytics with the BI tools needed to review past successes and failures and create a goforward strategy that garners real results. These dashboards unify marketing data across all sources (Microsoft Dynamics 365 for Customer Engagement and Microsoft Dynamics CRM, digital marketing, etc.) and provide faster, deeper insights for the datadriven marketer. In short, they make understanding and acting on data easier.

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According to a recent Gartner Marketing Organizational Design and Strategy survey, nearly two-thirds of marketers say marketing, rather than IT, leads technology purchase decisions.

As marketers access on-demand campaign and channel performance data on a single platform, the benefits of employing a marketing dashboard solution that combines BI with data analytics become clear: » Reduced reliance on IT. According to a recent Gartner Marketing Organizational Design and Strategy survey, nearly two-thirds of marketers say marketing, rather than IT, leads technology purchase decisions. As a result, dashboards have emerged as a tool by marketers for marketers, requiring a lower investment, fewer hands on deck, and deployment without a database architect. » Simplicity and speed. Modern marketers expect business tools that are easy to use and understand. Dashboards are intuitive and give visual structure to marketing performance. In addition, they provide deeper insights faster, including marketing-specific views such as funnel visualizations and path analysis. » Data integration and automation. While marketers may review data sources on a regular basis, data integration provides an automated method to organize and normalize marketing data. This allows marketers to unify all sources and channels into one view and provide the KPIs that are most relevant for marketing teams. » Real-time insights. Some dashboard solutions require manual login by the marketer to source information and insights. Others allow the User to set thresholds and alerts on critical KPIs. If a campaign isn’t performing as expected, the dashboard can proactively notify Users, so they can take corrective action. This allows marketers to stay in tune with items in progress, as well as learn in real time what may not be working. Ultimately, this can save a company the time and money spent on ineffective marketing tactics.

Marketers’ need for speed and autonomy is at odds with legacy data storage and reporting approaches, which are slow, inflexible, and often, expensive. Marketing dashboards meet the needs of the modern, data-driven marketer, combining business intelligence and data analytics into one platform to allow marketers to work with their data and uncover useful insights for their business.

Mike Marriage has worked in the technology sector for more than 20 years. He’s been a global speaker on data warehousing methodologies and business intelligence best practices and has developed business intelligence strategies and solutions for several Fortune 100 companies. In his current role of vice president, product management at ClickDimensions, he is responsible for leading a global product team focused on the ongoing evolution of ClickDimensions Marketing Automation Platform. This includes the formation and execution of the data and analytics strategy which will deliver rich reporting and analytic capabilities to ClickDimensions customers.

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o o Lg FIND THE

D G U 5U R C G U 65 36 U 365 D36 G/C G MU RM D3 G D UG 5 G U 5 R /C G U 6 3 / D G U M R D G 5U 65 CR 5U 365 /CR G/C UG MU 36 D3 G/ UG U G 5 6 C / 36 G/C G/ MU RM D3 D UG 5U RM C 5U R CR G UG 65 36 /C G/ U M C G U 5 D C G/C UG MU 36 D3 G/ UG RM RM R U 5 6 C G MU RM D3 G D UG 5U RM /CR G U /C G U 6 3 / G D G 5U 65 C /C U MU 36 R U MU D36 D3 G UG RM R G D G G / G 5 6 C / U M 3 D M D3 D UG 5U RM CR G D UG 65U 3 U 65 36 /C G U M 3 D G G U 5 /C G U 6 3 / 36 D3 G/ UG RM RM D G 5U 65 5U 65 CR /C UG U 36 D3 G/ UG D G UG M R D G 5U 65 CR 36 /C / U M 3 D G U M G U 6 3 C G 5UG RM R G D G 5U 65 /CR /C /C / U M 3 D G U M R U RM CR G D UG 65U 365 /CR G/C UG M G U M 3 D G U M R /C G U 6 3 / G M D M RM D G 5U 65 CR /C UG U U M R D G U G U 36 D3 G M R G D G 5U 65 /CR /C UG U 36 D M 3 D G U M R D G 5U U 6 3 / G U M D D G D 5UG 65U CR /CR G UG 365 36 36 3 / G M U 5 D G 5U 65 CR /C UG MU 36 D3 G/ U D G U M R D G 5U 65 CR 5U 365 /C G/C UG MU 36 D3 G/ UG

CONTEST

learn

Congratulations to

MARY LAUREN HUGHES from INFOWORKS, INC. for finding the logo on page 60 of the H2 2018 issue of D365UG/CRMUG Magazine.

Let’s play again! Hidden somewhere between the covers of this magazine is our D365UG/ CRMUG logo. Can you find it?

While our logo shows up throughout the magazine in conventional spots, it’s hidden in

academy corner

only one place.

When you’ve found it, send an Looking for additional training? Check out our Academy LIVE virtual training classes! Watch, learn, and participate with your personal instructor from the comfort of your own office. Half-day, full-day, and even multi-day courses are offered on a variety of topics that are sure to meet the needs of you and your company.

Classes are constantly being added to the schedule; visit www.crmug.com/academy for a full updated list along with course descriptions.

D365UG/CRMUG Conferences and Events » Collaborate Canada | www.collaboratecanada.com » Power BI World Tour | www.pbiusergroup.com/pbiworldtour

D365UG/CRMUG Academy Administrator Black Belt On-Demand Series

The CRMUG® Administrator Black Belt Training Series is a structured, four-class online series for Microsoft Dynamics CRM administrators, super Users, and department heads. You can purchase the training one belt at a time or the whole series at once! Learn more at www.crmug.com/crmug/participate/academy/on-demand.

email to Logocontest@crmug.com with an explanation of where and on what page it’s at. We’ll choose a winner at random and will highlight him/her in the next issue of the magazine.

60 | D365UG/CRMUG Magazine

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member profile For more information regarding membership, please visit www.crmug.com/join.

MEMBER Stephanie VanHooser COMPANY PFS Brands JOB ROLE Data Analyst MEMBER SINCE 2018

f o s n a m Hu When you’re not at work, what are you doing?

I enjoy spending time with my family, working on a cross-stitching project, reading a book, exploring a nature trail, and trout fishing.

Dog, cat, or neither person?

We have one of both at the moment, so it can vary from day to day. It depends a lot on who has or hasn’t made a mess that day.

Where is your favorite place to travel and why?

We haven’t been able to travel much the last several years because I was finishing my degree, but my dream vacation is to travel to Ireland. I’ve always been drawn there to see the land and culture.

Have you dabbled in any of the power platform tools (Power BI, PowerApps, Microsoft Flow) yet? What do you think?

I haven’t been able to dabble into these tools but would really love to. I just started working in Microsoft Dynamics CRM the last nine months or so.

What do you appreciate most about the D365UG/CRMUG community?

I appreciate the knowledge base of the other Users and how eager everyone is to help out. I’ve only been to a couple of our local User Group meetings, and this was my first User Group Summit, but I hope to have the opportunity to continue to learn and grow with this product.

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TOPICS

TRENDING

The D365UG/CRMUG Open Forum is a place where connections are made and questions are answered. With more than 24,000 discussion posts, the D365UG/

Best Way to Check Userâ&#x20AC;&#x2122;s Last Time Accessing System?

Visit www.crmug.com/trend1 to view the full thread and read all comments.

Creating a Business Case for Upgrade from CRM 2011

CRMUG online community allows fellow Microsoft Dynamics 365 & Dynamics CRM users to share best practices, tips and tricks, and general knowledge with their peers.

Highlighted here are two popular discussion posts from the Open Forum. Check them out and then take some time to share your thoughts, answer a question, and/ or create your own post.

Itâ&#x20AC;&#x2122;s easy to post a question or a response.

Simply visit www.crmug. com, log in, and click on Participate > Discussions.

Visit www.crmug.com/trend2 to view the full thread and read all comments.

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The Data Quality Company

partner showcase

mfluence is a digital marketing company and marketing automation platform located in Kansas City, Missouri that prides itself on being in the digital marketing business since dial-up. Whether their Customers are looking to build an online brand, stay in touch with their customer base, or create new opportunities to connect with their target audience, they’ve got the bases covered.

The company started as a full-service advertising agency under a different name in 1999. In 2003, they began developing their marketing automation platform; that same year they rebranded and became emfluence. They have since departed from their traditional media advertising services in order to move ahead with what they have been doing since day one: digital.

e

D365UG/CRMUG: What does your marketing platform offer your Customers?

INTERVIEWEE

WEBSITE

David Cacioppo, President and CEO Natalie Jackson, Marketing Director www.platform.emfluence.com

EMAIL

Expert@emfluence.com

PHONE

816-472-4455

HEADQUARTERS

Kansas City, MO

David Cacioppo (DC): We create, deploy, and track multi-channel online campaigns. What that means for our Customers is that they have a single source to go to within their marketing stack to execute the bulk of what they would do in marketing automation.

This includes email, landing pages, online surveys and forms, work flows, and lead scoring. In addition, we publish to social channels (Facebook, Twitter, and LinkedIn). As we look to build the application, we’re looking for the most likely places that our clients should be focusing their marketing efforts. In turn, we build the software that makes it easier for them to do that.

D365UG/CRMUG: In addition to offering the platform, do you keep up with the changes in the industry?

DC: Absolutely, and one of the things we love is that digital moves fast, and we also love that digital is measurable. We implement surveying and spark conversations with our Customers to discuss what they’re doing and planning for. Since we are digital marketers ourselves, we’re bringing ideas to the table for them and encouraging them to make additions that we find are important for them to incorporate into their current plans.

D365UG/CRMUG: What are some of the highlights that you brought to the technology this past year?

DC: In the past year we did an overhaul of our User experience for creating email campaigns. We updated our email editor to a full drag-and-drop editor. We now have a very nice system for creating and deploying email campaigns.

We also brought in our contact scoring methodology, and what we’ve done with that is we’ve given our Users the ability to create multiple models for scoring their leads or contacts.

The motivation behind this is imagining that if I’m a sales team, I’m most interested with my most active contacts, (i.e. The ones engaging with my email, landing pages, website, etc. over the last 30 days). As a marketing department or as an account management team, what I would want to know here is a longterm model that shows my most active prospects over the past 365 days. With multiple scoring models, we can serve multiple team members as they look at their data.

D365UG/CRMUG: Can you explain how your platform works with Microsoft Dynamics for Customer Engagement and Dynamics CRM?

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DC: We install as a solution, so our Users are connecting and mapping their CRM data to our technology. In doing that, they can map to a contact entity, lead entity, or any entity that they choose to map data back and forth to in our system. They can also determine how they want the data to sync. In most cases what people are relying on is data pushing from their CRM to the marketing stack for them to execute their campaigns. And of course, we’re bringing back in data points for engagement activities for the contacts they’ve communicated with.

D365UG/CRMUG: Do you work with any and all different technologies?

DC: Absolutely. Our stack is an independent SaaS platform, so you can access our technology directly, and if you’re a Microsoft Dynamics for Customer Engagement and Dynamics CRM User you can either log in with a single sign-on or you can go directly to our platform without going through your CRM.

D365UG/CRMUG: Why should one work with emfluence?

DC: Referring to the fact that we act as an agency as well, we use our technology every day—not only on behalf of ourselves, but also for many of our clients. We’re trying to build a system that is as intuitive and efficient as possible, so our belief is the hardest part of a marketer’s job is strategy. On the other hand, tactical execution should be easy, and that is where we put our efforts.

We make sure that once the campaign strategy is decided, it’s easy to execute and track campaign success in our marketing platform.

D365UG/CRMUG: What type of industries are most interested in marketing automation?

DC: We serve a broad range of industries. Again, we started developing our technology in 2003, so while we are relatively new to the Microsoft Dynamics 365 for Customer Engagement and Dynamics CRM space, we’ve been around for a long time.

We have seen significant traction with financial institutions, higher education, and the hospitality industry. When we look at our Customer base, we have almost an even split between B2B and B2C Customers, and as we get to know the Microsoft community better, we see most interest from the B2B marketers.

They are the ones specifically looking for automation.

D365UG/CRMUG: What has been your favorite part of being in the D365UG/CRMUG community, and what do you think the road ahead looks like?

DC: My favorite part of the community so far is the abundance of really nice people. We had a great experience with folks that we had the opportunity to engage with at User Group Summit Phoenix. We had great conversations with people that were willing to give us honest feedback regarding what they’ve seen so far from our application. It’s refreshing for us to walk into an environment like that and feel very quickly like we’re a part of the community as well.

D365UG/CRMUG: In addition to User Group Summit, how else have you engaged in the community?

DC: We participate in our local chapter and co-sponsored and spoke at the last meeting. Just to be a part of the process of

listening to challenges and opportunities that other local Users are experiencing is great for us.

Natalie Jackson (NJ): It’s fun because we are Users and Partners and also fun because we (Kansas City) were Chapter of the Year for 2018.

D365UG/CRMUG: What is on the agenda for 2019?

DC: In terms of the solution itself, the base connectivity is there.

Making sure that the data is transferring back and forth is the single most critical thing, and it’s there and in place. What we’re looking for in our next iteration is bringing back more activities to the contact records. In our system, you can easily look up a contact, go to a timeline, and see every activity they have engaged with. That is enlightening in terms of setting yourself up for the sales call. You can understand what kind of content the individual that you’re prospecting is engaging with, and we’re going to bring more of that data back directly into the CRM so the Users who access the emfluence Marketing Platform from within Microsoft Dynamics are still able to see those details.

One of the main projects we’re working on right now is integration with some of the more common channels for digital advertising. We’re starting with Facebook and the ability to populate audiences from our marketing automation platform into Custom Audiences in Facebook and move that over into LinkedIn and Twitter.

D365UG/CRMUG: Do you have your own Customer events?

DC: Yes. We offer monthly training sessions and certification courses for our technology. There is so much that you can do that it makes sense for Users to first get oriented with the solution, and then as they get more comfortable, get a deep-dive on all the possibilities available. In addition, we have an annual email marketing conference in Kansas City, Missouri that will take place in August 2019.

NJ: The conference is a destination for email marketing in the Midwest. It’s not only marketing automation software that is discussed, but also email trends, marketing automation trends, and CRM. It’s great for both Users and non-Users alike.

DC: We also have a Partner Program that has two options. First, they can be a referral Partner where they can send a lead over to us, and we will work with them to manage and close the deal as well as onboard the client. Second, we have a Reseller Program where we train the Partner to help close the deal and manage the client relationship.

D365UG/CRMUG: Is there anything else you want the User Group to know about emfluence in 2019?

DC: We are always happy to have conversations with people about not only what our technology brings to the table, but also what their marketing efforts consist of. We are willing to have conversations about marketing strategy; we’re pretty nerdy about that. emfluence would like to extend a 15 percent discount to attend their yearly email marketing conference to D365UG/CRMUG Magazine readers. Sign up for information on their website and use the code CRMUG15 when ticket sales open this spring.

H1 2019

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storyy byy Alex Fagundes, g PowerObjects, j Partner Member

Use the Power to Empower Your Employees and Make Your Implementation Successful ver the last five years or so, Microsoft has brought paradigm shifts to the whole concept of customer relationship management (CRM).

Yes, the foundation of CRM is still the same— customers—but the way businesses interact with their customers has seen significant changes. Customers have several options now, and it is very easy for them to switch to a competitor if they see lack of interest or service from the business they were originally interested in.

For that reason (and many others), businesses depend on a solution like Microsoft Dynamics 365 for Customer Engagement for automating sales (tracking revenue, activities, etc.), marketing (nurturing prospects and customers, tracking web traffic), and customer service (providing support, answering questions, fixing issues at customer locations). All of that works very well for the most part, but depending on who your customers are, sometimes things fall apart in the last mile.

O

What Does “Last Mile” Mean?

“Last mile” is a major buzzword right now, especially as it relates to Microsoft PowerApps. To understand the concept

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35

Figure 1

Figure 2

behind the buzz, let’s consider a company that spends millions of dollars on CRM and other software to help induce customers to buy their product. Perhaps the various parts of said product are created in multiple countries, shipped to the U.S., and driven across the country to stores or warehouses to facilitate a customer’s purchase, all of which is nicely tracked in the CRM solution.

Then, after all that complexity, the sale falls apart in the “last mile,” which is the seemingly simple act of delivering said product to the customer’s house.* In a B2B scenario, we can extend the last mile concept to our traditional traveling salesperson who is on the road quite frequently to meet customers and prospects. For traveling salespeople, there are certain things that are extremely important to make them as efficient and productive as possible. They certainly want the ability to not only quickly see where they are going next, but also want driving directions to the customer location from their current location. In addition, they would like to see who they can meet within a certain distance from their current location. As they go from one customer location to another, they want the ability to quickly enter notes in CRM to update everyone on how the meeting went.

Some salespeople meet prospects very often, which means they exchange business cards with them. The consensus around business cards is that they want to scan them! Take a quick photo of the card, and that information gets entered into CRM. Done!

This is just the beginning of a very common list of requirements. In other scenarios, agents or technicians who visit customers’ houses to fix or install equipment need the ability to not only take

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Figure 3

Figure 4

photos, but also draw on them before saving. You can see how anyone who is customer-facing has different needs based on the activities they are performing. If your business uses Microsoft Dynamics 365 for Customer Engagement, you probably know that these features are not available in the free, out-of-the-box mobile app.

Traditionally, providing these functions to traveling Users has been possible but not in a costeffective manner. Businesses either have to build custom mobile apps for their employees, which is very time-consuming and expensive, or buy an off-the-shelf app which would cost, let’s say, $10 per user per month (that’s a conservative estimate) and probably provide some of the functions but not all. If they want everything, they must buy multiple apps.

Over a period of time, these costs add up. Did we mention many businesses don’t have this kind of budget to begin with?

Eventually, the fancy CRM that the business implemented takes a hit from a User adoption perspective because the employees who should be using it in the “last mile” refuse to use it because it doesn’t give them what they really need.

Power Platform So, what do businesses do in this case? How would they empower their employees and give them what they really need without breaking the bank?

This is where Power Platform comes in. Power Platform consists of PowerApps, Power BI, and H1 2019

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Flow. PowerApps is the platform that allows businesses to create really amazing apps with minimal effort. What’s incredible is that it comes with more than 200 connectors, one of which happens to be Microsoft Dynamics 365 for Customer Engagement. So, you create a blank app, connect it to your instance, write some formulas and functions, and boom! You have a fully functioning app ready immediately!

Let’s come back to the example we shared above. For a traveling salesperson, you can build a “Sales Toolbelt” app in PowerApps that has everything a salesperson needs while on the road meeting with customers.

The home screen gives them access to everything that they are interested in: opportunities, accounts, appointments, leads, contacts, and more (Figure 1).

Going into Appointments, for example, brings up a screen that shows Users not only appointment details, but also gives them the ability to call and email the customer as well as get driving directions to the appointment from the current location, all with a single click. In addition, they can speak into the app to update appointment notes (Figure 2).

At the bottom center, you can add a map icon that shows all appointments (or accounts, contacts, leads, anything else) in a five to 50-mile radius (Figure 3).

Leads and contacts, in addition to showing related information, can provide the ability to scan business cards to make adding lead or contact information a complete breeze (Figure 4).

You can also add a chat bot on each screen that can answer questions for the salesperson.

“What PowerPoint template do I use for my presentation?”

“How do I get technical sales involved for a demo?”

“Who do I get involved for manufacturing opportunities?”

These are the kinds of questions the chat bot can easily answer within a matter of seconds, thus allowing the salespeople to be most efficient with their time.

Whew! We can go on and on about other things an app like Sales Toolbelt can do! But as you can see, this app fills many gaps that the out-of-the-box Microsoft Dynamics 365 for Customer Engagement app doesn’t have. Moreover, you have full control over the User interface, the look and feel of the app. Additionally, you can add enhanced features like business card scanning and voice to text with some simple Azure functions.

But why only create apps for the traveling salespeople? Power Platform gives us the flexibility to create apps for just about everyone in the organization. At PowerObjects, we have created some really cool apps used by our employees that can help reset their Windows passwords and BitLocker key for their laptops if they ever get locked out. Just like salespeople, our consultants travel a fair bit to customer sites, and in case they are locked out of their computers while in transit, we want them to fully support them and take care of their issues without them having to panic and frantically call our support team! Speaking of support teams: We also created an app that allows us to create User and computer accounts globally in a very secure fashion without needing VPN lines or remote desktop!

We encourage you to explore Power Platform to see how you can find quick, cost-effective solutions to address some pressing pain points or to automate several manual tasks your organization may have!

You can test drive the Sales Toolbelt app here: http://bit.ly/2MdLeDx. *Read more at https://www.powerobjects.com/2018/10/24/fill-last-mile-gaps-powerapps/.

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&

tips Microsoft Flow’s Best tricks Feature for Microsoft

by Jerry Weinstock, CRM Innovation, Partner Member

Dynamics 365 for Customer Engagement have been an enthusiastic User of Microsoft Flow since it was introduced as a beta release several years ago. Microsoft Flow is an online service that automates events (known as workflows) across the most common apps and services. It is an extremely powerful tool that has grown into an enterprise class business solution from its early days when it was positioned as a personal productivity tool. If you aren’t experienced with Microsoft Flow, you can dip your toe into the water by creating a free Account at https://Flow.Microsoft.com.

Flow is already the successor to the SharePoint workflow engine and will be the workflow engine of choice for asynchronous workflows on the Microsoft Dynamics 365 for Customer Engagement platform. Flow is built on a highly scalable technology—Azure Logic Apps. There are a lot of additional reasons why it is superior to the traditional workflow engine with its Flow Checker, run history, analytics, rich connectivity to 225+ services, and visual designer as examples.

But there is one capability that Flow brings to the table that absolutely makes it the tool of choice for functional consultants—List Records and Apply to Each. These two Flow actions literally take the need out of many business requirements from being a developer-required coding task to making it functional (citizen developer) consultant friendly. When you use these two actions together, you can loop through child records and perform a wide range of actions on the child records.

Consider the business scenario where you are updating an Account record from a backoffice ERP system that can change the status of the relationship from prospect to customer or ex-customer. Once the Account record is updated, then you want to reflect the same status on the child Contact records.

Let’s take a look at the design pattern and dissect the components.

In Figure 1, we look at the basic pattern in a high-level view. The first element is the Triggering event. In this example, the Trigger is when a record is updated. This is the most likely Trigger event that would use the List-Apply pattern since the presumption is that a parent record already exists with child records. This Trigger can be applied to just about any Common Data Service entity that exists—out of the box or custom.

For this illustration, we are running it against the Account entity.

I

FIGURE 1

Figure 1 – High-Level View In Figure 2, we want the action to return all the child records whose parent is the Account record from the Trigger action. In order to do this, we need to create a filter so that the child Contact records that are returned in

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the list are the ones where the lookup to the parent Account is equal to the unique ID of the parent Account from the previous step. The _parentcustomerid_value returns the unique ID of the lookup and not the human readable Account name. It is then set to compare using the equal expression to match the Accountid from the previous step. If we look at the full expression behind the citizen developer friendly version, it would look like this: _ parentcustomerid_value eq @{TriggerBody()[‘Accountid’]}. (For more help with filtering data with OData in Flow, see https://flow. microsoft.com/en-us/blog/advanced-flow-of-the-week-filteringwith-odata/.)

Once we establish the looping with the apply to each, there needs to be an action inside of the loop.

Figure 4 – Apply to Each and Update Record Action Figure 2 – List Child Records To continue to build the Flow, the next step as shown in Figure 3 is to select apply to each, which is a control action. This will set up the basis of the process to loop through all the records that were returned by the previous list records action.

In Figure 5, the action is to perform an update of all the child Contact records returned by the list of records. We use a custom global option set value for customer status from the Account record and then update the Contact with the same value.

Figure 5 – Update Customer Status Value on Contact Record

Figure 3 – Apply to Each—Control Action In Figure 4, we can finish the design pattern to insert the dynamic content – ‘Value’. This is essentially the output of the preceding action list of records. The code that is behind the dynamic content is as follows: @body(‘List_records’)?[‘value’].

Once we establish the looping with the apply to each, there needs to be an action inside of the loop.

At our company website, we have several blog posting examples of complete Flow solutions that use this design pattern including “How to Use Flow to Copy a Qualified Lead’s Notes to the New Opportunity” (https://www.crminnovation. com/blog/use-microsoft-flow-to-copy-a-qualified-leads-notesto-the-new-opportunity/). Another interesting use of this design pattern is to use it to loop through list members of a marketing list to send each Contact an SMS message (https://www. crminnovation.com/blog/running-microsoft-flow-from-withindynamics-365-ce/).

The List Records—Apply to Each design pattern is a function that can be used in many different ways with the Microsoft Dynamics 365 for Customer Engagement application. It is only limited by your imagination and the business requirements of the organization. Go run with Flow!

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microsoft showcase

CHARLES LAMANNA

General Manager, Application Platform, Microsoft here may not be a more exciting role than to be smack dab in the middle of the development of some of the most exciting Microsoft Business Applications.

Charles Lamanna leads the development and product management teams for PowerApps, Microsoft Flow, Common Data Service, and the Microsoft Dynamics 365 application platform. Not bad for this Notre Dame computer science graduate who joined Microsoft in 2013 after the sale to Microsoft of the cloud-monitoring start-up MetricsHub, where he was CEO and part of the founding team.

T

D365UG/CRMUG: Can you briefly outline your involvement with the Microsoft Power Platform?

Charles Lamanna (CL): I joined Microsoft about five years ago.

I was part of the management team at MetricsHub when we were acquired by Microsoft. I started to work for Microsoft in the professional development platform space. I took over these teams within Microsoft in my present role (in 2017) to really get the Power Platform moving. I’m looking forward to the next 10 years and the next waves of platform development—especially for enterprise. It’s just like the position Azure was in when it was launched. We want to be the leader in the space.

D365UG/CRMUG: What makes the Power Platform so important?

CL: The Customer success is already happening, even with a very small offering. It’s about a former security guard at a checkpoint at Heathrow, or a bartender or a dispatcher, now using the Power Platform. There are all kinds of these transformational success stories and all kinds of awards. These stories are exciting and cropping up all over the place.

It’s the trend you see in all software; you use it as an information marker. If tech is 30 years old, now it’s getting to the point where we as consumers want to create our own technology. That’s kind of where application delivery is, bringing the power to the people.

We want to look and say there are 15 million developers today.

We want to create the next 15 million developers, all able to use these tools to develop their business. These developers don’t have to have a heavy tech background to be effective and disruptive.

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D365UG/CRMUG: What are the big pieces that people still need to understand?

CL: Part of the reason people don’t know about the potential is that we’re still in our early days. At the grassroots level, there could be millions of active Users. If you are a Partner or run an IT department, you should go out and learn what you can do by empowering your workforce. You can create a self-automating culture. You can do it without introducing chaos. You can come up with a strategy where you can add value for the masses with these tools.

Even now you see a lot of centers of excellence forming using these tools. A bunch of Fortune 500 companies are building centers of excellence, with people bringing our strategy to the whole company. Not only will IT departments use the Power Platform, but also will employers and people in human resources or legal departments. Controlled chaos is the new thing.

D365UG/CRMUG: From where you sit as general manager, what are your biggest concerns and challenges?

CL: I ask myself all the time what is the big focus of what I do.

How do we do things in the next six months, 18 months, or three years? How and where do we invest to make our vision last, so the vision of 18 months and five years is consistent? How do we be strategic and ready for change in the future? How do we bring artificial intelligence or mixed reality to the space?

Another piece is just getting the word out. We have this great tool, but how do we get the C-suite to be aware? We need to have a strong strategy for that.

Our strategy is to ride this wave and leverage our first-place position. We have more than 1,000 on the development side for Power Platform.

D365UG/CRMUG: Where does your fun come from?

CL: The most fun comes in hearing the Customer stories— they’re simply unbelievable. It’s places like Summit, listening to people tell their stories, and how their life has had a complete turnaround.

It’s tremendous to see how the products transform businesses, making it better and easier to serve the Customer—and then hearing about how the Customer becomes successful.

I love to hear, “We improved efficiency by x percent because we use…”.

D365UG/CRMUG: What’s the secret to continued success?

CL: Here’s something great: Microsoft understands what we are building and why we are building it. Tech is neat, but tech alone doesn’t change the world. Top to bottom, a cool algorithm is good, but it’s a means to the end.

Most interesting is how we’re really rallying behind the Power Platform vision. We had the pieces together already, but they were all different islands. We’ve brought all these changes together, all on the same platform as Office.

It’s funny how you can have pieces—have the trees but didn’t realize it was a forest—interesting and differentiating for your Customers.

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o w rd

Below are 20 words and phrases that relate to the topics and theme in this issue of D365UG/CRMUG Magazine. These words can be found in the grid horizontally, vertically, diagonally, backward, and forward. Submit your completed Word Find for a chance to win a gift certificate; simply scan and email your entry to Wordfind@crmug.com.

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POWER PLATFORM

MINI APPS

DYNAMICS CRM

MICROSOFT FLOW

MODEL DRIVEN

EMFLUENCE

DYNAMICS 365

CLOUD

GEMSTONE AWARDS

CITIZEN DEVELOPER

SUMMIT AWARDS

STEPHANIE VANHOOSER

CUSTOMER ENGAGEMENT

AUTOMATION

MICHIGAN

COMMON DATA SERVICE

POWER BI

POWER IT UP

POWERAPPS

D365UG/CRMUG MAGAZINE

WHAT’S NEW ON THE D365UG/CRMUG

New Discussion Forum Features: Reply Email Notifications, Inline Replies, Save Posts as Drafts ecently, we announced three new community features on the User Group website, all designed to enhance your Discussion Forum experience: reply email notifications, inline replies, and save posts as drafts.

R

New Reply Email Notifications Participants will now receive a real-time email notification when there is a new reply on a discussion thread that you started or when there is a new post to which you’ve replied.

You will see a star icon next to the title of the post that will be automatically filled in when you create or participate in a discussion. When the star is filled in, that means you will receive email notifications.

Interested in getting a notification on a thread that you didn’t create nor have a reason to reply yet? Simply click on the star icon to “favorite” that thread to get real-time post updates on that discussion, and you can deselect it to stop getting notifications on new posts on that thread.

Not interested in getting ANY real-time notifications when a post is updated? Simply go to your profile page and navigate to My Settings > Email Preferences and toggle “Participation Emails” to NO.

Inline Replies To make it easier for Users to reply to threads online, you now can make a reply within the discussion thread page to allow you to reference all the replies made when creating your post. This new default is a quick reply option with streamlined formatting options; however, you can click on the “Reply with Advanced Editor” link if you want to use more formatting options (add an image, etc.) in your post.

You will still be able to use the ”Reply to Discussion” option to reply to discussion posts online, which has all the usual reply formatting features. This will take you to the standard reply to discussion page with all the formatting options that you are used to having on our forums.

You can now press “Save as Draft” if you need more time to finish before you post your new thread or reply to the community. When you save a post as a draft, you will see a notification confirmation on the discussion page of where to find your draft.

In addition, when you start typing a new thread or reply, your post will

now be auto-saved at a frequent interval so you can continue your post in case of the occasional computer or internet issues.

To find your drafts so you can continue your post, go to your Profile page and click on My Contributions > List of Contributions. There is a filter that will allow you to sort by your draft posts. Simply click on the option to continue your post, or click delete to remove it.

Save Posts as Drafts Ever found yourself writing a post and got pulled away?

We hope you enjoy these new features!

H1 2019

45

The List MOBILE

Solutions at your fingertips

thelistmobile.com Search for the products and services you need with the Mobile version of The List!

Powered by Dynamic Communities

Table of Contents Industry........................Page 48 Horizontal......................Page 49 Services.........................Page 51

The List from Dynamic Communities is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List, please contact Jane.Olson@dynamiccommunities.com.

NOTE: Dynamic Communities offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner. *Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

INDUSTRY

Industry Aerospace

Life Sciences

Oil and Gas

Arbela Technologies

DATABASICS, Inc.

DATABASICS, Inc.

www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Associations DATABASICS, Inc. www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Building Materials Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Consumer Packaged Goods

Data Masons Software www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

Elevate HR, Inc. www.elevate-hr.com â&#x20AC;˘ 973-917-3230 elevateAD (Active Directory Automation) and Elevate HR Solutions for Dynamics Make Dynamics HCM your industrystrength HRIS with Elevate HR: Online Benefits; Payroll Connector; configurable HCM Processes; Applicant Portal, etc.

Automate AD with elevateAD; create, sync, disable, assign licenses.

Joesoftware Inc. www.joesoftware.com â&#x20AC;˘ 780-990-0220 Marshal Comprehensive QHSE application. Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.

Nodus Technologies, Inc. www.nodus.com/solutions/payment-processing/ 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal.

Evironmental DATABASICS, Inc. www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Food and Beverage

Cross Industry Solution Datahaven for Dynamics www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Pharmaceuticals

Merit Solutions, Inc. www.maxlifesoftware.com â&#x20AC;˘ 630-614-7133 MAXLife365 MAXLife365 is the leading digital platform for Biotech, Pharma, and Med Device companies that brings together traditional ERP, CRM, QMS, BI, and Document Management capabilities into one integrated solution.

Manufacturing

Professional Services Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Software Manufacturers Data Masons Software www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

Blue Horseshoe

Government Contracting

www.maxlifesoftware.com â&#x20AC;˘ 630-614-7133 MAXLife365 MAXLife365 is the leading digital platform for Biotech, Pharma, and Med Device companies that brings together traditional ERP, CRM, QMS, BI, and Document Management capabilities into one integrated solution.

DATABASICS, Inc.

Non-Profit Organizations

www.bhsolutions.com â&#x20AC;˘ 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365.

Merit Solutions, Inc.

Yooz, Inc. www.GetYooz.com 832-384-YOOZ (9669) NEW: Cloud based P2P Automation with award winning Yooz, Inc. Secure cloud-based invoice and payment processing solution. Easy. Powerful. Smart

DATABASICS, Inc.

Staffing/Recruiting www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Joesoftware Inc. www.joesoftware.com â&#x20AC;˘ 780-990-0220 Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.

DATABASICS, Inc. www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

KEY:

48

D365 Customer Engagement/CRM

D365UG/CRMUG MAGAZINE

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

Horizontal Accounting

Business Intelligence

Distribution

EDI

Arbela Technologies Century Business Solutions www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge Payments for Microsoft Dynamics Process credit, debit, and ACH payments in D365, CRM, NAV, GP & AX using the secure payment integration EBizCharge. Unlimited batch history and reports. Online customer bill pay portal, recurring billing, and email pay.

Halo BI www.halobi.com â&#x20AC;˘ 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery.

Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com

Credit Card/Check Processing Yooz, Inc. www.GetYooz.com â&#x20AC;˘ 832-384-YOOZ (9669) NEW: Cloud based P2P Automation with award winning Yooz, Inc. Secure cloud-based invoice and payment processing solution. Easy. Powerful. Smart

Analytics

Century Business Solutions

Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Automation

Yooz, Inc. www.GetYooz.com 832-384-YOOZ (9669) NEW: Cloud based P2P Automation with award winning Yooz, Inc. Secure cloud-based invoice and payment processing solution. Easy. Powerful. Smart

Billing

Nodus Technologies, Inc. www.nodus.com/solutions/payment-processing/ 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal.

Customer Relationship Management Encore Business Solutions www.swiftrm.com â&#x20AC;˘ 888-898-4330 SwiftRM Your express route to relationship management in the cloud! A preconfigured Dynamics CRM environment designed for ease of use and deployed in 3 days. Priced on a per user/month basis, starting at $65.

Century Business Solutions www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge Payments for Microsoft Dynamics Process credit, debit, and ACH payments in D365, CRM, NAV, GP & AX using the secure payment integration EBizCharge. Unlimited batch history and reports. Online customer bill pay portal, recurring billing, and email pay.

KEY:

D365 Customer Engagement/CRM

Visionary Software Consulting, Inc. crm-rules.com â&#x20AC;˘ 877-276-1942 CRM Rules for Microsoft Dynamics CRM Add JavaScript to CRM forms w/o coding. More powerful than Business Rules.

Dynamics AX

Dynamics GP

www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

Electronic Document Delivery (Email)/Faxing Blue Horseshoe

Datahaven for Dynamics

www.bhsolutions.com â&#x20AC;˘ 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365.

www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Document Management

Expense Solutions

Datahaven for Dynamics www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

E-commerce

DATABASICS, Inc. www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

HR Management

Avalara, Inc. www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara | Tax Compliance Automation Software Avalara helps businesses of all sizes get tax compliance right. Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and more.

Elevate HR, Inc. www.elevate-hr.com â&#x20AC;˘ 973-917-3230 Elevate HR Solutions for Dynamics Make Dynamics HCM your industrystrength HRIS with Elevate HR: Online Benefits; Payroll and Benefits Connector; configurable HCM Processes; Applicant Portal; New-Hire Requisition; Succession Planning, and more.

Century Business Solutions www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge Payments for Microsoft Dynamics Process credit, debit, and ACH payments in D365, CRM, NAV, GP & AX using the secure payment integration EBizCharge. Unlimited batch history and reports. Online customer bill pay portal, recurring billing, and email pay.

Dynamics NAV

D365 Unified Operations/AX

Data Masons Software

Dynamics SL D365 Business Central/NAV

Dynamics CRM

FourVision HR Plus www.fourvision.com/ â&#x20AC;˘ 914-873-0040 FourVision D365 for Talent Extensions FourVision Talent Apps extend the D365 for Talent providing a full HCM solution.

Example apps include Timesheets Plus, Leave & Absence, Employee Self Service, HR Document Mgmt and much more.

Online Trial Available

Mobile Enabled

H1 2019

49

HORIZONTAL

www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge Payments for Microsoft Dynamics Process credit, debit, and ACH payments in D365, CRM, NAV, GP & AX using the secure payment integration EBizCharge. Unlimited batch history and reports. Online customer bill pay portal, recurring billing, and email pay.

www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Invoicing Enhancement

Century Business Solutions www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge Payments for Microsoft Dynamics Process credit, debit, and ACH payments in D365, CRM, NAV, GP & AX using the secure payment integration EBizCharge. Unlimited batch history and reports. Online customer bill pay portal, recurring billing, and email pay.

Yooz, Inc. www.GetYooz.com â&#x20AC;˘ 832-384-YOOZ (9669) NEW: Cloud based P2P Automation with award winning Yooz, Inc. Secure cloud-based invoice and payment processing solution. Easy. Powerful. Smart

The Portal Connector www.crmportalconnector.com/ â&#x20AC;˘ 705-726-2966 The Portal Connector for Dynamics CRM / 365 Be a Hero, provide a Web Portal to your Customers! Itâ&#x20AC;&#x2122;s easy to use and does not require developers to implement or manage. Just drag and drop to build scalable, secure, custom Portal Solutions!

Project Accounting Crowe www.crowe.com/services/performanceconsulting/crm/add-on-solutions/croweproject-management â&#x20AC;˘ 877-600-2253 Project Management for Microsoft Dynamics 365 Project Management for Dynamics 365 is a comprehensive and easy-to-use project management solution.

Receivables Enhancement

Century Business Solutions

HORIZONTAL

Elevate HR, Inc. www.elevate-hr.com â&#x20AC;˘ 973-917-3230 elevateAD Active Directory Automation for Dynamics Automate Active Directory administration. Create, maintain, disable AD accounts from changes to Workers, Bookable Resources, Contacts, etc.

Auto-assign/unassign Dynamics, O365, and other software licenses.

Supply Chain Management Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Marketing Automation

emfluence Marketing Platform emarketingplatform.com/ â&#x20AC;˘ 816-472-4455 NEW: emfluence Marketing Platform The emfluence Marketing Platform makes it easy to create email campaigns, automated marketing nurtures, forms and landing pages, social media campaigns, website tracking, surveys & more, all through Dynamics 365/CRM.

System Enhancement

Security

www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge Payments for Microsoft Dynamics Process credit, debit, and ACH payments in D365, CRM, NAV, GP & AX using the secure payment integration EBizCharge. Unlimited batch history and reports. Online customer bill pay portal, recurring billing, and email pay.

Reconciliation

Occupational Health & Safety

Century Business Solutions

Joesoftware Inc. www.joesoftware.com â&#x20AC;˘ 780-990-0220 Marshal Comprehensive QHSE application.

Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.

www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge Payments for Microsoft Dynamics Process credit, debit, and ACH payments in D365, CRM, NAV, GP & AX using the secure payment integration EBizCharge. Unlimited batch history and reports. Online customer bill pay portal, recurring billing, and email pay.

Portals

Sales Tax

Crowe www.crowe.com/services/performanceconsulting/crm/add-on-solutions/croweeditable-crm-grid â&#x20AC;˘ 877-600-2253 EditAble CRM Grid for Microsoft Dynamics 365 Build advanced Dynamics 365 Sub-Grids with point-and-click configuration module and robust API.

Tax

Avalara, Inc. www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara | Tax Compliance Automation Software Avalara helps businesses of all sizes get tax compliance right. Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and more.

Time and Attendance

DATABASICS, Inc. Blue Horseshoe www.bhsolutions.com â&#x20AC;˘ 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365

www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Travel Expense Management

Data Masons Software

DATABASICS, Inc.

www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Halo BI

Datahaven for Dynamics

www.halobi.com â&#x20AC;˘ 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery.

Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com

www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Workflow / Notifications Peak Engagement Avalara, Inc. peakengagement.com/peak-portals/ 888-243-1016 Peak Portals Peak Portals is an external facing engagement site for Dynamics 365. Itâ&#x20AC;&#x2122;s easy to set-up, intuitive to use, and affordable for any business. Contact sales@peakengagement.com.

KEY:

50

D365 Customer Engagement/CRM

D365UG/CRMUG MAGAZINE

www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara | Tax Compliance Automation Software Avalara helps businesses of all sizes get tax compliance right. Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and more.

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

Services Marketing Planning & Services

Application Service Provider/Hosting FourVision HR Plus

Njevity, Inc. www.njevitytogo.com â&#x20AC;˘ 720-870-9700 Your Customers, Your Brand, Our Cloud Expertise NjevityToGo, the most trusted Cloud Partner of the Dynamics Community, provides our Partners Exceptional Cloud Experiences. Also, check out our amazing new SaaS offering powered

by Azure at www.PowerGPOnline.com.

Marketing Monarchs

www.fourvision.com/ â&#x20AC;˘ 914-873-0040 FourVision D365 for Talent Extensions FourVision Talent Apps extend the D365 for Talent providing a full HCM solution.

Example apps include Timesheets Plus, Leave & Absence, Employee Self Service, HR Document Mgmt and much more.

Implementation Services

HR & Payroll Implementation & Consulting

The Partner Marketing Group www.thepartnermarketinggroup.com 734-425-7414 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.

www.marketingmonarchs.com/ â&#x20AC;˘ 617-256-6178 Social Media Services Social Media Marketing bureau that works with partners to: overcome their digital marketing challenges, leverage the power of social platforms, maximize their social footprint, and ultimately drive more leads.

Training

Tornado Marketing, Inc.

Cloud Computing

Njevity, Inc. www.njevitytogo.com â&#x20AC;˘ 720-870-9700 Your Customers, Your Brand, Our Cloud Expertise NjevityToGo, the most trusted Cloud Partner of the Dynamics Community, provides our Partners Exceptional Cloud Experiences. Also, check out our amazing new SaaS offering powered

by Azure at www.PowerGPOnline.com.

Social Media

Merit Solutions, Inc. www.rapid365erp.com â&#x20AC;˘ 630-614-7133 Rapid365 Rapid365 is a pre-configured and best practices deployment of Dynamics 365 for Finance and Operations. Rapids365 accelerates deployment and adoption while reducing risk.

www.tornado-marketing.com â&#x20AC;˘ 608-520-0772 Marketing Consulting Boost your sales with high-impact marketing & persuasive messaging.

Work with industry veteran Adrianne Machina on website, content, & strategy.

Manufacturing Implementation & Consulting

ERP Software Blog

Merit Solutions, Inc. www.rapid365erp.com â&#x20AC;˘ 630-614-7133 Rapid365 Rapid365 is a pre-configured and best practices deployment of Dynamics 365 for Finance and Operations. Rapids365 accelerates deployment and adoption while reducing risk.

Member Organizations

www.groupbloggers.com â&#x20AC;˘ 888-800-0999 ERP Software Blog/ CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic, leads

Sales Tax Management Service

Avalara, Inc. Elevate HR, Inc.

www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara | Tax Compliance Automation Software Avalara helps businesses of all sizes get tax compliance right. Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and more.

www.elevate-hr.com â&#x20AC;˘ 973-917-3230 Elevate HR Dynamics and AD Automation Implementation Services Connect with the Human Resources, Payroll & Active Directory specialists.

Elevate HRâ&#x20AC;&#x2122;s status as the industryâ&#x20AC;&#x2122;s top HCM partner is anchored by its heritage as original developers of the Microsoft Dynamics HCM modules.

Optimum www.optimum.co.uk â&#x20AC;˘ 877-406-6078 Microsoft Dynamics EndUser Training Solutions Optimum design, develop & deliver bespoke Microsoft Dynamics end-user training programs for implementation & upgrade projects around the world.

Upgrades Merit Solutions, Inc. www.meritsolutions.com/upgrade-me/ 630-614-7133 Upgrade365 Evaluating a move from Dynamics AX to Dynamics 365 for Finance and Operations? Talk to Merit Solutions, the 2018 Microsoft US Partner Award Winner for D365F&O.

Writing/Documentation Services The Partner Marketing Group www.thepartnermarketinggroup.com 734-425-7414 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

Learn why JeďŹ&#x20AC; rey with StockIQ Technologies likes The List: The Partner featured for the ISV Partner Profile is randomly selected SERVICES

from those Partners participating in The List. To learn more about The Listresource contact for Jane@thepartnerchannel.com. â&#x20AC;&#x153;The List is a very valuable both Partners and customers. It is a one stop shop for finding ISVs with deep vertical expertise and solutions, who are committed to helping the Dynamics channel.â&#x20AC;?

JeďŹ&#x20AC;rey Porter, StockIQ Technologies

KEY:

D365 Customer Engagement/CRM

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

H1 2019

51

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