2018 H1

H1 2018 • WWW.CRMUG.COM

Security Roles: THE MATRIX OF PRIVILEGES

HIDDEN DATA QUALITY PROBLEMS in D365

WHAT DOES GDPR Mean for Your Business?

CRM Success Starts with Clean, CRM Success Starts with Clean, Reliable People Data Reliable People Data NAME NAME

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With clean, your Dynamics™ CRM system. With clean, complete completeand andaccurate accuratecustomer customer data, data, you you can canmarket marketsmarter, smarter,improve improvecustomer customer experiences, experiences,and andincrease increaserevenue. revenue.

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contents H1 2018 www.crmug.com

Tweet It! When you finish reading, share your favorite article on Twitter, #CRMUG.

H1 2018 • WWW.CRMUG.COM

Security Roles: THE MATRIX OF PRIVILEGES

HIDDEN DATA QUALITY PROBLEMS in D365

WHAT DOES GDPR Mean for Your Business?

In Every Issue 5 From the Chairman 7 From the General Manager 8 Events 10 Meet your D365UG/CRMUG Peers 12 Welcome to Our New Members 14 16 23 30 31 38 39 43 49 52 53

In the Life of an MVP Chapter News Academy Corner Name That Photo Contest Trending Topics Webinar Speed Read

Find the Logo Contest Volunteer Corner: Julie Yack What’s New on the D365UG/CRMUG Website Word Find The CRM List

Features 13 Humans of D365UG/CRMUG

Advertiser Index Avanade . . . . . . . . . . . . . . . . . . . . . . . . 21 ConnectBooster . . . . . . . . . . . . . . . . . 59 D365UG/CRMUG Events . . . . . . . . . . . 9 DataSelf . . . . . . . . . . . . . . . . . . . . . . . . 25

18

Stefano Tempesta

General Data Protection Regulation & D365

22

Tips & Tricks Dynamics CRM Tip of the Day

24

User Showcase Cherry Bekaert

26

Security Roles: The Matrix of Privileges

eOne Solutions . . . . . . . . . . . . . . . . . . 29

32

Becoming a Data Wrangler

MCA Connect, LLC. . . . . . . . . . . . . . . . 15

35

The Power Behind PUG

36

Remembering D365UG/CRMUG Summit 2017

40

Hidden Data Quality Problems in D365

Melissa Data . . . . . . . . . . . . . . . . . . . . . 2 Microsoft. . . . . . . . . . . . . . . . . . . . . . . . 45

44 Partner Showcase Cincom

MSCRM-Addons . . . . . . . . . . . . . . . . . . 6

46

How to Use CRM to Power Your Marketing Automation Platform

50

Tips & Tricks Cross-Company Data Sharing in D365 for Operations

PowerObjects, an HCL Company. . . . 60 Resco.net . . . . . . . . . . . . . . . . . . . . . . . . 4

H1 2018 | 3

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Goingfrom tothethe Next Level...

D365ug/crmug chairman

letter

Sherry Linares

Journeys and Destinations

Clarissa Simpson

t doesn’t take long, once you know me, to understand that I like a bit of adventure, and I don’t mind marching to the beat of my own drummer. I’ve always had a touch of wanderlust and have indulged in many a long expedition to trek to a desirable destination. Whether crossing half of Cologne on foot in the misty rain to visit a restored WWII water tower that survived the massive bombings of the era and is now renovated into a boutique hotel, with an award-winning restaurant at the top (Hotel im Wasserturm Cologne, www.hotel-im-wasserturm. de/en/), or taking my three young sons on a long day tramping trek across the Tongariro Alpine Crossing, or even climbing to the top of Mount Ngauruhoe itself (New Zealand), I have always found ways to include exploration into our family life.

Others of you will also know me as someone who is highly structured. I rank orderliness and adherence to controls in my work life almost as important as my love of exploring for new places and new destinations in my personal one. There is something about order and organization that just clicks for me; my brain just seems to function better when there is a structure of governance and control surrounding our Microsoft Dynamics implementations. When the unmanageable happenings don’t regulate and influence our choices, our control points help govern the measured responses instead of a chain of reactions that are uncontrolled and cause uncontainable damages.

Balancing life and spontaneity, however–just like harmonizing the rapid pace of transforming business experiences and compliance regulations–sometimes seems to be at odds with each other to achieve true order.

As we work toward evaluating all that comes rushing at us, in both our personal explorations and throughout our business experiences, sometimes deadlines loom that simply will not be ignored.

General Data Protection Regulation (GDPR) is a great example. The GDPR compliance deadline of May 25, 2018 has come rushing toward us, like a speeding train that won’t be stopped. Many organizations simply do not know the extent to which they should plan for the journey ahead. They don’t know how to balance the immediate need to start putting something on the blank canvas to initiate creation of a framework that will satisfy the urgent needs. All this while providing guidance to understand all the overarching impacts and to create an action plan that will be utilized, wellconsidered, controlled, and then executed against successfully.

There has been much discussion related to the topic, and many have already started to compile information, resources, checklists, tools, presentations, and useful documentation to create a framework for the policies, procedures, and controls that will become their GDPR guidelines/ handbook. It doesn’t escape my attention that planning and organizing of adventures is all part of the joy eventually leading up to the moment when you finally reach a long-awaited destination.

Make no mistakes about it, GDPR will be a long journey. There have been so many technology changes and developments since privacy laws first were enacted over the past 20+ years, and the rapid pace of continued digital transformation goals being set at organizations will continue to drive governance and compliance for GDPR and other statutory regulations to new levels of requirements. If you haven’t started planning for the adventures ahead, take your time. For those of you mapping your journey, keep a log of all that influences your decisions and direction and share your feedback with the Dynamics community. It is only by sharing our journey that we really find the happiness in our destination.

I

Clarissa Simpson Chairperson, D365UG/CRMUG®

H1 2018 | 5

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5U 65 CR /C G U 36 3 / G D

Goingfrom tothe the D365Next ug/crmug Level... gm

letter

Sherry Linares

Guiding Truths for 2018

Tony Stein here are certain truths of life that I’ve recently made note of: » Change is inevitable » Goodwill is abundant » Blue and red make purple (relatively speaking)

T

Change Is Inevitable

Albeit difficult at times to accomplish, the ability to be nimble and adjust to compliance and standards with your existing Microsoft Dynamics solution is unavoidable. Hence, welcome EU compliance that evolves with General Data Protection Regulation (GDPR). I hope the insights and perspectives shared within this edition of the magazine assists you in adjusting to the GDPR change and how it may affect your dealings with Customers and data.

Goodwill Is Abundant

I am humbled each day to witness the acts of kindness and servanthood that so many of you do to assist and help one another. Our attitude across D365UG, AXUG®, or CRMUG® has been that of rolling up sleeves and helping fellow Users. This sentiment defines community, and please know that all of you who share your talents, answer questions, present a solution, and simply help another are appreciated every day. Thank you!

Blue And Red Make Purple

As we continue to realize goodwill from the community and change in our own right, we are evolving our own experiences and infrastructure to allow you to consume content, collaborate collectively, and explore across the evolving suite of Dynamics 365 applications. More details will be shared throughout 2018 on how AXUG and CRMUG will continue to welcome Microsoft Dynamics AX and Microsoft Dynamics CRM Users while evolving our D365UG experiences for new Dynamics 365 Customers. The inevitable change fuels this community’s goodwill and ultimately keeps us all busy.

Sincerely,

Tony Stein General Manager, D365UG/CRMUG

H1 2018 | 7

sessions meetings courses

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

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events

The Learn & Engage section on www.crmug.com and the weekly D365UG/CRMUG® Event Guide are your best sources for the latest D365UG/CRMUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting D365UG/CRMUG event.

www.summitemea.com

Focus 2018

www.ugfocus.com

May 21-24 | Indianapolis, Indiana

Summit EMEA

Chapter Meetings

April 24-26 | Dublin, Ireland

May 8 Minneapolis/St. Paul, Minnesota May 8 Chattanooga, Tennessee May 9 Charlotte, North Carolina May 9 Houston, Texas May 10 Ft. Lauderdale, Florida May 10 Jacksonville, Florida May 10 Orlando, Florida May 10 Tampa, Florida May 15 Pittsburgh, Pennsylvania May 16 Washington, DC May 17 Reston, Virginia May 17 Cincinnati, Ohio May 24 Netherlands May 20 Seattle, Washington June 1 Irvine, California

Webinars

April 17 How to Create More Capacity Without Adding More People April 24 Customer Service SIG: Knowledge Management May 9 Partner Engagement June 13 Partner Engagement June 14 CRMUG Research

Check out the event calendar on www.crmug.com and click on “Learn & Engage.”

8 | D365UG/CRMUG Magazine

meet your d365ug/crmug peers

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

D

peers

Meet Your Award Winners

CRMUG® presented the 2017 All-Star and Chapters of the Year accolades at Summit17.

All-Stars

The All-Star award is peer-nominated and recognizes passionate volunteer leaders who make significant contributions to CRMUG.

2017 CRMUG All-Stars

Jennifer Codding, CMC Group Ed Gonzales, Hampton Products International Sarah Critchley, PowerObjects HCL Sarah Jelinek, Arctic IT

2017 Chapter Awards The Chapter of the Year awards recognize chapters for not only providing quality education and training, but also for a prosperous networking environment among Users, supported by a dynamic leadership team.

2017 Small-to-mid-sized Chapter of the Year

Tennessee (Memphis/Nashville) led by Linda Lockard, CRM administrator, Lumina Foods, LLC Mary Bradley, sales, Edgewater Fullscope

2017 Mid-to-large-sized Chapter of the Year

Minnesota (Minneapolis/St. Paul) led by Laura Wagstrom, CRM analyst, Colder Products Company Britta Rekstad, consultant, MacGyver CRM Nickie Welsh, CRM administrator, Norwest Equity Partners Tim Dailey, system administrator, Starkey Hearing Technologies Sarah Reinhart, business system administrator, RBA

10 | D365UG/CRMUG Magazine

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meet your d365ug/crmug peers

peers

We reached out to the 2017 All-Stars to find out what it means to receive this recognition…

Jennifer Codding, CMC Group

The CRMUG® All-Star is an award that I never thought I would win. This award points to the fact that we are a Member group that supports Members. I have been blessed to be able to be involved in so many ways that go to my strengths and serve the community. The D365/CRMUG community is what it is because of the people that support the community. We all have gifts to share, knowledge, presentation skills, blogging skills, writing skills, etc. Together we support each other, and the award has made me even more committed to support the Users of the community of which we all benefit.

Ed Gonzales, Hampton Products International

For me, receiving the All-Star Award has been a prime example of the User group “story”. I began with the community hoping to quietly harvest as much information as possible while not being noticed…but I soon found that others saw value in my challenges, and I began to share them. I was shy about sharing my stories (I still am), mostly because I didn’t have answers or solutions, but it turns out there’s a level of solace from knowing you’re not alone. We’ve learned that from each other, the User group and I, and this award celebrates that knowledge and our collective growth. Because of this, I look forward to the next challenge and sharing it with my friends.

Sarah Critchley, PowerObjects HCL

It is huge. The All-Star Award recognizes those people who have gone above and beyond for their community, and to be able to be recognized in this way is so fantastic. It makes me happy to know that I make a difference in my local communities and people find value in that. Networking and interacting with people who have shared interests and goals are so critical to be able to move forward with challenges and aspirations, and CRMUG plays a huge part in that.

Sarah Jelinek, Arctic IT

I value any opportunity to share knowledge. There is nothing better than helping someone learn something that makes a positive impact on his/her job, career, or life. The D365/CRMUG User group has given me a wonderful opportunity to share my knowledge while getting to learn at the same time. When I found out I was nominated for this award, I was extremely honored and humbled to have my name listed among other amazing contributors and people just as enthusiastic about the community. I am happy and proud to be an All-Star in this User group and ecstatic that we can continue to share our passion for Microsoft Dynamics 365.

H1 2018 | 11

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UG RM RM D G 5U 65 CR R 36 3 / G M U U 5 R C G U 6 3 / G 3 D G U M M D 5 6 C 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D36 G/C UG MU RM D3 G D UG 5U RM /CR G UG 65 36 /C G/ G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR G UG 65 36 /C G/ U M D3 D UG 5U RM CR /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 / G M U 6 3 / G U C 5 G D R R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65U CR /C UG M G U 6 3 R U C U 5 3 D G M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ UG MU RM D3 G D 5UG 65U CR /CR G UG 65 36 /C G/ MU M G / M C G U G 5 6 C / U 5 D G U D R U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ MU M D3 D UG 5U RM CR G D UG 65U 365 /C G/C UG MU 36 D3 G/ UG RM RM D G R 36 3 / G M U U 5 R C G U 6 3 / G 3 M D 5 6 C 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D36 G/C UG MU RM D3 G D UG 5U RM /CR G UG 65 G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR G UG 65 36 /C G/ U M D3 D U 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UG 36 3 / G M U 5 R C G U 6 3 / G M D 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D G UG M R D G 5U 65 CR /C UG U 36 3 G/ UG MU RM D G D U /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 M G U 6 3 C U 5 M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ G / G 5 6 C D G U R U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ MU M D3 D UG 5U R 36 3 / G M U 5 R C G U 6 3 / G D 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C D G UG M R D G 5U 65 CR /C UG U 36 3 G/ UG MU /C / U M 3 D G U M R D G 5U 65 CR /C G R CR G UG 65 36 /C G/ U M 3 D G U M R M G U 6 3 C U 5 M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U G / D G U R U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ MU M D3 36 3 / G M U 6 U 5 R C G D 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5 G UG M R D G 5U 65 CR /C UG U 36 D3 /C / U M 3 D G U M R D G 5U 6 R CR G UG 65 36 /C G/ U M 3 D G M U 6 3 C U 5 U MU D36 D3 G UG RM R G D G 5U 65 / G / D G U U M D G D 5UG 65U CR /CR G UG 365 36 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members welcome to our new members

Welcome to the new Members who have invested in D365UG/CRMUG® User and Partner membership this year! Each new Member adds value not only to their own organization, but also to the entire D365UG/CRMUG community as they share their knowledge and experiences.

New User Members

ACS Group, Inc.

Elwyn

Analog Devices

Global Strategy Group

Arizona Cardinals Football Club

Asito

Diabetesforeningen

ECO Canada

ComAround EMEA

12 | D365UG/CRMUG Magazine

Greystone IT

Harp’s Tarps

New Partner Members MiX Telematics International (Pty) Ltd

SunTrust

North Central Missouri College TELF AG

Auric Solar

Health Business Services HBS

Bonava AB

Hufcor, Inc.

CareSource

Industry Training Authority

Central Bank of Ireland

Investec Bank Limited

Pension and Lifetime Savings Association

Christian Aid JTS Financial Phillips Printing Company Van Meter Inc.

Concert Technologies Kafeine GCV Polaris Industries Inc Vistacom, Inc.

Department of Health and Social Care King Arthur Flour Company QuadReal Property Group Whirley Drinkworks

Koorsen Fire & Security Shared Imaging WorldStrides

DFW Heavy Duty

Kyocera SGS Precision Tools Sigao Studios, LLC

WPS Wisconsin Health Insurance

Diamond Hill Capital Management Levert Group SKC Inc

Marketing General , Inc.

DSM Metro Bank plc Smith and Williamson Services Limited

Dynaudio A/S

Midwest Industrial Supply, Inc. Oliver Healthcare Packaging

Orbis Investment Advisory Limited

SIGVARIS

Celedon Partners

ComAround, Inc. Americas

ITK Consulting Inc.

Slickdata

Clari Inc.

Engineered Code Consulting Inc.

John Hendrickson Co.

Trustantial

Magic Software Enterprises, Inc. Synergis Education Inc.

The Lebermuth Company

The Mennel Milling Company

The University of Manchester

TPG Global

Storage Structures Inc.

StudyPortals

D

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MEMBER PROFILE

MEMBER Stefano Tempesta

COMPANY Certain Six

JOB ROLE IT Manager

MEMBER SINCE 2017

VOLUNTEER PROFILE Blogger

Presenter (Webinars, Academy, and Summit)

Chapter Leader

Humans of What book would you choose to have with you if stranded on a deserted island?

“Junior Woodchucks’ Guide”, so I can learn how to survive on a deserted island. I’m serious; I was a Boy Scout, and I loved the guidebooks. I still have the entire collection of the Italian version of them. My “tribe” name was “Beaver”, which is a close cousin of a woodchuck (isn’t it?).

I assume the name was for my tireless desire to build something anywhere.

Dog, cat, or neither person?

I’m actually a neither person. I have two daughters; that’s enough responsibility!

What is something you learned in the last week about Microsoft Dynamics 365?

I met Ben Vollmer, Global Dynamics 365 Field Service Lead at Microsoft, at an event in Dubai last week, where we both were presenting innovative uses of Dynamics 365 to the community there. I attended his session and learned how to program an Arduino IoT device and connect it to Field Service. It was really, really cool!

What is your favorite volunteering activity in the CRMUG/D365 community?

I must admit, I love to be part of the CRMUG® community! I am chapter leader for Switzerland and have regular webinars and Academy talks. I am also speaking at the next Summit EMEA in Dublin in April. I also write occasionally on the CRMUG blog. I have recently started a new series of posts about Dynamics 365 for Talent, which I personally find a very powerful product for managing HR processes. To your question, each way of contributing and sharing experiences is absolutely fantastic, but if I really have to pick one, my favorite one would be leading the chapter meetings in Zurich, Switzerland, where I am based. We started 18 months ago in a small meeting room in my company’s office with just five people, including myself, around a table talking about CRM. Now we are a combined community of 250 registered Members between AXUG® and CRMUG, meeting regularly and sharing amazing stories with Customers and Microsoft Partners. It makes me so excited every time to organize a meeting and see so many people, including the other two co-organizers, Christoph Maeder and Pirmin Bercher, volunteering their time and spending it with us.

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

H1 2018 | 13

Meet “The Crew”

from www.crmtipoftheday.com

G

eorge and Joel met at the Microsoft MVP Global Summit back in 2008. At MVP Global Summit 2013, George said that he was interested in starting a daily tip site for Microsoft Dynamics CRM. At that time, there were Office MVPs that did daily tip sites, so Joel and George thought it could be interesting to try it out for Microsoft Dynamics CRM. Over the years various MVPs have participated, including Jerry Weinstock, Gus Gonzales, and Scott Sewell. In more recent years, they have been joined by Derik Bormann and Leon Tribe.

Joel shares, “Microsoft keeps updating and enhancing the platform, which creates a never-ending source of tips. We get many suggestions from readers of the site, and interactions with clients are also a good source of tips. If someone is asking about it, there are probably five to 10 other people who have the challenge that aren’t asking. One of the biggest reasons I write tips is so I won’t forget the tip the next time I need it. On multiple occasions I’ve had an issue and searched the web for a solution, only to find a tip of the day with the solution that I wrote a couple of years before.”

Check out The Crew’s Microsoft Dynamics CRM Tip of the Day at www.crmtipoftheday.com for more than 1,080 tips!

Pictured left to right, back to front: George Doubinski MVP since 2008 Joel Lindstrom MVP since 2008 Derik Bormann MVP since 2017 Shawn Tabor MVP since 2016 Leon Tribe MVP since 2009

14 | D365UG/CRMUG Magazine

What is the process for becoming an MVP?

The first step is to be recognized as a leader within your respective community and to get nominated! You can self-nominate or be nominated by someone else. From there, you will add all relevant category contributions to your temporary profile on the MVP site. Only you and Microsoft will be able to see this information at this stage in the process, and it is important to include any type of contributions you have made over the prior year regarding the product category in which you’ve been nominated. Contributions can be as simple as answering questions in the open forum on the CRMUG® website to as complex as recording a monthly podcast. There are plenty of other ways to get community contributions as well such as blogging, speaking at events, hosting a webinar, serving as a chapter leader, or helping to organize an event.

Volunteering in the community is a huge benefit for Users, and of course, seen as a great way to add contributions to an MVP profile! The process of sharing information benefits everyone, and the more people we have participating in knowledge sharing, the more knowledgeable we will be.

Once your MVP profile contributions have been approved, you will receive an email regarding your award status on the first day of the month you are awarded. From there, your MVP profile on the MVP site will be made public. This can feel like a long process; however, once you do receive that letter, a whole new world of opportunities will open up.

If you are interested in becoming a Microsoft MVP and want additional information, check out the MVP website at https://mvp.microsoft.com.

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G/ 36 3 / G M U 5 R D 5U 65 C /C UG MU 36 D3 G/ UG M D

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The CRMUG® Milwaukee chapter met in March 2018 at the top of the Northwestern Mutual building.

Chapter

HIGHLIGHTS

16 | D365UG/CRMUG Magazine

» » » »

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Chapter Spotlight

MILWAUKEE

Chapter Leaders

Ashley Steiner, CRM administrator, Dynamic Communities, Inc.

Jennifer Johnson, marketing operations specialist, Inpro

Jon Schrantz, business analyst, ProHealth Care

Paul Cielinski, customer success manager, Microsoft

TOP SESSIONS

»» Northwestern Mutual’s use of D365

»» Microsoft Relationship Sales (LinkedIn Sales

Navigator) »» Microsoft’s Presentation on v8.2, v9.0 and the D365 Roadmap

2018 GOALS

»» Continue to grow attendance and appeal to a

broader audience »» Continue to work with Partners and the community to deliver compelling D365 educational content

Networking and meeting other local CRM Users Training sessions and learning what’s new Lessons learned and insights from Member showcases Roundtable discussions

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

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ne w s

Chapter Leadership Team Spotlight

TENNESSEE

(MEMPHIS/NASHVILLE)

Chapter Leaders

Linda Lockard, CRM administrator, Lumina Foods, LLC

Mary Bradley, sales, Edgewater Fullscope

BEST PRESENTATION

Whenever the Tennessee (Memphis/Nashville) chapter has their Members showcase their usage and implementation of Microsoft Dynamics CRM, it drives a lot of conversation, ideas, and collaboration within the community. Those rank among the best presentations for this group.

2018 GOALS

»» To grow and become a larger factor in the User community within Nashville.

»» To increase participation from Members both in the chapter meetings and

online. »» To continue to collaborate with other chapters on what they are doing to be successful and grow. They will have a regional meeting in Q2 that will include some of the other chapters in the South.

» The opportunity to not only network and learn, but also to teach others is what drives these chapter leaders » The collaboration with other chapter leaders is also very rewarding » Learning new technologies and add-ons that exist to further the solutions Members have in place today

HIGHLIGHTS

Chapter

H1 2018 | 17

D

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

feature

General Data Protection Regulation

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Dynamics 365 &

story by Michael Ochs, Cobalt, Partner Member

T

he General Data Protection Regulation (GDPR) passed by the European Union (EU) in 2016 and becoming active on May 25, 2018 are a set of regulations that are meant to protect European Union citizens who have their personal information collected and processed by companies. Primarily these regulations relate to internet usage; however, they extend to any type of collection and processing of data about an individual that is used by a company.

The regulations are not only for EU companies, but also apply to all companies who collect, store, and process information about EU residents. If your company is collecting any data on residents in the EU, you will need to comply with these regulations starting at the end of May, otherwise you may be subject to hefty fines.

There’s a lot of information available on the web about the letter of these regulations but not as much available on how to implement the business and IT practices that are required to enforce them. In this article we will discuss the technical aspects of GDPR proofing your Microsoft Dynamics 365 instance. There are a few requirements as they relate to your Dynamics 365 back office as well as if you are using Dynamics 365 portals to collect information from Customers. We’ll start with the portal-facing requirements and then move on to the back office.

Dynamics 365 Portals and GDPR: Be Concise, Specific, and Transparent One of the regulations in GDPR is that “consent must be explicit for data collected and the purposes data are used for” (Article 7; defined in Article 4). In addition, all consent must be on an opt-in basis, meaning if you have a checkbox on your portal that says, “I agree”, that checkbox must be unchecked by default, and you are not allowed to have a checkbox that reads, “I don’t agree”.

Additionally, the regulation requires you to be specific about what the User is opting into, and each opt-in must be explicitly called out and must use simple and direct language. The reason for this is obvious to anyone who has been presented with several pages of legal text that has an opt-in buried somewhere in the verbiage that a User may not be aware that they are opting into. For example, you can’t embed your opt-in to a newsletter in your terms and conditions; you must explicitly call out the optin to the use of the User’s email address for marketing purposes. Likewise, a User must be able to opt-out at any time and must be given access to the ability to opt-out.

In addition to collecting information on a form, consent also applies to cookies. Cookies are files that a web browser will store on your machine that contain information sent to the browser by a website. Cookies are generally used to identify a User when they return to a site or to track User activity while on a website. The GDPR regulations extend to cookies when they are used for these purposes and contain personally identifiable information (name, User name, IP address, physical address, identification numbers, and device IDs) and therefore qualify as personally identifiable information (PII). This means that like collecting information via a form on your portal, you will need to allow Users to give explicit consent to use cookies. Many EU-based websites already have this functionality due to previous regulations. It is generally implemented via a message that looks something like the following:

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However, this type of message will no longer be sufficient because it does not allow Users to opt-out.

Instead the new requirements would need to look more like this:

Another aspect of GDPR is discovery and access to personal data. An individual has the right to view and update the personal information stored by a data processor. In the case of this regulation, Dynamics 365 portals provide a perfect solution for compliance. You can use your portal to publish an individual’s information, so they can see what data is being stored and edit that information as well, which is also required by the regulation.

Back Office Dynamics 365 and GDPR: Time to Get your Data in Order Chances are, if you’ve been using Dynamics 365 for a while, you already have a lot of personally identifiable information on your Customers in your data. If you work with EU Customers, you will be responsible for conforming to the GDPR regulations for the information you’ve already collected, including getting explicit consent for processing their data. One way to do so would be to email your Customers who have already consented to receive email to consent to the more explicit opt-in agreements. One thing to consider is that if an individual has already opted-out, you should not email them to get re-consent.

The GDPR regulations include the right to be forgotten under which an individual can ask for their personal information to be removed from your data. There are several ways to achieve this. »» Delete the individuals records in Microsoft Dynamics. This is likely not the best solution since there can be associated non-PII data that will be deleted as well and may not be technically feasible in Microsoft Dynamics depending on the way relationships are configured. »» Anonymize the User’s information so no PII is stored. This would involve changing the PII to something unidentifiable (e.g. changing first and last name to John Doe). This is preferable to deleting the data, but in this case there’s no way to ever know who the person was, which is the idea, but there’s a better way. »» Pseudonymize a User’s information where the PII is changed in such a way that it is no longer identifiable without matching against the original information. This is probably the best solution and involves a technique known as hashing which is commonly used to store passwords. The data is encrypted in such a way that it can never be decrypted or human readable but could be matched against the original data by hashing the original data and comparing it against the hashed value. This provides your organization with an opportunity to identify data that comes into Microsoft Dynamics as already being forgotten. You can then choose to not allow the data to be re-entered or restore the original data, assuming that you have gotten consent from the Customer to do so.

Another interesting part of GDPR relates to automated processing of data. Most commonly in Microsoft Dynamics we would see automated processing happen via workflows that act on data in Microsoft Dynamics to perform some sort of operation on the data or kick off additional processes in response to a change in the data. Most of these types of automated processes are inconsequential and won’t necessarily require consent. However, there are some cases where you will need to get consent from Users to use their data in an automated process. This is particularly true if that process has the potential to do harm to the individual including things like running credit checks, importing 20 | D365UG/CRMUG Magazine

information about a User from third parties like social media sources, or sharing the information with a third party. Again, if there is a consent statement in place for performing these actions, it is considered legal reasons for doing so. You may want to start looking in the following areas of your system to audit your GDPR compliance: »» Document all personal information that you are storing. Most likely these will be on system entities like contacts and leads. »» Document your workflows and integrations to make sure you have consent to perform automated processes and share personal information. »» Document your internal processes for marketing, service, and sales automation to ensure you have consent to use personal information in these workflows. »» Ensure that you have the proper consent mechanisms in place in your portal as well as through email channels and that you are auditing that consent fully (including when, where and how consent was given).

The regulations in GDPR are not meant to cause undue headache for businesses that collect and process information.

They are meant to give Customers more control of their information and improve the relationship between businesses and Customers. The simplest rule of thumb is if you are collecting information about a User on the web, let them know why and how you plan to use it, and give them the opportunity to control who sees that data, when and how it is used, and if they choose to do so.

A lot of the regulations are common sense business practices and will ultimately forge better relationships with your Customers/Users through transparency and trust. If you aren’t sure if a practice you are using today conforms or if what you are doing is 100 percent transparent, take a step back and think about how you would want your information or your family members’

information to be used, and make the best choice based on that. You’ll likely find that you’ll be compliant simply by making the choice to be transparent in your collection and processing strategies.

D365UG/CRMUG Michael Ochs is director of product development at Cobalt. He can be reached at Michael.ochs@cobalt.net.

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t&t

TIPS & TRICKS

Dynamics CRM Tip T

he Microsoft Dynamics CRM Tip of the Day blog run by MVPs Leon Tribe, Joel Lindstrom, George Doubinski, Jerry Weinstock, and Derik Bormann currently holds more than 1,080 tips in their proverbial “tip jar”. Here are two samplings about security…

How to Grant Access to Organization Insights Back in my first TOTD post, I sung the benefits of organization insights. It is truly the administrator’s best friend. But what if a nonadministrator wants in on the action? It turns out that, by default, the only two security roles that can see the organization insights dashboard are the system administrator and system customizer roles.

For others to see the dashboard, we must either give them one of these two roles (probably unwise) or tweak the role they have.

In this case, the role tweak resides in a custom entity called “OrgInsights User Dashboard Definition” which is in the “Custom Entities” of the security role you want to adjust. Also remember that, depending on the graphic being shown, the security role may also need additional privileges to access the underlying data.

This CRM Tip of the Day was first posted at https://crmtipoftheday. com/1068/how-to-grant-access-to-organization-insights/.

It turns out that, by default, the only two security roles that can see the organization insights dashboard are the system administrator and system customizer roles.

of the

Day

Hierarchical Security Rebuild

Question: We have hierarchy security set up and working well for an enterprise Customer, but not sure how long it takes to apply once we have saved the settings. During our testing it doesn’t look like it’s in real time or immediate. Can someone inform me on what it does in the background technically and how long I should expect to apply?

There is a good article available (https://docs.microsoft.com/enus/dynamics365/customer-engagement/admin/hierarchy-security), but it doesn’t inform the reader if it’s instant or takes X minutes/ hours etc. or what it is doing behind the scenes to set up the security technically.

Answer: A table called SystemUserManagerMap is built to store who reports to whom and at what level. E.g. it will contain a row for Charlie (as the User) and Bob (his boss as “manager”) at level 1, and a second row for Charlie (the User) and Alice (Bob’s boss) at level 2, and a row for Bob > Alice at level 1.

By pre-building this table, it should make actual queries much faster (than some horrible iterative query) especially for retrieve multiple – join from current User through this SystemUserManagerMap table (filtered by depth set in configuration) to the entity table to find all records owned by Users somewhere in my reporting chain. (In reality it goes SystemUserManagerMap then SystemUserPrincipal table to find all records owned by Users who report to you, plus owned by any teams they are in. Likewise, through those to the POA table to find records visible to your reporting chain via shares.)

If for some reason that table is not built, fails, takes too long, etc. then queries won’t work properly. From memory, the table is built to represent all depths of reporting (via manager or position depending on settings). Then if you change depth from say 3 to 5, the records already exist, and the table is not rebuilt. The table is modified if you change a User’s manager/position (depending on which is in use). Changing from manager to position approach would cause a complete rebuild, as far as I can tell.

Microsoft Scalable Security whitepaper covers more detail: https://www.microsoft.com/en-us/download/details. aspx?id=45905 D365UG/CRMUG This CRM Tip of the Day was first posted at https://crmtipoftheday. com/1061/hierarchical-security-rebuild/.

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learn

academy corner

D365UG/CRMUG ACADEMY 2018 TRAINING OPPORTUNITIES

D365UG/CRMUG® Academy had a great year of training last year and continues rolling out hot topics such as Reporting and Power BI. In 2017, Academy offered 20 classes to a total of 75 attendees, plus 25+ Pre-Conference Academy classes at D365UG/ CRMUG Summit Nashville. In 2018, D365UG/CRMUG Academy is bringing back fan favorites, along with brand-new courses, boot camps, and workshops. Check out the variety of training opportunities below, and we hope to see you at an upcoming class!

Featured D365UG/CRMUG Academy Class Creating Conscious Consultants Workshop

Instructor: Tabetha Sheaver

D365UG/CRMUG Academy Distance Learning Classes

»» April 30 | Power BI Certification Bootcamp - 3 Day »» May 21 | Creating Conscious Consultants Workshop »» May 24 | Build Better CRM Charts

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!

D365UG/CRMUG Conferences and Events

»» May 23-24 | D365UG/CRMUG Focus | www.ugfocus.com »» October 15-18 | D365UG/CRMUG Summit Phoenix | www.crmugsummit.com

Classes are continuously being added to the schedule, so visit www.crmug.com/academy for an updated list and descriptions.

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User Member Showcase

COMPANY Cherry Bekaert LLP INTERVIEWEE Patrick Wright, Marketing Technology Lead WEBSITE www.cbh.com EMAIL Pwright@cbh.com HEADQUARTERS Richmond, Virginia PRODUCT VERSION Dynamics 365 GO-LIVE DATE Fall 2017 NUMBER OF USERS 20 Power Users WILL GENERAL DATA PROTECTION REGULATION (GDPR) AFFECT CHERRY BEKAERT? Cherry Bekaert is a founding member of Baker Tilly International, one of the world’s leading global networks of independently owned and managed accountancy and business advisory firms.

Although GDPR won’t affect Cherry Bekaert directly, it will have impacts on this international association they’re a part of.

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herry Bekaert LLP is one of the top 25 accounting and consulting firms in the United States and currently in its 70th year of business. Patrick Wright is the marketing technology lead at Cherry Bekaert and works as the liaison between the firm’s IT and marketing departments.

He has styled himself as the “IT Whisperer” since he can talk tech and report back to marketing in plain English. Not only is he the Microsoft Dynamics administrator, but he is also responsible for the other marketing systems used at the firm. This includes MailChimp, Biznet, SurveyMonkey, and Vzaar, to name a few.

Patrick works closely with the chief marketing officer (CMO) to identify data and reports needed to meet business growth and objectives. As part of the marketing department, he also helps Users in the field analyze their business needs and develop what D365 can provide in terms of views, workflows, and reporting.

“When it comes to business development, I can help make technology work the way it should,” Patrick shares.

Similar to most companies, Cherry Bekaert has a few disparate data sources. As the IT Whisperer, Patrick also helps keep those in check, so they are corralled and as aligned as possible while he finds a way to integrate the systems more seamlessly.

Patrick is a teacher and trainer at heart with an end goal every day to help Users get the most out of their D365 environment. If he gets asked a question twice, he develops a quick training around that topic.

“This training could be an email with screenshots and step-by-step instructions or a quick video tutorial to help my Users solve their

problems quickly,” Patrick adds. “I also make sure to include a consistent nomenclature within the email subject lines, so Users can find the trainings in their Outlook.”

He has teamed up with Kylie Kiser during Summit events to present on tips and tricks for beginner administrators and Users, a group he feels often doesn’t have as many resources as the advanced ones. He shares these same tips with his Users all year long.

A Few of His Favorite…Tips A few of Patrick’s favorites are the recently added editable grid feature within D365 and making the most out of Advanced Finds and searches. » Editable Grid: Users can change the grid view in D365 so that they can make inline changes to the data without needing to open the records in separate tabs or windows.

While there is some initial setup required by an administrator, Users enjoy the time-saving experience and extra flexibility of grouping records by various fields. » Export to Excel Online: Most Users are familiar with Excel. Instead of exporting the grid data to a spreadsheet, Users can open Excel Online in Dynamics and then save those changes to those records. While a powerful tool, Patrick reminds Users that it’s importing those changes as if you’re importing a spreadsheet, so proceed with caution. » Advanced Finds: Make the most of grouping OR to build nested searches. It’s a powerful feature that’s often overlooked. Use related entities within Advanced Finds to extend reporting capabilities. For example, in Accounts, Users can pull fields from the

“I didn’t have anyone within my own department to ask for help. I was building from scratch and having to figure out each step on my own. CRMUG® has been my support network where I can ask questions in a safe environment.”

Contact records and filter on those results. »» Wildcard Searches: Get comfortable with the wildcard in performing searches. It’s the asterisk (from Latin for little star; did we mention Patrick was a Latin teacher at one time?). Use it to stand in place of any character or number of characters in the search fields in the system. Following on that premise, try typing less, not more, when performing searches.

Add more only to winnow down the number of results. If you’re asked by phone to find “A. Datum Corporation”, and it’s in Accounts as “A Datum Corp.”, you might have difficulties without the wildcard and typing as little as possible.

Patrick suggests typing “A*Datum Corp” to start.

D365UG/CRMUG to the Rescue When Patrick started his position at Cherry Bekaert four years ago, he didn’t have a good network of people to ask for help.

“I didn’t have anyone within my own department to ask for help. I was building from scratch and having to figure out each step on my own. CRMUG® has been my support network where I can ask questions in a safe environment,” Patrick concludes.

“What may be difficult for me could be an easy answer for someone else. Although you may get greeted with judgment anywhere else online, it is never that way with CRMUG. That is why people come to it and stay with it. It’s a true sense of community, and everyone is there to help everyone else.”

D365UG/CRMUG

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

feature

The Matrix of Privileges

26 | D365UG/CRMUG Magazine

story by Shruthi Rajoli, CMC Group, CRMUG® User Member

S

ecurity roles and business units help protect organizational data access and enable collaboration.

They work together as Users can access and work on the records based on the privileges, levels of access provided, and business units they belong to. Additionally, security roles and business units are linked together to limit the records a User can see and access.

Security roles in CRM are a matrix of privileges (create, read, write, delete, append, append to, assign, and share) and access levels (none, User, business unit, parent child business units, and organization) for each entity; they are applied to both out-of-box entities and custom entities. At the bottom, there are miscellaneous privileges that provide other security options (audit, publish templates, bulk delete, etc.) that are to be applied for a security role as needed.

There are some default security roles that can be used and are created when CRM is first set up. They are created under default/root business unit. A security role can be created, managed, deleted, and assigned.

Each User should have at least one role to be able to access the system, which means they can have more than one security role and every privilege in it is available, and the highest level of security role assigned will be provided. (For example, if a User has a salesperson role and a sales manager role assigned, the User will have access to the sales manager privileges as well).

To create a new security role, navigate to: Settings > Security > Security Roles. New roles can be created in one of three ways: »» New button at the top »» Modify default security role »» Copy existing role The best way to create a new security role from the options listed above is “Copy Role”, as shown in the screenshot below, by selecting a security role you want to copy. Our organization, CMC, has also copied most of our default existing roles and modified the copied roles as needed, based on the security role. It is also easier and relatively faster to work with copying an existing role rather than creating one from scratch.

This also gives us the privilege to go back and refer to the roles when needed, as once you change the outof-box security roles they are unavailable; therefore, there’s no reference point.

H1 2018 | 27

A security role can be created, managed, deleted, and assigned. Each User should have at least one role to be able to access the system, which means they can have more than one security role and every privilege in it is available, and the highest level of security role assigned will be provided.

Also, as mentioned, business units, teams, and User security roles work together. As seen in the above screenshot, there is an option to select business unit and edit related security roles. There is a default business unit created when CRM is initially installed, which is the primary/root business unit that cannot be removed, and it also has the same name as that of an organization’s, where there can be other business units created individually, called the child business units with a default business unit being the parent business unit. Each of these units can have one parent business unit, and when a security role is updated, created, or modified in the parent unit, it gets inherited in all of its child business units. Also, we cannot directly edit roles in child business units; the changes can only be made in parent business units and inherited to child business units, as in the below screenshot.

Here are a few points to remember about security roles:

»» Copy an existing role and modify access rights. »» Create security roles with the idea of providing least privilege (access and privileges just to perform the action).

»» Limit the number of people that can have the system admin role. (You can also create a security roles

dashboard to keep track of the roles assigned to Users. CRM Chart Guy, https://crmchartguy.com, shows how to do this.) »» Teams can also be used to assign security roles, as they provide easy access and sharing of records to Users on top of their individual security roles assigned.

D365UG/CRMUG Shruthi Rajoli is a developer at CMC Group and can be reached at Srajoli@cmcgp.com.

28 | D365UG/CRMUG Magazine

NAME THAT PHOTO

CONTEST

These Summit17 attendees battled it out to determine the fate of the D365UG/CRMUG Galaxy.

Email your Jedi caption to Captioncontest@crmug.com.

The winning submission will be printed in the magazine’s next issue.

30 | D365UG/CRMUG Magazine

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TRENDING TOPICS

he D365UG/CRMUG® Open Forum is a great place on the D365UG/CRMUG website for sharing best practices, tips and tricks, and general knowledge with others. It’s also a place to post questions and get answers from other Microsoft Dynamics CRM/Dynamics 365 Users. The D365UG/CRMUG online community has more than 17,800 discussion posts.

Below are two topics that garnered much discussion. Check them out and then take a moment to share your opinion, answer someone’s question, and/or post your own question (or quick tip that helps you be more efficient).

Dynamics 365 Outlook Client/App Updates for On-Prem Deployments?

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

Dynamics 2015 On-Premise slow in Internet Explorer

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

IT’S EASY TO POST A QUESTION OR A RESPONSE...

Visit www.crmug.com, log in, and click on Learn & Engage  Open Forum. You can start a new topic or use the Search feature to join an existing discussion.

H1 2018 | 31

PUG is a NEW User Group for Power BI. For more information, visit www.pbiusergroup.com

Becoming a

Data Wrangler: Steps to Passing the Power BI Exam story by Phillip Guglielmi, Velosio, PUG Partner Member

O

ur data-driven world has become a living, breathing organism, and we will need to command the tools that deliver the data lest we be subjugated to their calculations. This article will aim to answer the call of how to become a data wrangler starting with certification in the Microsoft Business Intelligence (BI) stack, and in particular, the 70-778 Business Intelligence Certification exam.

We live in a pivotal time where data is disrupting the execution of strategic business and operational decisions, redefining the way business visions and outcomes are identified, analyzed, and achieved. It is for this reason that we, as business intelligence professionals, have a duty to build a holistic view of the organizational business and IT infrastructure. We are charged with presenting business and IT leaders with data and platforms that achieve target business outcomes and capitalize on relevant business disruptions. Our success in this rapidly evolving data ecosystem relies on having a keen understanding of the BI tools and platforms that are the most efficient and effective at delivering data insights. You can no longer sit idly by waiting for another release of a product to begin learning about its costs and benefits. To stay ahead of the data explosion and not become substandard at our jobs, we must submit that the only way of staying relevant is to get certified in the data tools that are delivering pertinent insights.

Now, we are ready to embark on the journey to becoming a certified BI professional, and the journey begins with taking the 70-778 Business Intelligence Certification exam. The goal is to solidify our understanding of what it means to have data anywhere, any time. You are among the proud group of individuals who are currently managing data in the organizational environment, or you are seeking to hone the skills necessary to call yourself a data wrangler. Passing the 70-778 Analyzing and Visualizing Data in Power BI exam is the key to delivering on those.

32 | D365UG/CRMUG Magazine

Who should take this exam? »» Candidates may include BI professionals, data analysts, and other roles responsible for creating reports by using Power BI.

»» Candidates for this exam should have a good understanding of how to use Power BI to perform data analysis.

»» Candidates should be proficient in connecting to data sources and performing data

transformations, modeling and visualizing data by using Microsoft Power BI Desktop, and configuring dashboards by using the Power BI service. »» Candidates should also be proficient in implementing direct connectivity to Microsoft SQL Azure and SQL Server Analysis Services (SSAS) and implementing data analysis in Microsoft Excel.

What tracks are available to become a MCSA? Simplified Tracks »» Requires passing two exams »» Only one more exam to reach MCSE (Microsoft Certified Solutions Expert) »» MCSA certification is required to become an MCSE How does the Power BI exam fit into these paths? Power BI falls into the Data Management & Analytics path under the MCSA BI Reporting. The MCSA BI reporting covers two of the certifications, 70-778, Analyzing and Visualizing Data with Microsoft Power BI, and 70-779, Analyzing and Visualizing Data with Microsoft Excel. Candidates should have the ability to use Excel and Power BI to design, develop, and deploy solutions using Power Pivot, Power Query, Power BI, and Power Map. Chuck Sterling likes to refer to these as the Power * lineup. I encourage anyone to take the tests as they are meant to be attempted. They are meant for individuals like all of you who are at their core are data enthusiasts.

Below is a visual of the paths available:

Exam basics: »» Forty to 60 questions »» One to three hours to complete the exam »» Can review questions (for most question types) »» Can include up to 20 different types of questions »» 700 is passing

700 <> 70% NOTE: 700 does not always represent 70 percent. Similar to most exams of its type, it is a normalized score, and it is on an exam-byexam basis.

H1 2018 | 33

Scheduling the exam: »» Can be taken online or at a registered exam location »» Schedule the exam via the Microsoft website; note that you will be redirected to the Pearson site to schedule »» Online proctored exams are available for those interested Online proctored (OP) exam delivery allows you to take an exam in the comfort of your home or office while being monitored by a proctor via webcam and microphone.

If you are new to Power BI or do not have much experience with the Power BI ecosystem, I recommend starting with these helpful self-paced learning options. These will provide an introduction to Power BI and are self-paced or free training resources.

Preparation options: Below is a summary of Microsoft’s course 20778A: Analyzing Data with Power BI.

Additional self-paced or free training courses currently available include: Graphic taken from Microsoft Learning site: https://www.microsoft.com/en-us/learning/course.aspx?cid=20778 EdX.com, lead by the guru of Power BI, Will Thompson, Lynda.com, and Pragmatic Works. A favorite among community Members is PUG Academy to gain a deeper Power BI training as a developer, administrator, or business analyst that cannot be learned in a webinar or YouTube video. Look at their hybrid academy courses that can be taken onsite or virtually from the comfort of your own desk.

The skills measured in the Power BI certification are broken down into three topics with each topic including three to four size subtopics. Each subtopic has a description, which can be found here: www. microsoft.com/en-us/learning/exam-70-778.aspx I hope you find this article useful in preparing for and passing the exam. Becoming a data wrangler requires an agile learning mentality as the Power BI ecosystem is changing very, very quickly. Therefore, when preparing for the 70-778 exam, use the materials and make sure to review the certification exam page for the official list of skills measured on the exam. Please feel free to reach out to me with preparation questions, and let us know how you do on the exam.

PUG Phillip Guglielmi is a senior solutions and business intelligence architect with excellent technical understanding of key areas of enterprise operations and the technologies transforming them. He is a highly collaborative leader with expertise in the finance and technology spaces where he combines strategic and analytical insights to deliver solutions that support the most efficient and secure IT environment meeting a company’s business needs. He has extensive experience and deep understanding of the interface between business and IT with advanced technical skills in cloud-based and on-premise applications such as Microsoft Dynamics (D365 for Operations and Finance, AX, CRM, NAV, SL, GP), Power BI, Power Pivot, Power Query, PowerApps, Flow, Excel, SQL, SSAS, SSIS, and SSRS. He can be reached at Pguglielmi@velosio.com.

34 | D365UG/CRMUG Magazine

The Power Behind

PUG

story by Rose Spitzer, PUG General Manager,

Dynamic Communities

T

he idea for the Power BI User Group (PUG) grew from the vision of a few Microsoft Dynamics Users looking to connect with other Power BI Users and learn firsthand the best way to leverage this new software. Now with almost 40,000 Members and 175 local User groups, PUG has established itself as the go-to for education and networking for Power BI Users around the world.

Leader Highlight Brent Lightsey OKLAHOMA

In its inaugural year, PUG has served the community by offering virtual webinars, classroom training, and discussion boards as well as by bringing Users together in local meetings and larger events like the Power BI World Tour. With more than 1,000 attendees, the World Tour worked with local Power BI User Groups (PUGs) to prepare two days of valuable Microsoft and community-led content that helped local Members extend their knowledge and make new connections. PUG is excited to bring back the World Tour in 2018 with seven new cities being announced out our annual Data & BI Summit conference in Dublin this April.

Interested in learning more about Power BI, connecting with like-minded peers and gaining knowledge from some of the industry’s top experts? Join the 40,000 Members on the Power BI User Group website, www.pbiusergroup.com, today to find a local User group close to you, enjoy online educational content, and get answers to your questions.

PUG

What inspired you to start a PUG in Oklahoma?

Everyone around the state seems to be using Power BI in some way, but few of those folks have a way to find each other. The PUG offers a ready-made format for meeting, sharing ideas, and making us all more effective at our jobs. Oklahomans have a tradition of helping each other, so it’s a natural fit for our statewide community.

What are your plans for the group in 2018?

First, we’d like to make sure all our PUG Members are aware of the resources available to them like PUG Exchange and Academy sessions. Second, we will do some leveling about the whole Power BI world so that everyone has an understanding of Power BI Desktop, PowerBI.com, and for those that use it, Power BI Report Server. Going forward, we want to focus on best practices in content management and report design and make sure we stay current with those fast-paced monthly releases.

Who has been an inspiration to you from the Power BI world?

Patrick Leblanc and the “Guys in a Cube”! Patrick was kind enough to meet me in person during one of his visits to Oklahoma and really opened my eyes to the need that people have for learning and training. He also presents content in such an energetic and relatable way. I’ve watched him present over the phone to a nontechnical audience and personally seen how they were able to understand what he was presenting. (And I was not at all bitter even though I had been telling them the same thing for weeks.)

H1 2018 | 35

ONE TO REMEMBER...

“I THINK THAT SUMMIT IS ONE OF THE BEST TRAINING OPPORTUNITIES THAT ANY CRM USER HAS, AS FAR AS BROADENING THEIR KNOWLEDGE, AND MAKING CONNECTIONS.” LAURA MORTICK, WADDELL & REED, SENIOR APPLICATION SPECIALIST

"THIS IS MY SECOND SUMMIT AND I HAVE TO SAY THAT I AM SO IMPRESSED WITH THE QUALITY OF SESSIONS AND PEOPLE THAT ATTEND AND PARTICIPATE IN THESE EVENTS.

I ALWAYS FIND A LARGE AMOUNT OF VALUE IN MEETING FELLOW MEMBERS TO TALK AND SHARE EXPERIENCES ABOUT HOW WE ALL USE DYNAMICS 365."

LOU RAINALDI, DEVELOPMENT DIMENSION INTERNATIONAL, PRINCIPAL ENGINEER

WEBINAR

SPEED

READ GDPR: What Is It and How Does It Apply to My Company story by Frank Vukovits of Fastpath, Partner Member

This Webinar Speed Read is a summary of the tips and tricks shared in “GDPR: What Is it and How Does It Apply to My Company” delivered

by Frank Vukovits of Fastpath. You can view the full webinar at www.crmug.com/engage/ recordings (search by the title name).

Frank Vukovits, CISA, CIA, director – strategic partnerships at Fastpath, is a longtime contributor to the Microsoft Dynamics User groups and one of the founders of AXUG ®.

Before his time at Fastpath, Frank served as director of programming for AXUG; he has worked in the Microsoft Dynamics space as a User or Partner for the past 15 years.

Before that, Frank worked in corporate internal audit at GTE/Verizon. He can be reached at Frank.vukovits@gofastpath.com.

38 | D365UG/CRMUG Magazine

E

very day there is more and more information about General Data Protection Regulation (GDPR) and the May deadline that is fast approaching. Unfortunately, much of the news is about companies that aren’t prepared at all or are late in their preparation toward compliance. There are many reasons for this lack of preparedness, the biggest being the misconceptions around GDPR. Let’s try to break down a couple of those misconceptions in the hope that your company can quickly get on the road to compliance.

GDPR is a regulation from the European Parliament, adopted in April 2016 with a deadline of May 25, 2018. It governs the rights to personal data of European Union citizens. Think of it as digital rights around the privacy of one’s personal data. It provides guidelines on how the data is to be stored and handled, what rights EU citizens have to their personal data, and how companies must handle this personal data. Just like you have rights to your property, the regulation defines the rights to your personal data as well.

So, with the definition out of the way, let’s start with the biggest misconception about GDPR: It only applies to companies who are headquartered in the EU. While it is true all companies in the EU are having to address GDPR, it is not because of their location. Rather, GDPR is designed to protect the personal data rights of all EU citizens, regardless of where they might live, or what country they might work in. Wherever the personal data of an EU citizen is stored, regardless of location, is covered under GDPR. Companies around the world, including the United States, need to address GDPR and its impact on their business.

Second, many believe GDPR to be an IT and legal issue. Again, this is simply not true. While it is certainly accurate that IT and legal teams will need to be involved in activities to address compliancy, GDPR is much more than a two-department issue. Rather, it involves an entire company, from the top down. It includes executive understanding and commitment as well as involvement from not just IT and legal, but also from operations and any department where EU citizen personal data might be collected and utilized. This also includes HR processes when your company employs EU citizens. No department is exempt from being reviewed when designing a program for GDPR compliance. Privacy or security by design is one of the themes of GDPR, and that can only be implemented successfully if all parts of a company are aligned around GDPR compliance activities.

Finally, the third biggest misconception about GDPR is that it is all about the “right to be forgotten”. While it is true this right is clearly spelled out in GDPR, it is only one of many rights related to EU citizens and their personal data. The rights also include: Access, rectification, restriction of processing, data portability, object, and to not be subject to automated decision making and profiling. Each of these rights requires companies to take action and update their business processes to make sure their handling of personal data can accommodate these rights. This requires much more than just an exercise to erase or forget the personal data of an EU citizen if requested.

So, with 11 chapters, 99 articles, and 173 recitals in the regulation, there is a lot of information for you and your company to understand when it comes to GDPR and becoming compliant before the May 25, 2018 deadline. Many, many companies are behind in the work required to become compliant, and some may even choose to just pay the fine, which is 20 million Euro or four percent of annual revenue. If your company hasn’t started yet, odds are you will not be able to have everything in place by the deadline, but if you have started the exercise to reach compliancy, and you can document your plans and actions, that is a step in the right direction. No one knows for sure how the many audits around compliance will play out. When, where, who, and how much are all still to be determined later this summer when it comes to these audits. Having a plan in place and getting your work completed, perhaps before you even get audited, are steps in the right direction to meet the regulation. Either start now or finish strong with your current activities related to GDPR; just don’t make the mistake of assuming it doesn’t apply to your company, because for most companies, it probably does.

D365UG/CRMUG

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CRMUG logo. Can you find it?

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Let’s play! Hidden somewhere between the

covers of this magazine is our D365UG/

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feature

Hidden Data

Quality Problems in

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D365

story by Mark Carrington, Data 8 Ltd., CRMUG® Partner Member

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ata quality is critical to the success of any CRM implementation. Some data quality issues can be obvious, but some can be causing you problems while hidden from sight. After performing many data cleansing jobs for Microsoft Dynamics CRM Users, the data quality analysts of Data8 share some of their top tips below:

Duplicates Duplicated records can be, at the same time, the most obvious and hidden data quality problems. For the User managing contact data on a day-to-day basis, exact duplicates of contacts in an account really stand out. After all, they’ve got to pick which version they record activities against!

For marketing, business intelligence, and other Users who take a higher-level view, the problem can be more hidden. When looking at reports of the total number of contacts, contacts with permission to be contacted, contacts who responded to a campaign, etc., the duplicate problem is hidden, and very misleading statistics can be presented.

Even for the hands-on Users, some duplicates aren’t so obvious. A lead can be a duplicate of a contact, and since you can’t see them both together, they might not ever notice without appropriate rules in place.

Contacts can be duplicated with different names, nicknames, and other details which also makes them harder to spot.

With the impending introduction of General Data Protection Regulation (GDPR), getting your duplicates sorted is a more pressing concern than ever. Should you be including that contact in your marketing campaign if one version says you can contact them and other one doesn’t?

Data held in hidden fields Entities such as Lead and Contact are provided in CRM with more than 200 fields, only a fraction of which are normally displayed to a User. So what happens to the data in those other fields?

Just because a User can’t see them doesn’t mean they’re not in use. Other systems such as the App for Outlook, Server-Side Synchronization, and third-party tools such as Scribe can all access and update the data stored in these fields.

This can lead to having data you don’t even realize you have. We commonly see this with fields such as “Email Address 3”. Because you can’t see this data, you can have integrations doing things that aren’t immediately obvious because they’re working off more data than you have.

The data stored in these fields can also go out of date, with you having no practical way to update it.

You can use tools such as XrmToolBox (the Attribute Usage Inspector plug-in) to see how populated each field in your system is and find any that regularly have data that shouldn’t and investigate why.

Also bear in mind that just because a field isn’t on a form, this doesn’t mean that sufficiently advanced Users can’t access or even update the data, so don’t use this as an alternative to field-level security!

Data held in old fields that can be deleted Often a new project can involve creating new entities or fields in CRM. However, when the project ends, you can now be left with these fields in your system that over time, no one can quite remember what they were for in the first place. Depending on how clearly documented your fields are in CRM, this additional data can be misleading, especially to new Users.

Since the project has finished, no one will now be keeping this data updated, which adds to the potential for confusion.

If you don’t need it, get rid of it!

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Make sure your marketing Users are trained to always filter on Status = Active, and wherever possible, ensure that your marketing automation software will automatically ignore any inactive records that have been included in your lists by accident.

Copied data We have seen several instances of data being de-normalized, e.g. an “Account Type” field being added to the Contact entity, and workflows being used to copy the value from the Account record to each Contact in it.

While de-normalization can have its place in data warehousing, this is rarely the answer in a CRM system. The copied data can become outdated without very careful attention being paid to the workflows or plug-ins which are updating it.

If it is necessary to have data from one record available on another, use the Calculated Fields feature available in Microsoft Dynamics CRM 2016 or later to ensure it is always up-to-date rather than taking an actual copy of the data. Otherwise, just remove the copy and train Users on how to use related entities in Advanced Find to find what they need.

Changing validation rules Validation rules can change over time, leaving data in the system that is no longer considered valid.

Data can also be entered in a number of different ways. If validation rules are implemented using clientside business rules or JavaScript, invalid data will still be allowed through via integration mechanisms.

Consider implementing validation rules as server-side business rules, plug-ins or workflows, and when rules change, consider what should happen to any existing data which is now invalid.

Bear in mind that reducing the maximum length of a field or removing allowable values in an Option Set field does not affect any existing data, so you’ll have data which is now too long for the field or is not a known item in your option set. Both can cause unpredictable problems, especially if you have a lot of integrations.

Using inactive or merged records When using Advanced Find, it’s easy to forget the filter on Status = Active. This can lead to disqualified leads or inactive contacts being included in marketing campaigns. If you’ve merged records, then the deactivated duplicate records can also be included.

Even worse, if your campaign automation software then updates the original records, then those disqualified leads may be reactivated or duplicates created, and merged records will be unmerged.

Make sure your marketing Users are trained to always filter on Status = Active, and wherever possible, ensure that your marketing automation software will automatically ignore any inactive records that have been included in your lists by accident.

D365UG/CRMUG Mark Carrington is the chief technologist at Data 8 Ltd. He can be reached at Markc@data-8.co.uk.

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Julie Yack | Owner | Colorado Technology Consultants, Inc.

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Who do you follow on social media right now and why?

I am a social media snob; I read everything on my feed. On Twitter I follow 10 accounts. First: » @Davidyack - My husband and also the smartest person I know. » @Xrmvirtual - The virtual User group I help run for Dynamics developers. » @Mo_Hassan - My co-worker and a pretty smart fella. » @TravelGov - The U.S. State Department; I travel a ton, so I need to be aware of the world around me. » @MSFTDynamics365 - The official account for Microsoft Dynamics. » @RuskeDog - My dog.

And then a collection of dear friends who happen to be super helpful and engaged women in technology that offer a good example to follow: » @Dyn365diva - Sarah Jelinek » @Okkiwiflyhome - Clarissa Simpson » @CRMLady - Anne Stanton » @MacgyverCRM - Britta Rekstad What is on your desk?

In addition to the usual things, I have pens and paper; specifically, red pens. I know that I retain more details when I write them down. If I use a red pen, then I know it was me that wrote it. And there’s also a tiara on my desk.

What are your goals for 2018?

I wish I was better at making specific goals. But my goal every year is to be a better version of myself than the year before.

What do you do when you’re not at work?

I love to travel and take photos wherever I go. I hope to take a photo to make you feel like you were there seeing what I see.

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What is the best advice you’ve ever received?

It’s a toss-up. The first is for women in tech, specifically, and it’s that you belong at the table. Don’t let anyone make you feel otherwise, including yourself. The second is don’t be afraid to ask why. You learn much more about anything in life by knowing the why more than the how or the what.

What is your favorite volunteer activity in the CRMUG® community and why?

My favorite way to volunteer changes often. I really enjoy helping review sessions for events, to help make a great event. But then at the events, I love hosting the hands-on labs and being able to be there when someone has their lightbulb moment of learning something new.

H1 2018 | 43

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Partner Showcase

COMPANY Cincom INTERVIEWEE Lori Gelter Director, Client and Partner Relationships North America WEBSITE www.cincom.com HEADQUARTERS Cincinnati, Ohio YEAR FOUNDED 1968 PRODUCTS SUPPORTED Microsoft Dynamics 365 Sales or Operations, Microsoft Dynamics CRM, and Microsoft Dynamics AX DID YOU KNOW? Cincom got its name by combining the words Cincinnati (home of their headquarters) and computer.

D365UG/CRMUG®: On what main objective was Cincom founded?

Lori Gelter (LG): Cincom has been a pioneer and proven leader in the software industry for nearly 50 years. Cincom was founded in 1968 with the primary focus of database management systems.

As technology has evolved, so has Cincom and the products that it offers.

Currently, our main focus is on technology that helps businesses improve revenue and profitability by enhancing their Customer experience. And our configure-price-quote (CPQ) solution is leading the way for us in that regard.

D365UG/CRMUG: Tell us a little more about your CPQ solution.

LG: Cincom CPQ is best-suited for manufacturers that sell complex, customizable products.

Specifically, industrial equipment, specialty vehicle, medical device, HVAC, and high-tech equipment manufacturers are where we see Customers getting the most value from our solution.

D365UG/CRMUG: What pain point does CPQ solve for them?

LG: CPQ simplifies the buying and selling process for manufacturers while providing a robust User experience. It helps Users who need to deliver complex quotes quickly.

With Cincom CPQ’s User-friendly quoting, configurator Users can experience faster time to value through: Simplified sales processes that are repeatable across all sales channels, faster sales onboarding, and faster time-to-market for new products.

D365UG/CRMUG: And what benefits do your clients see as a result?

LG: We help our Customers to configure, price,

44 | D365UG/CRMUG Magazine

and quote easily and quickly, even with highly complex products, pricing, and selling channels.

By reducing time-to-quote, accelerating order processing and approvals, and simplifying buying processes across channels, we’re able to help our Customers win more business, operate more efficiently, and deliver as promised.

D365UG/CRMUG: What do you feel sets you apart from other Partners?

LG: Our niche in manufacturing and the expertise we have there really set us apart.

The CPQ solution has a robust rules engine so Users can drag and drop features and functionality they need. They don’t have to be a programmer to set up rules that help guide their selling process.

We also take pride in the support we offer to our Customers, making sure we’re listening closely to our Customers’ needs and providing value across the U.S. and globally.

GDPR: Speaking of globally, how is General Data Protection Regulation (GDPR) affecting your organization or your clients around the world and especially in Europe?

LG: Even though GDPR does not become effective until May 25, 2018, all companies that do business in the EU are feeling the impact now. Taking steps to properly protect personal data, whether it be related to GDPR in Europe or HIIPA in the U.S., is the new normal for all companies that do business in this highly connected digital world.

Cincom is already taking steps to ensure compliance with GDPR. Our Customers and prospective Customers should feel their data is safe and will be used appropriately, and this will help to give them further peace of mind.

D365UG/CRMUG: What should Users expect to see from Cincom in 2018?

“Previously it took 30 to 90 minutes to create quotes.

With Cincom CPQ, we can do it in less than five.”

– Sara Ingham-Straw, Director of Sales Operations and Customer Service, Helmer Scientific

LG: New product development is a big focus here, especially around the ease of use of Cincom CPQ. It’s at the top of our list this year. Our goal is to help our Customers deliver an even better buyer experience by streamlining current features and functionalities and adding new ones where our Customers benefit most. Some of the key areas of focus will be an enhanced User experience and more in-depth BI reporting capabilities to help sales professionals understand their data better, price more effectively, and deliver a better Customer experience.

D365UG/CRMUG: What do you love most about the D365UG/ CRMUG community?

LG: The community is a great place to find solutions to business problems that you need to solve. The peer exchange is fabulous, and it helps Users, Partners, and ISVs be more effective in their jobs.

Cincom has been a premier sponsor at CRMUG Summit since its inception. We also get involved by attending local User groups, and we have individuals who are chairs on some of the special interest D365UG/CRMUG group committees.

Microsoft Fargo Executive Briefing Center

Unlock a world of insight Contact Scott Steinmetz, EBC Manager at scotstei@microsoft.com to schedule your visit!

H1 2018 | 45

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

feature

How to Use CRM to Power Your

MARKETING

AUTOMATION

PLATFORM

46 | D365UG/CRMUG Magazine

story by Natalie Jackson, emfluence, CRMUG® Partner Member

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ore than 82 percent of companies*—big and small alike—are using email marketing in some capacity to drive leads and sales, and they’re using it for good effect. Recent studies show that marketers rank email as the most effective channel for acquiring new leads and holding onto existing clients, and more than three quarters of marketers are happy with the ROI of email marketing.

But here’s the thing: Even though most marketers are leveraging email to drive leads and sales, only 42 percent of those same marketers are using marketing automation platforms to manage their digital strategy.

There’s a key difference between marketing automation and email marketing: Email marketing is a part of marketing automation, but marketing automation is not email marketing. Marketing automation is a way to automate how you handle most or all of your digital marketing efforts. The actions of automating your marketing (e.g., scheduling a task or creating workflows that automatically trigger based on actions) are then handled by a marketing automation platform—typically, software you access through a web browser which may or may not (but absolutely should!) integrate to your CRM. Think of landing pages, email send engine, form builders, surveys, and social media scheduling as the basic features in a marketing automation platform.

Take note of what I said above: Your marketing automation platform absolutely should integrate to your CRM, even if you’re not sure how to find value in your integration (hang on; we’ll get there).

If you’re in the category of marketers struggling to find value in your integration, you’re not alone. As marketers, we’re up against the challenges of data entry, understanding integration points, and defining sales triggers. Oftentimes we don’t know what to ask for on the CRM side to execute the campaigns we want to build on the marketing automation side.

A Successful Integration Starts with a Plan Without a plan for your integration, the data you’re collecting in both platforms is meaningless. To make the most of your integration, start by thinking about your overall marketing goals (engage cold leads, cross-sell to existing Customers), followed by individual campaigns you’ll need to support those goals (nurture campaign for leads gone cold in the last 90 days), followed finally by how you’re going to gather and organize the information you need to run those campaigns (your CRM).

Let’s start with goals and work backward. There are some marketing automation tasks that CRM solutions are perfect for supporting, like: »» Lead Nurture »» Re-engagement of Cold Leads »» Creating Custom Audiences for Remarketing Campaigns »» Cross-sell and Upsell Campaigns »» Customer Retention »» Review Strategies Once you know what goals you want to achieve (e.g., run a lead nurture campaign or create a review campaign for existing Customers), you can set up a path for the data you need to gather: Let’s look at a few goals and sample campaigns you can build based on this model.

Nurturing What’s Already in Your CRM There are two types of lead nurturing you should be thinking about with your integration: What’s in your CRM, and what’s in your marketing automation platform. To nurture what’s already in your CRM (say, existing leads that aren’t in the act of being converted), think about what you want to target and build a marketing list based on a specific field or action. Avoid broad generalizations, like “All Open Leads,” and look for specifics you can build a personalized campaign around. You might want to target a field that captures what the lead is interested in, completed phone calls, timestamps, or custom fields. Consider, too, if you want to run this campaign one time or have it running dynamically.

H1 2018 | 47

Once your marketing list is built, create a campaign in your marketing automation platform with a strong call to action that’s directly related to the field you targeted in CRM. For example, if you targeted leads gone cold 90 days prior, you could create an offer that entices those leads to re-engage. If you’re dealing with timestamps, you could add new leads into a learn more nurture. Once your campaign is ready, use your integration to map that list to your marketing automation platform.

Nurturing What’s in Your Marketing Automation Platform These are your inbound leads, which may or may not be ready to enter in your CRM. Ideally, you should have control over what inbound leads get entered as CRM leads. For example, someone who is downloading content is not at the same place in the sales funnel as someone who has filled out the contact us form. Let’s focus on early funnel leads—people who have converted in your marketing automation platform but who have not filled out a form that asks you to contact them.

These early funnel leads are prime for nurturing. Use messaging on your landing pages that tells your would-be downloaders you won’t call them right away, as that will help you get more conversions. Next, build an automated email campaign with helpful information related to what they downloaded—say, a follow-up download that adds context to what they have, a link to reviews, a case study in their industry, etc. When they contact you, tag their CRM source campaign back to your original download campaign— this helps you prove the value of inbound.

Re-engage Cold Lists As much as a quarter of your email list goes cold each year, either through job turnover or role change.

But you won’t know who’s still interested and who has moved on if you don’t ask. To make this work, build a marketing list around last activity date, modified on, opportunity close date (as lost), or created on date.

Then create compelling content, like a how-to guide or an event invitation, and using your integration, send a series of emails to that list.

A few tips: Put a query in place on your marketing automation side that takes out people who have engaged at each step along the way, and let them know what value you will provide to them if they subscribe to your emails in the future. Remember, this is what value you are providing to them—not what value they are providing to you!

Don’t Forget About Your Contacts Marketing has a role to play in Customer retention, and your integration can be a huge help here.

In CRM, create triggered marketing lists targeted at contacts based on a cross-sell, upsell, or post-sale campaign objective. You might want to create a list around opportunity equals closed as won, or a contract renewal date, or a satisfaction score from Customer service.

Using this marketing list and your integration, you can automate campaigns around, “You might also like…” suggestion emails, product use cases for recent buyers, ready-to-renew contract reminders, or review us campaigns for happy Customers.

Regardless of where you are in the process of moving beyond email marketing and into true marketing automation, the key to success is planning. Before you ever build a campaign, know what data you want to collect, why you want to collect it, how you plan to use it, and perhaps most importantly, where you’re going to get it.

Having an effective strategy for using a marketing automation platform is often the biggest barrier to success, and knowing what you hope to achieve from the outset can help you be successful quicker. D365UG/CRMUG *www.emailmonday.com/marketing-automation-statistics-overview Natalie Jackson is the marketing director for emfluence, a digital marketing agency and marketing automation platform headquartered in Kansas City. She has nearly a decade of experience in the B2B marketing space, with special focus on marketing strategy for technologies. She is student of the intricacies of Microsoft Dynamics CRM, a devoted User of marketing automation software, and abnormally enthusiastic about the marketing possibilities of CRM and marketing automation combined. She can be reached at Njackson@emfluence.com or 816-472-4455, ext. 404.

48 | D365UG/CRMUG Magazine

What’s New on the D365UG/CRMUG Website Chapter Meeting Presenters’ Spotlight

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uthor Jane Howard said, “Call it a clan, call it a network, call it a tribe, call it a family. Whatever you call it, whoever you are, you need one.” We call it a User group.

D365UG/CRMUG® exists to connect the global community of Microsoft Dynamics 365 and CRM Users, empowering you to help one another overcome challenges, brainstorm better processes, and work smarter.

At a local level, D365UG/CRMUG chapters around the world help facilitate these same connections with Microsoft Dynamics 365 and CRM folks who live and work in your neighborhood. Chapter participants engage in a virtual setting through dedicated online communities as well as in person at regularly scheduled meetings.

In 2017, D365UG/CRMUG’s 75+ chapters held about 180 local meetings with more than 3,200 attendees.

Chapter meetings are community-led—your local leaders source content and speakers from within the local community, and presentations are largely a series of real-life case studies of how other Users are finding success using the product. The presenters are not professionally trained speakers; they’re simply awesome Microsoft

Dynamics 365 and CRM community Members who are willing to share their experiences to help others.

New! We’re proud to now showcase these incredible volunteer presenters along with each chapter meeting on the D365UG/ CRMUG website. Now, when you’re checking out a chapter meeting’s details, you can easily spot and learn more about the folks who will be sharing their Microsoft Dynamics 365 or CRM story.

Connect with them, learn a bit about them, and plan to meet them face to face at the meeting!

Get Involved Participation in local chapters is included in your D365UG/ CRMUG membership, and it’s easy to get involved. Simply visit crmug.com/chapters to find and join your local online community.

This is where you’ll discover other Microsoft Dynamics 365 and CRM gurus who live and work near you and where you’ll be alerted about local meetings.

Share Your Story If you’re looking to get more involved in your local group, I encourage you to consider sharing your experience by speaking at an upcoming chapter meeting. It doesn’t matter if you’ve been using Microsoft Dynamics 365 or CRM for six months or 10 years—you no doubt have experiences and knowledge that will help others. If you’re interested in getting move involved with your chapter and/or speaking, reach out to your local leader or simply email Chapters@crmug.com.

Put Your Best Foot Forward If you’re a current chapter meeting presenter or even considering it, visit your D365UG/CRMUG profile (crmug.com/profile) to ensure you’ve updated your profile photo, contact details, and bio. This information will be included when you’re showcased as a chapter event presenter.

D365UG/CRMUG H1 2018 | 49

t&t

TIPS & TRICKS

Cross-Company Data Sharing in Dynamics 365 for Operations story by Vamsi Pranith Donepudi, Hitachi Solutions, Partner Member

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ith the advent of Dynamics 365 for Operations, Microsoft has gone a little forward and introduced cross-company data sharing.

Below is one example of enabling master data sharing on Terms of Payment, one of the most asked business data to be shared across legal entities.

The cross-company data sharing navigation is under System Administration > Setup > Configure Cross-company data sharing.

I created a sample data sharing policy to which I would be adding the PaymTerm table.

The drop-down would show you the tables matching the keywords.

Once you select the table, it would show if the table is enabled to “Save data per company”, “Has unique index”, and if it has been “Not shared yet”.

Add the table using the “Add” button. If you remember the table name, you could simply type that in. Otherwise, you can browse through. I’m just going to type in the table name.

Click on “Add table”, and you can see the table being added. If you expand it, it would have all the fields that the table has. You can choose which fields to be shared versus not to be shared. I have encountered this in one of my implementations, where the Singaporean company (parent company) wanted the payment terms to be shared across 50 | D365UG/CRMUG Magazine

all the legal entities. However, for a French subsidiary, due to the regulatory requirements and since they had to maintain their own set of Chart of Accounts, and since there was a cash terms of payment, we had to separate the French company out of the virtual company that we created for data sharing. With the cross-company data sharing feature in Dynamics 365 for Operations, this can be easily handled by simply disabling the fields that would enable the cash payment feature on the payment terms and keeping them specific to the legal entity.

Before the policy was enabled, I created a term with the name as Cash002 in USMF. At this point, since the policy is not enabled, the data is not copied into the USSI legal entity.

After the table and the required fields have been added, you can then proceed to add the legal entities.

After the policy has been enabled, the new payment term copies over to USSI.

After all the above work is done, then the magic begins by clicking on the “Enable” button, which enables the policy.

This way, you could utilize the cross-company data sharing to maintain the same set of business data at one legal entity, which could simply copy the data over to the legal entities which are part of the policy. This is a huge benefit for the Customers as this reduces the overhead of maintaining the same data in two different entities. Big thumbs up to Microsoft for coming up with this innovative feature.

D365UG/CRMUG

It will ask if you want to copy all existing data across all shared companies. Of course I want to!

After the policy has been enabled, you can see the sharing issues by clicking on the “Find sharing issues” button. An example follows. The description is different in Company 1 (USMF) and Company 2 (USSI).

Vamsi Pranith Donepudi is an IT manager at Hitachi Solutions and can be reached at Vamsi.praneeth@hotmail.com. Check out more of his tips at www.vamsipraneethdaxblog.wordpress.com.

This tip was first published at https://community.dynamics.com/ enterprise/b/axblogbyvamsipranith/archive/2017/05/23/cross-companydata-sharing-in-dynamics-365-for-operations.

H1 2018 | 51

wordfind Below are 21 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,

ACADEMY

CERTIFICATION

backward, and forward. Submit your completed Word Find for a chance to win a gift certificate;

CHANGE

simply scan and email your entry to Wordfind@crmug.com.

J I X R A V F O N Y U G M C D T O Z P T H K P R I

V G M C E R T I F I C A T I O N I M S M T R W J S

E G N A H C Z E X N M A S N T M H M B K O L B L Q

V W Y N W C A M M X U E V M Y R P O D F G I U L W

T Y T C I D A F R R L X Q I O C S O E K B B C T P

L V T N R K Y N W O Z S N O A S A S H Q U K N L W

K S C I F M D V R F U V E U S C S I S Z P P Z G U

Y O V I L C T Y O M N D U U P I R P Y Q Y L N C Z

52 | D365UG/CRMUG Magazine

M D H C Q A T I M T A I F T O M A A I U P Z P D Z

B K D O N I U I P R S A L N H A N F L N T U B S V

Y A S P R E T Q G O Q A A B S N I P H G M D I M Q

Y D P U I E V P A T F L L D U Y B E M H A Z M R I

Q F C F M G U G Q T D T R E Y D E G X U R H P S J

O E C E L Z Z G I E A C H A S M W T L W K K L G S

S M A L U Y C G V C X D A E G D P R I L E W E I G

A C A D E M Y E O L S X O E D I D O J C T L M B Y

W D O Y Z C L Y Z O X P I Q X A R V O H I D E A L

E E U J J O Y H N U D S N T M N Y X U S N M N G W

Y O E M P H T Y P D A W Y J A U S H W E G H T T W

O M C M L P G V M B O K I H P M L Q L R K M A T B

H H E M R B M E Z P M H K L R J R Y R P X M T O K

X N S T Y D K B R D Q A D F L N U Z R A V L I B I

T I I S W H V N Q V Y G N I K R O W T E N L O I S

K I W N Z P A A S B V B D P O P S Y L U X Y N C D

S K L C B K G C P A A W D I H Z T G D D P K S J P

CINCOM CLOUD CRM TIP OF THE DAY DATA QUALITY DUBLIN DYNAMICS CRM GDPR GOODWILL IMPLEMENTATION MARKETING MVP NETWORKING PROFESSIONAL DEVELOPMENT SALES SECURITY ROLES SUMMIT EMEA UPGRADE WEBINAR

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 54 Horizontal....................Page 55 Services.......................Page 58

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 Aerospace Arbela Technologies 365

INDUSTRY

365F

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.

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.

Building Materials Arbela Technologies 365 365F

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

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.

Equipment Rental and Leasing

Data Masons Software 3650 365F

365

www.datamasons.thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

TrueCommerce 365 www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Cross Industry Solution

Ariett, an AvidXchange company 365

www.ariett.com â&#x20AC;˘ 781-826-1120 Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Dynamics GP Requisition, PO, Invoice, Payment, Contract Platform w/ NEW BI Dashboard

CALUMO, Inc. www.calumo.com â&#x20AC;˘ 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/ Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templates KEY: 365 Dynamics 365

54 D365UG/CRMUG Magazine

Non-Profit Organizations

Life Sciences

DATABASICS, Inc.

Merit Solutions, Inc. 365 3650

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.

www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization.

Microsoft partner since 2004.

Pharmaceuticals

Manufacturing

Merit Solutions, Inc.

Arbela Technologies 365

365 3650

365F

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.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.

Professional Services

SYCOR AMERICAS Inc. 365

3650

www.sycoramericas.com â&#x20AC;˘ 412-788-9494 Sycor.Rental Microsoft Dynamics 365 with fully embedded rental functionality.

Sycor.Rental extends Microsoftâ&#x20AC;&#x2122;s flagship ERP solution with rental capabilities, giving you full control of your entire operation from one solution.

Data Masons Software 3650 365F

365

www.datamasons.thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

Food and Beverage

JOVACO Solutions Inc. 365

k-eCommerce 3650 365F

Blue Horseshoe www.bhsolutions.com â&#x20AC;˘ 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See whatâ&#x20AC;&#x2122;s new in the Supply Chain Suite for Dynamics AX.

Government Contracting DATABASICS, Inc.

ConnectBooster 365 www.connectbooster.com â&#x20AC;˘ 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers.

www.k-eCommerce.com â&#x20AC;˘ 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment.

www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 121 JOVACO Suite Project management solution with a project accounting module, web-based time & expense application and planning tool. Top features: extensive reporting, multi-company & currency, integration to SOP, POP & inventory.

Retail

TrueCommerce 365 www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization.

Microsoft partner since 2004.

k-eCommerce 3650 365F

www.k-eCommerce.com â&#x20AC;˘ 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment.

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

Dynamics AX

Dynamics GP

Dynamics NAV

Dynamics SL

Dynamics CRM

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

TrueCommerce 365

Wholesale Trade: Durable Goods

k-eCommerce 3650 365F

www.k-eCommerce.com â&#x20AC;˘ 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment.

www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Horizontal Analytics

Business Intelligence

Contract/Project Management

Customer Relationship Management

Binary Stream 365

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.

3650 365F

Arbela Technologies 365

CALUMO, Inc.

365F

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.calumo.com â&#x20AC;˘ 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/ Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templates.

www.binarystream.com/GP-ARED 604-522-6300 Advanced Revenue and Expense Deferral (ARED) Gain control of your revenue and expense deferrals and recognition through line level detail and the ability to build and track thousands of schedules, all while remaining compliant.

DataSelf www.dataself.com â&#x20AC;˘ 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

Billing

ConnectBooster 365 www.connectbooster.com â&#x20AC;˘ 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers.

Budgeting

DataSelf

Century Business Solutions

www.dataself.com â&#x20AC;˘ 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge for Microsoft Dynamics Process payments in CRM, NAV, GP & AX using the secure payment gateway EBizCharge. Unlimited batch history and reports. Online bill pay portal.

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

ConnectBooster 365 www.connectbooster.com â&#x20AC;˘ 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers.

Jet Reports 365

CALUMO, Inc.

3650 365F

www.calumo.com â&#x20AC;˘ 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/ Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templates.

www.jetreports.com â&#x20AC;˘ 503-608-3602 Jet Reports Suite of Solutions Fast, Flexible Reporting & BI inside Excel.

154,320+ users and counting.

Compliance Binary Stream 365 3650 365F

www.binarystream.com/GP-ARED 604-522-6300 Advanced Revenue and Expense Deferral (ARED) Gain control of your revenue and expense deferrals and recognition through line level detail and the ability to build and track thousands of schedules, all while remaining compliant.

KEY: 365 Dynamics 365

Dynamics AX

Dynamics GP

Dynamics NAV

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.

Dynamics SL

Dynamics CRM

Vertical Lift Business Solutions 3650 Inc 365 www.verticalliftbsi.com â&#x20AC;˘ 416-848-0317 Vertical Lift Business Solutions Inc Get more value from your Dynamics CRM investment. We specialize in custom integrations, cloud migration and complex business scenarios. Call us for more info.

Distribution Arbela Technologies 365 365F

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.

Blue Horseshoe www.bhsolutions.com â&#x20AC;˘ 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See whatâ&#x20AC;&#x2122;s new in the Supply Chain Suite for Dynamics AX.

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

H1 2018 | 55

HORIZONTAL

Credit Card/Check Processing

Document Management

EDI

Payables Enhancement

Invoicing Enhancement Binary Stream 365 365F

Data Masons Software

Ariett, an AvidXchange company

3650 365F

365

365

www.ariett.com/ â&#x20AC;˘ 781-826-1120 Purchase to Payment Automation with Intercompany and Multi-Currency Processing for Dynamics GP NEW BI Dashboard, Invoice Capture, Payments, Requisition, PO, Contract.

E-commerce

www.datamasons.thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

TrueCommerce

Avalara, Inc. www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.

365

Century Business Solutions

www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge for Microsoft Dynamics Process payments in CRM, NAV, GP & AX using the secure payment gateway EBizCharge. Unlimited batch history and reports. Online bill pay portal.

Expense Solutions

DATABASICS, Inc.

HORIZONTAL

Century Business Solutions www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge for Microsoft Dynamics Process payments in CRM, NAV, GP & AX using the secure payment gateway EBizCharge. Unlimited batch history and reports. Online bill pay portal.

k-eCommerce 3650 365F

www.k-eCommerce.com â&#x20AC;˘ 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment.

365F Vertex www.VertexSMB.com/TheList â&#x20AC;˘ 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization.

Microsoft partner since 2004.

365F DynamicPoint 365 www.dynamicpoint.com/expense-reimbursement/ 844-396-7646 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reimbursement with seamless integration to Dynamics 365, GP & NAV. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More!

DynamicPoint 365 365F www.dynamicpoint.com/products/ 844-396-7646 SharePoint Online Check Request Exclusively for Dynamics 365, GP & NAV Streamline check request processing with online input, inclusion of attachments/ quotes, allocate to GL, Jobs, Projects or AA, executive review/approval and real-time integration to Dynamics 365, GP & NAV.

Job Costing JOVACO Solutions Inc.

FourVision HR Plus

www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 121 JOVACO Suite Project management solution with a project accounting module, web-based time & expense application and planning tool. Top features: extensive reporting, multi-company & currency, integration to SOP, POP & inventory.

365

365 3650

56 D365UG/CRMUG Magazine

365F DynamicPoint 365 www.dynamicpoint.com/invoice-automation/ 844-396-7646 EasyAP36- Office 365 App for AP/Invoice Automation with Dynamics 365, GP & NAV Streamlinse AP Processing with an Office 365 app that syncs directly to Dynamics. Integrate invoices via portal, email & mobile device while utilizing vendor, expense type, company and department allocation templates.

HR Management

365F

www.fourvision.com/ â&#x20AC;˘ 914-873-0040 NEW: 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.

KEY: 365 Dynamics 365

www.binarystream.com/GP-ARCB 604-522-6300 Advanced Recurring Contract Billing (ARCB) Get paid on time, every time with automated recurring invoicing and the ability to handle nearly any complex billing scenario such as subscription or consumption based and more.

Dynamics AX

Dynamics GP

Dynamics NAV

Occupational Health & Safety 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.

Dynamics SL

Dynamics CRM

Ariett, an AvidXchange company 365

www.ariett.com â&#x20AC;˘ 781-826-1120 Purchase to Payment Automation with Intercompany and Multi-Currency Processing for Dynamics GP NEW BI Dashboard, Invoice Capture, Payments, Requisition, PO, Contract 365F DynamicPoint 365 www.dynamicpoint.com/invoice-automation/ 844-396-7646 EasyAP36- Office 365 App for AP/Invoice Automation with Dynamics 365, GP & NAV Streamlinse AP Processing with an Office 365 app that syncs directly to Dynamics. Integrate invoices via portal, email & mobile device while utilizing vendor, expense type, company and department allocation templates.

DynamicPoint 365 365F www.dynamicpoint.com/products/ 844-396-7646 SharePoint Online Check Request Exclusively for Dynamics 365, GP & NAV Streamline check request processing with online input, inclusion of attachments/ quotes, allocate to GL, Jobs, Projects or AA, executive review/approval and real-time integration to Dynamics 365, GP & NAV.

Portals

DynamicPoint 365 3650 365F

www.dynamicpoint.com/customerand-vendor-portal/ â&#x20AC;˘ 844-396-7646 SharePoint Vendor & Customer Portals for Microsoft Dynamics ERP Portals built exclusively for Dynamics 365, AX, GP & NAV deliver a flexible, seamlessly integrated and highly secure extranet providing access to profile data, sales/purchase orders, payment status and more - 24/7!

Peak Engagement peakengagement.com/peak-portals/ 855-458-3783 Peak Portals Peak Portals drives deeper engagement for brands by enabling multiple engagement channels through a web portal for Microsoft Dynamics. The solution is easy to set-up, intuitive to use and affordable for any business.

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

Receivables Enhancement

The Portal Connector www.crmportalconnector.com/ â&#x20AC;˘ 705-726-2966 The Portal Connector for Dynamics CRM Itâ&#x20AC;&#x2122;s easy to use and does not require developers to implement or manage.

Just drag and drop to build scalable, secure Portal Solutions!

ConnectBooster 365 www.connectbooster.com â&#x20AC;˘ 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers.

Reporting

Procurement Management

Blue Horseshoe www.bhsolutions.com â&#x20AC;˘ 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See whatâ&#x20AC;&#x2122;s new in the Supply Chain Suite for Dynamics AX.

365F Vertex www.VertexSMB.com/TheList â&#x20AC;˘ 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

Time and Attendance

DATABASICS, Inc. CALUMO, Inc. Data Masons Software

Ariett, an AvidXchange company 365

www.ariett.com â&#x20AC;˘ 781-826-1120 Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Dynamics GP NEW BI Dashboard, Requisition, PO, Punch-out, Invoice Capture, Contract

Jet Reports 365 3650 365F

www.jetreports.com â&#x20AC;˘ 503-608-3602 Jet Reports Suite of Solutions Fast, Flexible Reporting & BI inside Excel.

154,320+ users and counting.

Sales Tax

Project Accounting

Avalara, Inc.

Crowe Horwath LLP www.crowehorwath.com/crm/project-management 877-600-2253 Project Management for Microsoft Dynamics 365 Project Management for Dynamics 365 is a comprehensive and easy-to-use project management solution.

www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.

JOVACO Solutions Inc. 365 365F Vertex www.VertexSMB.com/TheList â&#x20AC;˘ 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

Purchase Order Processing Enhancement

Arbela Technologies 365

KEY: 365 Dynamics 365

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

TrueCommerce 365

Supply Chain Management 365F

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.

Dynamics AX

Dynamics GP

Dynamics NAV

JOVACO Solutions Inc. www.jovaco.com/en/product-overview/ jovaco-suite/time-expense-management/ 888-988-3535 ext. 122 TEDI Time & Expense Web-based and mobile-friendly time and expense application integrated to Dynamics GP, with comment and attachment features, multi-currency support, multiple-approver capabilities and automated alerts and reminders.

Travel Expense Management

DATABASICS, Inc.

www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network

System Enhancement

www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 121 JOVACO Suite Project management solution with a project accounting module, web-based time & expense application and planning tool. Top features: extensive reporting, multi-company & currency, integration to SOP, POP & inventory.

365F DynamicPoint 365 www.dynamicpoint.com/purchase-requisition/ 844-396-7646 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics 365, GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!

3650 365F

365

www.datamasons.thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

Crowe Horwath LLP www.crowehorwath.com/crm/editable-grid/ 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.

www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization.

Microsoft partner since 2004.

DynamicPoint 365 www.dynamicpoint.com/expense-reimbursement/ 844-396-7646 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reimbursement with seamless integration to Dynamics. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More!

Tax

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Dynamics SL

Dynamics CRM

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

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HORIZONTAL

365F DynamicPoint 365 www.dynamicpoint.com/purchase-requisition/ 844-396-7646 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics 365, GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!

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Microsoft partner since 2004.

Services Application Service Provider/Hosting

HR & Payroll Implementation

Marketing Planning & Services

Training

FourVision HR Plus 365 3650

MG Technology Group 365 3650 365F

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365F

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Implementation Services

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Optimum 365

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3650 365F

3650 365F

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

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Business Planning

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Cloud Computing

SERVICES

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

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KEY: 365 Dynamics 365

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International Software 3650 Systems 365 intlsoftwaresystems.com/ â&#x20AC;˘ 714-379-0545 Success Is in the Details Decades implementing ERP from Great Plains to Microsoft Dynamics GP .

Merit Solutions, Inc. 365 3650 www.rapid365erp.com â&#x20AC;˘ 630-614-7133 Rapid365 Rapid365 is a pre-configured and best practices deployment of Microsoft Dynamics 365. Forget traditional 12-month multi-million dollar projects - Rapid365 enables companies to go live with less time, risk, and spend.

Manufacturing Implementation & Consulting

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

Dynamics AX

Dynamics GP

Dynamics NAV

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Member Organizations

Upgrades

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Sales Tax Management Service

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Merit Solutions, Inc. 365

Avalara, Inc.

3650

www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.

www.meritsolutions.com/upgrade-me/ 630-614-7133 Upgrade365 Upgrade365 enables Microsoft Dynamics AX, GP, and NAV users to more quickly and cost-effectively migrate or upgrade to Microsoft Dynamics 365.

Writing/Documentation Services The Partner Marketing Group 365 3650 365F

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SharePoint Development Merit Solutions, Inc. 365 3650 www.rapid365erp.com â&#x20AC;˘ 630-614-7133 Rapid365 Rapid365 is a pre-configured and best practices deployment of Microsoft Dynamics 365. Forget traditional 12-month multi-million dollar projects - Rapid365 enables companies to go live with less time, risk, and spend.

International Software 3650 Systems 365 intlsoftwaresystems.com/ â&#x20AC;˘ 714-379-0545 Success Is in the Details Personalized on-site or remote training.

In English, French & Spanish!

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DynamicPoint 365 365F

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Dynamics SL

Dynamics CRM

Online Trial Available

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Mobile Enabled

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