2017 Q3 by Dynamic Communities, Inc

Q3 2017 â&#x20AC;¢ WWW.CRMUG.COM

Embrace the Sleek UPGRADING AND MOVING TO MICROSOFT DYNAMICS 365

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contents Q3 2017 www.crmug.com

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Q3 2017 • WWW.CRMUG.COM

Embrace the Sleek UPGRADING AND MOVING TO MICROSOFT DYNAMICS 365

MEANINGFUL Microsoft VISUALS inPowerBI

Creating

Improving Microsoft Dynamics CRM

MERGE PERFORMANCE

In Every Issue 5 From the Chairman 7 From the General Manager 8 Events 10 Welcome to Our New Members 12 Chapter News

15 24 25 37 39 48 49 56 58 59

Find the Logo Contest

What’s New on the D365UG/CRMUG Website Word Find Trending Topics On Topic

Name That Photo Contest

Volunteer of the Quarter: Christina Tommeraasen Webinar Speed Read Academy Corner The CRM List, from The Partner Channel

Features 14 Humans of D365UG/CRMUG

16 20

Phyllis Eriksen

Is This the Right Time?

Microsoft Showcase Angela Bandlow

Amaxra. . . . . . . . . . . . . . . . . . . . . . . . . 21

Tips & Tricks Upgrading and Moving to Microsoft Dynamics 365

Avanade . . . . . . . . . . . . . . . . . . . . . 31, 36

User Showcase Center for Creative Leadership

Advertiser Index

ClickDimensions. . . . . . . . . . . . . . . . . 11 D365UG/CRMUG Events . . . . . . . . . . . 9 eOne Solutions . . . . . . . . . . . . . . . . . . 51 Experlogix, Inc.. . . . . . . . . . . . . . . . . . 57 Higher Logic . . . . . . . . . . . . . . . . . . . . 43 MCA Connect, LLC. . . . . . . . . . . . . . . . 47 Melissa Data . . . . . . . . . . . . . . . . . . . . 55

28 32

Partner Showcase eBECS 34

Tips & Tricks Tips for Creating Meaningful Visuals in Microsoft Power BI

38 40

Celebrating 10 Years of Summit

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

Peak Engagement . . . . . . . . . . . . . . . . . 2

PowerObjects, an HCL Company. . . . 68 Resco.net . . . . . . . . . . . . . . . . . . . . . . . . 4 Strava Technology Group . . . . . . . . . . 67 The Portal Connector . . . . . . . . . . . . . 19

The Ballad of a Successful Upgrade

Upgrading Security to Microsoft Dynamics 365: A Holistic Approach

Partner Showcase Avanade Tips & Tricks Improving Microsoft Dynamics CRM Merge Performance 50 Industry Showcase Healthcare 52

Upgrading and Migrating Microsoft Dynamics CRM On-premises to Microsoft Dynamics 365 Q3 2017 | 3

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Goingfrom tothethe Next Level... D365ug/crmug chairman

letter

Sherry Linares

Shift Smoothly and embrace change

Clarissa Simpson

t’s been said that “change is the only constant in life”, and while many of us prefer organized, structured, and well-defined project plans, scope, working space, goals, and deadlines, I find that I’m still always racing toward change, pursuing more from life and work experiences. With so many external triggers driving transformations in the technology space, managing upgrades of our Microsoft Dynamics systems can be fraught with pitfalls; yet, we must be constantly daring, fully adhere to sound principles of change management, define an advantageous vision for the future, and find balance in both the business and technology demands. Responsiveness to change brings evolution; I remember learning to drive in an old Ford pickup truck, finding my groove, using the stick shift gears when I needed control, discovering the limits of the environment. I still love driving a Ford truck, but driving that big heavy old pickup truck, the risks, from mistakes made on those deeply rutted red-dirt roads, were limited, and certainly none of that stick shift truck driving felt like it prepared me for upgrading to driving city streets, behind the wheel of a performance machine, a supercharged 5.0 Saleen Ford Mustang. While driving city streets was uniquely different, the change, in fact, wasn’t that dissimilar, and shifting gears for control on paved roads was still much the same, applying principles of safety and control, and using all the knowledge gained along my journey, open it up, and explore what was just ahead, around the next bend along the way. Just as I was eager to explore, and enjoy the adventure of driving, so have each of the advancements to Microsoft Dynamics 365 brought similar enthusiasm from those in the D365UG/CRMUG® User Group community. Every new release has been met with ardent anticipation, new opportunity, and new challenges to overcome. Many of those commencing upgrade planning are working to create the best advantage of what will come, and we are all exceptionally keen to leverage the innovations of Dynamics 365 to grow our business into the future. So, enjoy the upgrade journey, work to create best practices, embrace effective change that will allow you to deploy and adapt faster in the future, build strong governance controls, adhere to strong change management plans along the way, and don’t compromise quality for speed; become responsive instead of reactive. Spend time in reflection; document all that the journey offers along the way. Here’s to continued successful change in 2017. Don’t forget to reach out to the UG community forums and chapter groups for help with your upgrade planning!

Clarissa Simpson Chairman, D365UG/CRMUG Advisory Board Dynamics 365 Specialist, Ford Motor Company Microsoft MVP

Q3 2017 | 5

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

letter

Sherry Linares

Celebrating the Power of 10

Tony Stein hat were you doing 10 years ago?

ready for the 4.0 release. I was recently married and hadn’t entered the

figuring out with your Partner or development team how much JavaScript would be needed

W I was doing some training on Microsoft Dynamics CRM 3.0, getting

a decade ago, you were likely yearning for field level security and spent a good deal of time “diaper phase” yet. If you were using Microsoft Dynamics CRM products

next. Yet here we are today, amazed at what a decade of innovation has done for our current

Microsoft Dynamics CRM and Dynamics 365 environments. (Do I even need to mention

how grateful I am after three children and non-cloth diapers?) The innovation in Microsoft

Dynamics CRM has since been abundant, and we should all be thankful to the stewards of

the community and to Microsoft for their continued investment to the solution we use daily.

you, at our first Summit event (seemingly forever ago) with 113 attendees, I didn’t even Your User group, D365UG/CRMUG, has reached its 10-year milestone. Like many of

know or understand who or what ”CRMUG®” was. Now a global entity of 90 chapters and

32,000+ constituents across the globe, the mission of your User group continues to grow

and thrive in our purpose of helping each other maximize value out of this solution and

increase User adoption.

many of you do to assist and help one another. Our attitude has been that of rolling up our I am humbled each day to witness the gracious acts of kindness and servanthood that so

sleeves and helping our fellow User. This sentiment defines community, and that’s exactly

what you’ve built and established for each other. All I can say is thank you for these acts of

community.

I’ve made new friends, found new solutions, and learned so much from all the willing

contributors of the User group over the years. I hope you all join us for the next 10 years of

innovation that is sure to come. There is no better place to start than Nashville, Tennessee

for Summit Nashville 2017 in October, where upwards of 2,000 of your Dynamics 365 and

Microsoft Dynamics CRM stewards, colleagues, and friends will solve challenges, get answers,

and find solutions for continued Microsoft Dynamics success. Wear flannel and bring cowboy

boots because the sleeves will be rolled up, and we’ll “git r done”.

Sincerely,

Tony Stein

General Manager, D365UG/CRMUG

Q3 2017 | 7

sessions meetings courses

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

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.

D365UG/CRMUG Summit 2017

Webinars

October 10-13 | Nashville, Tennessee

www.crmugsummit.com

October 9 Developer SIG: October Meeting October 24 Automatic Test Data Generation in Dynamics 365 October 25 Sales & Mobility SIG: Mobile Task Flows November 1 D365UG/CRMUG Research November 2 Customer Analytics SIG: (Placeholder) November 9 User Adoption SIG November 15 Field Service SIG: (Placeholder) November 21 Sales and Mobility SIG – November Meeting November 23 Non-Profit SIG: (Placeholder) December 12 Blockchain, the Next Frontier of CRM January 16 Sales and Mobility SIG – January Meeting

Chapter Meetings

8 | D365UG/CRMUG Magazine (Placeholder)

April 17 Sales and Mobility SIG – April Meeting (Placeholder)

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

Conference Lineup 2018

Make plans to join your peers at these canâ&#x20AC;&#x2122;t-miss Dynamics 365 & CRM educational conferences in 2018. Dynamics 365 Tech Conference

Location and dates coming soon. Dynamics 365, CRM & AX Users

Targeted sessions are led by Microsoft experts to support building and deploying D365 successfully. Attend this conference for the rare opportunity to interact with both peers and Microsoft experts at a deep, technical level. www.d365tech.com

Summit EMEA

April 24-26. Ireland. Dynamics 365, CRM, AX, NAV, & GP Users, Power BI Users User Group Summit is where you join your Dynamics 365 & CRM User Group to take part in electrifying general sessions, essential peer-to-peer knowledge exchanges, product insight forums, and authentic networking opportunities. Same great Summit but based in Europe. www.summitemea.com

Focus

Location and dates coming soon. Focus is the conference to attend for concentrated learning through 90-minute, deep-dive sessions presented by industry experts. Sessions are created for advanced users and are longer, allowing for a deeper learning experience. www.ugfocus.com

D365UG/CRMUG Summit

October 15-18. Location to be revealed at CRMUG Summit Nashville. Dynamics 365, CRM, AX, NAV, & GP Users, Power BI Users The one place where youâ&#x20AC;&#x2122;ll take part in general sessions, essential knowledge exchanges, product insight forums, and authentic networking opportunities. www.crmugsummit.com Interested in showcasing your product & solutions at these conferences? Sponsorship opportunities are available. Send inquiries to sponsorship@dynamiccommunities.com

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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

ABIM AG Insurance Altiostar Networks American Board of Pediatrics American College of Rheumatology American Council of Learned Societies AMVIC Arbella Insurance Group ARKRAY Armor Protective Packaging Armtec Arup Association of Christian Schools International Athabasca University AutoZone BCC Software Bethany Christian Services Black Knight Financial Services Black Knight Financial Services Black Knight Financial Services Bonneville Power Administration Bray International, Inc. Brookdale Senior Living Brussels Airport Company Buechel Stone Bunnell Inc

ACE Microtechnology American Specialty Health Atrio Systems Avanade Asia Pac Avanade EMEA Avanade US Avtex Solutions, LLC CaféX Communications

10 | D365UG/CRMUG Magazine

CAA North & East Ontario Canadian Transportation Agency Caribou Coffee Co. Carlisle Construction Materials Chamonix Chesterfield County Children International CHS Inc. Coffey Communications CPower DecoPac Delta Community Credit Union Edina Realty Endries International ESC Automation Inc. Evoqua Water Technologies Federal Reserve Bank of St. Louis Fender Musical Instruments Inc First Impression Security Doors Florida Power & Light Foley Carrier Services, LLC Gamer Packaging Garner Industries Gorilla Glue GW&K Investment Management Haworth Hobart / ITW Home Instead Inc.

New Partner Members

Cegeka Business Solutions Concerto Cloud Services CoreAmbition Critical Path Training DataSelf Corp Dynamic Consultants Group eBECS Five9

HSTpathways Hunt Brothers Pizza, LLC Inscape Corp Intertape Polymer Corp Kaiser Permanente Kastle Systems International K-CABINETS WRAPPING Keystone Industries (Research & Pharmaceutical) Library of Congress LinkedIn Lowe’s Companies, Inc. Maccaferri Canada Ltd. MacGyver’s Study Group MCT-ISC.com Michael Foods Microsemi Corporation Milliken & Company Modern Woodmen of America Murray Engineers Inc. Musco Family Olive Co National Instruments - AWR Group National Safety Council Nixon Power Services NNEK Norwest Equity Partners Orbicon Informatik Pacific Power Products

Pacline Overhead Conveyors Paycom Payroll LLC PDMI, Inc PKF O’Connor Davies, LLP Powell Fabrication & Mfg, Inc PSPC Quaker Chemical Corporation Queensland Treasury Corporation ReEmployAbility, Inc Resource Brokerage LLC Riverhead Building Supply Robert W. Baird & Co. Incorporated SafeNet Assured Technologies Securtek Monitoring Solutions Siegfried Group Symco Inc Testing Company (trial) The David J. Joseph Company Trouw Nutrition USA UniFirst Corporation United Way of Central Mass University of Groningen Valtiokonttori Wakefield Canada Inc Washington University in St. Louis Western Electricity Coordinating Council

FPX Gravity Software InterDyn Cargas Itara GmbH Jibe365 Journey Team KTL Solutions, Inc Logan Consulting

Melissa Data PandaDoc Plus Consulting Saratoga Technologies, Inc. Strava Technology Group Technology Services Group The FutureZ Consulting, LLC

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Email marketing and Marketing Automation

for Microsoft Dynamics 365

Stop by BOOTH 836 at CRMUG Summit to see the BRAND NEW ClickDimensions!

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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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HIGHLIGHTS

12 | D365UG/CRMUG Magazine

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Chapter of the Quarter

NASHVILLE/ MEMPHIS Chapter Leader

Linda Lockard

CRM Administrator | Lumina Foods, LLC

The Nashville/Memphis chapter has been selected as the Chapter of the Quarter for the Q3 issue. This chapter of 193 Members is led by Linda Lockard, CRM administrator for Lumina Foods, LLC. “I love being engaged with the Members,” says Linda. “Since becoming a chapter leader, I’ve met a lot of my peers in the Nashville area, and we’ve created a great network that we can reach out to when we have a question or are looking for suggestions on ways to handle certain situations.” At a recent meeting, Linda conducted a survey to find out what Members were looking to get out of their chapter meetings. The survey helped Members understand that the meetings were truly for them, which has increased interest with each meeting. Linda loves working with her chapter Partners since they are just as committed to growing the chapter as she is. Mary Bradley from Edgewater/Fullscope, Tim Anderson from Journey Team, and Jason Barnes from LBMC are always there to help Linda when needed. Linda concludes, “It’s been an amazing year watching our chapter grow and Members becoming engaged in the meetings.”

» Join the Nashville/Memphis chapter for a social hour while attending Summit in Nashville! Check the Tennessee chapter page for specific details.

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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

news

c h a p t e r

Congrats to the Denmark chapter on being chosen as the Chapter Leadership Team of the Quarter for the Q3 issue. This wonderful group of more than 50 Members is led by Allan Lassen, solution architect at BRFkredit, along with several others, including Pernille Poulsen, Lars Houbak, Katja Jepsen, and Catharina Thürmer. One thing this group focuses on is rotating their meetings between Members’ facilities, showing their Microsoft Dynamics CRM implementations. “It’s very beneficial to see the different ways CRM is used and hear the stories about how Members have evolved it,” says Allan. “It’s also fun to see the different host locations. We’ve met everywhere from the fascinating old Stock Exchange building in Copenhagen to the top modern plus-energy building of SE in Esberg.” The Denmark chapter encourages their Members to create smaller groups around specific topics and have shorter local meetings when applicable. Meetings are generally scheduled for a full day as some Members have a fair amount of travel time. “It has been a pleasure to see how our chapter has grown from the initial meeting to now,” says Allan.

ne w s

Chapter Leadership Team of the Quarter

DENMARK

Chapter Leader

Allan Lassen

Solution Architect | BRFkredit

“It’s also helpful to realize that you are not alone with your CRM challenges and are able to draw inspiration from other organizations.”

» A fellow Dane, Henrik Jensen, runs crmblog.dk and has been very helpful in giving attention to D365UG/CRMUG and the Denmark chapter. » Check out the photos from the group’s visit to the old Stock Exchange building in Copenhagen.

HIGHLIGHTS

Chapter

Q3 2017 | 13

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

MEMBER PROFILE

MEMBER Phyllis Eriksen

COMPANY Audimation Services, Inc.

JOB ROLE CRM Administrator and Customizer

14 | D365UG/CRMUG Magazine

f o s n a m u H What is the number one reason another Microsoft Dynamics CRM User should join D365UG/CRMUG®?

Typically, once you implement a new system, you don’t look outside of what it does when you implement it. And so, your application becomes somewhat frozen in time. Microsoft Dynamics CRM Users who join D365UG/CRMUG have a steady stream of new ideas of how to get more and more out of their investment. D365UG/CRMUG Members are always “in the know”.

Describe a tip you received from another D365UG/CRMUG Member that has made your life easier.

I was tasked with creating a workflow that would copy a record 20 times. I built a child workflow and set it to be called 20 times by the parent workflow. It didn’t work. I learned in Open Forum that you could call a child workflow no more than six times.

Describe a connection you’ve made with another D365UG/CRMUG User through the User group and why it’s beneficial.

I’ve connected with several people both in my local D365UG/CRMUG chapter and nationally through the webinars and Summit. Each connection has offered two key things: A better understanding of how Microsoft Dynamics CRM works and a sense of not being alone when I encounter an issue in the solution.

Why did you choose to become involved with presenting webinars, and what is the value you find from volunteering with D365UG/CRMUG?

MEMBER SINCE 2012

I love being a panelist on various D365UG/CRMUG webinars and at sessions at D365UG/ CRMUG Summit. It fits well with my schedule and only requires that I share what I’ve already experienced. D365UG/CRMUG has given me a lot of help over the years. Thanks for providing an easy way to give back!

VOLUNTEER PROFILE Educational Speaker (Webinars, D365UG/ CRMUG Summit) What will others in your job role gain from being a D365UG/CRMUG Member?

Member of the Texas (Houston) Chapter

Ocean or mountains?

Knowledge.

If you could have any superpower, which would it be?

Patience.

Both...at the same time!

Any additional comments you’d like to share?

You get a lot of energy from the other Members in D365UG/CRMUG.

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

Congratulations to our Q1 2017 contest

winner. Melisa Milton of Chesterfield

County IST! Melisa found the logo on

page 46 of the Q1 2017 issue of D365UG/

CRMUG® magazine. Let’s play again. Hidden

somewhere between the covers of this

C R M U C R CR G M U M CR R CR G UG M M M C C UG C UG UG RM RM C M RM C U R U R C G U M C R CR G UG M RM C G U M U R C G U M CR C G U M R C R CR G UG M RM C G U MU CR M U R C G G MU U M CR C G U M R C R CR G UG M RM C G U MU CR CR G M U R C G G M M C U M CR C G U M R C R CR G UG M RM C G U MU CR C UG UG RM M C G U G M RM C U M CR C G U RM R C UG C R CR G UG M RM C G U MU CR C UG UG RM RM C M C G U G M RM C U M CR C G U RM R C UG U R C R CR G UG M RM C G U MU CR C UG UG RM RM C G MU M R C G U M C U MU CR CR G UG RM RM C G U M CR C UG UG RM R G C M G M C G UG M RM C U R C G M U R C G U M C UG U R R C R CR G UG M RM C G U MU CR C UG UG RM RM C G MU M C G U M R C U MU CR CR G UG RM RM C G U M CR C UG UG RM R G C G M U R C G U M R C U M C G C UG MU RM CR G UG M RM C G U MU CR CR G UG RM C R M RM C G U M CR C UG UG RM R G C G MU M CR C UG M C G U M R U U R G UG RM RM C G U M CR C UG U RM CR G C G MU M CR G M U C G U R C G U M R C R CR G UG M RM C G U MU CR C UG UG RM RM C G MU M R C G U M C R C U MU R CR G UG M RM C G U M CR C UG UG RM R G C G M U R C G U M R C U M C G C UG MU RM CR G UG M RM C G U MU CR CR G UG RM C R M RM C G U M CR C UG UG RM R G C G MU M CR C UG U M R C M R C G U M R C C G U R U G UG M RM C G U M R C G U M R C G U M R G M U C G U R C G U M R C R CR G UG M RM C G U MU CR C UG UG RM RM C G MU M C G U M R C U MU CR CR G UG RM RM C G U M CR C UG UG RM R G C G M U R C G U M R C U M C G C UG MU RM CR G UG M RM C G U MU CR CR G UG RM C R M RM C G U M CR C UG UG RM R G C G MU M CR C UG M C G U M R U U R G UG RM RM C G U M CR C UG U RM CR G C G MU M CR C G UG M R C G U M R C G U M U R C U M R C G UG M RM C G U R CR G G MU M C M C UG U RM R C U MU CR CR G UG RM RM C G U M CR C UG UG RM R G C U G M M R U R C G C U M C G C UG MU RM CR G UG M RM C G U MU CR CR G UG RM C R M RM C G U M CR C UG UG RM R G C G MU M CR C UG M C G U M R U U R G UG RM RM C G U M CR C UG U RM CR G C G MU M CR G M U R C G U M C G U R C R CR G UG M RM C G U MU CR C UG UG RM RM C G MU M C G U M R C U MU CR CR G UG RM RM C G U M CR C UG UG RM R G C G M U R C G U M R C U M C G C UG MU RM CR G UG M RM C G U MU CR CR G UG RM C R M RM C G U M CR C UG UG RM R G C G MU M CR C UG M C G U M R U U R G UG RM RM C G U M CR C UG U RM CR G C G MU M CR G M U C G U R C G U M R C R CR G UG M RM C G U MU CR C UG UG RM RM C G MU M R C G U M C R C C U MU R CR G UG M RM C G U M R C UG UG RM R G C G M U R C G U M R C U M C G C UG MU RM CR G UG M RM C G U MU CR CR G UG RM C R M RM C G U M CR C UG UG RM R G C G MU M CR C UG U M R C M R C G U M R C C G U R U G UG M RM C G U M R C G U M R C G U M R G M U C G U R C G U M R C R CR G UG M RM C G U MU CR C UG UG RM RM C G MU M C G U M R C U MU CR CR G UG RM RM C G U M CR C UG UG RM R G C G M U R C G U M R C U M C G C UG MU RM CR G UG M RM C G U MU CR CR G UG RM C R M RM C G U M CR C UG UG RM R G C G MU M CR C UG M C G U M R U U R G UG RM RM C G U M CR C UG U RM CR G C G MU M CR C G UG M R C G U M R C G U M U R C U M R C G U G M R C R M RM C G U M CR C UG UG RM R G C G MU M CR C UG M C G U M R U U R G UG RM RM C G U M CR C UG U RM CR G C G MU M C G M U C G U R C G U M R C R CR G UG M RM C G U MU CR C UG UG RM RM C G M C G U M R C U MU CR CR G UG RM RM C G U M CR C UG UG G M U R CR G UG M RM C C G M U C G U M C R C R CR G UG M RM C G U MU CR C UG UG M C G U M R U MU CR CR G UG RM RM C G U M C C G M U R C G U C C G C UG MU RM CR G UG M RM C G C R M RM C G U M CR C UG UG C G U M R U G UG RM RM C G U M C C U R C G U C R CR G UG M RM C G M C U U MU CR CR G UG G M C C C G C UG MU R M RM C G C U G UG C C R

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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 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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 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feature

Illustration by Matt Mastrud

16 | D365UG/CRMUG Magazine

Is This the

Right TIME M

story by Gus Gonzalez, D365UG/CRMUG® Partner Member and Microsoft MVP

any Microsoft Dynamics CRM Customers ask themselves this question at least once or twice a year: Is this the right time to upgrade our system? Or maybe even move it to the cloud? The question seems simple to answer, and the initial answer is, “Yes!” for most organizations. Yet as soon as they start thinking about the overwhelming amount of work that it takes to make the transition, the opinion changes to, “Not yet, maybe next year”, and that happens every year. So how do we stop that cycle? How can we take action and make the move? Well, Episode 10 of the CRM MVP Podcast (www.crmmvppodcast.com), which came out on September 24, 2017, tackles change management and the strategies and tactics you can follow to successfully implement change in your organization. My guest was Microsoft MVP Clarissa Simpson, a world-class expert in governance and the chairperson on the D365UG/CRMUG Advisory Board. The strategies I discuss on that episode are directly pulled from the “ADKAR Model” for change management. ADKAR stands for Awareness, Desire, Knowledge, Ability, Reinforcement; this model only works when you have all these factors implemented one after the other. To upgrade, you need to be aware of the need for change; you need to understand why your organization NEEDS this change. And here’s where the biggest hurdle exists, in my opinion. I think that most organizations have a very narrow field of vision when it comes to the opportunities that will be available once the upgrade takes place. And this is not the organization’s fault. It is hard to track what you don’t have, it is hard to understand how your company can operate on a solution that “does not exist”, because even though Microsoft Dynamics 365 exists, you won’t see how it really works for your company until it has been customized to achieve your business objectives. What you can measure is what your current solution does for your organization. Companies where the solution is “doing alright” can’t see a clear need to change. I believe most of the organizations who are currently using Microsoft Dynamics CRM 2011, 2013, or 2015 really need to upgrade. If you are in one of these versions and you are reading this, you need to take action and upgrade your solution, now. The reason why I say this is because I’ve seen this many times: Companies spend a lot of money and time configuring Microsoft Dynamics CRM, and now the pain to move seems too great. The problem with these heavily customized CRM implementations is that for the most part, they are not flexible; they were set up in a way that addressed the needs of the business at a specific point in time. However, the idea of deploying a CRM system is to take the business to a new level, to accelerate the achievement of business objectives. But what happens when you achieve those objectives as a business? You evolve! Businesses evolve, and their CRM solution needs to evolve with them. Once you achieve the business objectives you had with the initial deployment of your solution, find new objectives and configure or customize Microsoft Dynamics CRM/365 to help you achieve those new objectives. It’s a cycle. By forcing your Users to work with tools that were deployed based on how your organization worked

Q3 2017 | 17

years and years ago, you are holding them – and the business – back. Upgrading gives you an opportunity to not only evaluate how some of the new available functionality can benefit your business and its objectives, but also to re-think existing processes. When I started Elev8 Solutions in 2014, my first project was an upgrade from Microsoft Dynamics CRM 2011 to 2015, and since that time I’ve worked with at least 20 organizations on their upgrade process. These organizations ranged in size and scope, but they all follow the same upgrade procedure, and they all have similar challenges. Some of the challenges I’ve seen are: Highly customized environments where the prospect of re-writing all of that functionality on a newer system sounds “impossible”, bad data or data owned by Users who are no longer with the company, integrations to too many legacy systems, third party solutions from vendors who no longer exist, not enough “manpower” to lead the upgrade project, too many “personal objects” (personal views, personal charts, personal dashboards, record shares, etc.; these are items that cannot be exported into a solution), and so on. All of these challenges can be addressed, and most of them have very simple solutions. Many organizations have gone through an upgrade process before you, and the lessons learned on those upgrades can be used to minimize the impact on your own upgrade process. So here is what I suggest. This time around, follow the ADKAR model in approaching the upgrade. First, focus on understanding WHY your organization needs to upgrade; don’t worry about budget or manpower or technical complexities, just focus on “the why”. Once you have a clear understanding of why you need to upgrade, focus on the “desire” part; focus on tactics that will help the organization build the desire for change, or in this case, the desire to upgrade. (Unfortunately, I don’t have the whole magazine to dive into the tactics we like to leverage to build desire, but the ADKAR book does a great job detailing some of those tactics, so order the book and implement the techniques.) Once the organization has the desire to upgrade, gather knowledge. Understand what’s needed to accomplish the upgrade. This is a great time for you to re-evaluate whether the platform that was used to deploy Microsoft Dynamics CRM is still the right one for the organization. Remember that the organization AND Microsoft Dynamics CRM, and Microsoft Dynamics 365, for that matter, have both evolved since then. Since you are on-premises, take some time to evaluate Dynamics 365 and see if the showstoppers that prevented your organization from going to the cloud a few years ago are still in place. Dynamics 365 is no longer “targeted for SMBs”, and no longer is it available just in a couple of regions. Today, Dynamics 365 is available all over the world, and the number of regions has probably doubled or tripled since the time your organization deployed Microsoft Dynamics CRM. Once you have gathered “the knowledge” regarding how to accomplish your upgrade, take some time to assess your ability to accomplish a successful upgrade. If you are happy with the Partner you have been working with until now, make sure you involve them in this process. Partners can identify areas that you probably would miss; for example, licensing implications, upgrade schedules, satellite solutions that can benefit your organization after the upgrade, and more. There are also tons of great sessions at D365UG/ CRMUG Summit, amazing technical articles written by experts, and you can always get some training to fill any gaps you may have. As you move forward with the upgrade – hopefully to Dynamics 365 – don’t forget “reinforcing”, which is the last element of the ADKAR model. Reinforcement, in the case of an upgrade, will come from preventing the creation of the same challenges you saw before the upgrade. For example, minimize the amount of code written to accomplish functionality (obsess over how you can get the most value from the out-of-the-box functionality in Dynamics 365, or work with a Partner who does), assign records from former employees to active Users, and design and implement a lifecycle management schedule to not only deploy new functionality, but also to update your existing solution. This last one is especially important when you go online because Microsoft will release updates for Dynamics 365 at least twice a year. Speaking of going online, did you know that Microsoft has created a service that allows you to upload your CRM database to the cloud and have it upgraded all the way to Dynamics 365? Yes, this exists, and it takes a database as old as Microsoft Dynamics CRM 2011. By the time this article is published, the service will still be on private preview mode and not recommended for production upgrades, but it’s coming. Microsoft is making it really easy to move to the cloud. So, no more “we’ll re-evaluate next year”; take action now, follow a change management model, and give your organization a solution that matches its current business objectives. D365UG/CRMUG Gus Gonzalez is a Microsoft MVP and CEO at Elev8 Solutions. He can be reached at Gus@elev8solutions.com or 404-669-6567.

18 | D365UG/CRMUG Magazine

Get Your Complete Guide to Choosing a CRM/365 Web Portal Solution Visit crmportalconnector.com/guide to download

Investigating any technology solution for your business can be overwhelming. How do you know if you are asking the right questions and getting the best solution available? Visit our Booth 459 at CRMUG Summit in Nashville

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Microsoft Showcase

Angela Bandlow Senior Director of Product Marketing

The last year has

been one of change

for the Microsoft

Dynamics team

as they launched

Microsoft Dynamics

365 with the first

set of purpose-

built applications,

including Sales,

Customer Service,

Field Service,

Project Service

Automation,

Marketing, and

Finance and

Operations.

D365UG/CRMUG®

caught up with

Angela Bandlow,

senior director of

product marketing,

to talk about all that

happened this year

and what’s to come

in the next six to 12

months.

20 | D365UG/CRMUG Magazine

D365UG/CRMUG: We’re one year into the launch of Dynamics 365. Can you catch us up on how the product has shifted in scope over the last year? Angela Bandlow (AB): We announced Microsoft’s business apps strategy and roadmap in July last year and have steadily been delivering on it. Core to our strategy with Dynamics 365 was to break the artificial silos created between CRM and ERP and unify those capabilities into a set of modern intelligent applications. These applications are designed to use data and intelligence to solve specific business problems for organizations that enable greater productivity through seamless integration with Office 365 and give businesses the ability to easily extend and adapt their business processes to changing Customer and market demands. In November, we launched Dynamics 365 as well as introduced the first of our insights application, Dynamics 365 for Customer Insights, and a new Common Data Model, along with PowerApps and Microsoft Flow, to enable our Customers to extend, automate, or build new business processes. In December, we closed on our LinkedIn acquisition, and in July we delivered Relationship Sales, which brings together LinkedIn Sales Navigator and Dynamics 365 for Sales to help sellers build stronger and better relationships with buyers while achieving higher productivity. We’re also making it easier for Customers to take advantage of this solution, offering it for roughly half the cost of competitive solutions in the market. We also continue to bring new apps for specific business processes to market. For example, we released Dynamics 365 for Talent and Dynamics 365 for Retail in July. Dynamics 365 for Talent provides a 360-degree view of your workforce, from sourcing and recruiting to onboarding and retention. Dynamics 365 for Retail provides retailers with an integrated end-to-end view of their operations with centralized management and clear visibility across stores, employees, customers, inventory, and financials. As you can tell, it has been a busy year, and there is a lot more to come. D365UG/CRMUG: It certainly has! When you think about the reasons why a Microsoft Dynamics CRM User should upgrade to Dynamics 365, what makes the short list? AB: Dynamics 365 is the next generation of Microsoft Dynamics CRM. Current Microsoft Dynamics CRM Customers simply get the next update in the same easy, flexible way they always have, with the choice of upgrade timing to minimize impact on their businesses. Dynamics 365 is compatible with existing customizations, and we have made significant investments that allow our Customers to test integrations and processes before their update. In addition to the update being seamless, Customers can get all the innovations that we have delivered, including the seamless integration with LinkedIn and new insights capabilities with Relationship and Customer Insights. Customers that are using Sales, as well as Finance and Operations applications, now have complete, endto-end scenarios from prospect to cash, ensuring a 360-view of customers and business operations for more personalized customer experiences and optimized operations.

D365UG/CRMUG: Are there User success stories that you can share regarding use of Dynamics 365 over the last year? AB: Customer response to Dynamics 365 has been overwhelmingly positive. Dynamics 365 Customers span industries across each region, worldwide. Some examples of Customers choosing Dynamics 365 include: Chemonics, a global company that manages projects in developing countries for the U.S. Agency for International Development (USAID). They are using Dynamics 365 for Finance and Operations to establish field offices in many of the most challenging and far-flung locales in the world, enabling collaboration, data archiving, and reliable business insights across the entire company. Visa chose Dynamics 365 because of our deep integration across Office 365 and with LinkedIn Sales Navigator to enable their sellers to be more productive.

Dolce and Gabbana chose Dynamics 365 for Retail to streamline processes and better plan production and distribution across their retail stores to provide excellent service to their customers. globally. And Maersk, the largest transport and logistics firm in the world with operations in 130 countries and a fleet of over a thousand vessels, chose Dynamics 365 for Finance and Operations to streamline container production and maintenance. D365UG/CRMUG: For an organization that is not currently using a Dynamics ERP product, tell us what Dynamics 365 offers them. What is the implementation component like for deploying Dynamics for Finance and Operations? AB: Dynamics 365 for Finance and Operations is Microsoft’s ERP solution with cloud, hybrid, and on-premises deployment options. Companies can choose the deployment option that best meets their business needs, with the flexibility to adjust to constantly changing business environments. Dynamics 365 for Finance and Operations brings together a complete set of adaptable ERP capabilities that includes financials, demand planning, procurement/supply chain, manufacturing, and distribution combined with BI, infrastructure, compute, and database services in a single offering. This enables organizations to run industry-specific and operational business processes that are extendable with specific solutions from Partners. New Customers can work with our broad ecosystem of Partners to get up and running with Dynamics 365 for Finance and Operations within days. This is pretty amazing, given that traditional ERP deployments used to take months and sometime years.

coming to market. We will also continue to invest in adding intelligence to our applications, making every business process smarter to drive optimal outcomes. We’re looking at bots, deeper integration with LinkedIn and Office 365, and tools to make it even easier for our Customers to extend their business applications. Our goal is to enable our Customers to rethink and evolve their business processes and be successful in their digital transformation journey. D365UG/CRMUG

Before Amaxra’s Secret Sauce

After Amaxra’s Secret Sauce

D365UG/CRMUG: What’s coming up in the next six to 12 months with regard to features and functionality in Dynamics 365? AB: You can expect us to continue to deliver on our business apps strategy. You’ll see more purpose-built applications Q3 2017 | 21

t&t

TIPS & TRICKS

Upgrading and Moving to Microsoft Dynamics 365 by Chris Cognetta, D365UG/CRMUG® Partner Member

here’s been a lot of hype in the last few months about moving to the cloud. Microsoft has continued to build on their investments in Microsoft Dynamics 365, Office 365, and Azure. The following items should be considered when deciding on upgrading and moving your Microsoft Dynamics system.

Upgrade Versus Redeployment When contemplating an upgrade, especially when you are many versions behind, it is a good time to consider upgrading or redeploying. An upgrade will take you from one version to the next, or through many versions to the latest. Your data and customizations will be upgraded along the way (if they are supported; otherwise, you might need some fixes). For the most part, your system will work like it did in the previous version (Microsoft Dynamics 2013 and on). Older Users (from Microsoft Dynamics CRM 4.0 to 2011) will have some adoption issues with the new navigation and shortcuts, which will require a bit of training. A redeployment option may be suggested by your consultant, Partner, or IT team. This may be common for Customers that don’t heavily utilize the system often (perhaps they use a Rolodex), adoption or data issues, or older unsupported customizations that are now available out of the box or are no longer needed. A redeployment would start with a fresh copy of the latest version of Dynamics 365, with then an extract of data from your existing system mapping to the new version and features.

In my opinion, the entire on-premises model has shifted. Microsoft is the only game in town for keeping your data in your own data center, and they know it. Therefore, since there is no competition, Microsoft will continue to delay moving features from the cloud to the on-premises solution, which also has the side effect of driving Customers to the cloud. The new licensing model is also in a cloudonly form. So, you will pay monthly for your licenses once your EA or agreement expires.

Data Migration Costs The number one cost in migrating from on-premises to Dynamics 365 is data migration. Depending on the number of entities, data, and customizations in your system, you can easily add hundreds of hours to project. Why? Dynamics 365 currently does not allow you to upload your SQL database directly to the cloud. Until Microsoft releases an option to upload your database, migration will be the only choice. And since Dynamics 365 drive space comes at premium, this is a great time to consider archiving your data. If you have been on Microsoft Dynamics since 2003 (v4), chances are there’s a ton of data you no longer need. When building your data migration scripts, remember that you can add a data range to archive data. Keep a local or Azure SQL copy of the original database, and you can easily point Power BI to develop reports to allow searching of older archived data, if needed. Remember that emails are usually already stored in your email server, so don’t duplicate your efforts on keeping historical emails.

Cloud Versus On-Premises

Data Data Data

When considering a move to Dynamics 365, to take advantage of all the new features and options, you will want to want to consider the public cloud version hosted by Microsoft. Why? Over the last few CRM releases, the gap in software functionality between cloud and on-premises has widened significantly. Private cloud versions running on service providers or corporate IT data centers will not have the same feature set today.

Your data, customizations, and reports will all be impacted. You will carefully need to consider all aspects of your data, how you use it, and at what point can you archive the data without impacting your business or your Customers. A great way to view your data is by using the SQL Server built-in reports called the Top Table Usage Report. Anyone with SQL admin rights to the database can run this report.

22 | D365UG/CRMUG Magazine

Access to Internal Systems Once you make the decision to use the cloud version, you’ll need to review if your current system is integrated with, or accessing data with, your corporate network to show to your Dynamics 365 Users. If so, in order to keep this working within the cloud, you will need to expose this data so it can be viewed from outside your corporate firewall. Since the Microsoft cloud has hundreds of IP addresses, it will be almost impossible to add all the ranges to support a dedicated IP range with your firewall. Another option will be to build an integration that migrates the data into Microsoft Dynamics CRM, or provides reports that can be run internally that grab data from your internal and external resources.

Security and Certification

The report will look something like this:

This report can be sorted to show how many records you have in each entity and can be used by your team to help determine the data migration costs.

No doubt, depending on your company’s business, data security will remain a big concern. Microsoft takes cloud security as a number one priority, spending millions per year on the ever-changing cloud world. Real-time monitoring, reactive analytics, and thread intrusion are just some of the risks. One of the biggest concerns is managing who has access to the system. Microsoft provided the ability to integrate the cloud and your Dynamics 365 with your Active Directory or Azure AD. This will allow you complete control over who has access to your data, and it allows you to provide single sign-on to your Users across Dynamics 365 and the Office 365 product suite. Microsoft has been introducing new certifications almost monthly with the latest updates, including adding HIPAA and FedRAMP certifications to the mix. You can find the certifications at www. microsoft.com/en-us/trustcenter/compliance. In closing, while migrating to the cloud can be costly, the benefits will outweigh the cost longer term, while putting you on a platform that’s the best in the industry. This digital transformation is just what your company ordered, and it can allow you to take advantage of the new features, ultimately enabling you to focus on your business and not your IT infrastructure. D365UG/CRMUG Chris Cognetta is director, Dynamics 365 and Business Solutions 365 MVP for Tribridge. He can be reached at 877-744-1360 or Chris.cognetta@tribridge.com.

Q3 2017 | 23

What’s New on the D365UG/CRMUG Website story by Michelle Lowry, Dynamic Communities

’m super excited to announce that we’ve released a new feature on the D365UG/CRMUG® website: @mentions! What is an @mention? It’s the ability to tag fellow User group participants in various locations on the website, including discussion posts, blog posts, and comments. Here’s how it works: »» You can initiate an @mention by typing “@”, and then start typing the name of the participant who should be @mentioned. »» As you start typing, you’ll see a list of suggested people to choose from. »» Select the person you’d like to @mention in the list of suggestions by clicking his/her name. • The @mention will become a hyperlink to the @mentioned individual’s community profile, and the @mentioned person will receive a real-time email notification.

Another great use for this when responding to a discussion post is to @mention the person who asked the original question. By @mentioning the asker in your response, they’ll receive a real-time email notification letting them know that they’ve been @mentioned, prompting them to check out your response to their question.

A couple notes If the @mentioned person no longer wants to be included in the @mention, the individual can remove the reference to their profile by hovering over the @mention and clicking Remove Reference.

Why is this so cool? Say, for example, that I’m reading a thread and think that @Tony Stein, D365UG/CRMUG general manager, would have some insight he could share about the topic. I could @mention Tony in my discussion reply, and he would receive an email notification that he was mentioned in my post, prompting him to view and participate in the thread.

24 | D365UG/CRMUG Magazine

@mention functionality is currently compatible with Chrome, Firefox, Edge, Safari, and the mobile view of the website. In the future, we plan on making it compatible with Internet Explorer 11. Now…who’s excited about this new feature? I know I am! D365UG/CRMUG

wordfind Congratulations to Steve Warweg of Log House Foods, Inc. for winning the Q1 2017 Word

10 Years

Find. Your prize is in the mail! Below are 25 words that relate to the topics and theme in

Black Belt Series

this issue of D365UG/CRMUGÂŽ Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. Submit your completed Word Find for a chance

Community

to win a gift certificate; simply scan and email your entry to Wordfind@crmug.com.

I M I C R O S S U M M I T D Y N A M G S H O W C A

B B R A C H T L A E H E M I T Y G G U B D I V A D

L U R R 1 C A R H E M I T T H G I R S 1 0 P R W M

A B C E 0 C R N T 3 P E R S U P 1 3 G S Y O I O I

C D O A W H A M L 6 E S A E P A 0 6 O E M W G H C

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CRMUG David Buggy Gus Gonzalez Healthcare Kylie Kiser Management Member Merge Performance Microsoft Dynamics 365 Microsoft Dynamics CRM New Feature Partner Power BI Right Time Security Showcase Summit Training Upgrade Visuals Webinars

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User Showcase

Jennifer Bradley (marketing lead) and Wendy Perrigo (sales lead) are global co-leaders of their Microsoft Dynamics CRM/Dynamics 365 tool at CCL.

INTERVIEWEE Wendy Perrigo, Director of Sales Enablement

EMAIL Perrigow@ccl.org

WEBSITE www.ccl.org

PHONE NUMBER 858-638-8031

MICROSOFT DYNAMICS CRM USER SINCE April 2016

CURRENT MICROSOFT DYNAMICS 365 VERSION Microsoft Dynamics 365 Online

NUMBER OF EMPLOYEES 700

NUMBER OF USERS 150

26 | D365UG/CRMUG Magazine he Center for Creative Leadership (CCL) is a top-ranked, global provider of executive education, serving 35,000 leaders annually to advance the understanding, practice, and development of leadership for the benefit of society worldwide.

Knowing what they DIDN’T want…

The Center for Creative Leadership (CCL) has had an eventful two decades of finding the right software for their global organization. Starting out with a home-grown database that was anything but User-orientated, they then rolled over to Saleslogix (now known as Infor CRM) for several years, but it was not easy to integrate across functions and continents. CCL turned to Epicor next, installing Clientele with hopes of it turning into a quasi-ERP, but it never quite matured to the level they needed. “Jennifer Bradley, my Microsoft Dynamics co-leader in marketing, and I realized about two years into Clientele, we would have to change to something more sophisticated. In 2013, we set out looking for different providers,” says Wendy Perrigo, director of sales enablement at CCL. “We had been through the ringer and knew exactly what we didn’t want, that was for sure.” Along with Microsoft Dynamics CRM, CCL looked at Salesforce, SugarCRM, and newer versions of Clientele and Saleslogix. In the end, Microsoft Dynamics CRM was the right fit for CCL. They received funding in 2015 and started work to design and tailor the product for their needs in August of that year. “It was a long stretch from when we got funding, completed configuration, and constructed the launch process because User adoption was of major importance,” Wendy explains. “We went live with the online version of Microsoft Dynamics CRM 2013 in April of 2016, but a lot had to happen before the launch.”

User-focused all the way

With User adoption top of mind, CCL considered every possible feature that would enable their Users to work more efficiently. “We really dug into which features would resonate with our Users and help them be more productive in their work,” Wendy shares. “Ultimately, we involved Users as much as possible in selection, design, and the launch. We continue to tap their insights.” The first step was forming a global core team of seven Users representing all of CCL’s locations across different departments. That committee was and still is responsible for identifying Users’ needs and ensuring CCL’s CRM solution adds value when and where possible. As a training and leadership development organization, CCL utilized a model to extend learning and prepare their employees for the new software. Wendy adds, “Training is our business. We were proud to use our own methodology to roll out a process of learning that is best-in-class!” CCL’s PEA Model (which stands for Prepare, Engage, and Apply) is a proven approach. Preparing the Users introduced them to the new terminology, ease of navigation, and importance of data clean-up. Animated videos and demos got them excited and prepared for learning. The Engage stage involved a series of four handson training sessions that all Users were required to attend. CCL created all the content for these trainings, which focused on leads, opportunities,

contacts, and accounts, as well as features such as insights, mobile access, and tracking Outlook emails. The apply stage provided followup support, job aids, and involvement of managers.

business. With this premium version of LinkedIn, Users can view key client data in CRM. “If you go to a contact in your CRM, you can scroll down to the LinkedIn section and see all their activity right there, including articles they may have posted or connections with people you know. A new Sales Navigator feature will allow InMails to be tracked as Microsoft Dynamics activities,” Wendy shares. CCL recently switched over to Dynamics 365 Online and while currently is only using D365 for Sales, looks forward to incorporating more and more while more gradually pushing out new features to Users.

Working CRMUG, from chapter leader to first-time Summit

A dynamic design With close to 160,000 global contacts in their database, 700+ employees across four continents, and complicated sales processes to account for, CCL’s CRM environment includes customized business process flows, integration into their Epicor financial and project management systems, and customized views and role-based dashboards. CCL tailored the business process flow to account for two different sales processes used by sales and customer service. Differentiating the more consultative versus the transactional sale has defined the sales stages (and associated tasks), thus providing a relevant and streamlined business process flow. They have been able to leverage an IFrame to import data from their financial system so that Users can see spending patterns of an account without having to log into another system. CCL also benefits from LinkedIn’s Insights and Sales Navigator features to incorporate an interface with the people part of the

CCL has come to understand that the Microsoft Dynamics journey is best accomplished through support and learning from others. “Three of us are attending D365UG/CRMUG Summit for the first time in Nashville, and we’ll focus heavily on how we can improve our Dynamics 365 User experience while there,” Wendy says. Wendy has had a few other chances to dig into D365 because she launched a new San Diego D365UG/CRMUG Chapter in February 2017. With three meetings completed and one scheduled for September, the local Microsoft Dynamics community is growing. “At the first meeting, we had a Partner come in and do a complete overview of new features and new licensing for Dynamics 365. The second meeting addressed User adoption, a common challenge. After that, two Members came up to me and said, ‘We would like to design and deliver content for the next session.’ I was overjoyed because that’s exactly what I want, for the Members to drive the content,” Wendy concludes. “Word of their session got out, and they will be presenting at D365UG/CRMUG Summit. I love how this community works!” D365UG/CRMUG Check out the D365UG/CRMUG Summit session Wendy references above: Taming the CRM Data Beast by Mishel Justesen, marketing technology manager at Armanino, and Trisha Tunilla, marketing manager at McCain, Inc. Q3 2017 | 27

feature

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story by Kylie Kiser, D365UG/CRMUG® User Member n 2016, we went through a major upgrade from Microsoft Dynamics CRM 2011 to 2016. Our highly-customized system had many workflows, plug-ins, and integrations, plus more than 500 Users involved who all needed to be trained! The groundwork for the project was discussed and planned for several years, but it wasn’t until May 2016 when the brunt of the project work was done, leading up to our upgrade weekend in late October 2016. The work hours during upgrade weekend were less than expected, and the production issues that needed to be resolved quickly were minimal – the upgrade was a huge success! I want to share the lessons we learned; hopefully they can help you with your upgrade as well!

What Went Well

Super Users The biggest contributing factor to the upgrade’s success was the Super User team. We worked with supervisors to select key Users across multiple departments who assisted with testing, attended extra trainings, and were our first line of defense for questions during training and post-upgrade. Some of the Super Users even proactively solicited feedback from their peers, which the project team then used to build enhancement requests and send newsletters with tips based on that feedback. Additionally, if any specific Users were having trouble, we could deploy a Super User to assist them face to face. A few of these Super Users were also involved in the firm-wide training. We designed the training to be a general overview (not role-specific) to account for scale (500 Users!). We focused the training on navigation and stressed that changes were only cosmetic. Supervisors were relied on to provide any groupspecific information to their staff. We also had a few end Users lead the group sessions instead of trainers. This allowed Users to see their peers who use the system every day in the same way they see themselves, making it all very relatable to their needs. This built confidence in the system and demonstrated how easy it was to learn. We also worked with several Users individually that we expected to be potential detractors (lovingly referred to as “unhappies”). Before the upgrade, we gave those Users special training sessions and private space to listen to their concerns and feedback. We also used those sessions to stress that their feedback was important, but that they needed to be positive with other Users. This ensured that any complaints during training and post-upgrade came to the project team instead of co-workers, and we could address any issues and create learning opportunities. This also gave the unhappies a sense of empowerment, knowing that we relied on their input, and we were available to help them learn the system with confidence. Consolidated Feedback A major focus for the project team was ensuring that no one team member became overwhelmed with questions or feedback. To resolve this, we created an FAQ page on our intranet for announcements, training materials, and our list of Super Users (to call first). We also used a SharePoint list to capture testing feedback for quick and efficient triage. This allowed us to have one project team member go through and dismiss or reassign feedback as necessary so the team could focus on the most pressing issues. Finally, we created a shared email inbox for handling direct questions from Users. We directed Users to email any questions they felt were not answered by the FAQ so they could get personal responses by the project team or our help desk. This prevented individual project team members from being overwhelmed with questions and gave us a way to track feedback.

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Multiple Dry Runs The upgrade timeline included multiple checkpoints where we stopped work and rebuilt the development environment. This allowed us to iron out timeline details as well as make sure our solutions were capturing all the necessary requirements. During our postmortems after the upgrade, we realized several of the go-live day issues could have been resolved or prevented if there had been time for an additional dry run and testing period. Open Development Environment In addition to having a testing team of 30+ people, which included the project team and our Super Users, we invited all Users to access the development environment. This allowed supervisors the firsthand experience and time to test their procedures, revise documentation, and prepare staff as they saw fit. It also gave concerned Users an opportunity to run through their daily tasks prior to go-live. This hands-on approach greatly helped relieve stress for the Users who took advantage of it. During training classes, all Users were asked to log in and spend half of the hour-long class walking through on their own. Documentation The previous system upgrade occurred in 2012 and went from version 4.0 to 2011. Substantial resources were spent documenting the current state of the system since that time. The effort included flow charts for the 250+ workflows and data mapping for the 20+ integrations. This allowed the project team to quickly gather lists of impacted systems and determine our test footprint.

What Could be Improved

Testing We involved our Super Users to assist with testing since our system is so large and customized and has numerous integrations. This allowed our Super Users a behind-the-scenes look into the different areas of the business they may not be familiar with as part of their daily duties. This was great exposure for them to learn more about our system but was also a challenge as they did not always have the necessary level of comfort to be fully effective. This could have been improved by ensuring that our test instructions were easy to follow, even for those with limited experience in the workflows, forms, or integrations they were testing. The test plan build-out phase for the upgrade was a huge undertaking, and a valuable lesson we learned was how important it will be to keep those test plans and other documentation current going forward to make future upgrades easier. Training There were a few important things we learned from our upgrade training sessions: »» It is important to explain to Users the “why” behind the upgrade. This helps center the audience and keep a positive tone. Training is as much about the content as it is about the perception of the content. It was very important to the project team to keep release communication positive and show Users the value in the upgrade. »» Users listen to their peers. Training sessions were primarily handled by our training team, but a few sessions were hosted by Super Users. This helped engage Users and build confidence in the upgrade. »» Printed materials are important. We did not use any printed materials in the training sessions. We had several resources posted online that we asked Users to print out if they felt they needed them, and many Users did. Distributing hard copies of those quick reference guides in advance would have helped with many of the initial questions and concerns we received from Users. Internal Momentum and Priorities Of course, the upgrade was top priority for the CRM team, but that does not mean it was top priority

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for all teams. The lesson we learned was the importance of internal kick-off meetings between different groups to ensure expectations and timelines are set and agreed upon. Additionally, it is very important to enforce those decisions and timelines throughout the upgrade.

and knew the changes were only cosmetic. I hope these lessons will help your upgrade succeed, too! D365UG/CRMUG

What to Adopt for the Future

Avanade is the best partner for your digital transformation with Dynamics 365.

Documentation and Ownership In the future, we will ensure we have full documentation for customizations, integrations, and system owners. We were well-prepared for this upgrade because we already mapped out our data flow and integrations, but there were still some integrations with very little information available that required extra resources to figure out who should be working on it, where to start with testing, and who should sign off on the changes. Always be Prepared to Upgrade Another time-consuming part of our upgrade was handling our 20+ integrations. Even though we had been using Microsoft Dynamics CRM 2011 for several years, the integrations were still using the 4.0 endpoints. Upgrading these endpoints could have been done over several years, but instead they needed to be done in several months concurrent with the upgrade. This greatly increased our testing burden on release weekend. Going forward, the team will work on reviewing existing code and to identify what can be replaced with out-of-the-box features and to reduce technical debt.

Final Thoughts Thanks to all the team members involved, the upgrade was a huge success! We were able to execute the upgrade over a weekend with minimal disruption to staff. Users could begin working Monday morning because they were already trained and familiar with the “new system”

Kylie Kiser is a CRM specialist for a financial services firm and can be reached on Twitter @Kyliekiser or at Kylie.kiser@ricedelman.com.

Avanade employs intelligent digital automation to: • Reinvent business productivity on nearly any device, anywhere • Drive performance with analytics and real-time operational insights • Run your business within public, private or hybrid clouds in a secure and trusted environment • Leverage IoT and robotic process automation

Q3 2017 | 31

Partner Showcase

COMPANY eBECS

INTERVIEWEE Stephen Wilson, Chief Marketing Officer (CMO)

WEBSITE www.ebecs.com

HEADQUARTERS United Kingdom

PHONE 678-701-5856

EMAIL Swilson@ebecs.com

ESTABLISHED 1999

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BECS was established in 1999 with the sole objective to deliver a total business solution for their clients. With that vision, they have since been delivering ERP to the manufacturing sector. eBECS learned early on to tailor project delivery by understanding the value from the Customer’s perspective. This morphed into their expertise in lean thinking, or lean manufacturing. eBECS understood Microsoft Dynamics AX to be very well-aligned to the core principles of lean thinking. With a few small code modifications and enhancements, they were able to create what some lean experts would describe as a lean ERP system. This allowed them to enjoy a unique presence in the market, beating out SAP because it was taking decisions away from functions and features versus lean thinking. eBECS came to the U.S. in 2005, and the lean thinking they taught resonated very succinctly because U.S. manufacturers were focused on beating out China prices and other overseas operations. When Microsoft Dynamics CRM came on the scene, eBECS was an early adopter and one of the first Partners to offer both ERP and CRM, quickly understanding the significant value in providing that total solution to a client. Most of their projects included Microsoft Dynamics AX, Microsoft Dynamics CRM, and a wraparound layer of business intelligence (BI). Private cloud was the first experience eBECS had in Azure and was driven by a client’s desire

to make that move. Their eyes were opened with the power of Azure, and eBECS created a practice around the cloud. eBECS embraced portfolio products from Microsoft and significantly invested in enabling their experts to provide that value-add to clients. Stephen Wilson, certified marketing officer at eBECS, says, “We think we are the best choice for Customers and are the most capable of diagnosing and coming back with a variety of options, depending on what that client needs.” eBECS has been named Partner of the Year several times for Microsoft Dynamics. Additionally, the company has received Country Partner of the Year and finalist awards for Microsoft Dynamics CRM and IoT, all of which are coveted recognition categories for Microsoft Dynamics Partners.

D365UG/CRMUG®: Because your pedigree is in manufacturing ERP, how does lean thinking and the cloud fit together for those businesses? Stephen Wilson (SW): Lean and the cloud are transformational for a manufacturer. The lean thinking is applied across everything eBECS does and offers to our clients, and that includes the cloud. Transition to the cloud is a significant event, but in the end, it is just a place. Lean is a continuous journey. Lean is the business, and that keeps changing. Manufacturers that stand still are often not going to thrive as much as those that adapt.

“It was eBECS’s own lean functionality that Microsoft had built into Microsoft Dynamics AX 2012. So obviously, as the original developer, no one would know it better. Plus, as might be expected, eBECS had an extensive track record of implementing lean manufacturing within Microsoft Dynamics ERP environments.” Ben Hancock, Head of ERP at Britax (Fort Mill, South Carolina-based group)

D365UG/CRMUG: What are the main solutions your clients use to take on that journey? SW: Microsoft Dynamics AX and Microsoft Dynamics NAV (Finance and Operations as seen now in the Dynamics 365 world), Microsoft Dynamics CRM (which is now Microsoft Dynamics 365 and the Customer Engagement modules of Sales Automation, Customer Service, Field Service, Project Service Automation, and Marketing), Azure workloads, PowerApps, and Microsoft Flow. In a nutshell, we understand everything that Microsoft has available and whether that can and should be deployed in a business.

We have also recently become a part of DXC Technology as a strategic alliance affiliate. DXC is a global systems integrator (GSI) that was born out of the merger between CSC and HP. They’ve undergone various acquisitions over the years to include every offering under Microsoft’s umbrella like Office 365, Microsoft Dynamics ERP, and more. eBECS is now a part of that group, and it complements our objective of offering a complete solution for our clients.

D365UG/CRMUG: You mentioned Dynamics 365 in your offerings. How has that changed your business this past year? SW: The biggest change has been our approach and optimization on solution delivery. We now see Customers being much more involved in their continuous delivery program than ever before. Our ability to get a company to use and consume the software has significantly improved. That’s a critical change in the economics of software and being able to drive value for the Customer. The more the Customer can use the software, the better we do. If we don’t do a good job, they don’t use their technology. Simple, yet critical. There is no longer a start and stop to an implementation project. It’s much more phased-based working.

D365UG/CRMUG: You attended Summit EMEA in Amsterdam this past April. How was that experience for eBECS? SW: It was a very solid event, well-supported by Partners, and another great platform to start building more attendance and membership for the User groups. I met a ton of newer Customers and presented a few manufacturing-focused sessions that were all very well attended. I also attended the leadership event the day before and got a ton out of that. I had great conversations with some very large global companies. I am on the board for AXPACT, which is a global alliance of bestin-country Microsoft Dynamics AX Partners who work together on multi-country implementations. Summit EMEA was the perfect opportunity to hone those relationships and see those Partners face to face.

D365UG/CRMUG: What do you have coming up for Users in the next 12 months? SW: They should always look out for the knowledge we’re sharing through webinars. We are really passionate about educating Users about what’s out there. It’s that knowledge leadership that eBECS is very proud to deliver to our Customers.

D365UG/CRMUG: What are you looking forward to the most for Summit 2017 in Nashville? SW: Our DNA is around sharing our knowledge. We put a lot of effort into educating. That is what we’re most looking forward to. Educating and diving deep into manufacturing and analytics with Users that experience it daily. D365UG/CRMUG

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t&t

TIPS & TRICKS

Tips for Creating Meaningful Visuals in Microsoft Power BI by Belinda Allen, Partner Member

he more we learn about Microsoft Power BI, the more we want to build reports that help us run our businesses better. We want reports that point out what needs our focus and attention to improve our success, AND we want to know where we can capitalize on what is working right for us. Selecting the right visual and formatting (the visual) are essential for improving the value of any dashboard/report. Let’s review how we can make a few visuals more meaningful and eye-catching; not just to make them prettier, but to make them easier to read and more powerful.

Avoid the Pie I’m not saying this as part of my perpetual diet plan. Pie charts may look cool, but it’s very hard to get a good visual. In the following two images, I put a red square around the same three pieces of data. The pie makes it difficult to tell which of the three is the largest and which is the smallest. The clustered column chart next to it makes it much easier.

By default, the clustered column chart will appear with all green columns. To edit the colors, select the clustered column chart visual and open formatting on the Visualizations pane. Open the Data Colors area, and change Show all to On. Change each individual color to whatever you want them to be.

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Take a Card Sometimes the best visual is simply a number. Often while presenting, I talk about the feature that newer vehicles have that show you the number of miles you can travel with your current amount of gas, at your current rate of consumption. I love seeing that I can travel 71 miles rather than thinking, “I have two bars left, an 11.9-gallon tank, and I usually get 42 miles a gallon.” I have a Hybrid, which means I get great gas mileage, but I still cannot do that kind of math in my head while driving! So, show me a single number. FYI: This type of visual can be seen in Power BI on the Apple Watch. I can literally see my bank balance

every morning on my watch! When the card visual is selected, the default is for the number to round automatically, as you see above. However, when I am looking at something like my customer balance, I want to see the actual, unrounded amount. To display the amount with no rounding, select the visual and open formatting on the Visualizations pane. Open the Data Label area and change Display from Auto to None.

Under One Condition If you are like me, you love playing with conditional formatting in Microsoft Excel. Power BI has conditional formatting as well. Below is a simple table in the Power BI Desktop. This visual shows my customer list and the balance of each customer. I use conditional formatting to help see the higher balances in green, the lowest in red, and everything in the middle as yellow, with shade variations of these colors for the amounts in-between. How did I do this?

Where in the World? To set conditional formatting, select the visual and click on the drop-down arrow for the amount field for which you want to apply conditional formatting; select Conditional formatting.

In the Conditional formatting window that opens, select the color for the Lowest value and the Highest value. If you want a middle color, select the Diverging box and select the Middle value. Click OK.

When using the map visual, you can use data that is either a full or partial address, or you can use longitude and latitude. Obviously, longitude and latitude will provide the most accurate map plotting, but the address works well, too. It is, however, a good idea to define which part of the geographical data a field represents. This can be done with data modeling right in the Power BI Desktop. Open the data view by clicking on the data icon on the pane on the far-left side of the Power BI Desktop. If you have more than one data source, select the source with the geographical fields on the right so that the data set appears on the canvas in the middle. In my case, I’ll define the street address, city, state, zip code, and country. I’ll start with the street address by clicking on the field, highlighting the entire column. I’ll click on the Modeling tab, select Data Category, and choose the field Address. I’ll repeat these steps for city, state, zip code, and country.

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Summary This article outlines a few minor tweaks to help make your visuals better. Better visuals, that are easier to read, mean better information. And better information means more success for you! Consider joining the Microsoft Power BI User Group to increase the value you currently receive from your membership. Visit www.pbiusergroup.com to sign up for free! D365UG/CRMUG You’ll notice that all my geography fields now have a globe next to the field in the field list, indicating that they have been categorized as a geographical field, making them much more accurate on map visuals.

Belinda Allen, Microsoft MVP, is business intelligence program manager for PowerGP Online/Njevity, Inc. She can be reached at Ballen@njevity.com.

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Avanade is the only systems integration partner to oﬀer: • Expertise in all Microsoft technologies • 30 years of deep industry experience from our joint venture with Accenture • Global project deployment across 58 countries • 2,200+ skilled D365 resources and the most certiﬁcations

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Visit us in Booth #930 at Summit!

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

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 15,100 discussion posts. Below are two recent 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).

Can’t save changes to Contacts, sometimes.

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

D365 Online or On-Prem

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.

Q3 2017 | 37

CELEBRATING

For the past 10 years, CRMUGÂŽ Summit has been a place where people come together, learning is top of mind, and friendships are solidified. D365UG/CRMUG Summit Nashville has grown into what it is because of the commitment of presenters and attendees to create an environment where cutting-edge ideas are shared and year-round connections are made through the User group. Thank you for being a part of this event. Hereâ&#x20AC;&#x2122;s to the next 10 years!

years of

CRMUG

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Summit

topic on

...with D365UG/CRMUG Members

Jennifer Codding IT Business Analyst CMC Group Jcodding@cmcgp.com Don’t take it too lightly, even if it is a small upgrade. Before you begin, it must be decided if you are making any functional changes during this time. If so, this adds another layer of complexity and may impact your timeline. We like to give a last day when functional changes will be accepted, do the upgrade, and then start developing additional changes as needed after we complete the upgrade. Develop a team of Users that can be used for testing, and include lesser-used functions of the system. It is important that IT not own the system, so Users have to be heavily involved in the process – including testing – to ensure that they are comfortable and fully understand the system and processes they will use. Develop a timeline for the project. Account for training in the upgrade. Change is hard for everyone, even if the change is small, so make sure you explain and show changes to the system to all Users, both everyday and occasional Users.

Patrick Wright Marketing Technology Lead Cherry Bekaert Pwright@cbh.com Best piece of advice: Don’t go it alone! Think about using one of our great vendor Partners to help with the process. They have the experience and perspective of many, many upgrades to guide you. Also, don’t be afraid to re-implement rather than upgrade. Be open to options you may not have considered.

We reached out to a few Members to find out their best advice for someone planning a Microsoft Dynamics 365/ Microsoft Dynamics CRM upgrade. Here’s what they had to say.

Sarah Jelinek Senior Consultant/Trainer – CRM Arctic Information Technology, Inc. Sjelinek@arcticit.com If you can swing it, complete a test upgrade first in a sandbox environment. It is worth the cost of having a sandbox environment just to be prepared for any issues or changes that may need to be done pre- or post-upgrade. Testing all your processes is ideal not only as an administrator, but also with having Users in various roles testing, as it will increase your chances of success. Have a list of test scripts, processes, or features you need to test. Preparing for an upgrade may also provide an opportunity for you to review your organization’s current usage of Microsoft Dynamics 365/Microsoft Dynamics CRM. You may identify outdated processes, unused features or fields, or old data. If time permits, you can perform a little housekeeping before the upgrade or add it as an action item to complete sometime after the upgrade process has been completed. Training Users is crucial prior to and after an upgrade. Provide Users multiple opportunities and options for training in the new version. You can provide quick 10-minute training sessions highlighting what’s new or what will change. Recording videos, creating tip sheets, and having Q&A sessions before and after the upgrade can make the transition easier for all Users with different learning styles. Q3 2017 | 39

feature

UPGRADING

Security

TO MICROSOFT DYNAMICS

365:

APPROACH

HOLISTIC

40 | D365UG/CRMUG Magazine

story by Kaustubh Sarmandal, D365UG/CRMUG® Partner Member hen upgrading to Microsoft Dynamics 365, it is a good idea to review the entire security model of your existing system with a holistic approach. There might be many reasons to upgrade your system. First, the old system might have been designed when all security features were not available. Second, the people on both the business and IT sides might have some pain points with the existing security model. Third, business evolves, and so do the security needs of the business. Old security models might not be the best design with respect to scalability, maintenance, and performance on Dynamics 365. Figure 1 below shows the timeline of security features in various Microsoft Dynamics CRM releases. Dynamics 365 has many advanced security features; however, not all of them are required, and making a security model unnecessarily restrictive creates more problems. Try to keep the security as less restrictive as possible. A sign of an overly restrictive security model is this: Users are asking for access to some records in another business unit, and the administrator is manually sharing these records on an ad-hoc basis. When getting requirements for security, rather than asking, “What records should a sales rep/regional manager/VP see?”, you should ask, “What records should a sales rep/regional manager/VP not access at any cost?” If they access the records, then what legal, financial, or management issues might arise? If there are no major issues, then it is possible that open access to every record works for the company. The security model should be used primarily for stopping the access, and displaying a subset of the records should be addressed by using Figure 1 system or personal views. A newly added feature in Dynamics 365, “App creation”, gives the ability to change a site map, entities, and system views based on security roles. Taken together, you can create a personal experience for UI as well as data without having too many customizations or a complex security model. Every company’s security needs are different; however, there are few rules of thumb for designing a simple security model. Let’s take a look at some scenarios.

Open Access is the Best If Users don’t mind having access to all records, but want to see only their records, in the “My Accounts” view, keep the access open to all records. You will eliminate a lot of administrative requests later. In telemarketing sales companies, an open access policy might work. Users want their own accounts in a system view, but they still want to see other accounts because they want to respond to a call from outside their territory when other reps are not present. By utilizing the User or a team as the record owner and keeping access open to all records, Users can see their accounts in the “My Accounts” view and can access other accounts. If stopping access to all accounts is not required, and Users work as a team in pre-defined territories, then you don’t need to define teams as owners of accounts. Just assign all accounts to a service account, and add Users as members of a territory displayed on the account. Then you just need to change the filters on “My Accounts” view as Territory where member of the territory is current User (see figure 2).

Business Units for Top-level Management Top-level management wants to access a large volume of data for reporting and analytics, but they do not interact with records that often. As such, business units can be used for their security needs. One key thing to remember: We are creating a security structure, so it might be significantly different from the organizational structure of a company. Business units are hard boundaries and should be as large as possible.

Figure 2

Q3 2017 | 41

For example, in figure 3, for a global organization, it makes sense to segregate business by continents. Breaking them further down in countries should be done with caution. A sales rep speaking Italian might serve Italy as well as Italian-speaking parts of Switzerland, or a polyglot User might serve France and Italy. So breaking Europe further in separate countries, at least in this case, is not a good idea.

User/Team Ownership for BottomLevel Management

Figure 3

Once business units are decided, try to solve the access issue for individual Users at the lowest level of the organizational chart of the company.Â A company might have a business model of having single accounts served by one User, then assign that User as the owner of records. If the company has multiple Users accessing the same account, then make the team the owner of record, and add Users to that team.

Hierarchy for the Mid-level Management Hierarchy can be used for mid-level managers. Positional hierarchy should be used when a User is reporting to multiple managers. Manager hierarchy should be used when a User is reporting to a single manager. Positional hierarchy needs more maintenance by the administrator. For performance reasons, try to keep a hierarchy depth to three or lower.

Access Teams for Groups Use of access teams might be needed when multiple Users serve a single Customer, and access needs to be restricted to selected Users. Also known as team selling, this business model is more common in heavy equipment and the software products industry where a company sells multiple brands, and every brand requires a sales specialist. There is one account manager for every Customer as the point of contact, and other sales reps are responsible for specific brands. As shown in figure 4, in this scenario, make the account manager the owner of the Customer and he/she can add other Users to access team members, when needed. This process of adding access to team members can also be automated with custom programming. Figure 4

Record Sharing for Complexity Scenarios discussed so far will work for a majority of companies. If these scenarios would not work, then individual record sharing should be considered. Sharing an account with a User or team gives the most granular level access to Users. However, this is the most resource-intensive security model. It can affect performance and needs very high maintenance from administrators. For automation, you will need custom workflows that share/un-share records to a User or team and a mechanism to trigger them when territory or User assignment changes occur. Sharing to teams instead of Users and sharing to access teams instead of owner teams is better for performance. If a corporation grows by mergers and acquisitions, then every operating company might have different territory definitions, sales reps, regional managers, and executives. However, they might want to collaborate in a single CRM system with a similar Customer base without claiming exclusive ownership for an account. In this case, you might have to evaluate every single record and share it manually or through automation to a desired team or User. In conclusion, when in the process of upgrading to Dynamics 365, if security models become less restrictive, then it will save a lot of administrative hassle down the road, and it will improve performance. D365UG/CRMUG Kaustubh Sarmandal is a CRM solution architect and Agile enthusiast. He has successfully implemented many CRM projects for Microsoft Dynamics CRM 4.0 and later versions of the solution. He can be reached at K_sarmandal@yahoo.com.

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Partner Showcase

COMPANY Avanade

INTERVIEWEE Tom Rosinski, Global Business Applications Leader

WEBSITE www.avanade.com

HEADQUARTERS Seattle, WA

PHONE 206-926-2000

EMAIL Tom.rosinski@avanade.com

ESTABLISHED 2000

DECORATED PARTNER, YEAR AFTER YEAR… » Received Microsoft Dynamics Inner Circle Award for 13 consecutive years.

» Accenture and Avanade have been named the 2017 Microsoft Alliance Systems Integrator (SI) Partner of the Year for the 10th year in a row and 13th time overall.

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vanade started as a joint venture between Microsoft and Accenture in 2000, offering clients solutions spanning the entire Microsoft stack. In addition to their Microsoft Dynamics CRM and Microsoft Dynamics AX practices, Avanade has more than 30,000 resources in 24 different countries and revenues over $2 billion. The key to their successful growth is an intense focus on industry. Instead of focusing on product, Avanade delivers solutions and services in industries and sub-verticals with growing concentrations in different parts of the world. Tom Rosinski, global business applications leader, says, “Avanade is not so much a product company. We are a systems integrator with assets and best practices around a variety of industries. Collaboration is at the heart of our culture, and our approach is based on the latest thinking about digital and cloud solutions, business applications, and technology services. That’s how we help Customers transform their business and succeed in this fast-changing landscape.” Avanade currently serves 19 industries/ sub-verticals, including health (both payer and provider), manufacturing (consumer products and industrial products), financial services (banking and capital markets), retail (food and beverage, convenience stores, and fashion), resources (utilities, oil, and gas), and life sciences (pharma, bio pharm, and medical devices), and service companies (AEC, NFP).

D365UG/CRMUG®: You are a global giant in the Microsoft world. Can you map out what that looks like in terms of what services you offer where? Tom Rosinski (TR): We are headquartered out of Seattle, but our business is broken into three geographies: North America, growth markets (all of Asia and Australia), and Europe. We also have a large presence in India as part of our global delivery network. Our delivery centers comprise onshore, nearshore, and offshore sites – located in 10 countries across the world, from India and the Philippines to Argentina, Spain, and beyond. Annually, the Avanade team comes together to see what industries we want to focus on in those geographies. We dive deep into the countries and research what’s trending and what’s changing. For example, in France, Netherlands, and Belgium, healthcare and utilities are huge. And manufacturing industries are growing immensely in Australia, Switzerland, Germany, and the U.S.

D365UG/CRMUG: How do you determine growth markets, and how has Microsoft Dynamics 365 factored into this lately? TR: Because of the joint ownership between Microsoft and Accenture, we rely on them for change management expertise when needed. Accenture is getting more and more excited about Dynamics 365 because it has entered the scene as a solid competitor to other enterprise business applications. It is a great cloud solution and has opened up a whole new marketplace.

Moving forward, the benefits are hard to ignore. Projects have fast implementation schedules, and the mindset to customize has shifted. Users are more interested in how to use their ERP out of the box rather than customize. I think this shift in thinking has been the biggest change in our industry.

More companies in the $2 to $3 billion dollar revenue range are considering it. These companies usually have multiple applications running as a pseudo ERP, and there is a ton of risk that associates with that. It’s also not easy to do a global rollout or grow with disparate systems. An integrator like Avanade mitigates that risk, and better yet, Dynamics 365 makes it possible for large companies to grow and scale without a complicated technology framework. We currently have more than 3,000 global resources in our combined Microsoft Dynamics AX and Microsoft Dynamics CRM practice. D365UG/CRMUG: How has the cloud discussion changed with clients? Are they more interested in taking that leap? TR: The discussion has changed a lot. Clients in North America were much quicker to say yes to having their ERP in the cloud. Europe was slower and more apt to choose on-premise versus online. Moving forward, the benefits are hard to ignore. Projects have fast implementation schedules, and the mindset to customize has shifted. Users are more interested in how to use their ERP out of the box rather than customize. I think this shift in thinking has been the biggest change in our industry. There is a lot of functionality in the cloud, and clients aren’t tied down to one old version. The features and capabilities grow, and clients can take advantage of them as they go.

D365UG/CRMUG: Do you think this is a big reason more companies are adopting the cloud and low-customization mentality? TR: Yes, I think that has a lot to do with it. When they can see more things coming in a future release, they want to stay as close to the core product that is there and don’t want to limit themselves from future releases. In technology, there will always be new things to take advantage of. Most companies are continuing to grow and need software that grows with them, and they want software that’s not too big or complex to implement in the first place. D365UG/CRMUG: What do you have coming up for Microsoft Dynamics Users within the next year? TR: As I mentioned, we are not product focused; rather, we’re building our industry capabilities. We offer complete capabilities modules, business process hierarchies, and mapping to figure out the best fit. For example, figuring out what ISV or asset to use so that Users can be more productive. We build a roadmap for different industries to see how it all fits together in the future. This industry and process-focused approach identifies digital enablement points and ties those into all the Microsoft products available in IoT (Internet of Things), machine learning, and Power BI, and then integrates those features with an overall Dynamics 365 solution. Companies are looking for a complete solution, and that’s what we strive to provide...always. D365UG/CRMUG

Q3 2017 | 45

t&t

TIPS & TRICKS

Improving Microsoft Dynamics CRM Merge Performance by Mark Carrington, D365UG/CRMUG® Partner Member

hen you merge records in Microsoft Dynamics CRM, the system needs to search for any references to the old record and update them to the new master record. So, when you merge two contacts, Microsoft Dynamics CRM has to look for any accounts where the contact is the Primary Contact of, any activities they are part of, any leads they are related to, and so on for every 1:N and N:N relationship defined in the Contact entity. While this works pretty well for a default Microsoft Dynamics CRM installation, every custom relationship you create on the lead, contact, account, or case entities will only slow down the merging process. Worse still, when you create a custom relationship, Microsoft Dynamics CRM does not create an index on the underlying table to allow it to be searched efficiently. If you create a 1:N relationship on contacts in a database with 100K contacts, you’ll likely see the time taken to merge contacts go up by several seconds. Not a problem if you’re just doing occasional merges, but if you have several such relationships, or you’re doing a large-scale data cleanse, those few seconds quickly add up. Luckily fixing the problem isn’t too hard with a few well-placed indexes on the SQL database. If you’re running on-premises, you can create these yourself. For Microsoft Dynamics CRM Online, you’ll need to raise a support ticket with Microsoft to create them. If you’re running on-premises, you might want to use a script to find all the columns you need to add an index to. The query to the right finds any relationships that aren’t already covered by an index and gives you a suggested CREATE INDEX statement to index them. May all your merges be lightning fast! D365UG/CRMUG

46 | D365UG/CRMUG Magazine

select distinct Entity.Name, Attribute.Name, ‘CREATE INDEX ndx_’ + Relationship.Name + ‘ ON ‘ + Entity.BaseTableName + ‘ (‘ + Attribute. PhysicalName + ‘)’ as SuggestedIndex from Entity as Source inner join Relationship on Source.EntityId = Relationship.ReferencedEntityId inner join Entity on Relationship. ReferencingEntityId = Entity.EntityId inner join Attribute on Relationship. ReferencingAttributeId = Attribute.AttributeId inner join sys.tables on Entity. BaseTableName = tables.name inner join sys.columns on columns. object_id = tables.object_id and columns.name = Attribute.PhysicalName left outer join sys.index_columns on index_columns.object_id = tables.object_id and index_columns.column_id = columns.column_id and index_columns.key_ordinal = 1 where Source.LogicalName = ‘contact’ and index_columns.index_column_id is null Mark Carrington is chief technologist for Data 8 and can be reached at Markc@data-8.co.uk.

NAME THAT PHOTO

CONTEST

Joseph Markovich of Okaya Electric America found himself interviewed by Jim Englemann of DCE at last year’s CRMUG Summit. What topic do you think they were covering? Q1 2017 CONTEST WINNER Billie Smith Nothing up my sleeve…poof...magic, CRM makes your work disappear!

Simply email your submission to Captioncontest@crmug.com. The winning submission will be printed in the magazine’s next issue.

48 | D365UG/CRMUG Magazine

MINUTES VOLUNTEER

WITH D365UG/CRMUG’S

OF THE QUARTER

Who I’m following on social media right now… While not business related, I’m into longdistance backpacking, and I love to follow along on hiking adventures. Carrot Quinn is one of my favorites. On my desk right now… “Information Dashboard Design” by Stephen Few. My three goals for the rest of 2017… 1. Wrapping up Microsoft Dynamics 2011 migrations to our consolidated CRM platform. 2. Planning for the next phase of the CRM implementation across Taylor. 3. Implementing value-based analytics dashboards to help drive actionable insights at the business.

Christina Tommeraasen Taylor Corporation Director of Analytics, Special Projects

What I do when I’m not at work… My husband and I just moved to the West Coast, so we’re settling in and exploring our new state. We’ve got a couple of camping trips planned yet this fall. The best advice I ever received… Stop talking and start listening. Listening drives understanding, and understanding is critical to making sound decisions.

Q3 2017 | 49

industry showcase

Healthcare

Covered from Head to Toe

linical engineering, scientific research, and medical equipment management are just some of the ways these D365UG/CRMUG® Members make a difference in improving health around the world. There’s a ton that goes into supplying proper healthcare, and whether it’s pharmaceuticals, lab analysis, or proper health education, these healthcare organizations have you covered.

BLUE CROSS BLUE SHIELD OF KANSAS CITY Kansas City, KS Blue Cross and Blue Shield of Kansas City, the largest not-for-profit health insurer in Missouri and the only notfor-profit commercial health insurer in Kansas City, has been part of the Kansas City community since 1938. Blue Cross and Blue Shield of Kansas City provides health coverage services to more than one million residents in the greater Kansas City area.

50 | D365UG/CRMUG Magazine

MEDICA Minnetonka, MN Medica’s family of businesses includes Medica Health Plans, Medica Health Plans of Wisconsin, Medica Insurance Company, Medica Self-Insured, and Medica Health Management, LLC, as well as the Medica Foundation and the Medica Research Institute. Medica offers health plans in Iowa, Minnesota, Nebraska, North Dakota, South Dakota, and Wisconsin.

ONEBLOOD, INC. St. Petersburg, FL Oneblood, Inc. enhances the health and well-being of others through their work with blood and stem cell products and by facilitating scientific research.

TRIMEDX Indianapolis, IN TriMedx, a healthcare technology management organization, elevates clinical engineering through innovative management programs, medical equipment life cycle solutions, and service data for more than 1.7 million devices worth over $15.6 billion.

SYSMEX AMERICA, INC. Lincolnshire, IL Sysmex America, Inc. is the U.S. headquarters for Sysmex Corporation based in Kobe, Japan. Sysmex America distributes and supports automated invitro diagnostic hematology, coagulation, and urinalysis analyzers, reagents, and information systems for laboratories and healthcare facilities throughout the Western Hemisphere.

DELTA MEDICAL SYSTEMS Brookfield, WI Since 1979, Delta Medical Systems has ensured customer service excellence for diagnostic imaging sales, field service, and project management.

PROACT, INC. East Syracuse, NY ProAct, Inc. is a fullservice pharmacy benefit management company combining industry-leading client service with the latest in PBM technology to produce innovative, affordable, and flexible prescription drug benefit solutions.

DIAMOND DRUGS, INC. Indiana, PA Diamond Drugs is the nation’s largest correctional pharmacy provider and Pennsylvania’s largest independently owned longterm care pharmacy.

feature

Upgrading and Migrating Microsoft Dynamics CRM On-premises to Microsoft Dynamics 365

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story by David Buggy, D365UG/CRMUG® Partner Member icrosoft Dynamics CRM 1.0 was released in 2003 and was an on-premises based solution. Versions 1.2, 3.0, 4.0, and 2011 were subsequently released over the following eight years. Version 2013 was released in the summer of 2013, and the online version released in the fall of 2013. The first several releases of Microsoft Dynamics CRM Online did not have parity with the on-premises version, but that has changed. Versions 2015 and 2016 were released, and we saw the online version surpass the on-premises version in new features. Today the online version of the platform is significantly more feature-rich. In November 2016, Microsoft rebranded the product to Microsoft Dynamics 365. With this rebranding came a new license model (see below).

On-Premises or Online? There are two paths to get to Dynamics 365 – upgrade a current on-premises system and then migrate it to Dynamics 365 or upgrade a current on-premises system to Dynamics 365 on-premises (yes, Microsoft does offer an on-premises version of Dynamics 365; a lot of people are surprised to learn this). Microsoft takes a “cloud first” go-to-market approach where new functionality is released first for online, and in some cases, functionality is only available in the online platform, including: »» Connected Field Service »» Field Service enhancements »» Customer insights »» Gamification »» Project Service Automation enhancements »» Immersive Excel experience In deciding between remaining on-premises versus migrating to online, cost is always at the top of everyone’s criteria. I have performed many five-year cost comparisons between on-premises/online, and in most cases, if you factor in the cost of maintaining/upgrading/replacing hardware and underlying infrastructure, the five-year total cost of ownership is generally comparable. If you have an Enterprise Agreement with Microsoft for licensing, you may qualify for dual-use rights, which allow you to run Dynamics 365 on-premises, online, or both.

Considerations If you decide to migrate to Dynamics 365 online, the first step is to evaluate several key areas of your current on-premises system: »» License Considerations – When Microsoft rebranded the product to Dynamics 365, the licensing model also changed. In prior versions, there were three license types: Advanced, Basic, and Essential. The Advanced license gave a User access to all built-in “base” functionality (there were some exceptions like Social Engagement). The basic license removed access to Sales functionality (like Opportunity management). Finally, Essential was mainly for Users who needed light access to view information in the system. Dynamics 365 has Application licenses, Plan licenses, and light User access to the system. The Application licenses enable a User to access specific functionality (Sales versus Service for example). Plan level licenses allow Users access to all application functionality. The Team Member license allows a User to view existing records. When considering migrating to online, each User must be reviewed to determine the specific functionality they need access to and select the proper Dynamics 365 license.

Q3 2017 | 53

»» Customizations – All customizations in Microsoft Dynamics CRM must be reviewed for

compatibility with Dynamics 365. A lot has changed in the product over the years, so depending on how many versions behind your system is, you may have to address Java script, custom code, custom workflows, etc. »» Integrations – Typically all integrations that are in place with an on-premises version of the platform will have to be updated to point to the APIs of the online version of the platform. »» Custom Reports – The online version of the platform has a different way of querying the database; thus, all custom reports will need to be reviewed and likely updated to use “fetch XML”. »» Third-party Applications – Each third-party application in use with Microsoft Dynamics CRM will need to be reviewed to determine compatibility with Dynamics 365. »» Client PC Requirements – Dynamics 365 may require you to upgrade some client PC components. We recommend no less than a fairly current technology CPU with 2.0 GHz or faster, four GB of RAM, and a solid state hard drive (if possible). The client PC must be running Windows 7 service pack 1 or higher, Internet Explorer 10 or 11, and Office 2010 or higher.

Upgrade To migrate to Dynamics 365 online, your on-premises system must first be upgraded to Microsoft Dynamics CRM 2016 or Dynamics 365 on-premises. The system will need to go through the different releases (version 4, 2011, 2015, and 2016). There are two primary approaches to performing the upgrade: »» In-place Upgrade – In this approach, the system is upgraded on the current hardware. Newer versions of Microsoft Dynamics CRM will likely require newer versions of SQL/Windows etc.; a review of the hardware the solution is running on must be performed to determine compatibility. Note: This approach will take your system offline while the system is being upgraded. »» Staging Environment – In this approach, you create a separate environment in which you’ll perform the Microsoft Dynamics CRM upgrades. This allows you to leave your production system in place and unaffected while the upgrades are taking place. There is one additional step in this approach: A process to catch data entered in production, the data “snapshot” that was taken to load into the staging database.

Migration If you were migrating from online to on-premises, you can request a copy of the SQL database and simply load it into an on-premises-based system. Going from on-premises to online is not so easy. You can export customizations and load them into the online system (provided they are compatible). To get your data from on-premises to online, the data must be migrated. A data migration involves moving records from the on-premises system to the online database. There are tools like Scribe that do a good job of migrating data. We recommend reviewing your on-premises database to determine its current size; this is important for determining your cost for Dynamics 365 online storage. In most cases, documents make up the majority of database size (email attachments, sales literature documents, Knowledge Base article document attachments, etc.). If you have a sizable database due to documents, we recommend integrating SharePoint Online with Dynamics 365 to manage documents as SharePoint’s storage is much less than that of Dynamics 365.

Training Lastly, due to the significant differences in the User interface and functionality from older versions to Dynamics 365, your Users should be trained. We recommend two hours of training per User. D365UG/CRMUG David Buggy is president of Strava Technology Group. He can be reached at Dbuggy@stravatechgroup.com.

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»» Do as much testing on the upgrade as you can. Note your record number

prior to the upgrade and then afterward to make sure the numbers match. Your upgrade is only as good as how much you test. Test at least twice, or until you have minimal issues, as unless you’ve done this 100 times, there are learning opportunities with every upgrade. »» Oftentimes, people forget about the Users during an upgrade. Depending on your company size, once you have your upgrade testing in the books, train your Users on the new system. You need to make sure they’re comfortable in the system or they won’t use it. »» Make sure all your ISV add-ons will work in the upgrade. If you’re going on an older version to Dynamics 365, there are some smaller products that may not be compatible right away. »» If you have data to scrub, do it before the migration. This makes the process smoother, and you won’t import data that is meaningless.

Chris Capistran President and Sales | Cobalt

»» Upgrade the solutions and code separately and then migrate the

Planning Your Upgrade in Microsoft Dynamics CRM This 4x4 in 30 session focused on planning on your upgrade. Read on for key upgrade tips from each of our panelists.

The 4x4 in 30 D365UG/CRMUG® virtual panel discussion series features interactive discussions in 30 minutes or less. This webinar was posted on April 25, 2017, and is available for viewing on www.crmug.com > Learning & Engage > Webinar Recordings > Browse Recordings by Series > 4x4 in 30.

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data. The reason for this is if you have a large database, exporting it and reimporting the organization – especially if you’re upgrading over multiple versions – can take a long time for the data to import. Then when you go live, you have a fully functional system ready, and you have less risk as you’re just bringing in the data. »» We get really excited about the new features, but end Users may not react that way, especially if it’s a big change. Try to do some up-front training prior to the upgrade to get them used to the navigation and form changes they may experience. »» Take the opportunity to revisit some of your processes and the ways you use Microsoft Dynamics CRM. If you’re three to four versions behind, you might find something in the new version that will be a big win with your Users. Don’t just do a one-to-one migration!

Jennifer Codding IT Business Analyst | CMC Group

»» Take the time to make the plan. We were cautious as our chief

developer was going to be away during the upgrade, so we took almost 30 days to pre-plan the upgrade to make sure we didn’t miss anything. »» We identified “CRM super Users” and had them review test cases prior to launch. They then worked on the testing prior to launch. »» Ask your Users if there is anything they’d like to review with the new product before it’s implemented.

Nick Doelman Microsoft MVP and Manager of CRM Solution Development | BDO Canada LLP

»» Write down your plan and have checklists. Each time, I keep a piece

of paper that lists point by point what will happen and who is doing it. It’s critical to have those points and go through your plan in a test environment. You will discover new steps and other pop-ups, like code that needs to be updated. »» Keep your Users in the know regarding upgrade timing and what’s coming in the new version. If Users know something is coming, you can build up excitement and enthusiasm that they’ll be getting the things they asked for in previous versions rather than scare them when their whole interface is different when they log in the next time. (Editor’s note: Listen to the webinar to hear this story!) »» There are a lot of tools that can help with your migration. Check them D365UG/CRMUG out and see what might work well for you.

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

learn

academy corner

Pre-Conference Academy Training

MONDAY, OCTOBER 9 – TUESDAY, OCTOBER 10

Once again, this year’s Summit Pre-Conference Academy session lineup does not disappoint! These instructor-led Academy classes dig deep into targeted topics. We have brought back attendee favorites such as the Blue and Purple Belts from the CRM Administrator Black Belt Series as well as many more.

D365UG/CRMUG® Academy Pre-Conference Training courses offer

»» »» »» »» Instructor-led classroom training environment Focused content that dives deep into targeted functional areas Half, full, and two-day courses…at prices that are considerably lower than traditional in-person classes CPE credits for all Academy courses

Classes offered at Summit Nashville through Pre-Conference Academy include

»» CRM Administrator Black Belt Series –

Blue Belt »» CRM Administrator Black Belt Series – Purple Belt »» Stepping Up Your CRM Chart Game »» CRM Productivity Tips Tools »» PowerApps, Microsoft Flow, and the CDS »» Introduction to JavaScript and CRM Java Script for Non-developers

INSTRUCTOR

SPOTLIGHT

58 | D365UG/CRMUG Magazine

»» Dynamics 365 for Financials Fast Track »» Dashboards for the Everyday User »» Implementing a Winning CRM Strategy:

»» Dynamics 365 for the New Administrator: Planning for CRM Success!

»» Free Your Day with Dynamics 365 Part 1 & 2

»» Deep Dive into Power BI 2-Day Workshop

Automation

See www.crmugsummit.com for a full list of classes.

George Doubinski, MVP AlexaCRM

Course: Build a Dynamics 365 Portal in a Day

The List MOBILE Solutions at your fingertips

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

Table of Contents Industry.......................Page 60 Horizontal....................Page 62 Services.......................Page 65

The List from The Partner Channel® 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@thepartnerchannel.com. NOTE: The Partner Channel and 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

Food and Beverage

Arbela Technologies 365

INDUSTRY

3650

www.arbelatech.com • 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.

Building Materials Arbela Technologies 365

CALUMO, Inc.

Data Masons Software 365

www.calumo.com • 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.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

365F 3650

3650

Consumer Packaged Goods

Data Masons Software 365 365F 3650

www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

TrueCommerce 365 www.truecommerce.com • 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 365 www.ariett.com • 781-826-1120 Cloud Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Any Device and Multiple Companies Platform for Every Contract, Requisition, Invoice, Payment & Expense.

Blue Horseshoe www.bhsolutions.com • 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 what's new in the Supply Chain Suite for Dynamics AX.

Government Contracting

Higher Logic www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems. Joesoftware Inc. www.joesoftware.com • 780-990-0220 Marshal Comprehensive QHSE application. Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.

Nodus Technologies, Inc. www.nodus.com/solutions/payment-processing/ 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal. Solver 365F 3650 www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

TrueCommerce 365

www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice Reporting — Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing. Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

Dynamics AX

Dynamics GP

Dynamics NAV

www.truecommerce.com • 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.

Non-Profit Organizations

Life Sciences

Merit Solutions, Inc. 365 3650

www.maxlifesoftware.com • 630-614-7133 NEW: 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.

Ariett 365 www.ariett.com • 781-826-1120 Cloud Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Any Device and Multiple Companies Pre-approve against Budget, Track Program Spend, Capture Invoices.

Solver 365F 3650

Manufacturing .

Arbela Technologies 365 3650

www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Pharmaceuticals

Merit Solutions, Inc. 365 3650

Bond Consulting Services 365 365F 3650

www.BondConsultingServices.com 562-988-3451 Microsoft Dynamics ERP & CRM Solutions for Manufacturing & Distribution The go-to team of trusted advisors moving you forward with Microsoft Dynamics ERP and CRM solutions for SMB and Enterprise. KEY: 365 Dynamics 365

www.liaisonsc.com • 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

DATABASICS, Inc. 365F

Liaison Software Corp www.liaisonsc.com • 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

Liaison Software Corp

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

60 | D365UG/CRMUG Magazine

Mobile Enabled

JOVACO Solutions Inc.

DATABASICS, Inc. 365F

www.jovaco.com • 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

Wholesale Trade: Durable Goods

365

www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice ReportingTM Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing. Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

Solver 365F 3650

TrueCommerce 365

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

Nothing but… for The Lis List! isttt!! is Hear direct from userss and nd d Partners who use The List List: t: bit.do/lovethelist

KEY: 365 Dynamics 365

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

Q3 2017 | 61

INDUSTRY

Professional Services

Horizontal Analytics

Business Process Management Solver 365F 3650

Arbela Technologies 365 3650

Business Intelligence

Collaboration Platform DataSelf

CALUMO, Inc.

www.dataself.com • 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

HORIZONTAL

deFacto Global, Inc. 365F 3650 www.deFactoGlobal.com 888-894-3031 ext 229 Dynamics’ Premier Excelbased Planning Affordable enterprise-quality power and capabilities. Cloud |Hybrid| On-Prem

www.dataself.com • 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

CALUMO, Inc.

Halo BI

www.halobi.com • 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 Jet Reports 365 365F 3650 www.jetreports.com • 503-608-3602 NEW: Jet Reports Suite of Solutions Fast, Flexible Reporting & BI inside Excel. 154,320+ users and counting.

www.deFactoGlobal.com 888-894-3031 ext 229 Dynamics’ Premier Excelbased Planning Affordable enterprise-quality power and capabilities Cloud |Hybrid| On-Prem

KEY: 365 Dynamics 365

www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

Credit Card/Check Processing

DataSelf

Budgeting

deFacto Global, Inc. 365F 3650

Higher Logic

Solver 365F 3650 www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Dynamics AX

Dynamics GP

Dynamics NAV

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

Distribution Arbela Technologies 365 3650

Century Business Solutions

Document Management

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

E-commerce

Customer Relationship Management Encore Business Solutions www.swiftrm.com • 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.

Dynamics SL

Dynamics CRM

Avalara, Inc. www.info.avalara.com/TheList • 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.

Online Trial Available

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

62 | D365UG/CRMUG Magazine

Mobile Enabled

Electronic Document Delivery (Email)/Faxing Century Business Solutions www.ebizcharge.com/ • 888-500-7798 EBizCharge for Microsoft Dynamics Process payments in CRM, NAV and GP using the secure payment gateway EBizCharge. Unlimited batch history and reports. Online bill pay portal.

Clarity Ventures 365 www.clarity-ventures.com/ecommerce 800-928-8160 Clarity eCommerce Fully custom, scalable enterprise eCommerce integrated with Dynamics for the best possible digital experience. Built in customized reporting, SEO, business intelligence and comprehensive administration features.

k-eCommerce www.k-eCommerce.com • 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.

EDI

Data Masons Software 365 365F 3650

www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

Expense Solutions Ariett 365 www.ariett.com/ • 781-826-1120 Cloud Travel and Expense Reporting with Pre-Trip Approval, Credit Cards, Receipt Capture and Mileage Calculator Any Device Expense Reporting w/ Requisition to PO to Invoice to Payment.

DATABASICS, Inc. 365F www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice Reporting–Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing. Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution. DynamicPoint 365 365F 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!

Gorilla Expense www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corporate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

Invoicing Enhancement

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

KEY: 365 Dynamics 365

Dynamics AX

Dynamics GP

Dynamics NAV

Job Costing

Peak Engagement peakengagement.com/peak-portals/ 855-458-3783 NEW: 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.

JOVACO Solutions Inc. 365

www.jovaco.com 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.

Occupational Health & Safety Joesoftware Inc. www.joesoftware.com • 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.

Payables Enhancement

Ariett 365 www.ariett.com • 781-826-1120 Cloud AP Invoice to Payment Automation and Contract Tracking with Intercompany and Multi-Currency Processing Invoice Capture/Approval, Payments, Requisition & POs, Expense Reports. DynamicPoint 365 365F www.dynamicpoint.com/invoice-automation/ 844-396-7646 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & More!

Procurement Management Ariett 365 www.ariett.com • 781-826-1120 Cloud Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Any Device and Multiple Companies Requisitions, POs, PunchOut/Catalogs, Invoice Capture, Contract Tracking. DynamicPoint 365 365F www.dynamicpoint.com/purchase-requisition/ 844-396-7646 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!

Project Accounting 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. JOVACO Solutions Inc. 365

Portals DynamicPoint 365 365F www.dynamicpoint.com/customerand-vendor-portal/ • 844-396-7646 SharePoint Vendor & Customer Portals for Dynamics GP & NAV Portals built exclusively for Dynamics GP & NAV deliver a seamlessly integrated & highly secure extranet providing access to profile data, sales/purchase orders, payment status and more for 24/7 self-service support.

Dynamics SL

The Portal Connector www.crmportalconnector.com/ • 705-726-2966 The Portal Connector for Dynamics CRM It’s easy to use and does not require developers to implement or manage. Just drag and drop to build scalable, secure Portal Solutions!

Dynamics CRM

Purchase Order Processing Enhancement Ariett 365 www.ariett.com • 781-826-1120 Cloud Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Any Device and Multiple Companies Requisitions, POs, PunchOut/Catalogs, Invoice Capture, Contract Tracking.

Online Trial Available

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

Mobile Enabled

Q3 2017 | 63

HORIZONTAL

Vertex 3650 www.VertexSMB.com/TheList • 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

Liaison Software Corp

DynamicPoint 365 365F www.dynamicpoint.com/invoice-automation/ 844-396-7646 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & More!

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

Reporting

Sales Tax Gorilla Expense Avalara, Inc. www.info.avalara.com/TheList • 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.

CALUMO, Inc. www.calumo.com • 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.

Vertex 3650 www.VertexSMB.com/TheList • 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

Supply Chain Management Arbela Technologies 365

HORIZONTAL

www.deFactoGlobal.com 888-894-3031 ext 229 Dynamics’ Premier Excelbased Planning Affordable enterprise-quality power and capabilities Cloud |Hybrid| On-Prem Jet Reports 365 365F 3650 www.jetreports.com • 503-608-3602 NEW: Jet Reports Suite of Solutions Fast, Flexible Reporting & BI inside Excel. 154,320+ users and counting.

Sales Order Processing Enhancement

365F 3650

www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

Vertex 3650 www.VertexSMB.com/TheList • 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

Liaison Software Corp

DATABASICS, Inc. 365F

Dynamics AX

Dynamics GP

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

www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice Reporting–Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing. Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution. DynamicPoint 365 365F 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!

Gorilla Expense

Data Masons Software 365

Time and Attendance

KEY: 365 Dynamics 365

www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corporate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

DATABASICS, Inc. 365F

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.

Tax

TrueCommerce 365

System Enhancement

3650

deFacto Global, Inc. 365F 3650

Halo BI www.halobi.com • 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

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

64 | D365UG/CRMUG Magazine

Mobile Enabled

Services Application Service Provider/Hosting

CRM/ERP Integration Services Vertical Lift Business Solutions Inc 365 365F

MG Technology Group 365 365F 3650

www.mgtechgroup.com/about-us/ partner-program/ • 866-350-9310 Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 14+ years experience, you own the customer relationship, 100% US support.

www.verticalliftbsi.com • 416-848-0317 Vertical Lift Business Solutions Inc Get more value from your CRM & ERP Financial investments and avoid costly errors. We specialize in integrating these two critical systems. Call us for more info.

Cloud Computing

Bond Consulting Services 365 365F 3650

www.BondConsultingServices.com 562-988-3451 ERP & CRM Solutions That Streamline Your Business Processes The go-to team of trusted advisors moving you forward with Microsoft Dynamics ERP and CRM solutions for SMB and Enterprise.

365F 3650

365 365F

Myappsanywhere

WatServ 365F 3650 www.watserv.com • 866-531-2598 ext. 2311 Global leader of Hosted Managed Services for Dynamics ERP & CRM Offering Private, Hybrid, & Azure hosted managed services with 24-7-365 world class global support for customers of all sizes and complexities.

www.myappsanywhere.com • 888-636-HOST Premier Cloud Computing Provider Myappsanywhere delivers an integrated suite of cloud-based Microsoft Dynamics and ISV applications, including 99.999% uptime, customizations and secure storage in its privately owned, SSAE 16 data center facilities.

Njevity, Inc. www.njevitytogo.com • 720-870-9700 Your Customers, Your Brand, Our Cloud Expertise NjevityToGo, the most trusted Cloud Partner of the Dynamics Community, provides our Partners Exceptional Cloud Experiences. Also, check out our amazing new SaaS offering powered by Azure at www.PowerGPOnline.com.

Azure Managed Cloud Services WatServ 365F 3650 WatServ 365F 3650 www.watserv.com • 866-531-2598 ext. 2311 Global leader of Hosted Managed Services for Dynamics ERP & CRM Offering Private, Hybrid, & Azure hosted managed services with 24-7-365 world class global support for customers of all sizes and complexities.

www.watserv.com • 866-531-2598 ext. 2311 Global leader of Hosted Managed Services for Dynamics ERP & CRM Offering Private, Hybrid, & Azure hosted managed services with 24-7-365 world class global support for customers of all sizes and complexities.

Implementation Services

Business Planning

KEY: 365 Dynamics 365

Amaxra, Inc. 365 365F www.amaxra.com/technology/crm-services-seattle 425-749-7471 NEW: CRM/Dynamics 365 Implementation Microsoft Gold Partner. An out-of-the-box CRM won’t make your business successful. It’s the planning and configuration that makes the difference between little impact and achieving a significant return on investment.

Dynamics AX

Dynamics GP

Dynamics NAV

intlsoftwaresystems.com/ • 714-379-0545 NEW: Success Is in the Details Decades implementing ERP from Great Plains to Microsoft Dynamics GP.

www.tornado-marketing.com • 608-520-0772 Marketing Consulting Boost your sales with high-impact marketing & persuasive messaging. Work with industry veteran Adrianne Machina on website, content, & strategy.

Member Organizations ERP Software Blog 365

Merit Solutions, Inc. 365 3650 www.rapid365erp.com • 630-614-7133 NEW: 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

www.groupbloggers.com • 888-800-0999 ERP Software Blog/ CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

Sales Tax Management Service

Marketing Planning & Services

Vertex 3650 www.VertexSMB.com/TheList • 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

Looking Glass Marketing

SharePoint Development

www.lookingglassmarketing.com 614-453-5927 Cost-effective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

DynamicPoint 365 365F www.dynamicpoint.com • 844-396-7646 Exclusive Source for Microsoft Dynamics & SharePoint Integration Portals, Business Automation Solutions & Custom Products integrated with Microsoft Dynamics CRM & ERP solutions.

SERVICES

Amaxra, Inc. 365 365F www.amaxra.com/business-consultingneeds/optimize-business-processes 425-749-7471 NEW: Business Planning Workshop Microsoft Gold Partner. Part of your business slowing down or delivering lack-luster results? Schedule a Business Planning Workshop with Amaxra to ensure you are making the most of your CRM investment.

365F 3650

www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline. Tornado Marketing, Inc. 365

International Software Systems

The Partner Marketing Group 365

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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Training

Web Development

Upgrades

Writing/Documentation Services The Partner Marketing Group 365

Clarity Ventures 365 International Software Systems

International Software Systems

365 365F

intlsoftwaresystems.com/ • 714-379-0545 NEW: Success Is in the Details Personalized on-site or remote training. In English, French & Spanish!

intlsoftwaresystems.com/ • 714-379-0545 NEW: Success Is in the Details 100s of successful Microsoft Dynamics GP upgrades–It’s what we do best! Merit Solutions, Inc. 365

365F 3650

www.clarity-ventures.com/ecommerce 800-928-8160 Clarity eCommerce Fully custom, scalable enterprise eCommerce integrated with Dynamics for the best possible digital experience. Built in customized reporting, SEO, business intelligence and comprehensive administration features.

www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

3650

Optimum 365 365F 3650 www.optimum.co.uk • 877-406-6078 Microsoft Dynamics EndUser Training Solutions Optimum design, develop & deliver bespoke Microsoft Dynamics end-user training programs for implementation & upgrade projects around the world.

KEY: 365 Dynamics 365

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

Dynamics AX

Dynamics GP

Dynamics NAV

Dynamics SL

Dynamics CRM

Online Trial Available

Mobile Enabled

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

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Tired of wandering the expo floor trying to find the solutions you or your customers need? The List now includes Microsoft-focused events so you can easily find the solutions you’re looking for on the expo floor!

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1. Bookmark www.thelistmobile.com on your mobile device 2. Identify the Industry/Horizontal/Service need you have (or better yet, use the keyword search) 3. Click on the Filter Options (+ button) to see the events 4. Click on the event icon to see which solutions are at that event’s expo