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Dirty Data can sabotage your CRM experience !!!

Dirty Data’ The name itself is enough to send shivers down the back of any business owner looking to make data-driven choices, and, if you’ve made the move to a Microsoft Dynamics 365 CRM solution you understand the importance of good data – and the terrifying consequences of Dirty Data.

As good as Dynamics 365 is, it’s only as effective as the end users. If the people using the software aren’t properly trained, or not convinced that utilizing a CRM system is of benefit to them, then a CRM implementation can fail to meet its expected goals.

Independent studies have shown that nearly 2/3 of CRM implementations do fail to meet those goals. It’s with that in mind that the CRM Dynamics team goes that extra mile to ensure that we design a system that fits your needs and that we work with you throughout the development process to make sure there are no surprises along the way.

It’s our goal to make sure that you have all the tools to fully realize your CRM goals once your system goes live. To bring it back to Dirty Data, the biggest single roadblock to fully realizing Dynamics 365 is the strength of your data. Here are a few tips to make sure your data is as clean as possible.

  • Start with the right design

It is important that Dynamics 365 is gathering the exact information that is vital to your company. To accomplish that it’s important to work with CRM Dynamics to make sure that you understand what each data field should be capturing and how that information is of benefit to you. Don’t be tempted to create 100 data fields when 10 will do – complicated design is not always good design. If fact, it rarely is.

  • Train your staff

Although Dynamics 365 will automate a great deal of what you do, there still will be some manual entry required. It is vital that your staff be trained in not just the functionality of the system, but also on what constitutes clean data. Do not assume that a quick email will do the trick here. Spend the time to make sure everyone understands how to get the most out of the system.

  • Show the value

You have spent months researching, developing and imagining what Dynamics 365 is going to do for you. Your staff, meanwhile, have just been trying to do their jobs. If you don’t get a buy-in from them you won’t get the full benefit of the system — many will stick with the inefficient ways they have always used to collect data and your CRM investment will be going to waste. Don’t just teach your staff how to use Dynamics 365. Show them how it will benefit them.

  • Be consistent

It’s one thing to input the right information into the system. It’s intuitive as to why you don’t want to spell someone’s name wrong, after all. But, you also need to come up with a standard style that all data entry follows. Do you want to address by a surname or a first name? Has someone been yelling when they enter the data? If so, fix that. Keep everything the same and professional.

  • Identify duplication and fix

Although Dynamics 365 includes default duplicate detection rules for accounts, contacts, and leads, it doesn’t for other types of records. If you want to track duplicates beyond that scope you’ll need to create a new rule.

It’s still best to make sure users aren’t entering the same data twice though. And, it’s easy to duplicate a contact — especially when they have a common name, or a name that has different spellings – but it can lead to big problems if it isn’t addressed. Train your staff to take an extra second to make sure they aren’t entering duplicate information and to merge the contacts into a single contact, when appropriate.

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Microsoft is announcing price adjustments on October 2018 for on-premises and cloud products

Microsoft will be making a series of changes across our program and product portfolio to provide unique offers that support customer digital transformation, improve the buying and selling experience, and make it easier to do business with Microsoft. We continue to execute on our Modern Commerce strategy by introducing programmatic changes across our VL programs that relate specifically to offer pricing and discounting.

Pricing adjustments coming on October pricelists

On October 1, 2018, we will adjust pricing for our licensing programs and make price adjustments to on-premises and cloud products. These changes will highlight the benefits of our pricing for a cloud-first world, help us move from program-centric to a customer-centric pricing structure, and create more consistency and transparency across our purchasing channels.

October pricing changes include:

  • Establishing a single, consistent starting price across all programs aligned to web direct for online services (OLS).
  • Removing the programmatic volume discounts (Level A and Open Level C) in Enterprise Agreement (EA)/EA Subscription, MPSA, Select/ Select Plus, and Open programs (Open, Open Value, Open Value Subscription).
  • Aligning government pricing for on-premises and online services to the lowest commercial price in EA/EAS, MPSA, Select Plus, and Open Programs.
  • Delivering a newly designed Customer Price Sheet that better outlines how a customer’s price was derived (direct EA/EAS only).

In conjunction with the programmatic pricing changes, several changes to our product pricing will be delivered, including:

  • Office 2019 commercial prices will increase 10 percent over current on-premises pricing
    • The price increase will include Office client, Enterprise CAL, Core CAL, and server products
  • Windows 10 Enterprise E3 offers will be renamed:
    • E3 will now refer to the per user offer only- Windows 10 Enterprise E3 per User becomes Windows 10 Enterprise E3.
    • Windows 10 Enterprise E3 per Device becomes Windows 10 Enterprise.
    • The price of Windows 10 Enterprise will be raised to match the price of Windows 10 Enterprise E3.
    • Windows 10 Enterprise E5 per device will be discontinued.

Each of these changes will be reflected on the October 2018 pricelists, with preview on the September 2018 pricelist.

DoubleClick can help you to evaluate the need for software by analyzing the need for applications vis-a-vis your endpoints. Give us a call now or drop in an email to know more.

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Business Central everywhere – cloud, hybrid, and on-premises availability!!!

Business Central will now have an on-premises deployment option that effectively serves as a successor to Dynamics NAV. In other words, rather than a new version number for Dynamics NAV, customers can get Business Central on-premises. The experience for NAV partners and customers on-premises is no different from the familiar Dynamics NAV upgrades, except for the change in name. This is a convergence point for Dynamics SMB products. Going forward, customers running Dynamics SL, Dynamics GP, and older versions of Dynamics NAV will also have the option to explore Business Central on-premises and in the cloud.

Business Central universal app

The Dynamics 365 Business Central universal app is able to connect to the cloud, on-premises, and hybrid deployments of Business Central. That app is available for:

  • Windows 10 (desktop, tablet, and phone)
  • Android (tablet and phone)
  • iOS (tablet and phone)
  • The full desktop mode is supported on computers running Windows 10

Improvements to search

Finding your way around Dynamics 365 Business Central just got easier. Productivity increases when people can find what they need and search is often how people look for things. Therefore, we’ve broadened the search scope, improved the logic that search uses, and made it easier to determine if the results are relevant. The Search field replaces the Search for Page or Report field. You can use it to find objects such as pages and reports, but also to find actions and product documentation. We’ve also improved the logic behind the search, and search results offer abstracts that clarify each item in the result.

Intelligent Edge for Dynamics GP, Dynamics SL, and Dynamics NAV

Microsoft continues to invest heavily in the Intelligent Cloud, bringing business intelligence, artificial intelligence, machine learning, and numerous other cloud productivity and analytics tools to the marketplace. Customers using on-premises solutions haven’t been able to easily take advantage of these services. Now you can connect your on-premises Dynamics SMB solution to the intelligent cloud through Dynamics 365 Business Central, and get access to Power BI, Microsoft Flow, PowerApps, machine learning, and others. When the connection is made, we securely replicate your on-premises data to the Intelligent Cloud. You simply decide which companies you want to replicate (all if you choose), and then, within the main pages of your on-premises solution, we’ll deliver back actionable analysis and content. The intelligent cloud leverages solutions such as Power BI, PowerApps, Flow, and AI to provide insight and actionable messages enabling your business to run even better.

Sandbox with production data

A common scenario when working with sandboxes, especially when testing or troubleshooting, is the wish to have production data available. With this release, we add the ability to create a sandbox based on a copy of the latest cloud backup of the production data. To minimize cross-talk with integrations set up in the production data, these integrations will be disabled when the sandbox is created. Using caution, admin users can enable or reconfigure these integrations as required to support the intended sandbox use.

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The only Business Central URL you’ll ever need – and why your mobile apps need an update

With the launch of Business Central in April 2018, Microsoft introduced a shorter, simpler URL to access all your business data: https://businesscentral.dynamics.com. This is the only URL that you need to remember from now on. If you joined the party prior to the launch of Business Central, you might still be using the older URLs, such as https://dynamics.microsoft.com. For instance, you may have a bookmark here and there, or use an email template created by your admin a long time ago.

Microsoft believe it is time to move!

The single URL concept makes it easy for you to get connected. You can connect from any device via a web browser or from our new mobile/companion apps on Windows, iOS, or Android. There’s no need to remember the long URL name anymore – it’s super easy for everyone to access their business data. Please update your bookmarks and start using https://businesscentral.dynamics.com.

As of 01 June 2018, Microsoft has started to automatically redirecting calls made for the older URLs to the new domain. Microsoft is starting with Sandbox environments and will continue with live environments – making these updates over the next few weeks. Note that the redirection is applied to URLs in the browser or when calling web services. While your old hyperlinks will continue to work for a while longer, this is a great time to update the bookmarks or links that you use in any communication or instructional material, and point them to the single URL: https://businesscentral.dynamics.com

With this change in mind, Microsoft had rolled out a new version of the mobile/companion apps, which connects to the single URL for Business Central. Therefore, Microsoft ask you kindly to install the new version that is available in the store. The Business Central apps on your devices (Windows 10, iOS, and Android) might have already been updated to the new version automatically, especially on Windows and systems where automatic app updates is enabled. If your apps have not been updated, you can manually update them from these links:

 

 

The newest version of the app is 2.6. 22169. The update process is very smooth and ensures the best connectivity to your business data from your desktop or mobile device.

As mentioned, Microsoft made sure that the Business Central app update on modern Windows 10 devices happens automatically in the background. For Android and iOS devices, you are encouraged to set up the built-in feature for automatic app updates:

  • On iOS devices, go to: Settings > iTunes & App Stores > Automatic download: Updates
  • On Android devices, go to: Play Store > Menu > Settings > Auto-update app

Keeping the Business Central mobile app up-to-date on your device ensures that you get the newest features and security measures that we will be introducing in the future.