Last night I spun up a new 30 day CRM Online Trial for a client demo. It was taking a while to provision so I called it quits for the evening. To my surprise when I logged in this morning it was a CRM 2015 instance. Can’t wait to show our prospective client all the new features and how well they map to their business needs.
The CRM 2013 Administration Panel has been split into two panels. Some of the features have been moved over to a Security panel which also has two new functions that are exclusive to 2015. So going forward to manage your users in CRM 2015 you will click/tap on the Security nav button and not the Administration button.
A survey by Ascend2 shows that marketers rank CRM Software as their #1 technology that helps them with their data-driven marketing efforts.
Review the emarketer article this came from.
According to the article CRM software was the only type of digital marketing technology that more than half of the respondents said was useful in their data-driven efforts.
Just like NBC and James Spader puts his enemies on the Blacklist each Monday night and then magically disappear, the CRM team has now empowered us to do the same with the CRM Girl in CRM 2015.The CRM Navigation Tour Image or better known as the CRM Girl can be a haunting, never ending, stalking like experience. The appearance of the image was managed by cookies, or perhaps I should say not managed well by cookies. In CRM 2015 we are given the capability of putting her down for good. Proceed as follows: Microsoft Dynamics CRM > Settings > Administration > System settings > General tab. In Set whether users see navigation tour, set the Display navigation tour to users when they sign in to No, as shown below.
This will disable the display for your entire organization permanently.
Yesterday I received an email letting me know that my Microsoft MVP Status had been renewed for the 5th year. I have said it before and will say it again, this is the best professional recognition I have received in my career. Getting to hang out with the CRM Product Team with regular meetings where they disclose and ask for feedback on future releases of the product is an extremely valuable opportunity. Making connections and getting to know the 60 or so other Microsoft Dynamics CRM MVPs and soaking up their insight and knowledge is equally priceless. Plus they love to party!
What does it take to become a MVP. Give back to the community. One of my areas of activity is the CRM Support Forums answering questions and also as a Forum Moderator.
Okay, I will admit the title to this post is a little self-serving, maybe even 100% self-serving. But there are a lot of really good sessions planned for the upcoming CRMUG Summit in St. Louis from October 14-17.
I am listing below the sessions I am giving or involved in as a panel member. I have also listed the Academy session I am teaching on Monday the 12th.
See you in St. Louis!
Academy Session Pre-Conference Training Session
Class Summary: It is not all about CRUD! Learn about all the tools available to you to design and implement your CRM Security Architecture. If you think defining Create, Read, Update, Delete privileges sums it up then you will be enlightened by attending this training.
Class Detailed Description: This will be part instructional part small group workshop. You will be exposed to a new approach to use Personas to help define your system and organize your security roles. Your takeaway will be a fresh perspective on security architecture, action items to inspect and audit in your system and possibly a new initiative to redesign your CRM security environment.
The instructional and small group working session of the workshop will cover:
• Security Architecture Tool Kit
• How to Avoid Human Induced Catastrophe
• Security Best Practices, Better Practices
• Using User Personas to Architect your Security System
• Using a custom CRM Managed Solution to document and manage your CRM Security Roles
• Small team workshop that lets you apply the principals learned in the instructional part to solve your architecture challenges
Learning Objectives: Learn the tools that are available to you to plan, design, implement, and support a best practices designed CRM System Architecture
Technical Tips from the Tipsters
This blended session with an ask the experts panel yet providing presentation style tips and tricks is geared for those in a technical capacity working within your Dynamics CRM environment. The best of the CRM Tip of the Day blog will be shared and hopefully coveted by all. Join the tipsters and don’t miss out.
Techie Talk: Upgrading Complex Systems
Join this panel-led discussion with industry experts talking about the issues and best practices for upgrading complex CRM environments. This is even more important now that CRM Online is being updated twice annually.
How to Avoid Human Induced Catastrophe in CRM
You have implemented your CRM System and you think things are just humming along just fine. But they probably aren’t. Learn the questions you need to ask yourself and your team members to test or confirm that you won’t start crying one day at the office (or lose your job) due to an operational oversight. We will examine security, CRM configurations and IT infrastructure points of failure.
Creating Tasked Based Mobile Applications in Your CRM Deployment
General purpose, full function mobile applications for Dynamics CRM are great for providing the breadth of system use functionality many users require. However, there are many situations where full fidelity isn’t required and even inhibit user adoption. In this ask the experts discussion we will discuss the pros/cons of task based mobile applications in a group discussion.