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Dynamics 365 Community Event in Dubai on 9th and 10th February 2018

Dynamics 365 Saturday is a free Technical & Strategy Event Organised by the Microsoft Dynamics Community MVP’s For CRM and ERP professionals, technical consultants & developers. Learn & share new skills whilst promoting best practices, helping organisations overcome the challenges of implementing a successful digital transformation strategy with Microsoft Dynamics 365.

Dynamics 365 Saturday will replace CRM Saturday to provide a single platform to serve the whole Dynamics 365 community, the core customer experience values and ethics of CRM Saturday will continue to live on through 365 Saturday with the rest of the Dynamics Community.

I have a session in this event on 10th February. Session name is “Dynamics 365 V9 New Features & Deprecations” in Microsoft Dubai Office in Media City between 13:00 and 14:00. Also I will share my knowledge on Dynamics 365 in Hackathon on 11th February.

My session focuses on who interested in taking the plunge to “code”. The session will be covering all development structure. Attendees can easily see the difference between versions from a development perspective and will be particularly helpful for those who work on upgrade projects.

For more information and program agenda please visit : http://mwns.co/dj18 

We would like to see you there.

Dynamics 365 UK Community Event in London on 26th-27th January 2018

Dynamics 365 Saturday is a free Technical & Strategy Event Organised by the Microsoft Dynamics Community MVP’s For CRM and ERP professionals, technical consultants & developers. Learn & share new skills whilst promoting best practices, helping organisations overcome the challenges of implementing a successful digital transformation strategy with Microsoft Dynamics 365.

Dynamics 365 Saturday will replace CRM Saturday to provide a single platform to serve the whole Dynamics 365 community, the core customer experience values and ethics of CRM Saturday will continue to live on through 365 Saturday with the rest of the Dynamics Community.

I and Ramon Tebar (Investec CRM Solution Architect) will share their knowledge on Dynamics 365 in Hackathon on 26th January also they have a session in this event on 27th January. Session name is “Dynamics 365 V9 New Features & Deprecations” in Theatre 1 between 10:00 and 11:00.

Their session focuses on who interested in taking the plunge to “code”. The session will be covering all development structure. Attendees can easily see the difference between versions from a development perspective and will be particularly helpful for those who work on upgrade projects.

DirectionsEMEA 2017 Madrid – Development on Dynamics 365 CRM

Directions EMEA is an independent conference for Microsoft Dynamics partners from the ERP and CRM channels focusing on the SMB market. It is organized by partners for partners. The conference is where Microsoft Dynamics Partners go to learn first-hand from Microsoft about the Microsoft Dynamics Roadmap and new features of the latest Dynamics NAV version (Tenerife). Following the concept of integrating CRM and ERP within Dynamics 365, Directions EMEA also offers a deep insight into Microsoft Dynamics 365 BE for Finance and Operations, Microsoft Dynamics 365 BE for Sales and Microsoft Dynamics 365 BE for Marketing, as well as ensures a comprehensive understanding of the Cloud Solution Provider program.

Directions EMEA brings together over 2000 developers, implementers, technical experts, sales, marketing and executive/owner representatives from Microsoft Dynamics Partners. For independent software vendors, the event is a unique opportunity to show their solutions to the largest Microsoft Dynamics Partner forum and demonstrate their readiness for Dynamics 365 BE as SaaS providers.

The Directions conference provides the Dynamics community with a forum for knowledge sharing, networking and discovering new opportunities for future growth and collaboration. It is a must-attend event where partners can enhance and build their networks to reach a broader SMB market, learn about the latest product developments and tools, as well as enrich their operational and technical knowledge.

Since 2008 Directions EMEA has grown year by year. In 2016, it attracted almost 1800 attendees from 580 companies as well as 60 sponsors. 2017 is the 10th annual conference and will take place in Madrid on October 4 – 6, 2017.

Our CEO Baris Kanlica has a session in this event on 6th October Friday in Venecia room. Session name is  “Dynamics 365 new development features and deprecations” and it is is focused on those new to CRM development or CRM administrators interested in taking the plunge to “code” customization. The session will be covering all development structure of the Dynamics platform since version 2011. Attendees can easily see the difference between versions from a development perspective and will be particularly helpful for those who work on upgrade projects.

See you there :)

https://mawens.co.uk/directionsemea-2017-madrid-development-on-dynamics-365-crm/

CRM Saturday Oslo 2017

Please join us on the next CRM Saturday event in Oslo (Norway) on 26th August. My session is "D365 New Features & Deprecations"

Full details and registration can be found on the CRM Saturday website: http://mwns.co/cso2017

CRM Saturday is a Free CRM Technical & Strategy Event Organised by the Microsoft Dynamics Community MVP's For Dynamics 365 Professionals, Technical Consultants & Developers. Learn & share new Skills whilst Promoting the CRM Manifesto, helping organisations overcome the challenges of implementing a Successful CRM Strategy with Microsoft Dynamics.

This is a whole day event with a lot of speakers from all around the world. It is an advertising and recruitment free event, and we are setting up both a technical and a business/strategy track so there will be interesting session for everyone.


Join Us at Summit EMEA 2017

I'm pleased to announce that I'm one of the presenters in Summit EMEA 2017 which will be held 4-6 April at the RAI Amsterdam.

About my session:

Development on Dynamics 365/CRM
Tuesday, April 4
 | 2:00 PM - 3:00 PM
 | Room: G110

Format: Presentation
Level: Intermediate

Looking to extend or write your first code to your Dynamics CRM environment? This session is focused on those new to CRM development or CRM administrators interested in taking the plunge to "code" customization. Covering all development structure of the Dynamics platform since version 2011. Attendees can easily see the difference between versions from a development perspective and particularly helpful for those who work on upgrade projects.

About Summit EMEA:

Summit EMEA 2017 will be held 4-6 April at the RAI Amsterdam. Summit EMEA provides Microsoft Dynamics users with best-in-class education on how to maximise the performance of Microsoft CRM, Dynamics AX, Dynamics NAV, and Power BI products. This event welcomes IT executives and end users from organizations using Microsoft Dynamics for learning and collaboration in a trustworthy environment.

This community-driven conference features special access to Microsoft leadership and a diverse array of interactive training workshops led by experts and users. Session topics include:

·         BI & Reporting

·         CRM Cloud Extensions

·         Developer

·         Leadership & User Adoption

·         Microsoft Dynamics 365

·         Power User

·         User Showcase

·         Partner Solutions Showcase

Sessions are currently available online. View session details, descriptions, and speaker information.

Interested in Power BI? There will also be three full days of Power BI sessions available to attendees. View Power BI sessions.

This event is brought to you by AXUG, CRMUG, NAVUG, and PBIUG. These User Groups are the world's most influential communities of Dynamics users, business leaders, IT professionals, developers, and partners - with members sharing a common goal to maximize and advance the performance of their Dynamics investment.

Register today! Begin your conference registration.


London CRM Meetup is completed

London CRM Meetup is completed successfully. 

After event Ramon Tebar (Metrobank CRM Software Architect - CRM MVP) said that
"Great Team Work yesterday at the CRM London Meetup (http://www.meetup.com/London-CRM-Meetup) celebrated in our Holborn offices. Our CRM Team managed to organise end-to-end its first public event and share some of the lessons learnt in our CRM implementation during the already almost last 4 years. This was a great opportunity to exchange experiences with other professionals and near 60 people came along. Our new team member, Natalia Blanco, was able to prepare and print all the badges for our external and internal attendees. Kiran Thind, Samira Bijle, Charlie Peacock and Marc Trotman kindly welcomed our guests at the store and walked them to the event room. Sergio Fernandez, Faisal Memon and Irfan Mistry helped to set the room layout and organise all the chairs. At the same time, David Duong and Thomas Yates configured the microphones and checked the room audio. Marcin Bochenko brought his cool camera and took pictures during the whole session (looking forward to seeing them!). When everyone was in the room, Metroman came along to say hello thanks to Liam Hunt. Our speakers were able to deliver a dynamic and entertaining agenda within the scheduled time. Deane Roe walked us through the challenges to gather and organise our requirements across multiple projects. Sebastian Waksmundzki and Baris Kanlica shared some developments advices. Our Test Lead, Chelsey Dawe, showed how to plan efficiently the CRM test cases. Mario Trueba, Vikas Yadev and Matthew Groves explained how to integrate CRM with other systems. Freya Breitenbach described how important our digital communications are. Labina Jusufi explained some of the tricks to adopt and maintain our CRM practise. To close the event, we run an interactive Q&A session with the whole team involved and our guests raised multiple interesting questions. Thanks to Jeff Higgs and David Young, our CTO, for joining us and help us to answer some of the enquiries from our audience. I believe we have now new Metro Bank Fans :) " 







CRM as a Business Strategy

Looking at your Customer Relationship Management systems (CRM’s) as a piece of software? Think again. While CRM’s are getting better, easier and cheaper to use, this year more companies are positioning their CRM’s as a marketing channel to map the true value of their clients to aid their competitive edge.

For those unfamiliar with CRMs, it’s time to familiarise yourselves or be left behind. A CRM is a strategy to manage your company’s interactions with your customers, clients and your prospects. Long gone is the old trustworthy little black book. Today, CRMs use technology to streamline and automate information, enhancing your business processes. CRMs allow you to measure and record your interactions and keep your sales, marketing and business development system streamlined and efficient.

Not too long ago, surveys reported 70-75% of all CRM initiatives failed. That was yesterday. This is today.

Smart companies will position CRM as a strategy and corporate asset from the outset. This dynamic communication system will be your corporate memory and tactical delivery channel for targeted campaigns and will be used by everyone across the organisation, not just by the sales team. Positioned and used correctly with all this valuable information tracked and mapped, your CRM can be valued as part of your asset register and eventually sold for premium.

How do you create the strategy/vision, manage expectations, organise around the customer and implement CRM best practice? And what are the latest trends in CRM?

  1. Branding is more important than ever. Brands are increasingly becoming a surrogate for value, making brand more critical as generic features continue to propagate in the brand landscape.
  2. Value is the new black: Consumer spending, even on sale items, will continue to be replaced by a reason-to-buy at all. The era of “because I said so” is over. This will more than likely challenge most companies.
  3. The rise of the Datarati. Google’s Chief Economist, Hal Varian once said that “Datarati are companies that have the edge in consumer data insight…Data is ubiquitous and cheap, analytical ability is scarce… The sexiest job in the next ten years will be statistician.” How true. There has been and will continue to be an increased focus on data analysis as companies continue to invest in measuring social media, understanding customer value and modeling customer behavior. If you don’t use your data to talk to your customers, others will. The investment in data aggregation and the hiring of “sexy” statisticians is a major trend in 2011 and will be for years to come.
  4.  Customer Experience: Customers have more choices than ever, and are more frugal. This affords them the luxury to demand more. This is the year that the CRM Marketer will be charged with offering a consistent experience across all company touch points and developing the infrastructure to allow knowledge sharing and smart communication. Smart marketers will identify and capitalise on unmet expectations. Companies that understand where the strongest expectations exist will be the companies that survive and prosper. The customer’s mobile and online experiences will begin to evolve and rival the customer’s offline experience – attentive assistants and all.
  5.  Personalisation and customisation: In order to be effective in 2011 and beyond, companies will seek to increase customer knowledge and use this insight to talk, engage and interact with their customers more often and more meaningfully in new and innovative ways (including dynamic content, blogs to other social networking). 2011 onwards will be up close and personal, like it or not.
So what is CRM Best Practice?

  •     CRM is about putting your customer at the centre or heart of your business
  •     CRM is about building better relationships with your customers
  •     CRM can give you a 360-degree view of the customer which enables you to improve the quality and satisfaction of each customer interaction and maximize the profitability of your customer relationships… a win/win for both you and your customers
  •     CRM can be practiced across all levels within a business from the ‘C’ Suite to customer service, product development, procurement, distribution, marketing, and of course sales.
So

  •     Do your senior managers, sales people and your broader business know why you have a CRM?
  •     If so, do they know how to use it and why it will benefit them to do so?
  •     Do they know what information needs to be captured and how it will be used?
  •     Do they know how it will help them grow, develop and retain viable clients?
  •     Does your CRM strategy and subsequent software make life easier for your sales people to make sales or not?
  •     Does your CRM strategy and subsequent software support everyone in your business to make life easier for your clients and each other?
Your CRM needs to be a business strategy and a way of life not just a piece of software.

Microsoft Dynamics CRM Online 2015 Update 1

Microsoft Dynamics CRM Online 2015 Update 1Microsoft Dynamics Marketing 2015 Update 1,  Microsoft Social Engagement 2015 Update 1 (formerly Microsoft Social Listening)and Parature, from Microsoft 15.2.

Updates are in the works for 2015! Read on for changes coming soon.

On this page:

 New features

 Technical Changes

 Release Timing

 How to get the updates

 How to prepare for updates

 Pricing and licensing

 How to stay informed

 Support

New features

These are just a few of the highlights coming:

Dynamics CRM Online

  • Improved navigation and user interface options: Increase adoption with improved user experience, including new UI themes and faster navigation to records.

  • Immersive Excel experience: Now you can use Microsoft Excel Online to do quick analysis right from CRM Online.

  • Excel export completely redesigned. With a single click, you can export to Excel anywhere, including the desktop version of Excel (2007 and later), Excel Online, and other Excel clients.

  • Embedded OneNote: Capture photos, take voice notes, do free-form drawings, and more. Everything is automatically linked with the record in CRM Online.

  • Track email by folder: Folder tracking provides a new and intuitive way to track incoming email activities on any device that supports Exchange. Now you can track your email directly from virtually any device.

  • Social sales: Define rules for creating or updating CRM records from incoming activities. For example, you can now generate leads or opportunities from social posts.

  • Mobile sales: With the new CRM for Phones app, enjoy the same great mobile experience on your phone as you do on your tablet. Nurture your leads and opportunities through the sales process with the new intuitive interface.

  • Integrated Parature knowledge base: Empower agents with knowledge base integrated into daily service interactions, including the ability to both search and receive automated suggestions.

  • Create Office Groups: Collaborate with team members who don't have access to CRM Online with Office Groups. For example, create a group for your sales team, invite other Office 365 users to join the group, and then share documents, email, OneNote notes, and more.

For more details, see What's new for administrators and customizers and What's New in Microsoft Dynamics CRM.

Dynamics Marketing

  • Separation of service bus namespace for SDK and Connector: You can now configure Microsoft Dynamics Marketing SDK and Microsoft Dynamics Marketing Connector for Microsoft Dynamics CRM with different service bus namespaces.

  • Microsoft-owned queues for CRM Online integration: Microsoft Dynamics Marketing now provides managed service buses for CRM Online integration. You don't need to have a Microsoft Azure account and service bus namespace for CRM Online integration.

  • Double opt-in for email marketing: Send an opt-in link to incoming contacts to verify them. Double opt-in helps you to maintain lead quality and remain compliant with regional regulations.

  • Duplicate detection in email messages: Configure your instance so that email messages are delivered only once per email inbox and avoid sending multiple emails to duplicate contact records.

  • CRM integration enhancements: Set up the Microsoft Dynamics Marketing Connector for Microsoft Dynamics CRM with ease. Avoid the hassle of creating a Microsoft Azure namespace and simply leverage the Microsoft managed service bus for integrations with Microsoft Dynamics CRM Online.

  • Assets & media improvements: Tag your assets using multiple keywords and use the improved keyword based search to filter them.

  • Enhancements in analytics using Power BI: Build up your analytics capabilities with the all-new, role-specific Microsoft Dynamics Marketing Connector for Microsoft Dynamics CRM dashboard widgets. Utilize a range of newly exposed OData feeds related to budgeting, lead management, and settings.

For more information about the update, see What's New in Microsoft Dynamics Marketing.

Social Engagement

  • User Interface: Completely redesigned UI throughout the application for an even more intuitive and simplified user experience with visual contextual filtering capabilities.

  • Social Center: User-specific configurable and shareable streams display social posts as they come in and allow you to proactively engage with both your fans and critics from Facebook and Twitter.

  • Social Analytics: Richer data with new visualizations, such as cloud tags, top hashtags, and geo-location for greater insights.

  • Language & Geographic Availability:  Microsoft Social Engagement is available in 110 markets and 19 languages.

Parature

  • Omni-portal: Enterprise organizations with a single public-facing brand presence can now easily deliver online support and self-service knowledge for a variety of departments or product lines, all while using a single service desk to consistently manage the brand's customer support.

  • Enhanced knowledge search capabilities: Advanced search capabilities in the Parature knowledge base deliver more relevant results, with added search filters to search for knowledge based on highest feedback ratings, document type, date added or updated, etc.

  • Multi-lingual service and globalization:  Enable assisted service in local languages with routing based on customer language preference and real-time chat translation.  Provide translations for Knowledgebase articles and portal strings to empower customers with self-service in local languages.

  • Portal specific metrics for reports: Create more accurate reports with metrics provided for each Portal Alias. Capture Key Point Indicators to help identify the efficacy of each Portal Alias.

For more information, download the Parature Spring '15 Release Preview Guide.

Technical Changes

From time to time, we must add and remove items from our supported configurations list to keep current with technology and allow us to provide you the best product possible. Stay tuned for important information about any changes to supported configurations.

Release Timing

The upcoming releases for Dynamics CRM Online, Dynamics Marketing, Social Engagement, and Parature will be available in the second quarter of 2015. Please visit this page periodically to get the most current information about the upcoming versions.

How to get the updates

Dynamics CRM Online

Dynamics Marketing

  • The listed administrator within your organization will be notified by email about the specific timing of your update to the next version. Microsoft will send several reminder communications as the scheduled update approaches.

  • Should this scheduled date not be suitable for your organization, you will have an opportunity to reschedule the date through a service request.

  • Keep looking for emails with more specific instructions for updating Microsoft Dynamics Marketing.

Social Engagement

  • The listed administrator within your organization will be notified by email about the specific timing of your update to the next version. These updates will happen automatically and Microsoft will send several reminder communications, with the details, as the scheduled update approaches.  

Parature

  • The listed administrator within your organization will be notified by email about the specific timing of the update to the next version. Microsoft will send several reminder communications as the scheduled update approaches.

How to prepare for updates

Test the updates in a sandbox environment. We always advise that you preview and test new versions in a non-production environment before you update your live production instances. This will give you the opportunity to verify the compatibility of any customizations that you may have made, or any third-party customizations that are installed. Additionally, testing will also allow you to assess the impact of the upcoming changes on your organization and your users. If you haven't already done so, we strongly advise obtaining a non-production instance.

Browser support for Parature. Parature supports all major browsers and their latest versions, including Internet Explorer, Google Chrome, and Mozilla Firefox. To make sure that you can take advantage of all the enhancements to the Service Desk and Support Portal, make sure that you update your browser to the latest version.

Upgrading to a new version of Dynamics Marketing. We have designed the upgrade process to be as quick, easy, and trouble-free as possible. When there are major version updates, you have some flexibility in choosing when your Microsoft Dynamics Marketing instance should be updated and avoid unexpected feature changes, unavailability, or downtime.