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Be Careful Deleting Users in Microsoft Dynamics 365

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Automating Your GovCon Wins in CRM

Microsoft is rolling out a series of enhancements to the Dynamics 365 for Sales app which will make government contractors happy and which InfoStrat is incorporating into its Dynamics 365 for Government Contractors solution.

One of the best new features is customization of the Opportunity Close dialog box. Microsoft is opening up this feature so developers can treat it more like other CRM forms. 

Today, the options for what happens when an opportunity is closed (won, lost or cancelled) are limited.  You can create workarounds, but Microsoft's new approach makes it more straightforward. Here are some of the things you may want to automate at the time you close an opportunity:


Add new fields to provide insights on wins and losses.  At the time the opportunity is closed you may have information from the customer that will help you improve your sales strategy in the future.  You can capture these insights when the opportunity is closed.  This complements the opportunity scoring in the…

7 Factors in Choosing a Customer Relationship Management (CRM) Package

Many business reach a point in their growth when they consider implementing their first customer relationship management system (CRM).  Some of them start by using Excel or SharePoint for tracking customer data, then reach a point when they need functions that these tools do not easily provide, such as reports and dashboards or integration with other systems.

There is a wealth of online information available to companies shopping for CRM, so this blog post provides a starting point on some key factors to consider:
Write down your requirements. A list of business needs will help you evaluate CRM options.  For instance, a requirement might be to allow customers to submit customer service cases online, or for sales people to track their performance for commissions. Find something geared toward your industry. Not all businesses are the same, and many CRM systems are available which are tailored to your specific vertical (industry). For instance, you can find a CRM for insurance sales, hea…

Microsoft to Change Dynamics 365 Subscription Plans

According to an article on ZDNetlast week and an earlier article in MSDynamicsWorld, Microsoft is planning to change the pricing and package of Dynamics 365 apps.  At present customers can purchase apps a la carte or buy a bundle or suite of apps.  For instance, the Dynamics 365 Customer Engagement Plan is listed for US$115/user/mo. and includes 5 apps which each are priced at $95/user/mo.

Microsoft may change their plans between now and October 1 when these changes were likely to go into effect.  Many customers only use one or two apps, and their pricing would not change under the new scheme.  You may want to keep an eye on the Dynamics pricing page for changes if you are planning on purchasing new subscriptions soon.


When is a Sales Opportunity an Opportunity in Your CRM?

Sales force automation is one of the three biggest reasons to implement a customer relationship management system, but some of the business rules for tracking sales are not universal to all businesses.  For instance, CRM products such as Microsoft Dynamics 365 and Salesforce center on tracking sales opportunities.  How you define opportunities for your business may be different from how other companies track their sales.

A person or company alone is not an opportunity.  They might be a prospect for you, but to be an opportunity you must define what it is that they might purchase. 

Some companies do not enter opportunities into their CRM until they are qualified.  Qualification means determining a basis for projecting that something will be sold.  Usually it requires that you determine what will be sold, its value and the timeframe for the purchase.  Other CRM users enter opportunities before they are qualified and leave the estimated value and project close date blank until the oppor…

Gap Analysis for Dynamics 365 (CRM) Implementations

Gap analysis explores the differences between your software requirements and the as-is features of an off-the-shelf product such as Microsoft Dynamics 365. It is one of the most useful techniques in a customer relationship management implementation.

Determining software requirements is a challenging process, and requires guidance and facilitation to help end user identify their needs and priorities.  If you start virtually with a blank sheet of paper, as is typical in custom software development, it is hard to know where to begin.  Users can easily go astray in coming up with software requirements.

Gap analysis starts with a working system, and focuses on the changes that are necessary to make the system meet the functional and performance goals of users.  For instance, here are some gaps that we explore in implementing a sales force management solution with Microsoft Dynamics 365:

Look at the account form.  Analyze each field and determine whether you track this information.  Are the…

Grants Manager Plus for Victim Assistance Grants

InfoStrat's Grants Manager Plus supports the full lifecycle of grants for victim assistance, such as those under the Victims of Crime Act (VOCA), the The Violence Against Women Act (VAWA), and state victim assistance programs.

The goals of grants for victim assistance are to prevent violent crime, respond to the needs of crime victims, and educate the public on crime and victim issues.

The Violence Against Women Act (VAWA; Title IV of P.L. 103-322) was originally enacted in
1994. It addressed congressional concerns about violent crime, and violence against women in
particular, in several ways. It allowed for enhanced sentencing of repeat federal sex offenders;
mandated restitution to victims of specified federal sex offenses; and authorized grants to state,
local, and tribal law enforcement entities to investigate and prosecute violent crimes against women, among other things. through a collaborative effort by the criminal justice system, social service agencies, research organiza…