From the vice president of the InfoStrat division of Serenic Software, thoughts on digital transformation, marketing automation, customer relationship management, Microsoft Dynamics 365 (formerly CRM), government contracting, customer service and more. For breaking news, follow me on Twitter @jamestownsend and for more depth see the InfoStrat website at www.infostrat.com
Subscribe to this blog
Follow by Email
Search This Blog
Moving Your Association to the Microsoft Cloud Part 1
are often ideally suited to gain the most from moving their computing
infrastructure to the cloud.Industry
experts point to cost savings, performance, and reliability gains you can
achieve by moving your organization’s computing to cloud data centers. In order
to make the most of cloud infrastructure, associations need a sound business
case for moving to the cloud and an approach to determine which applications
and servers should be moved and when.
a gradual approach to moving to the cloud to minimize migrations cost and disruption.This approach leads to a hybrid cloud where
you will be using some applications in the cloud and some applications on
has worked with national associations for over 25 years. We have helped associations migrate to the cloud and have
learned some valuable lessons along the way.
In case you have been reviewing Microsoft's new pricing for its Dynamics products which was released this month and have been unable to find Dynamics Portal, it has been rebranded as PowerApps Portal and shifted to the PowerApps side of the Microsoft product family.
Rebranding the portal product underscores the importance of app scenarios involving external users such as customers and suppliers. It also provides a simpler interface than Dynamics 365 for occasional users.
The new portal pricing is based on the number of unique users who log into the portal each month (for authenticated users) and on the number of page views for anonymous users. "A login provides an external authenticated user access to a single portal for up to 24 hours. Multiple logins during the 24-hour period count as 1 billable login. Internal users can be licensed either by the PowerApps per app or per users plans, or a qualifying Dynamics 365 subscription."
I met Lou Guercia when he was president and CEO of Scribe Software, the leading CRM integration tool. Scribe was acquired by TIBCO Software in 2018. I recently reconnected with Lou and learned about ScreenMeet, the company he joined as chief operating officer. The following is a description of the product provided by ScreenMeet:
ScreenMeet is a cloud-based remote support tool designed to integrate with Dynamics 365 Customer Service. By enabling customer service and IT support organizations to address critical technical issues directly from their CRM or ticketing platform, it streamlines the process and provides a fully browser-based support experience.
You can also use ScreenMeet with other CRM products or even on its own without a CRM.
Here is a short video demo of ScreenMeet with Dynamics integration:
ScreenMeet - Cloud-based Remote Support Integrated with Dynamics 365 Customer Support
Once integrated with a Dynamics 365 CS organization, the ScreenMeet widget appears on Case pa…
The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online. It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.
Government grantees will have significant new administrative responsibilities. Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.
For profit companies will lose some privacy as a result of this law. Grant recipients will be required to disclose information including officer salaries.
Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…