Friday, March 13, 2015

Getting the Most Out of Dynamics CRM Online

Thank you to all who attended our seminar on how to get the most out of Microsoft Dynamics CRM Online this week.  We appreciate the opportunity to hear about your business needs and share our experience working with Dynamics CRM Online. 

For those who were unable to attend, here are some highlights:

1. The most successful implementations start with a cloud-centered attitude.  Think about ways that cloud deployment can make your users even more successful than on premise deployment.
2. Use Azure servers to build a data warehouse which will allow better reporting and data visualization from your CRM data.
3. Take advantage of Microsoft licensing that allows us to use cloud subscriptions for on premise deployments while you are migrating.
4. Stay current with software upgrades, and be sure to have enough environments to allow you to support the current and the next version adequately for testing.
5. SharePoint can be a great complement to Dynamics CRM Online.  You have many deployment models and integration points from which to choose.
6. Look at third party tools for integration, backup and data migration.
7. Understand the rules of the road for a shared environment, and how you can request help from Microsoft.
8. Find out whether you are eligible for Dynamics CRM Online Government.

Based on suggestions from attendees, our next seminar will be devoted to Dynamics CRM integration.

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