Friday, November 11, 2016

Microsoft Dynamics 365 Webinar Questions



Yesterday I conducted a webinar on Microsoft Dynamics 365, a family of Microsoft business products for sales, marketing, customer service, accounting, and more.

For those who were unable to join the webinar or who don't want to listen to the full recording, here are the top questions and answers:
  1. Are these solutions all in the same place or are they separate solutions integrated seamlessly? -- Dynamics 365 is integrated with Office 365, so it is available in one place with the same login and administrative console
  2. What about an xRM solution that might use very little in terms of in-the-box Sales or Marketing functionality? How would this translate and be licensed? -- Microsoft offers Dynamics 365 PowerApps for this scenario, at a lower cost than Dynamics 365 Sales and other apps. 
  3. Does Power Apps still have accounts/contacts? -- Yes, it still has these shared entities but does not include those dedicated to functions such as Opportunities for Dynamics 365 Sales. 
  4. Does Dynamics 365 Field Service offer truck routing? -- Yes, it includes routing, a dispatcher console and mobile apps for field workers.
  5. Is there Dynamics 365 pricing for Non Profits? Yes, Microsoft offers special pricing for charities. Qualifying organizations can purchase Dynamics 365 Plan 1 for $28.75/user/mo. which is less than one third the commercial price (depending on volume discount). 
  6. Can I move from Business edition to Enterprise edition easily if I'm just using CRM capability? -- Yes, you can mix and match Dynamics 365 subscriptions and move from one edition to the other. 
  7. If you have an existing solution xRM, is there a migration that must be performed in terms of customization or data to transfer your system into one of the newer versions/apps such as PowerApps? Or is this automatic and only the licensing changes? -- There is no technical migration task for moving to Dynamics 365 from the current version of Dynamics CRM Online. 
  8. Another Vendor told me On-premise was not the way Microsoft are going,   Is it going away? -- Microsoft is not abandoning support for on premises deployments.  Customers have the option of cloud or on premises deployment for most products. 
  9. Is it just the same product with a new name and an integration to ERPplus and the App concept? -- Microsoft has morphed Dynamics CRM into Dynamics 365 apps, and these apps will be evolved in the future.  The Dynamics CRM roadmap has become the Dynamics 365 roadmap. 
  10. Do Enterprise and Business editions both use the same data model? -- Yes, the Common Data Model is used across all the Dynamics 365 products. 
For more of my posts on Dynamics 365:

Dynamics 365 Shows Microsoft's Bold Vision

Microsoft Dynamics 365 Pricing: 6 Reasons Not to Panic

Dynamics 365 and xRM: What Comes Next?

Understanding Microsoft AppSource and Dynamics 365
http://blogs.infostrat.com/2016/07/understand-microsoft-appsource-and.html

Microsoft Dynamics 365 Team Members Subscriptions

Wednesday, November 9, 2016

Send SMS Messages to Your Dynamics Marketing Lists with ClickDimensions


Most of InfoStrat's clients use Dynamics CRM (Dynamics 365) and ClickDimensions to automate email distribution lists for online newsletters, event invitations, and more.  But did you know that you can also use this software to send SMS (text) messages?

You can send messages to a group of recipients stored in a Marketing list, either using lead or contact records.  These messages can be triggered by an automated workflow or through a user action.  Just like emails, the messages may be personalized and can contain data from the CRM system.

Some target groups of people prefer SMS messages rather than email.  It also can make sense for sending alerts to users, such as service outages or emergency information, which attract more user attention.

Friday, November 4, 2016

Microsoft Dynamics 365 Team Members Subscriptions

Source: https://www.microsoft.com/en-us/dynamics365 

With the release of Microsoft Dynamics 365 this week, Microsoft has created a new option for less expensive software subscriptions called Team Members.  Microsoft previously offered restricted rights for Dynamics CRM users with their Basic and Fundamental subscriptions, but Dynamics 365 introduces several new twists.



For a primer on the two editions of Dynamics 365, see "Understanding Microsoft Dynamics 365 Business and Dynamics 365 Enterprise Editions"

Team Member for Enterprise Edition

The Enterprise edition of Dynamics 365 offers Team Members light use of several apps for $4-10/user/month:

  • Dynamics 365 for Operations
  • Dynamics 365 for Sales
  • Dynamics 365 for Customer Service
  • Dynamics 365 for Field Service
  • Dynamics 365 for Project Service Automation
  • and also Microsoft PowerApps with Flow

The Team Members subscription grants a user Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Field Service, or Dynamics 365 for Project Service Automation rights to:
  • Write access to Accounts, Contacts, Activities, Tasks and notes
  • Record time and expense for Dynamics 365 for Project Service Automation, and apply for projects
  • Set up and manage the knowledgebase and Interactive Service Hub
  • Update personal information
  • User Reporting and dashboards
  • Edit Custom Entities
  • Participate as an end-consumer of Dynamics 365 services such as responding to surveys, or applying for projects
Here are the actions that a Team Member can perform in Dynamics 365 for Operations:
  • Time and expense recording
  • Managing person information
  • Create requisitions
  • Create and edit quality control and service orders
  • Approve time, expenses and invoices
For enterprise customers, a common licensing approach will be to purchase Dynamics 365 Plan 1 for the heavy users of any of the apps.  This would include people in sales, marketing, accounting, and customer service.  For a large number of users, the Plan 1 subscription becomes less expensive (down to $70/user/month) than buying the separate apps such as Dynamics 365 Sales. Plan 1 assumes that you are not using Dynamics as your accounting or ERP product.  If you choose Dynamics 365 for Operations, Plan 2 might be appropriate for the same reason. 

The enterprise would purchase Team Member subscriptions for everyone but the heavy users of Dynamics 365 based on their job role.  In most companies, this would mean a high ration of Team Member subscriptions to individual app or plan subscriptions. 

Team Member for Business Edition

In the Business edition, Team Member subscriptions are a flat $5/user/month.   See the Dynamics 365 Business Edition Licensing Guide for more information.

Dynamics 365 for Team Members, Business edition users can do the following:
  • Read anything that’s enabled in Financials or any other Dynamics 365 Application
  • Update existing data and entries in Financials - (customer, vendor or item records) 
  • Approve or reject tasks in all workflows assigned to a user
  • Create, edit, delete a quote or requisition
  • Create, edit, delete personal information
  • Enter a Time Sheet for Jobs
  • Use PowerApps for Dynamics 365
Many small business will also need Dynamics 365 apps such as Dynamics 365 Sales, so they are likely to purchase a combination of products from both the Business and Enterprise editions.  For example, the sales department might subscribe to Dynamics 365 Sales (from Enterprise edition) and accounting department users would buy Dynamics 365 Financials and other users could be assigned as Team Members. 

For more of my posts on Dynamics 365:

Dynamics 365 Shows Microsoft's Bold Vision

Microsoft Dynamics 365 Pricing: 6 Reasons Not to Panic

Dynamics 365 and xRM: What Comes Next?

Understanding Microsoft AppSource and Dynamics 365
http://blogs.infostrat.com/2016/07/understand-microsoft-appsource-and.html

Microsoft Dynamics 365 Webinar Questions
http://blogs.infostrat.com/2016/11/microsoft-dynamics-365-webinar-questions.html