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Showing posts from July, 2019

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 organiz…