InfoStrat president James Townsend's 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
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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.
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…
Here are some answers to frequently asked question on this solution: Can I add new fields to the solution? -- Yes, the solution is fully customizable and you can add your own new fields to any form, view or report.Does Dynamics 365 for GovCon work on mobile devices? -- Yes, Microsoft offers mobile apps for all the most popular platforms including iPhone, iPad, and Android phone and tablets.Does Dynamics 365 connect with bid data systems such as Deltek and Onvia? -- Some information services, such as Onvia, offer integration with Dynamics 365. Others require third party solutions such as the InfoStrat integration with Deltek GovWin IQ.What do customers typically customize for their unique requirements? -- Not all contractors follow the same steps in the capture process. Most clients will tailor the business process to add or remove steps in order to match their sales methodology. Of…
This video shows highlights from the InfoStrat March 2015 seminar "Getting the Most Out of Dynamics CRM Online" presented by Dmitri Riz, the leader of the InfoStrat Dynamics CRM practice. This is the second part of a series of blog posts. The first is Benefits and Cloud Thinking.
In order to make your CRM workflows perform best, you need to understand the difference between synchronous and asynchronous workflows so you can choose which is appropriate for your applications.
Synchronous workflows are a new feature that was introduced in Dynamics CRM 2013. Unlike asynchronous workflows which are sent to a queue, synchronous workflows execute in a single transaction.
This means you can eliminate the need for many plug-ins which were created for previous versions of Dynamics CRM.
You may want to disable synchronous workflows during import operations, because they will could be triggered by each new record and significantly slow down the import process.