Skip to main content

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.

Popular posts from this blog

Key Concepts for Microsoft Dynamics 365: Tenant, Instance, App and Solution

Updated 8/15/2022 To understand Microsoft Dynamics 365 (formerly Dynamics CRM) and Power Apps, you need to learn some new terms and concepts that may be a bit different from what you know from databases and solutions that are hosted on premises.  These concepts also apply to Power Apps.  The main difference is that with Power Apps you are not starting with a Microsoft app but more of a blank canvas for your custom apps.  This post introduces some key terms and how these concepts are important for planning your implementation. While Dynamics 365 is still available on premises, it is most commonly deployed on the Microsoft cloud.  This blog post discusses only cloud implementations. Microsoft has multiple clouds such as commercial and government community clouds in several countries. We start with a Microsoft tenant .  A tenant is the account you create in the Microsoft Online Services environment (such as Office 365) when you sign up for a subscription. A tenant contains uni

Understanding Dynamics 365 and Office 365 Admin Roles

Managing Dynamics 365 instances If you run Microsoft Dynamics 365 (formerly Dynamics CRM) in the Microsoft cloud, you need to understand how your Dynamics instances relate to Office 365 and choose which of your administrators receives which roles and permissions to manage Dynamics 365. In on premises deployments, your network administrator would create and delete user accounts.  The Dynamics 365 admin would then assign permissions to users in Dynamics 365. This post explains three administrator roles: Office 365 Global Administrator Dynamics 365 System Administrator Dynamics 365 Service Administrator You may think that the Dynamics 365 system administrator would have power to do all the actions needed to manage Dynamics 365, but this is not the case. What's different in Microsoft cloud deployments is that licenses and user accounts are managed in Office 365 by an Office 365 Global Administrator.  This role is analogous to a network administrator for an on premises

My Favorite Microsoft Power Apps Bloggers and their Blogs

  by James Townsend Updated 7/5/2022 Microsoft Power Apps is one of my favorite subjects, and I enjoy reading blog posts from members of this thriving technical community.  Here are some of my favorite bloggers and their blogs: The Official Microsoft Power Apps Blog   I have to start with the official Microsoft Power Apps blog.  It has many contributors, largely Microsoft program manager, including frequent posters Denise Moran ,  Greg Lindhorst , Kartik Kanakasabesan , and  Adrian Orth .  This is the place to go for product announcements, updates and technical how-to for a broad range of Power Apps topics.  April Dunnam April Dunnam was formerly focused on SharePoint and now devoting herself to Power Platform.  April offers highly understandable explanations of Power Platform, Dataverse and other top Power Apps topics. She joined Microsoft in late 2019 and has a thriving YouTube channel .  Carl De Souza Power Apps Blog and eBook This is one of the most extensive and best organized blo