Viewing entries tagged
Microsoft

How Can You Save 92% on a Dynamics 365 License?!

How Can You Save 92% on a Dynamics 365 License?!

No way… 92%?!

You’re not dreaming, as this is actually true! Steve Mordue recently wrote a blog about how he discovered a way tor reduce your costs potentially by 92%.

If you have ever used TextEdit instead of Word because you don’t need the extra options, then this may be an option for you. Mordue explains clearly that you must meet some requirements in order to fully capitalize on 92% savings.

Restrictions..?

Here are the restrictions Mordue listed in blog:

IF, you are paying $115/user/month for the Dynamics 365 Customer Engagement Plan Licenses.

  • IF, you are only using the basic out-of-the-box features.

  • IF, the advanced capabilities you are using were all custom built.

  • IF, any third-party solutions are compatible, or you can do without them.

  • IF, your users primarily work in a single application, ie. “Sales” or “Service” but not both.

  • IF, you are not using things like “Relationship Insights,” or any of the A.I., or other advanced features.

    (Mordue, 2019)

Depending on your answers to the above “Ifs”, you may well be able to move to the upcoming PowerApps Per App Plan model for $10/user/month. My math says that from $115, down to $10, is a 92% savings.
— Steve Mordue

Where can I find more information?

https://stevemordue.com/reduce-your-dynamics-365-license-costs-by-92-percent/

Happy Tuesday!

Gurkirat Athwal

Purely CRM

What's Microsoft Doing With Voice of the Customer?

What's Microsoft Doing With Voice of the Customer?

Did you know…

As of July 1, 2019, the Voice of the Customer solution was deprecated. Users can create and distribute new surveys and collect responses from live surveys till July 1, 2020.

What is the Voice of the Customer?

Originally the Voice of the Customer solution was primarily used to create and send surveys for collecting feedback.

Here is a link to an article telling you more: https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming#voice-of-the-customer-is-deprecated

Happy Tuesday!

Ron DeGiusti

Purely CRM

What's Happening on September 28?!

What's Happening on September 28?!

Make Sure You Attend…

On September 28, 2019 there will be a 365 Saturday in Victoria, BC. Microsoft MVPs and Senior Managers will be in attendance, and providing Business Applications training. Be sure to attend to learn new information about PowerApps and Dynamics 365. Plus it’s free!

To further assist you with planning out your day on the beautiful Vancouver Island, here are the schedules for the Dynamics 365 and Power Platform sessions:

Screen Shot 2019-08-28 at 9.54.44 AM.png

Dynamics 365 Training

PowerPlatform Training

Huge Announcement Before Microsoft Inspire!

Huge Announcement Before Microsoft Inspire!

More than 13 million people are using Microsoft Teams daily, along with more than 19 million weekly active users. This figure is above the more than 10 million people who use Slack daily.
— https://www.theverge.com/2019/7/11/20689143/microsoft-teams-active-daily-users-stats-slack-competition

Microsoft drops big news against one of their biggest competitors just days before Inspire! We cannot wait to see the Microsoft Teams booth and more special announcements from Microsoft at Inspire next week!

If you are in Las Vegas, we would love to meet up with you and chat about Inspire!

Hopefully we will see you there,

Marty Hall

Purely CRM

Treat PowerApp On Phone Like Apple Test Flight

Treat PowerApp On Phone Like Apple Test Flight

Most of us get frustrated that the PowerApps we build do not show up as individual apps on someone’s phone.

Well, here’s an idea: Go in to PowerApps on your phone. Find the app you built. Create a shortcut for it right on your phone’s main screen. Done. And, it has a custom icon because you add that directly when building the PowerApp.

Ron De Giusti
Purely CRM Consulting Inc.

Dynamics 365 Teams Linked to Azure AD

Dynamics 365 Teams Linked to Azure AD

Teams CAN BE added to Azure AD?

Recently one of our clients had an interesting question that regarded the use of their Active Directory. Our client hoped to have their Active Directory manage security within Dynamics 365 via Teams.

From the collection of research that we conducted, it seemed obvious to look at any recent functionality that may have been available. This sent out research towards Teams in Dynamics 365 online. Fortunately I was able to find Debajit’s blog who’s information on this subject was excellent .

Let’s start with a revelation – Now Azure AD groups can own records in Dynamics 365. All this time there used to be owner teams. Now both Azure AD office and security group can own your business records.
— Debajit Dutta
Through our research, we are able to say that the Teams entity in Dynamics 365 online, there is indeed a new Teams functionality!

Through our research, we are able to say that the Teams entity in Dynamics 365 online, there is indeed a new Teams functionality!

The Azure AD Object Id for a Group field on the team record sounded exactly what we were looking for but then how does this work?

It seems that you can now link Teams in Dynamics 365 to Azure Active Directory Groups.

This is a really exciting development for Dynamics 365 and this means of course that if you add security roles to the linked AD Team that you create then you could have a security setup managed by Office 365 Exchange.

Azure Setup

After coming across Debajit’s Dynamics 365 Blog, he explained the setup process in a seamless fashion that is very easy to follow. With his step-by-step guidance, and further research our client was able to enjoy their new solution. Take a look of our screenshots alongside with Debajit’s blog to further assist you in creating this solution.

Essentially the setup for this could not be simpler and it seems to work very well. Note the original blog article for the curve ball though. Your members (of the Team) seem not to show up in Dynamics until they login, which is fine as everything still works just fine.

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Have a great day,

Alan Ashton

Purely CRM

Create An App Instead Of Using Business Unit Security

Create An App Instead Of Using Business Unit Security

I heard great commentary on a podcast suggesting the use of an App instead of implementing business unit security. I can definitely see this as an option in some cases. The App could limit the views that someone has and in essence the records they have access to via those views. Sure is simpler than adding the overhead of business units if it is not truly required.

Was thinking about this after listening to The CRM MVP Podcast, episode 53: Top 10 FUNCTIONAL TRICKS in Dynamics 365.

Ron De Giusti
Purely CRM Consulting Inc.

PowerApps Component Framework

PowerApps Component Framework

Microsoft seems quite excited about the new PowerApps Component Framework (PCF).

“(PCF) is a significant step towards empowering [third]-party developers to build compelling visual components using the same framework which Microsoft team uses,” stated Microsoft’s Hemant Gaur, product owner for the PowerApps component framework, in a blog post. “The framework enables developers to create fully custom components for use across the full breadth of PowerApps capabilities.”
— https://msdynamicsworld.com/story/beyond-citizen-developer-why-pros-see-promise-microsofts-powerapps-component-framework

You will need to be a licensing genius ...

You will need to be a licensing genius ...

Jukka Niiranen, in his blog post title, “PowerApps ‘Starter’ Plans Capabilities Demystified” writes:

One of the major handicaps introduced in the new licensing terms for Team Members last Fall was the removal of rights to create, edit and delete account records. Now, while the $8 Team Member license doesn’t allow you to perform these actions, the $7 PowerApps P1 license actually does!

Oh Microsoft, why do you keep making this so hard for us?!?!?!

He did post a nice graphic in his blog-post that does help a bit though …

I am so thankful we do not sell licenses, but just the services to configure those licenses purchased. I will continue to rely on Microsoft large account resellers (LAR’s) for answers to clients’ licensing questions.

Ron De Giusti
Purely CRM Consulting Inc.

Microsoft Dynamics Common Data Model Versus CRM/CE Entities

Microsoft Dynamics Common Data Model Versus CRM/CE Entities

Is the entity in the common data model or is it CRM specific?

One of the big issues that will arise with the new Microsoft common data model is wondering whether the entity you would like to use is part of the common data model or is it in a CRM/CE specific entity set (e.g., sales, service, and marketing).

My crack at breaking it down

Microsoft has provided an online tool via GitHub that will show you where the entities live in terms of groupings. Here is a link to that tool: CDM Entity Navigator.

I went thru the CDM Entity Navigator and tried to break it down for myself a little further. I did so in an MS-Excel spreadsheet and attached it here for you to look through.

Here is the link to the spreadsheet: CDM Entity Navigator As A Spreadsheet.

Enjoy!

Ron de Giusti
Purely CRM Consulting Inc.

No License Cost On Instances - Now Based On Database Capacity

No License Cost On Instances - Now Based On Database Capacity

Microsoft released new licensing guides in April 2019 for Dynamics 365 CE and also for PowerApps and Flow. Although the Team Members license can appear confusing, Jukka Niiranen has done a great job with this graphic he placed in a January blog post he ran:

Another significant item to note is how instances work with licensing:

One significant and very welcome change that is introduced as a part of this new model is that there will no longer be any license cost tied to the number of instances you have in the cloud. Previously you had to buy add-on licenses for acquiring production and non-production (sandbox) instances for developing, testing, training and in general managing your complex Dynamics 365 online environment. Once the new subscription terms kick in, you’ll have the ability to create as many instances as you like, provided that you have sufficient database capacity available. A major driver behind this change is surely the PowerApps side, in which the licensing terms already granted any user with PowerApps P2 license to create 2 CDS environments for their applications.
— https://survivingcrm.com/2019/04/the-real-common-data-service-emerges/

That sounds like fantastic news to me.

Ron De Giusti
Purely CRM Consulting Inc.

Microsoft's New "Chromium powered" Edge Browser

Microsoft's New "Chromium powered" Edge Browser

It’s Finally Here

Microsoft announced last December that it would be releasing a new version of their Microsoft Edge browser based on Google’s Chromium. Well, you can now download a version of the browser in preview mode. I’ve been playing with it for the day and it has been stable for me so far.

How To Install It

If you want to try out the new Microsoft “Chromium powered” Edge browser, here are the steps:

  1. Go to this Microsoft website: https://www.microsoftedgeinsider.com/en-us/?form=MD18G6&OCID=MD18G6

  2. Click the “Download Dev Channel”.

  3. Save the installer on your device.

  4. Click the Accept and download button.

  5. Double-click the MicrosoftEdgeSetup.exe file to start the installation.

Enjoy.

Ron De Giusti
Purely CRM Consulting Inc.

First hand witnessing the changing nature of work through CRM

First hand witnessing the changing nature of work through CRM

It starts with a simple task:  Codify a business process

Most companies realize they have a business process that is probably not as efficient as it could be.  Perhaps it is an Excel spreadsheet or an MS-Word document that is being passed around the organization in an inefficient manner.  There is often the realization that if they take the disconnected spreadsheets and forms and back-ended them into a database, they can easily eliminate wasted time, rekeying of data, and eliminating some simple review processes and calculations.

You end up codifying the entire department

What starts out as a task to eliminate inefficiencies in one business process inevitably sprawls into another department.  The touch-point of information with other departments or with customers and suppliers will definitely be inputs or outputs into the business process that you are making more efficient.  Why not modify those processes too while you are at it?  Before you know it, you have modified the business processes of an entire department.

Job roles will change

Changing business processes will also inevitably lead to changing job duties.  The mundane error checking of paper forms or re-keying of information into various spreadsheets or miscellaneous forms is going away.  What is left behind in a business process is the essence of what the job truly is and what only the human can accomplish.  The human element in business processes is not going away with the current changing nature of business processes through electronic efficiencies but is now focusing employees on the higher value evaluations that are needed in business processes.

We are removing the mundane work with technology and opening up our eyes to the true value employees (i.e., humans) play in a business process.

purelycrm.com

Key Takeaways from the Microsoft Partner Briefing 2017

Key Takeaways from the Microsoft Partner Briefing 2017

Many new features are coming, here are some of our highlights.

UNIFIED USER INTERFACE

For a simpler and more consistent user experience, all interfaces are now fully unified as of the Spring release, with the web browsers as an intermediate interface so far. The web browsers will move to a fully unified interface in the Fall 2017 release. Many common complaints and modernizations have been addressed, as well as tabs returning to the web interface instead of the dropdown menu. Multi-select option sets are coming too! There will be no more need to simulate a multi-select option set.

BUSINESS EDITION

The long-awaited Business edition plan is finally launching, suitable for SMB companies (<250 users). Simple to set-up and low cost, it is an easy starting point to purchase needed apps. As your organization grows, it will be easy to upgrade to the Enterprise plans. However, this update is delayed from June 1st to September 1st due to a big launch for the product that is scheduled at that time.

DYNAMICS MARKETING

A new and improved Marketing app is launching, with a much better module compared to the old module. There is a directional move towards the Adobe Marketing Cloud as a preferred solution, once Adobe has finished integrating with Cloud 365. This will be available for Business plan customers and Enterprise plans. 

 

See below for some of our photos from the briefing!