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MB2-708 exam Dumps Source : Microsoft Dynamics CRM Installation
Test Code : MB2-708
Test denomination : Microsoft Dynamics CRM Installation
Vendor denomination : Microsoft
: 90 true Questions
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Microsoft Microsoft Dynamics CRM Installation
throughout my time as a expert, and at the selfsame time as a controller, I’d lengthy been a fan of creating reporting as extensively attainable as viable. This covered granting users vast entry to records, with Payroll as an obtrusive exception. The merits to self-service reporting, dashboards, and analytics are so superb, I believed, that limiting the means to report on enterprise data felt enjoy limiting the company’s abilities.
Linda Leung talks with Marc Wolenik and Rajya Vardhan Bhaiya, authors of >Microsoft Dynamics CRM 4 Integration Unleashed, about Microsoft Dynamics CRM, its appeal to shoppers, and the way it stacks up against the competition.
From the writer of
it's likely tricky to discover a enterprise, giant or small, that does not exercise Microsoft software. whether it breathe Microsoft's office productiveness suite or the alternate mail platform, Microsoft's application looks ubiquitous. but Microsoft isn't very nearly own productiveness products. It additionally has a set of enterprise purposes for enterprise useful resource planning (ERP) and client relationship management (CRM). Dynamics CRM four is Microsoft's flagship CRM product this is seeing inelastic competitors from standalone CRM items from companies akin to Salesforce.com. Microsoft in early 2008 moved to further prolong the attraction of Dynamics CRM 4 with the aid of releasing a hosted edition for customers that don't necessity to maneuver an on-premises product. In November 2009, Microsoft launched an aggressive initiative aimed at luring Salesforce.com consumers away.
Microsoft Dynamics CRM 4 Integration Unleashed written through Marc J. Wolenik and Rajya Vardhan Bhaiya, gifts confirmed thoughts, most efficient practices, and instance code for going far past the out-of-the-field capabilities of Dynamics CRM four. The authors provide a step-by way of-step guide to integrating Dynamics CRM with SharePoint, office Communicator, PerformancePoint, BizTalk, Silverlight, and different tools.
Wolenik, MCP, PMP and MBS CRM certified skilled, is the proprietor of Webfortis, a consulting enterprise based mostly in Northern California. Webfortis specializes in solutions around Dynamics CRM and is a Microsoft Gold licensed companion. Bhaiya, based in San Francisco, Calif., is an IT options Architect with extensive journey helping tremendous-scale Fortune 500 functions that exercise and combine Microsoft Dynamics CRM, SharePoint, and PerformancePoint.
I spoke with Wolenik and Bhaiya to focus on Dynamics CRM, its appeal to consumers, and the way it stacks up towards the competitors.
Linda Leung: Why should shoppers disagree with Microsoft for his or her commercial enterprise utility needs?
Marc Wolenik: if you reliance Microsoft Servers and virtualization alternate options, Microsoft already serves the enterprise locality with their utility. business ERP and CRM is an additional providing that Microsoft has been providing for over five years now. The erudition to the usage of Microsoft for ERP and CRM throughout the business is that the utility is supported by using current infrastructure, know-how and talent units. developed on .net expertise, latest customers can conveniently prolong their application across the business — whatever that isn't uncouth the time an alternative with rivals.
Rajya Vardhan Bhaiya: Microsoft utility provides a scalable and integrated gadget platform. The platform has capabilities to combine with applications across a considerable number of structures and functions.
LL: Why should customers choose Dynamics CRM 4 compared to Salesforce.com or other established CRM structures?
MW: first of all, Microsoft Dynamics CRM 4.0 IS an established CRM platform. Designed from the floor-up on .web expertise, it has been being for over 5 years, and has over 1,000,000 individuals the exercise of it. Secondly, Microsoft Dynamics CRM is a a remarkable deal more than just "consumer" relationship management. The xRM initiatives that can breathe found (whereby the "x" is the relaxation administration), permit companies to exercise Microsoft Dynamics CRM for more than simply customer administration and they acquire seen businesses consolidate many LOB (line of enterprise) applications onto the one platform.
extra causes to choose Microsoft Dynamics CRM 4.0 consist of:
The "power of option" whereby consumers can start within the cloud on a hosted solution after which hotfoot that retort to their in-house servers if they want.
conveniently extended platform and technology built on .internet.
Single pricing for uncouth performance.
RB: Microsoft Dynamics offers a customizable and agile basis that can too breathe configured to the company system for plenty of businesses across uncouth industries. The bigger-conclusion services from Salesforce.com or different companies provide configuration. however Microsoft Dynamics enables that on every version.
here's a petite listing of aspects which are advanced in Dynamics:
Dynamics CRM has native integration with Outlook and other office customer items.
all of the data is kept in a dedicated database, which makes backup and healing simpler.
reckoning on the edition of the competing items, the arduous is entitled to distinctive points (activity, campaign, advertising and marketing Lists, Leads, items, Workflow, advert-hoc reporting, and extra). In Dynamics CRM, uncouth of the CRM elements are a portion of the common installation.
LL: Microsoft rolled out an on-demand version of CRM four.0 in early 2008. Did this advocate to enhance cognizance and hobby available in the market for Microsoft CRM?
MW: completely. clients are more and more drawn to cloud or on-demand software. The undeniable fact that Microsoft provided this, followed via SharePoint, exchange and now office as a hosted carrier suggests that the product is age enough to breathe obtainable on-demand.
RB: yes, this expanded awareness and americans had been more comfy to acquire faith this application as "business competent." people acquire a perception that if something can bustle in a hosted/cloud ambiance, it's able to scale to the optimum degree. Smaller agencies are when you deem that this as the fundamental CRM equipment. This change is sprouting interests in medium dimension corporations to change to MS Dynamics CRM.
LL: what is the technique that shoppers may noiseless hotfoot through to fabricate a conclusion whether to pick out on-premises or on-demand CRM?
MW: customarily this conclusion technique is made based on a know-how determination — i.e. even if or not the infrastructure is in region to guide an implementation. extra issues consist of "rent or buy" decisions (there's always a wreck-even factor at simply below three years), and want (or lack) to combine the equipment.
RB: The corporation will deserve to stability the can permeate of holding the servers vs. the can permeate of the network connectivity required for a hosted answer. it is suggested to acquire redundant network connections, in order that there's a backup connection for the valued clientele to fabricate exercise of the hosted answer.
If an organization has offices throughout the globe they are going to should acquire adequate network connections between the clients and the servers.
community connectivity is the critical thing making a selection on component between a hosted vs. non hosted answer.
other things to deem are the mixing required with different systems. as an instance does the statistics necessity to synchronize with the backend materiel continually?
LL: Integrating CRM with key Microsoft collaboration software reminiscent of Outlook and SharePoint is a key requirement of many consumers. however established CRM providers, corresponding to Salesforce.com, were presenting as profound an integration to Microsoft for ages. How does Microsoft compete perquisite here?
MW: i'd query the factor about "deep" integration for a brace of factors. It is perquisite that competitors acquire integration features youngsters it is unlikely that any one can carry out it as smartly or as profound as Microsoft. for those who appear on the native Outlook integration choices for instance, you are going to no longer discover the relaxation equal to that stage of integration.
RB: Microsoft Dynamics CRM gives native integration to Outlook and to other analytical materiel enjoy exceed and access. other CRM suppliers constantly require either a developer-level entry, or always acquire an additional permeate associated with the process.
additionally, for the understanding that uncouth items are from Microsoft, they acquire got an improve roadmap which will breathe certain upgrades and long bustle steadiness.
LL: nonetheless, one of the most middling boundaries of hosted application is that shoppers must drudgery tough to integrate the utility with different enterprise systems, comparable to ERP, since the on-demand apps regularly don't readily assist the APIs of these applications. How can valued clientele overcome this?
MW: Hosted utility has an inherent problem with integration as a result of the nature of ERP gadget — i.e. they mind to breathe on-premise. on account of this, most agencies are performing a multi-platform integration whereby the ERP is hosted in the community and the CRM is hosted and therefore there will too breathe challenges with the availability, pace and reliability of the programs. Microsoft Dynamics CRM overcomes this spot by means of permitting you to role an integration in a hosted ambiance, and if required carry the information in-condo/on-premise.
RB: In a hosted CRM, that you may bustle a synchronization utility on the identical network as the ERP gadget, on the way to talk with Microsoft Dynamics CRM's internet services. uncouth internet functions are on the identical network port as the internet web site, which makes the combination seamless.
LL: although you utilize APIs to integrate hosted apps with current commercial enterprise application, how robust is that integration?
MW: reckoning on the mixing expertise you assign into effect, the integration can too breathe very robust. we've three chapters on Scribe integration in their book and this software has replete redundancy built in. here is criterion now not just for a hosted application, but for an on-premise integration.
RB: APIs are the favorite fashion for integration; this interface enables an abstraction layer between the data structure and the business processes. When the exercise of the APIs, the device can/will invoke any workflows associated with that object. this will permit uncouth enterprise tactics to breathe accomplished accurately, as a consequence offering a advantageous and consistent CRM equipment.
LL: Some observers divulge that a spot of CRM utility is that it does not tender the complete spectrum of relationship administration, corresponding to transaction management. How should noiseless shoppers breathe certain their CRM techniques supply every limited thing they deserve to bustle their business?
MW: this is absolutely unfaithful with regard to Microsoft Dynamics CRM. Leveraging xRM, corporations can pick competencies of any ilk of management, including transactions. we've viewed implementations including economic, grant, pupil, supplier and investment management simply to identify a number of.
RB: customarily, uncouth transactions are managed during the ERP gadget, so it is suggested to position the transaction management entities into examine-most effective mode, and create a one-manner sync between the ERP materiel and the CRM system. This structure will supply better visibility to the statistics.
LL: Microsoft is getting fairly aggressive in its advertising and marketing of on-demand CRM 4.0. In November 2009, the business offered purchasers six months' entry to CRM four.0 at no cost if they signed a 12-month contract. is that this variety of initiative glorious to consumers? How may noiseless shoppers pick competencies of those and any retaliatory moves by way of opponents?
MW: smartly, this offering is barely obtainable when you are an present consumer of competing application — equivalent to Salesforce.com. newfangled customers acquire been provided the utility at a reduced price — $forty four per user monthly, with the in the past separated advanced performance (offline entry, improved storage, and so forth.). if you appear to breathe intently at the providing through opponents (where every module/function has an further cost) and too you compare the only can permeate of $44 per user per thirty days, and the 30 day free trial, there's a robust and compelling purpose to proceed with Microsoft Dynamics CRM four.0.
RB: These kinds of initiatives are in reality assisting the customers to undertake Microsoft Dynamics CRM; after uncouth in present day market, each person is focused on saving can permeate and getting the most for the funding.
shoppers should noiseless evaluate the ROI between various CRM systems with promotions enjoy this one. The other issue to reliance is that as soon as a conclusion is made to assign money into a selected CRM gadget, customarily the lifespan of that device is three years. usually through then the company fashion wants differences, or possibly a major exchange has been made to the CRM materiel that the arduous must optimize enterprise methods.
LL: Microsoft terminal 12 months eliminated restrictions that prevented clients from relocating virtualized functions, which protected CRM four.0, to a different server more than once every ninety days. What different licensing restriction changes or different initiatives should noiseless Microsoft assign in oblige to fabricate CRM four.0 extra appealing and elastic for customers?
MW: Microsoft Dynamics CRM licensing is terribly bendy and allows corporations to re-use licenses if a user isn't any longer integral (the system will automatically circulation uncouth records associated with that user when they're deactivated). moreover, with the business version, groups can acquire limitless "tenants" or agencies inside the materiel — permitting for a vast and mighty xRM construct-out if desired.
RB: Microsoft offers a many-sided licensing constitution, and the license is linked to each and every energetic person. When a consumer leaves, the corporation can reallocate that license to a unique user. this is one of the vital greater handsome license agreements for CRM gadget out there.
LL: terminal question: What has been your most memorable CRM 4.0 installing and why?
MW: My most memorable CRM four.0 installing become for a customer discovered in San Francisco. they'd complicated business requirements and expected the setting up to pick a brace of weeks. in its position they accomplished the setting up in half a day, made the configurations with the other half and they had been up and working tomorrow. The customer changed into amazed at how simple every limited thing became and desperate to climb the exercise of the device — now not to point out pomp the surplus finances.
RB: the most memorable installing was with a consumer who desired to fabricate exercise of Microsoft Dynamics CRM because the front conclusion to an SAP ERP system. The portion that made this implementation exciting turned into the conversations related to the company approaches and the requirement of certain attributes. They acquire been no longer best defining the device, however too defining the business system for the business.
“in the event you approach to the conclusion of your rope, tie a knot and grasp on.” — Franklin D. Roosevelt
We had complications importing options in a sandbox circumstances for Microsoft Dynamics 365. It was as a result of different instances having discrete types of Microsoft Dynamics 365. this text appears at the skills complications of patches.
we now acquire been upgrading customisations to fabricate them Microsoft Dynamics 365 version 10 compliant and disposing of the customisations which are depreciated in Microsoft Dynamics 365 version 9.
that you can discover a listing of the crucial alterations and what’s depreciated perquisite here:
There will too breathe confusion about what you deserve to update with newfangled versions. Microsoft helps the terminal 2 releases: Microsoft Dynamics 365 edition eight and Microsoft Dynamics 365 version 9. Customisations are depreciated in Microsoft Dynamics 365 edition 9; they are going to nonetheless drudgery in the present edition, however potential that you can’t exercise them in Microsoft Dynamics 365 version 10.
An illustration if the client api is depreciated
Now necessity to ensnare the FormContext
so earlier than you would acquire accomplished this
var firstName = Xrm.page.getAttribute(“hosk”).getValue();
now you should try this
var formContext = executionContext.getFormContext();
var firstName = formContext.getAttribute(“hosk”).getValue();
You can fabricate the alternate now however you best necessity to fabricate this trade in the event you are using Microsoft Dynamics 365 edition 10.
The Capgemini Dynamics crew store customisations in supply manage, this enables us to create options and set up them into newfangled environments (we are able to create an atmosphere and set up uncouth customisations with a click on of a button). they are able to observe the changes in Microsoft Dynamics 365 customisations.
This raised here questions:
1. should this change rotate up in a patch liberate?
2. With Microsoft’s newfangled path of creating uncouth customisations as solutions, wouldn’t this performance breathe not obligatory?
three. What functionality could Icebreakers be? Would Microsoft suggest Icebreakers or you rescue them for each contact?
four. Patches are not meant to damage performance
a newfangled portion introduced to the benevolent which might muddle testers and clients, however breaks the deployment since it brought a dependency to newfangled internal solution introduced.
We obtained an mistake about lacking dependency to “Icebreaker ” solution and msdyn_talkingpointsloader.js internet aid uncouth the way through deployment testing on a part tenant. The sandbox circumstances acquire been upgraded with the latest patch, whereas extracting the latest adjustments, the section alterations with some web elements and controls, adding dependency to “Icebreaker” answer.
Dev illustration is edition
check instance is version
Between 184.108.40.206–220.127.116.11 (DB edition) this retort and dependency become added, making it complex to fabricate exercise of dissimilar tenants as a result of Microsoft controls when patches are installed. which you can ensnare perquisite into a situation where a few of your situations acquire had a patch utilized whilst you are looking forward to Microsoft to practice patches for others.
when they assign code into supply wield and consist of Microsoft’s alterations, they then can't set up these options into the circumstances which acquire not had the patch utilized.
right here is the Unhandled Exception:
gadget.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=18.104.22.168, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: The motion was failed after 0 times of retry. InnerException is: Microsoft.Crm.equipment.ImportExportPublish.ImportSolutionException: solution occur import: FAILURE — -> Microsoft.Crm.tools.ImportExportPublish.ImportSolutionException: retort bespeak up import: FAILURE — -> Microsoft.Crm.CrmException: perquisite here retort cannot breathe imported: feature_Customisations. Some dependencies are lacking. The lacking dependencies are : <MissingDependencies><MissingDependency><Required key=”1510" class=”66" schemaName=”MscrmControls.TalkingPointsControl.TalkingPoints” displayName=”MscrmControls.TalkingPointsControl.TalkingPoints” solution=”Icebreakers (22.214.171.12489)” /><stylish key=”one hundred twenty five" classification=”60" displayName=”Contact” parentDisplayName=”person” identity=”1fed44d1-ae68–4a41-bd2b-f13acac4acfa” /></MissingDependency><MissingDependency><Required key=”1536" classification=”sixty one" schemaName=”msdyn_talkingpointsloader.js” displayName=”msdyn_talkingpointsloader.js” answer=”Icebreakers (126.96.36.19989)” /><dependent key=”one hundred twenty five" classification=”60" displayName=”Contact” parentDisplayName=”person” identification=”1fed44d1-ae68–4a41-bd2b-f13acac4acfa” /></MissingDependency></MissingDependencies>
You only acquire a few days’ note and you acquire no capacity to wield when patches are utilized. Some Dynamics circumstances were on one version and the others instances waiting for the patch to breathe applied. this may create options that could’t breathe imported into a few of your circumstances. You acquire to computer screen when patches may breathe applied and determine if your total cases acquire had the patch applied.
The documentation surrounding patches is sparse and there may too breathe gigantic adjustments. there is a casual of a patch breaking customisations in construction — with a petite time to verify, how carry out you mitigate this problem? If Microsoft gave a detailed list of the adjustments it might assist to possibility determine the patch.
when I labored on projects using Microsoft Dynamics CRM on premise, the surest result changed into to not ever pick the latest patch but deploy the patch earlier than that. this way you could buffer your self from Microsoft breaking Microsoft Dynamics. I wrote a blog submit on it should you sustain with Microsoft Dynamics CRM free up cycle?
Microsoft might invoke the newest patch to breathe a beta version and fabricate it operational or hotfoot to a month-to-month free up agenda.
most of the times patches approach and go, fix bugs and no one notices. It’s advantageous that Microsoft consistently fixes bugs — that merits its users. If Microsoft may augment its documentation, supply more warning and fabricate gargantuan changes in more tall patch numbers this might ensnare to the bottom of many of the issues. here's the on-line provider world they reside in and it’s a greater pleasing way of living.
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Microsoft Dynamics CRM Installation
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Home → CRM → Review: Microsoft Dynamics CRM 2013
Posted April 11, 2014 By Paul Ferrill Feedback
Reviewer Paul Ferrill finds much to enjoy about Microsoft Dynamics 2013, including a revamped and mobile-friendly interface.
Microsoft has been cranking out updates to its Dynamics CRM product for quite some time, with the latest major version released in the topple of 2013 named Microsoft Dynamics CRM 2013. This version delivered a world of newfangled connectivity options and highlights the exercise of tablets to comprise both the Apple iPad and Windows Surface devices. The user interface was reworked to fabricate it more efficient and consistent across uncouth platforms.
Microsoft has delivered mobile versions for the Android, iPhone and Windows Phone platforms since the official release. While you probably wouldn't want to carry out a lot of customer information data entry on a phone, you can ensnare quick access to uncouth the pertinent contact information in a format that's simple to read on the petite screen. The mobile versions carry out fabricate it simple to enter short updates and sustain track of voice contacts.
You now acquire the selection of standing up a Dynamics CRM 2013 server on premises or you can exercise Microsoft's cloud-based Dynamics Online. There's too an option to add Microsoft Dynamics CRM to an Office 365 subscription for a nominal fee. newfangled acquisitions enjoy NetBreeze and more recently Parature will add even more functionality to the Dynamics platform in the days to come.
Installing Microsoft Dynamics 2013
Microsoft makes a demo version of the Dynamics CRM 2013 server available on a 90-day tribulation basis so you can install it locally and give it a thorough test. You’ll necessity to install and configure a few things beforehand, but it's not a difficult task. First you'll necessity an installation of Microsoft SQL Server 2008 or 2012. Dynamics CRM 2013 installs just fine on a virtual machine as long it's running Windows Server 2012. You could load it on Windows Server 2012 R2, but you would necessity to install a service pack first.
Before starting the Dynamics CRM 2013 installation, you should join the target machine to a domain and create a newfangled Organizational Unit (OU) for the CRM objects. With that complete, you should breathe ready to launch the install program for Dynamics CRM 2013. This wizard-based process includes a number of question-and-answer pages where you must enter information, including the denomination of your SQL server system and the OU created earlier.
Test Driving Dynamics
If you're looking to give Dynamics CRM 2013 a test drive but don't acquire any data, you can exercise the sample data which comes as a portion of the basis server installation. To install the sample data, navigate to the Data Management page of the Settings section. Here they bespeak this page and the Sample Data item which will create a fictitious company for testing purposes.
Once you acquire the sample data loaded, you'll breathe able to view dynamic accounts, generate reports and fulfill any of the typical interactions you would expect with a CRM system. Once you've completed the test drive and you're ready to launch entering true data, simply exercise the selfsame process to access the Sample Data role and fulfill a remove operation.
Improved User Interface
Microsoft went to remarkable lengths to improve the overall user experience in Dynamics CRM 2013 with specific stress on consistency across uncouth access points. Many if not most users will carry out much of their hard-core interaction with Dynamics CRM 2013 using a Web browser. Understanding this, Microsoft has made significant strides to fabricate the Web interface perceive the selfsame no matter which browser you use.
If you access a Dynamics CRM 2013 server using a mobile device, you'll observe a different view tailored to the smaller screen. In their tests they found that IE 11 on a Toshiba laptop running Windows 8.1 was detected as a mobile browser version. When using Google Chrome from the selfsame laptop, the simple replete Web-browser version was rendered.
Previous versions of the Dynamics CRM interface used a ribbon bar much enjoy the criterion Microsoft Office applications. This version does away with the ribbon and replaces it with dropdowns and context-sensitive buttons. too gone are the ragged left-pane tree-view lists which can breathe difficult to manipulate, especially on touchscreen devices. uncouth navigation now uses great icon and text blocks, which meet the touchscreen model quite well.
Connecting to Email and More
Microsoft Dynamics CRM 2013 offers many ways to connect to the information and applications you commonly use. Email is the most obvious tool where communication happens between customers and the sales team. Microsoft Dynamics CRM 2013 for Microsoft Office Outlook is a free download and installs on any system running the latest version of Microsoft Outlook. This add-in brings newfangled toolbars and right-click menus to the simple Microsoft Outlook interface to fabricate it easier to connect your email to the Dynamics CRM system.
Yammer is a relatively newfangled tool for many and provides what the company calls an enterprise social network. It's a private social network with many of the selfsame features you would find on Facebook. It too connects with Office 365 for secure chat and messaging. Microsoft bough Yammer almost two years ago and has integrated the product across its entire productivity line of software. Basic pricing for Yammer as a portion of Office 365 is just $8 per user per month.
Microsoft Dynamics CRM 2013 is a great program and has many affecting parts, which carry out require some configuration and application to ensnare working properly on premises. The online version should appeal to petite and even medium-sized businesses with limited IT resources. tense integration with Microsoft Office and other Microsoft offerings should fabricate this a very appealing release for any organization looking to streamline their sales and marketing automation.
To fabricate it even more attractive, Microsoft recently announced simplified pricing for the next Dynamics update. According to eWEEK, Dynamics CRM Online Professional costs will remain the selfsame at $65 per user per month, despite the addition of a Microsoft social Listening feature based on the NetBreeze acquisition. After the update, on-premise customers can subscribe to social Listening for $20 per user per month.
The Dynamics CRM Online Enterprise plan, priced at $200 per user per month, is too adding Dynamics Marketing from the company's acquisition of Marketing Pilot buy. The newfangled component adds marketing automation and business intelligence capabilities to provide marketers with campaign tracking and planning tools.
Paul Ferrill has been writing in the IT trade press for over 25 years. He's written hundreds of articles for publications enjoy Datamation, Federal Computer Week, InfoWorld, Network Computing, Network World and PC Magazine and is the author of two books. H is a regular contributor to ServerWatch.com and several other QuinStreet Enterprise properties.
Linda Leung talks with Marc Wolenik and Rajya Vardhan Bhaiya, authors of >Microsoft Dynamics CRM 4 Integration Unleashed, about Microsoft Dynamics CRM, its appeal to customers, and how it stacks up against the competition.
From the author of
It's probably difficult to find a business, great or small, that doesn't exercise Microsoft software. Whether it's Microsoft's Office productivity suite or the Exchange mail platform, Microsoft's software appears ubiquitous. But Microsoft isn't just about personal productivity products. It too has a suite of enterprise applications for enterprise resource planning (ERP) and customer relationship management (CRM). Dynamics CRM 4 is Microsoft's flagship CRM product that is seeing inelastic competition from standalone CRM products from companies such as Salesforce.com. Microsoft in early 2008 moved to further extend the appeal of Dynamics CRM 4 by releasing a hosted version for customers that don't want to manage an on-premises product. In November 2009, Microsoft launched an aggressive initiative aimed at luring Salesforce.com customers away.
Microsoft Dynamics CRM 4 Integration Unleashed written by Marc J. Wolenik and Rajya Vardhan Bhaiya, presents proven techniques, best practices, and instance code for going far beyond the out-of-the-box capabilities of Dynamics CRM 4. The authors provide a step-by-step guide to integrating Dynamics CRM with SharePoint, Office Communicator, PerformancePoint, BizTalk, Silverlight, and other tools.
Wolenik, MCP, PMP and MBS CRM certified professional, is the owner of Webfortis, a consulting company based in Northern California. Webfortis specializes in solutions around Dynamics CRM and is a Microsoft Gold Certified Partner. Bhaiya, based in San Francisco, Calif., is an IT Solutions Architect with extensive experience supporting large-scale Fortune 500 applications that exercise and integrate Microsoft Dynamics CRM, SharePoint, and PerformancePoint.
I spoke with Wolenik and Bhaiya to discuss Dynamics CRM, its appeal to customers, and how it stacks up against the competition.
Linda Leung: Why should customers deem Microsoft for their enterprise software needs?
Marc Wolenik: If you deem Microsoft Servers and virtualization options, Microsoft already serves the enterprise space with their software. Enterprise ERP and CRM is an additional offering that Microsoft has been offering for over five years now. The odds to using Microsoft for ERP and CRM across the enterprise is that the software is supported by existing infrastructure, technology and skill sets. Built on .NET technology, existing customers can easily extend their software across the enterprise — something that is not always an option with competitors.
Rajya Vardhan Bhaiya: Microsoft software provides a scalable and integrated system platform. The platform has capabilities to integrate with applications across various platforms and services.
LL: Why should customers choose Dynamics CRM 4 compared to Salesforce.com or other established CRM platforms?
MW: First of all, Microsoft Dynamics CRM 4.0 IS an established CRM platform. Designed from the ground-up on .NET technology, it has been being for over five years, and has over a million people using it. Secondly, Microsoft Dynamics CRM is a much more than just "Customer" relationship management. The xRM initiatives that are available (whereby the "x" is anything management), allow organizations to exercise Microsoft Dynamics CRM for more than just customer management and they acquire seen organizations consolidate many LOB (line of business) applications onto the one platform.
Additional reasons to choose Microsoft Dynamics CRM 4.0 include:
The "Power of Choice" whereby customers can start in the cloud on a hosted solution and then hotfoot that solution to their in-house servers if they desire.
Easily extended platform and technology built on .NET.
Single pricing for uncouth functionality.
RB: Microsoft Dynamics provides a customizable and agile foundation that can breathe configured to the business process for a variety of organizations across uncouth industries. The higher-end services from Salesforce.com or other vendors provide configuration. But Microsoft Dynamics allows that on every version.
Here is a petite list of features that are superior in Dynamics:
Dynamics CRM has native integration with Outlook and other office client products.
All the data is stored in a dedicated database, which makes backup and recovery easier.
Depending on the version of the competing products, the organization is entitled to different features (Activity, Campaign, Marketing Lists, Leads, Products, Workflow, ad-hoc reporting, and more). In Dynamics CRM, uncouth the CRM features are portion of the criterion installation.
LL: Microsoft rolled out an on-demand version of CRM 4.0 in early 2008. Did this aid to augment awareness and interest in the market for Microsoft CRM?
MW: Absolutely. Customers are increasingly interested in cloud or on-demand software. The fact that Microsoft offered this, followed by SharePoint, Exchange and now Office as a hosted service shows that the product is age enough to breathe available on-demand.
RB: Yes, this increased awareness and people were more cozy to reliance this application as "enterprise ready." People acquire a perception that if something can bustle in a hosted/cloud environment, it is able to scale to the highest degree. Smaller organizations are considering this as the primary CRM system. This change is sprouting interests in medium size companies to switch to MS Dynamics CRM.
LL: What's the process that customers should proceed through to settle whether to opt for on-premises or on-demand CRM?
MW: Typically this conclusion process is made based on a technology conclusion — i.e. whether or not the infrastructure is in position to advocate an implementation. Additional considerations comprise "rent or buy" decisions (there is usually a break-even point at just under three years), and crave (or lack) to integrate the system.
RB: The organization will necessity to balance the cost of maintaining the servers vs. the cost of the network connectivity required for a hosted solution. It is recommended to acquire redundant network connections, so that there is a backup connection for the clients to exercise the hosted solution.
If an organization has offices across the globe they will necessity to acquire enough network connections between the clients and the servers.
Network connectivity is the key determining factor between a hosted vs. non hosted solution.
Other things to deem are the integration required with other systems. For instance does the data necessity to synchronize with the backend system constantly?
LL: Integrating CRM with key Microsoft collaboration software such as Outlook and SharePoint is a key requirement of many customers. But established CRM providers, such as Salesforce.com, acquire been providing as profound an integration to Microsoft for a while. How does Microsoft compete here?
MW: I would question the point about "deep" integration for several reasons. It is staunch that competitors acquire integration points however it is unlikely that anybody can carry out it as well or as profound as Microsoft. When you perceive at the native Outlook integration offerings for example, you will not find anything equal to that plane of integration.
RB: Microsoft Dynamics CRM provides native integration to Outlook and to other analytical tools enjoy exceed and Access. Other CRM providers usually require either a developer-level access, or usually acquire an additional fee associated with the process.
Also, since uncouth products are from Microsoft, they acquire an upgrade roadmap which will ensure upgrades and long term stability.
LL: On the other hand, one of the traditional limitations of hosted software is that customers acquire to drudgery arduous to integrate the software with other enterprise systems, such as ERP, because the on-demand apps often don't easily advocate the APIs of those applications. How can customers overcome this?
MW: Hosted software has an inherent limitation with integration due to the nature of ERP system — i.e. they mind to breathe on-premise. Because of this, most organizations are looking at performing a multi-platform integration whereby the ERP is hosted locally and the CRM is hosted and therefore there can breathe challenges with the availability, quicken and reliability of the systems. Microsoft Dynamics CRM overcomes this limitation by allowing you to fulfill an integration in a hosted environment, and if required bring the data in-house/on-premise.
RB: In a hosted CRM, you can bustle a synchronization utility on the selfsame network as the ERP system, which will communicate with Microsoft Dynamics CRM's Web Services. uncouth Web services are on the selfsame network port as the Web site, which makes the integration seamless.
LL: Even if you exercise APIs to integrate hosted apps with existing enterprise software, how robust is that integration?
MW: Depending on the integration technology you implement, the integration can breathe very robust. They acquire three chapters on Scribe integration in their book and this software has replete redundancy built in. This is essential not just for a hosted application, but for an on-premise integration.
RB: APIs are the preferred approach for integration; this interface allows an abstraction layer between the data structure and the business processes. When using the APIs, the system can/will invoke any workflows associated with that object. This will allow uncouth business processes to breathe executed properly, thus providing a stable and consistent CRM system.
LL: Some observers divulge that a limitation of CRM software is that it doesn't tender the entire spectrum of relationship management, such as transaction management. How should customers ensure their CRM systems provide everything they necessity to bustle their business?
MW: This is completely untrue with regard to Microsoft Dynamics CRM. Leveraging xRM, organizations can pick odds of any benevolent of management, including transactions. They acquire seen implementations consisting of Financial, Grant, Student, Vendor and Investment management just to denomination a few.
RB: Typically, uncouth transactions are managed through the ERP system, so it is recommended to assign the transaction management entities into read-only mode, and create a one-way sync between the ERP system and the CRM system. This architecture will provide higher visibility to the data.
LL: Microsoft is getting pretty aggressive in its marketing of on-demand CRM 4.0. In November 2009, the company offered customers six months' access to CRM 4.0 at no permeate if they signed a 12-month contract. Is this benevolent of initiative attractive to customers? How should customers pick odds of these and any retaliatory moves by competitors?
MW: Well, this offering is only available if you are an existing customer of competing software — such as Salesforce.com. newfangled customers were offered the software at a reduced price — $44 per user per month, with the previously separated advanced functionality (offline access, increased storage, etc.). If you perceive closely at the offering by competitors (where each module/feature has an additional price) and you compare the solitary cost of $44 per user per month, and the 30 day free trial, there is a tenacious and compelling understanding to proceed with Microsoft Dynamics CRM 4.0.
RB: These kinds of initiatives are definitely helping the customers to adopt Microsoft Dynamics CRM; after uncouth in today's market, everyone is focused on saving cost and getting the most for the investment.
Customers should compare the ROI between various CRM systems with promotions enjoy this one. The other thing to deem is that once a conclusion is made to invest in a specific CRM system, typically the lifespan of that system is three years. Usually by then the business process needs alterations, or maybe a significant change has been made to the CRM system that the organization needs to optimize business processes.
LL: Microsoft terminal year eliminated restrictions that prevented customers from affecting virtualized applications, which included CRM 4.0, to a different server more than once every 90 days. What other licensing restriction changes or other initiatives should Microsoft implement to fabricate CRM 4.0 more attractive and elastic for customers?
MW: Microsoft Dynamics CRM licensing is very elastic and allows organizations to re-use licenses if a user is no longer necessary (the system will automatically hotfoot uncouth records associated with that user when they are deactivated). Additionally, with the Enterprise version, organizations can acquire unlimited "tenants" or organizations within the system — allowing for a vast and robust xRM build-out if desired.
RB: Microsoft provides a elastic licensing structure, and the license is associated to each dynamic user. When a user leaves, the organization can reallocate that license to a different user. This is one of the more handsome license agreements for CRM system in the market.
LL: Final question: What has been your most memorable CRM 4.0 installation and why?
MW: My most memorable CRM 4.0 installation was for a customer located in San Francisco. They had complex business requirements and expected the installation to pick several weeks. Instead they completed the installation in half a day, made the configurations with the other half and they were up and running the next day. The customer was amazed at how simple everything was and enthusiastic to start using the system — not to mention bespeak the surplus budget.
RB: The most memorable installation was with a customer who wanted to exercise Microsoft Dynamics CRM as the front wait to an SAP ERP system. The portion that made this implementation enthralling was the conversations regarding the business processes and the requirement of specific attributes. They were not only defining the system, but too defining the business process for the company.
Learn how to migrate and modernize stateless applications and bustle them in a Kubernetes cluster.
CRM (Customer Relationship Management) has increased in popularity as businesses realize the consequence of advantageous relations with their clients. advantageous CRM allows businesses to thrive and generate more revenue. It comprises marketing and sales techniques, as well as customer support, especially crucial with larger enterprises. Such companies may perceive for time-saving solutions that will allow them to conduct business and maintain contact with current or potential clients.
To fabricate CRM more effective, companies may deem using tools that will fabricate their job even easier. One of the available solutions is the Microsoft Dynamics CRM that can breathe installed on-premises and focuses on the three most critical aspects of advantageous CRM that they already mentioned, that is Sales, Marketing and Customer Service.
Microsoft has too released a more innovative tool, Microsoft Dynamics 365, which is utilized in the cloud. It operates on five applications: Sales, Customer Service, bailiwick Service, Project Service Automation, and Marketing.
Here is an overview of these two solutions to aid you settle which option might breathe better for you:
Microsoft Dynamics CRM On-premise
Microsoft Dynamics CRM on-premise is a advantageous solution for companies which values more independence and control over their services. CRM is hosted by the company itself or by its hosting colleague which allows for greater customization and integration of uncouth services. The users acquire too more freedom in choosing when to bustle updates. The on-premise version allows too for running ragged code which might not drudgery with the cloud solution.
On the other hand, companies themselves are too answerable for the costs of maintaining the hardware and the IT infrastructure. Speaking of money, Dynamics on-premise users will too usually breathe expected to provide a singular payment for the solution, without the option for monthly fees.
The on-premise solution allows for greater safety and protection against cyberattacks, uncouth you necessity to recollect about is to approach up with a tenacious password for the software. Another understanding why Dynamics on-premise may breathe chosen over Dynamics 365 is that its users don’t necessity an Internet connection to access it. It can breathe a life-saving option and cloud users are often encouraged to install the on-premise version in case of emergency.
Microsoft Dynamics 365 on Cloud
Microsoft Dynamics 365 is hosted in Microsoft's cloud which means its obvious odds is that the users can access it wherever they are and whenever they want to. This allows colleagues to drudgery on CRM remotely. It too allows for greater flexibility as CRM can breathe accessed through different mobile devices, such as a smartphone or tablet. Also, some features are currently only available in the cloud and not on-premises.
Users can too capitalize financially as they pay based on their subscription model which usually entails monthly fees. What is more, the cloud solution means the company doesn’t necessity to worry about the costs connected with hardware and maintaining infrastructure.
In case of data loss, Microsoft Dynamics 365 will breathe an model solution as it allows for data backup as well as easier and quicker data recovery.
In conclusion, both CRM tools can aid you establish and maintain advantageous relations with your clients. However, with the augment in popularity of cloud computing, companies mind to perceive for online solutions for their services. Businesses rotate to the cloud to rescue both their time and money. Microsoft Dynamics users who settle to migrate from on-premise to the cloud acquire a few options for data migration:
1) Migration tool developed by Tricension2) Scribe Software3) Cobalt
With a well-thought strategy, data migration should not pose too much of a challenge.
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