Little place of motivation

Dynamics 365 Sales release wave 1 2023

2 Feb

Vivian Voss 0

announcement release wave 1 Dynamics 365 sales

Welcome to the second part of my Dynamics 365 release wave 1 2023 series. In this post I will focus on Sales and the functionality coming to the different areas within the Sales module. The first post was about Dynamics ... Read more »

Automate your D365 admin tasks – mailbox approval

17 Nov

Vivian Voss 0

Why? I have been working with Dynamics365 since 2015 and ever since my firsts projects, I have heard how heavy the onboarding process is for new users. There are so many manual tasks that it will take an administrator a ... Read more »

D365 Sales release wave 1 2022

26 Jan

Vivian Voss 0

It is time to talk about Microsoft release wave 1 2022 and what is coming. Microsoft published their release notes for the 1st release wave of 2022, yesterday, 25th of January and my social medias have been blowing up with ... Read more »

Part 2 Dataverse, Metaverse…What’s to come for D365 from MS Ignite 2021

16 Nov

Vivian Voss 0

Customer Experience Platform One of the things that was announced at the Ignite 2021 conference, is the new “Customer Experience Platform”. This is a combination of new and existing features to give you a better understanding of your customers, create ... Read more »

Dataverse, Metaverse…What’s to come for D365 from MS Ignite 2021 part 1

3 Nov

Vivian Voss 0

Intro It is Ignite time again and as always Microsoft is coming out with tons of new functionality and exciting features for everyone to look forward to in the near future. The word Meta is very popular recently due to ... Read more »

Looking back to Scottish Summit 2021

15 Jul

Vivian Voss 0

Background My journey with Scottish Summit started in 2020, when I discovered that such an event takes place. I looked into the agenda and it looked very exciting and that was a bit disappointing. It was disappointing. I could only ... Read more »

Duplicate error when merging 2 Accounts

8 Feb

Vivian Voss 0

Background We are working on cleaning up our CRM system and therefore I was trying to merge two Account records. Very standard and nothing special about the records either. It is something I have done successfully a hundred of times ... Read more »

Lead qualifying – no data from ClickDimensions

15 Feb

Vivian Voss 0

Background We were upgrading our ClickDimensions solution from v.9.6 to 9.10 on a Dynamics 365 On-Premise v.8.2.1. Looking at the release notes from ClickDimensions, it did not seem like a burdensome task. Mostly improvements to the existing functionality and of ... Read more »

Market share for CRM software – 2015

28 Jun

Vivian Voss 0

The market for Customer Relationship Management Software continues its growth also in 2015. According to Gartner’s latest analysis, CRM software market has increased by 12,3% compared to 2014. In 2014 CRM software owned a share of $23,4 billion. By listening to ... Read more »

History of Customer Relationship Management

6 Apr

Vivian Voss 0

The history of CRM is not very long. Although companies have managed customer relationships for decades, it has never been truly organized. When salesman A dealt with customer A, then salesman B had no knowledge of customer A. All information ... Read more »