Web services are a standardized way to communicate and exchange information between separate applications. This is a more secure and lightweight method of connecting applications as opposed to directly connecting to another application’s database. Microsoft began implementing web services into...
At Stoneridge, we deploy a variety of training methods to ensure user adoption happens as early and effectively as possible. In a previous blog, I explored how Stoneridge Software uses “Conference Room Pilots” to teach, and receive feedback, during testing...
What is a Conference Room Pilot during a software implementation? Conference Room Pilots (CRP) come towards the end of the Create Phase in the Stoneridge Proven Process after multiple Joint Process Designs, where we continually gather requirements and present solutions based on those requirements. During CRP, the project is...
With numerous options to implement business logic in Microsoft Dynamics for Customer Engagement (CRM), Business rules are an oft-overlooked component with real-time capabilities that can be very helpful. While Dynamics 365 Workflows and Microsoft Flow each have their own uses...
In Dynamics 365 Customer Engagement version 9.0 (CRM), MultiSelect Option Sets were introduced to alleviate many needs of option sets. How might you use MultiSelect Option Sets in D365 Customer Engagement? Say your organization operates a phone support line for...
Navigation and views have gone through a transformation in the new Unified Interface for Dynamics 365 Customer Engagement (CRM). The navigation has changed locations from the top of the screen above the command bar to the left-hand side of the...
Hierarchies can be an effective way of visualizing data in Microsoft Dynamics 365 for Customer Engagement. This enables users to see where a record fits into a data structure. You can see the different accounts and sub-accounts in Dynamics 365...
Preparing for a CRM or ERP implementation is not only a lot of work for clients, but also for consultants and other resources attached to a project. Throughout this blog, (the second blog in a series on User Adoption), we...
If not managed well, the transition to a new CRM system can be a time consuming, and stressful process for a company to begin. It is no surprise to people familiar with the business applications industry that projects often stall...
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