Where’s my CRM button gone?
The CRM button wasn’t there!
But don’t worry.
Microsoft has evolved their cloud ERP and CRM solutions into as single entity: Dynamics 365, (with a pretty cool looking icon to boot.)
If you have a Dynamics CRM Online licence, you’ll still get all the functionality you are used to by clicking on the new button. But don’t be deceived. This is more than a cosmetic change. We think you’ll really benefit from the changes you’ll see in the coming months.
But back to today. When you click on the Dynamics 365 button you’ll notice that the opening page has changed.
The big thing to note is the main menu button no longer opens up a new tab and returns you to your previous portal. Instead, you will get a record of your Dynamics 365 apps.
In addition to this, apps from third parties that you purchase to give extra functionality (read the old XRM) will also be available through a link to AppSource. So before you go crazy on PowerApps, it’s worth checking that somebody hasn’t already saved you time with a low-cost add-on.
For us, it’s a really positive move. But we can’t wait for Microsoft to add in the other components they’ve announced. E.g. embedding the Cortana Intelligence Suite, Power BI and Azure Machine Learning capabilities directly in Dynamics 365.
Keep an eye on your menus – you may see a few pleasant surprises soon.
Don’t miss more articles by The CRM Team
6 Ways Technology Can Supercharge Your Sales Process Today’s marketplace is always on. And it’s always evolving. To keep up, leading-edge organisations are turning to technology. Why? Because technology drives market traction. Greater forecast accuracy, real-time...
Never lose a prospect? What lead nurturing can really deliver The sales and marketing funnel is all about conversion. Curious prospective buyers enter at the top and happy customers exit at the bottom. But what happens when your funnel looks more like a sieve? By...
How a CRM Solution Can Fix Your Sales Forecasts Sweaty palms? Nervousness? Fingers hovering over the keyboard, afraid to commit to a single figure? Sales forecasting can rattle even the most seasoned sales director. When forecasting – for the month, quarter or...