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.