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As of February 2019, all Dynamics 365 for Customer Engagement (D365CE) online instances should be upgraded to v9.2 (9.1 for Government Cloud), making them align with the new Microsoft Lifecycle Policy. This new policy is committed to provide consistent and predictable guidelines for the availability of support throughout the life of a product. Here, I will breakdown how to manage your organization’s own lifecycle now that Microsoft is forcing updates to standardize and stabilize their...

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A Solution Deployment Plan describes how a system’s components will be implemented and updated throughout the lifecycle. Within Dynamics 365 for Sales solutions are how customizers and developers‘ author, package, and maintain units of software that extend Microsoft Dynamics 365. Customizers and developers distribute solutions so that organizations can use Microsoft Dynamics 365 to install and uninstall the business functionality defined by the solution. A Microsoft Dynamics 365 solution is a compressed (.zip) file that...

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As some of you may already know, Dynamics 365 Portals are websites that can be customized in order to offer a personalized experience to your customers, partners, or employees. Portals integrate directly with Dynamics 365 for Customer Engagement and can surface data from the system in a public-facing way. In this learning blog I will show you how to stand up a basic public facing Membership Application which leverages Dynamics 365 Portals as its back-end....

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Did you know that 95% of Microsoft’s commercial revenue flows through partners? Satya Nadella and Amy Hood announced in the beginning of February that Microsoft has made $32 billion in revenue. More than 7,500 partners are joining the partner ecosystem every month. Partners are fueling the commercial cloud growth through their innovation and monthly growth. Microsoft is consistently working with their old and new partners to help build their own digital capabilities to compete and...

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Marketing has immensely changed over the last few decades to better target consumers through a digital market. According to research, 84% of marketing organizations are implementing or expanding AI and machine learning in 2018. It has greatly expanded our knowledge by being able to track real-time analytics of the many contributions to revenue growth. Machine learning is revolutionizing marketing by knowing what is driving more Marketing Qualified Leads (MQL) and Sales Qualified Leads (SQL). This...

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What is Machine Learning? Machine Learning is a branch of Artificial Intelligence (AI) that provides systems the ability to automatically learn and improve from experience without being specifically programmed. Machine Learning can learn from data, identify patterns and make decisions with minimal human intervention. The basic premise of Machine Learning is to build algorithms that can receive input data and use statistical analysis to learn from that data, then make predictions and decisions. Timeline of Machine Learning Machine...

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Software development has been done manually for decades, but with how technology has evolved this could change in the future. The fundamental method for explicit programming has remained the same over the years: profoundly think about a problem, come up with an algorithm, then you give the machine the instructions to execute the plan. This has been essential to the mainframe of phones, computers and helping major companies, like Microsoft, evolve. Software Development, over the...

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What differentiates your business and puts you ahead of your competition? Is it your customer service, product quality or business relationships? No matter what puts you ahead, the changing business world forces business owners to always be on the lookout for ways to continue improving. One way to boost your competitive advantage is through implementing a Customer Relationship Management software (such as Dynamics 365) that provides your organization with connected operations, flexible deployment, streamlined processes,...

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An effective CRM implementation can streamline your business processes, increase visibility and efficiency, and provide support throughout your organization. A poorly chosen or managed CRM implementation can slow down your businesses, discourage adoption and waste resources. Is your company considering switching to Dynamics 365, or already committed to a CRM system? What is your implementation resource strategy — utilizing internal staff, contracting with third-party consultants, or a combination of the two? Even for companies that...

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