Tag: FieldOne

  • Everything as a Service – Not Just Your CRM

    Everything as a Service – Not Just Your CRM

    CRM_goldfishSpring is in the air, at least if the Dynamics CRM 2016 Spring Wave announcement is anything to go by. It’s pretty amazing that only 2 days after we were given the 2016 update for our CRM Online environment there’s already the next batch of updates to pay attention to. Now here I was thinking about spending some time experimenting with the new v8.0 functionality like the Interactive Service Hub or Knowledge Articles and OH, LOOK, A NEW RELEASE WAS ANNOUNCED! (Welcome to my goldfish bowl…)

    Another thing that further contributes to the growing inability to concentrate on just a single CRM version at a time is that, well, there aren’t really any proper versions anymore. Sure, there are still official announcements regarding the major (Fall) and minor (Spring) releases, but it’s not like there would be a single point in time when the product bits become available for you to download. To a certain extent they still do, for the type of software that’s shipped as bits on MSDN, but if you’ve been working with Dynamics CRM for a while you might have found yourself thinking “all the fun stuff’s in the cloud”. I certainly have, and I don’t even see anything wrong with this, because pulling off this type of continuously updated application delivery is in practice only really feasible for customers when it’s consumed purely as a service.

    By the time the CRM 2016 version became generally available, as in new CRM Online trial orgs were provisioned with v8.0, there was a slight feeling of “meh” when you discovered that most of the coolest new features touted in the Release Preview Guide were actually not yet there. No Mobile Offline, no Voice of the Customer surveys, no Relevance Search, no External Party Access… Many of the features being developed didn’t appear to have made the release train of v8.0 and were instead moved to what seemed like a Plan B, meaning rolling them out in limited Previews rather than the big fanfare of the GA. This would have been quite controversial back in the days of “one release every three years”, but these days it’s not really such a big source of concern at the end of the day, because there is no “gold master” disc to signify an RTM product anymore.

    CRM_Roadmap_Site

    Recently Microsoft released an official Roadmap site for Dynamics CRM, which may be a small step for content management but a giant leap for the release policy around the CRM product. Following on the footsteps of many other MSFT product teams, like Office 365, this further moves Dynamics CRM into the service delivery model as the traditional product versioning gets pushed behind the scenes and the application functionality is brought to the forefront. Yes, the sysadmin will still need to be aware of the specific release that his or her CRM Online instance is running on, but from a business perspective this is becoming less and less relevant. New things will arrive in a continuous stream and the decisions for how to deploy a particular application functionality and what actions are needed for ensuring user adoption is an ongoing task for the persons in charge of making their workforce more productive and building customer facing processes that meet or exceed their ever going demands.

    I guess it’s fair to say the world of CRM software reflects the bigger picture of how we the individuals are also operating when it comes to acquiring the things we desire: as a service. Instead of making big upfront investments in gaining the full possession of physical goods or property, our consumption patterns are increasingly leaning towards making a few clicks in an electronic environment and gaining access to the missing piece that will fulfill the needs we’ve identified. Our magic wands with wireless connectivity can be used to conjure up pretty much anything that you can imagine via a “buy now” button somewhere, almost at the exact moment you’ve thought of it. The end product may still be a physical package that gets delivered to your door, but the experience that the customer receives from your company is increasingly being evaluated against not how well the physical gizmo has been crafted but rather how well the various interactions around the customer lifecycle stages of information acquisition, financial transaction and ownership/service consumption are in line with the expectations that the customer had when he or she embarked on this journey. (more…)

  • Gentlemen Prefer Solutions: The Expanding Dynamics CRM Footprint

    Gentlemen Prefer Solutions: The Expanding Dynamics CRM Footprint

    If you haven’t worked with CRM Online using Office 365 Global Admin rights recently, you might have missed the new delivery mechanism that Microsoft has created for additional CRM functionality not included in a new Online org by default: preferred solutions. Unlike the traditional solution import mechanism under the CRM application’s Settings area, these preferred solutions are both installed as well as updated (upgraded) via a miniature “CRM app store” controlled by and reserved for Microsoft exclusively. To access these preferred solutions you need to go to the O365 Admin Portal, open the CRM Online Administration Center, choose an instance and click the edit icon next to “Solutions”. You’ll be presented with a list like this one:

    Preferred_solutions_manage

    OK, maybe not exactly like this one, unless you work in the United States. You see, these preferred solutions are also targeted to preferred customers, meaning in practice CRM Online customers who use a tenant located in North America. Let me point this preferred region out to you from the Office 365 and CRM Online datacenter map:

    O365_datacenter_map

    The current availability of the preferred solutions is as follows:

    • Insights for Microsoft Dynamics CRM Online: powered by InsideView, this service is free for CRM Online US customers only. Presumably due to the fact that their database wouldn’t have very good coverage of companies in other parts of the world. You could of course buy the service from InsideView directly if you really must have it.
    • FantasySalesTeam: acquired by MS in August 2015, this gamification solution is built on the concept of fantasy sports that’s apparently a huge industry in the US but less familiar in most other regions. Sales people all around the world surely are a competitive species but no one turns the competition into entertainment quite like the Americans do. Expanded availability of the preview is coming any day now.
    • Voice of the Customer: built in the UK and acquired by MS in March, the solution formerly known as Mojo Surveys has been launched in preview mode for US customers only. Ouch. Well, don’t worry, this feedback management solution will surely come to other geos quite quickly (or MS will need to deal with some customer feedback of their own…)
    • Office 365 Groups: not acquired from anywhere but rather an original Redmond design, this solution became available already back in CRM 2015 Update 1 (v7.1) time frame as a preview globally (yay!)and is now available in full production support mode to all CRM Online customers.
    • FieldOne Sky: only the sky’s the limit for this solution that’s available to CRM Online users with Professional licenses, no matter where your field service personnel may roam. Acquired in July 2015, FieldOne is running mostly on Microsoft’s XRM platform, but the mobile client still relies on Resco and allows only access to a subset of CRM default entities, so for broader mobile use you’ll still need to buy a separate Resco license.

    Although not a CRM solution in technical terms, it’s also worth mentioning that the CRM App for Outlook which was released as US only preview last summer is now available to all CRM Online users who are on CRM 2016 version. I haven’t seen any upgrade time slots being scheduled for existing CRM Online customers yet, so currently mostly newly provisioned orgs can access the Settings – CRM App for Outlook menu to enable users for this lightweight successor to the “heavyweight” Outlook client of the past. (more…)