xRM Consultant

For those who haven't seen the news that is coming out of the US this evening, Microsoft new CEO Satya Nadella has announced a partnership between Microsoft and Salesforce.com. 


This is really REALLY big news....and not particularly great news. For at least 4 years Microsoft have had SalesForce in their sights. In 2010 it really kicked off when law suits were filed for "patent infringements" To say SalesForce were equally "miffed" was an understatement
In last 2 years in particular, it seemed that Microsoft's singular commercial goal was to wipe SalesForce off the map. Even Microsoft's pricing strategy for CRM Online (MS CRM Professional Licence was priced the same as SalesForce "Basic" licence) seemed like an ironic slap in the face to SalesForce

Now Microsoft seem to want to play nice....



Don't.....quite....know what to say really....

On the face of it, this is not a smart move AT ALL. Integrating SalesForce and Office365 surely removes what should be a core USP of Microsoft Dynamics CRM. Also, does Microsoft REALLY want to present SalesForce as a good solution to Office365 customers looking for a CRM Solution??

There is one possibility but it rely's on Microsofts new CEO Satya Nadella being sharper than initially appears. If this was a bold first move to an acquisition of SalesForce by Microsoft this could make for more drama than a CRM Industry version of Eastenders. Even without an acquisition, there could be a positive angle. SalesForce do have a significant customer base. Get them on Office365, impress them with SharePoint and OneDrive and...."oh by the way...did you know that Microsoft Dynamics CRM is way more awesome than this SalesForce rubbish????"

Am I trying to put a positive spin on this? Yes...but time will tell.

Needless to say this hasnt been met with much enthusiasm in the twittersphere...



Please feel free to use the comments section to discuss your insights/thoughts on this. 

Thanks

Joel

• End Users - Getting buy-in from the day-to-day users of CRM can be a huge challenge. Some users are very resistant to change. Others, are desperate to cling onto the existing system. Ironically, these users often are hugely critical of the way things are done, but when change is on the horizon suddenly the current way is the best way! Still, yet others are either "too busy" or just plain uninterested. 

• Who For - End Users

• What To Do - Simply inviting users to a session to discuss CRM without any 'warm-up' will ensure noting other than a very dry boring meeting. To combat this, issue an initial feedback questionnaire to the team asking them questions such as, what do they currently do in their day to day job? What systems do they use? What would they like to change? Etc. The purpose of these is not for them to write down all their requirements but to get them thinking before they come into the feedback sessions, making those sessions much more productive

• Who For - End Users

• What To Do - We discussed this in our last article as a strategy that benefits the management team but in truth it is a huge way to get buy-in from end users too. User will feel much more engaged in the entire process and get on board with process changes quicker if they feel that they have the power to make suggestions and decisions that are taken on board. This can be done by asking Power-Users to sign-off functionality before it gets developed. This often also has the knock on effect of making these individuals an advocate of the system when it is deployed

• Who For - End Users

• What To Do - We discussed this in our last article as a strategy that benefits the management team but in truth it is a huge way to get buy-in from end users too. Often a project of this size is the next in a list of IT implementations, systems, processes etc. and you may find that previous promises made that were never delivered can impact users view of your project. The simplest and quickest way to get round this is to do what you said you would when you said you would. Cancel/Rearrange meetings as rarely as possible.

• Who For - End Users

• What To Do - UAT is essential and yet it can often be where a project really slows, sadly so close to the finish line! To combat this, carry out 2 phases of UAT. The first phase should be carried out with the project lead with the purpose of verifying that what has been delivered meets what was requested in the documented solution. The second phase is where the system is verified with the end-users, checking that nothing major has been missed or not delivered.

• Who For - End Users

• What To Do -Avoid simply handing users manuals that cover only the basics of CRM or worse the detailed minutia of how to administer CRM. This will bore your users and turn them off your system. Instead, create manuals and training programs that focus on how the user groups will follow the company process. Accompanied with screen-shot manuals, this approach will make users feel empowered to do their job confidently in CRM from day 1.

• Who For - End Users

• What To Do - It’s a nightmare getting all the individuals you need together for training. Using screen capture software to create short videos that demonstrate how to use certain aspects of the system can be a great way of not only mopping up those who couldn’t attend but also providing a first stop for users wanting a refresh on something from the training. Top Tip: Keep them short! Users are much more likely to watch a video if it is 3-5 mins. long

• Who For - End Users

• What To Do - Throughout the project, run project feedback sessions to not only gather feedback from end users on how things are going from their perspective but also to give them feedback on how the project is progressing. There can be quite a gap between stages for the end users, particularly during the development phase. Keeping them up-to-date on progress will reinforce that their hard work and input hasn’t been forgotten.

With the latest release of Microsoft Dynamics CRM 2013 mobile has become increasingly important to Microsoft. While the Microsoft Mobile App is certainly an improvement (with many more exciting improvements to come in "Vega" later this year) on what has gone before, there are another of cross platform options out there in the meantime. The video below shows my comparison of what i see as the three main options for organisations looking to implement mobile CRM now.


Hope this helps!

Thanks

Joel Abbott
Managing Director
xRM Consultant (UK) Ltd

I was recently asked about the how the calendar and scheduling functionality works in Microsoft Dynamics CRM 2013 and unfortunately all I could think of was "not as well as you would think" (I THOUGHT this...didn't say it!) There is however a number of great extensions out in the ISV community that extend this functionality in Microsoft Dynamics CRM. So, i decided to pull together a short video to show how the two best solutions i have come across compare against each other....



Hope this helps!

Thanks

Joel Abbott
Managing Director
xRM Consultant (UK) Ltd

Why are we talking about this? Many businesses would agree that, all too easily, an IT Project can become a Money Pit in its own right. Even the BBC has suffered from what the city calls "White Elephant Syndrome". They paid over £100 million for an IT project called the Digital Media Initiative (DMI) that was intended to move the BBC away from using and storing video tape, sounds simple enough? Not so. After 5 years and producing "almost no results" it was branded a complete failure. 

Now as we sit smugly (before realising that the £100 million came from YOUR TV licence) reflecting on the failures of the poor BBC IT Dept. ask yourself, is this really so difficult to do? On more than just a few of the projects i have worked on, the reason we have been brought in is because the project is over-budget, behind schedule and no where near being delivered. Why? There can be any number of reasons from bad management of resources and poor planning to bad technical choices.  So if your planning to implement a CRM solution, how do you get it right? Here a four key points that you need to seriously consider: 

Choose The Right Product

Any product that is selected should be both flexible enough to accommodate what you want from it now but also have enough scope to grow with your business. The only product that truly fits the bill in this regard is Microsoft Dynamics CRM. I have implemented Microsoft Dynamics CRM for small businesses and major UK corporations. Microsoft Dynamics CRM is flexible, easily customised and extended with products from the huge amount of ISV's making custom solutions to suit your needs. 

In addition, any product should provide value for money. Microsoft have clearly taken a view that providing their customers with huge value for money over making a quick buck is the way to go. This can be seen from the huge improvements and additional functionality that Microsoft are including for free as part of the update roll-ups. 


This is one of the most important decisions you will make and can be the difference between success and failure. A good partner with extensive experience can guide you through the decision making process and help you to avoid the pitfalls. A bad partner can not only prevent your solution from being delivered but cost you the earth! So what should you look for? 3 things... 

First, your partner must have relevant experience that you can independently measure. Ask your potential partner for a client list and ask how many would be willing to provide a reference. The right response is "you can speak to any of our customers!" When you do speak to them, don't be afraid to ask hard questions (Deliver on time? What were they like to work with? Were their cost estimations accurate?). 

Second, your partner must be easy to get along with. Before you dismiss this as a nice-to-have, trust me, its crucial. You will be spending A LOT of time with your chosen partner and especially the project liaison. At times you will see them more than your family so if your project liaison is an idiot it will seriously impede the smooth running of your project so ask for your project liaison to be included in meetings right from the start. 

Finally, take a holistic view of partner selection. In comparing partners, so many organisations will focus on only the the technical aspects of the offering from each partner, or even worse focus solely on the price. Take into consideration all aspects of the offering that the partner provides (Experience, Approach, Cost, Company History & Ethics, Training Experience etc...) Doing this may mean you don't select the cheapest option, but this will cost you far less by the end of the project. I'm sure there are many other things that you can think of when selecting a partner but these have shown themselves to be basic essentials.

Choose The Right Approach

Historically, the classic software delivery approach was known as the "Waterfall" approach. Waterfall basically refers to the following:

 - Perform a high level scope of the requirements

 - Review with client

 - Perform more detailed requirements gathering

 - Outline the detailed solution proposed

 - Develop the entire solution

 - Go Live!

I realise that this is perhaps a little simplified but in short, what this means is that you gather the requirements (no matter how extensive), develop it, then deliver it.

Sounds good yeah? It is with one problem. Generally speaking, the requirements are so extensive that the development period takes 6 month plus. This means that in between gathering the requirements and finishing the development 6-8 months at least has passed! Most organisation will have changed or adjusted their processes 2 or 3 times during that period meaning some (and at worst ALL) of your changes are no longer valid. To deal with this you may hear partners talking about using an Agile project methodology. An Agile methodology involves making small iterative changes and regularly reviewing these with the user who requested it. This means that your project can handle changes much more effectively. However, be cautious. A number of organisations i have worked with have found that while Agile helps them adapt and deliver small changes quickly, its all too easy to lose sight of the bigger picture. A solution can grow organically and unless there is a tight control on the changes that focuses on the bigger project aim, you can find yourself spending the same money but  having a system that is a mish-mash of functionality from users, some of whom may no longer even be with you anymore.

To combat this, i recommend my customers to adopt a combination of the best of both:

 - Take the time to conduct a proper and full requirements gathering exercise

 - Document clearly all changes that have been requested and prioritise these both by the business benefit and cost

 - When documenting the solutions add 30% of the development time on top to review the changes with the user. This includes allowing them to be engaged and make minor modifications 

 - With all parties, and based on the priorities divide, the requirements up into project stages. It really doesn't matter if you have 2 or 200 stages, but these must be manageable and generally deliverable within a 2 month period.

 - Have weekly and monthly reviews of project progress

 - As each part of the solution is developed, use the time allotted earlier to engage with the users allowing them to verify what you are doing. This will also reduce the amount of time required for UAT and Training

 - Any change that requires a larger modification should be removed from the current phase and re-scoped preventing any lag on delivery of the current phase. 

There are still pitfalls to be found, but in general i find that this approach gives a good mix of the two project management models allowing you to get the best from both.

Plan Your Work, Work Your Plan

Its not new, but this old adage applies here and particularly in the requirements gathering phase. 

Take as much time as you can in gathering the requirements and getting these signed off before you start development. This isn't as easy as it sounds. The moment a project is started, senior management will be champing at the bit to see "something" for all the work that is going on. This isn't easy but its absolutely essential to not allow the initial planning stages to be rushed. No one will thank you for rushing into development and not delivering what is truly needed or nothing at all, least of all senior management. One client i worked with on a project spent 6 months gathering requirements, making organisational changes, running focus groups, reviewing the proposed solutions before starting development. The development process only lasted 3 months. On paper, this seems crazy and yet the project was delivered on time, within budget and with functionality that provided real benefits. 

Conclusion

This strategy isn't supposed to be everything that you need to make your CRM project successful. However, by remembering the points above you will have a much greater chance of delivering a quality solution that delivers real benefit without wasting your companies budget. BBC....take note

If you would like any help with your project please don't hesitate to contact me. 

Joel Abbott - Managing Director
xRM Consultant

Hi,

Quick but useful piece of JavaScript for you. Put this in the OnLoad event of any CRM form and it will maximise the window to fill your current screen size. Handy eh?!

window.moveTo(0,0);

window.resizeTo(screen.availWidth, screen.availHeight);

Enjoy!

Joel

Morning,

One thing that always used to wind me right up was the fact that once you hit save to create an entity in MSDYNCRM, you could not change any details about the primary attribute.

 

However, after a bit of searching i found this blog on the Microsoft Dynamics Community site that was very helpful. 

Modifying properties of primary attribute is disabled when you try to do it from “Primary Attribute” tab. However you can change the properties if you opened the attribute from Attributes left navigation instead.

1. Go to Attributes and select “name” i.e. primary attribute of entity. As shown in below screen shot.

2. Open primary attribute i.e. name and change its Requirement Level to “No Constraint” then Save and Close.

3. The changes will also get reflected in Primary Attribute tab. Publish account and test the changes.

Brilliant eh?! Above you have seen how to change the requirement level but this obviously also applies to the display name of the entity. This is particularly handy if you are renaming entities.

Thanks

Joel

Hi Guys,

I am very excited to release the xRM Consultant Mobile App for Iphone & Android!

To access this, open your web browser and go to www.xrmconsultant.com on your mobile device. This will give you access to all the features including the following:

• xRM Consultant Twitter Feed
• Blog Posts
• YouTube Videos
• Polling Questions

In addition, if you add it to the Home Screen on the IPhone, it loads as an app with no Safari bars getting in the way (as shown below)

Have to give credit to this to the guys at Widget Box. Fantastic site that allows you to create a host of widgets for your blog.

I have added some screen shots of it on the iPhone below for your perusal.

Enjoy!

IPhone Installation:

                        

                              

Morning,

Came in this morning to find a client had submitted a support request asking for a users surname to be changed. A simple task……

Problem is that even though it is simple to change the name in Active Directory, CRM will not allow you to change the profile in CRM. This is because when you create a user profile in CRM it keeps a copy of the GUID of the Active Directory record in the CRM user profile. So when you try and assign the profile to the new username, CRM thinks you are assigning it to a different active directory profile and wont let you save this. Obviously, you can setup a new user in AD and CRM to get around this, but this is not practical as all historical actions assigned to the previous profile will not be moved across to the new profile

Microsoft have provided a workaround for this, which i have tried this morning and does work so i thought i would outline the steps below

1. Modify the user account in Active Directory. For example, change the user name, and then change the logon name.
2. Open Microsoft Dynamics CRM 4.0 as a System Administrator user.
3. Click Settings, click Administration, click Users, and then open the user record that you want to change.
4. In the Domain Logon Name box, type an Active Directory user account that is not used by a Microsoft Dynamics CRM 4.0 user record.
   Note If all the Active Directory user accounts are used by Microsoft Dynamics CRM 4.0 user records, create a temporary Active Directory user account.
5. Click Save.
6. In the Domain Logon Name box, type the Active Directory user account. Then, click Save and Close.
   Note The Active Directory user account that you type in this step is the account that is used by a Microsoft Dynamics CRM 4.0 user record. The Microsoft Dynamics CRM 4.0 user record is the record for which you want to change the user name and the logon name in Microsoft Dynamics CRM 4.0.

Hope this helps

J

Hi,

We had a client for whom we developed a very complex CRM solution. It would seem simple; Sales Process and Stock Management Process. Not so. Their internal processes made this a complicated system that required a lot of thought, particularly when it came to the layout (Site Map) as we wanted to create areas for each of the relevant areas within CRM, putting all their entities in one place for them.

The problem came when trying to show the Queue Manager in another area other than Workplace. Not a big fan of editing Site Map XML directly, so we had been using the Demonstration Tools Utility. This awesome little tool that has been around for years, allows you to do a host of things including editing the Site Map and publish it to CRM directly.

However, the problem came when trying to add the Queue Manager entity as it didn't appear in the list of entities.

There’s a simple reason why……its not an entity! We found that it was actually, what appears to be, an ASPX page that displays the information. So, with a bit of lateral thinking we realised we could simply add this to the Site Map by referring to the URL. We actually got the URL in the end by using the Outlook Plug-in. If you navigate to the Queue Manager Folder in outlook, right click and then click on properties it brings up the properties box for that folder.

Click on the Home Page tab and as if by magic you get the URL for the Queue Manager view!

                                     

From here we simply put this link in as the destination URL for the Site Map item!

Once you have published your Site Map changes to CRM, you will find your Queue Manager view no in the place you want. For our client this proved to be a great way keeping everything in a single area and making things simpler for the people “on the ground” .

As far as I can see, you can also use this method to find the URL of any non-entity CRM function.

Hope This Helps

Joel

Hi All,

My friend and colleague at Chorus IT, Rob Peledie, developed a fantastic method  for displaying Visio Diagrams in MS Dynamics CRM 4.0.

Within Chorus, we had a requirement to display Visio Diagrams of our clients networks to aid the support engineers in their work. We had played around with a few ideas, but eventually Rob came up with the method he talks about in his blog. This method retains the formatting and viewing tools that Visio gives you giving great flexibility.

Anyway, for a more details explanation, pop over to his blog CRM Consult and have a read.

Thanks

Joel

Hey Guys,

I realise it has been an age since I have added anything to the xRM Consultant Blog so apologies.

Truth is, I have been on holiday and then on-site with a client for over 4 weeks rolling-out what has been a major project for us here at Chorus IT. The client had an almost completely paper based business process and had been using an outdated piece of software that was no longer fit for purpose.

This meant a big challenge; write a MS Dynamics CRM solution that was completely customised to fit the business processes of a client who's business processes were changing on a daily basis.

The truth is this is almost impossible! This project has highlighted for us the importance of an extensive scoping process. This involves more than just a few sessions with key staff members. Multiple sessions with key staff as well as consultations with other heavy users throughout the organisation are essential. Also, making sure that each of the key decision makers read, agree with and sign-off the functional scoping document means that when the business process moves, your solution only alters if agreed.

Anyway, I will be blogging over the next few weeks about some of the challenges we have faced in delivering what has become a comprehensive Sales & Stock Management system. I will include as many of my scripts as possible to share the knowledge.

Looking forward to blogging to you guys again soon

Thanks

Joel

As many Dynamics CRM proffesionals will know, the ability to do filtered lookups on CRM 4.0 has long since escaped many of us. The only answer seems to be, "its coming in CRM 5.0" (is it me or is that the answer to everything?)

Anyway, with thanks to a fellow Dynamics CRM blogger, i have found a way of achieving filtered lookups in CRM 4.0!

In my scenario, i needed this functionality for 2 reasons. Firstly, i have an entity called Assets on which i have a set list of values, product families (i.e. servers, laptops etc) This list is published on my form as a picklist attribute. I also have another entity, IT Products, which houses my list of products. The same list picklist of product families is published on the IT Products form.

Therefore, i wanted to be able to add an Asset, select a product family from my drop down list and when clicking on my lookup to my products, display only those with my chosen product family.

I adapted some code found on another blog to achieve this:

Paste the following into the OnLoad event of the form:


document.FilterLookup = function(source, target)
{
    if (IsNull(source) || IsNull(target)) { return; }

    var name = IsNull(source.DataValue) ? '' : source.SelectedText;

name=encodeURIComponent(name);

    target.additionalparams = 'search=' + name;
}

document.FilterLookup(crmForm.all.citja_productfamily, crmForm.all.citja_itproductid);


Paste the following into the OnChange event of the Picklist:

document.FilterLookup(crmForm.all.citja_productfamily, crmForm.all.citja_itproductid);

For those of you that noticed, the "name=encodeURIComponent(name);" line allows you to deal with ampersand characters as well as any other funny international characters that may appear in your list

This works very very nicely and is a great workaround till version 5.

Enjoy

Joel

P.S. Credit to the guys at Advantage Works for their original post

Any ideas? The answer is actually very simple. We all know that CxM is Customer Relationship Management.