embracing Technology - online donation form

The User/Partner Relationship

Making The ConneCTion Best Practices:

all aBoUT The UPgRade

Q1 2015 www.CRMug.CoM

embracing TechnologyMiCRosofT dynaMiCs CRM 2015 has aRRived

© 2015 Dun & Bradstreet

Be a hero. Request a free CRM analysis at www.dnb.com/msdcrm

Somewhere in CRMville...

With D&B on your side, you can wipe dirty data clean, perfect your segmentation, bring sales and marketing together, and leap tall buildings in a single bound!

OK, maybe not the leaping part, but you can achieve:

Better prospecting: Find new prospects at all levels in an organization. Data cleansing & matching: Gold standard DUNS number does the hard

work Data enrichment: Segment with key data points on businesses and contacts Lead form enrichment: Shorten web forms and enrich inbound leads

Q1 2015 www.crmug.com

In Every Issue

5 From the Director

7 Events

8 Meet Your Peers

9 Welcome to Our New Members

10 Chapter News

15 Word Find

19 Focus on Education

23 Name That Photo Contest

26 On Topic

27 Academy Corner

32 What’s Trending

32 Logo Contest

35 What’s New on the CRMUG Website

42 Volunteer of the Quarter: Christine Schroeder

43 The CRM List, from The Partner Channel Features

12 Member in Action Alison Kendrick

14 New Features in Microsoft Dynamics CRM 2015

17 Tips & Tricks Work-around for Free-form Country and State Text in the Mobile App

20 User Member Showcase SCMG Connect

22 Upgrading Microsoft Dynamics CRM: Best Practices and Considerations

25 Tips & Tricks Ignore Inactive Records While Using the Native Import Tool

29 CRMUG Volunteer Opportunities

30 Microsoft Member Showcase Matt Barbour

34 Thank You CRMUG Summit 2014 Sponsors

36 ISV Partner Member Showcase Beringer Associates, Inc.

38 The User/Partner Relationship

40 Industry Showcase Healthcare

The User/Partner Relationship

MAKING THE CONNECTION

Best Practices:ALL ABOUT THE UPGRADE

Q1 2015 WWW.CRMUG.COM

Embracing TechnologyMICROSOFT DYNAMICS CRM 2015 HAS ARRIVED

Advertiser Index

Adxstudio Inc. . . . . . . . . . . . . . . . . . . . 21

ClickDimensions. . . . . . . . . . . . . . . . . 39

Cobalt . . . . . . . . . . . . . . . . . . . . . . . . . 31

CRMUG Summit 2015 . . . . . . . . . . . . 18

CRM Vertex. . . . . . . . . . . . . . . . . . . . . . 6

Dun & Bradstreet . . . . . . . . . . . . . . . . . 2

Experlogix, Inc.. . . . . . . . . . . . . . . . . . 24

mcaConnect, LLC. . . . . . . . . . . . . . . . . 4

Perceptive Software. . . . . . . . . . . . . . 28

PowerObjects . . . . . . . . . . . . . . . . . . . 52

Resco.net . . . . . . . . . . . . . . . . . . . . . . 33

Rockton Software. . . . . . . . . . . . . . . . 16

Tribridge . . . . . . . . . . . . . . . . . . . . . . . 51

contents

Tweet It!

What’s

your most

important

goal related

to Microsoft

Dynamics

CRM? Share

your thoughts

on Twitter

#CRMUG.

Q1 2015 | 3

mcaconnect.com

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It took a while for my grandfather’s generation to adopt, but eventually even they got

“on the line”, as he calls it. As a hardworking and successful small grains farmer for

more than 50 years, he couldn’t care less what us computer folk want to call being

“online” these days. Maybe in the cloud, on the cloud, around the cloud, or as he

stated, “on the line” works just fine. And like our cars, even the farm equipment used today

is connected. I enjoy seeing his reaction to features and upgrades made in equipment that he

started farming with, like the trustworthy Case 930 tractor that has now become a Case STX

Steiger Quadtrac.

The images alone tell a story as I instinctively see a correlation between what I feel many

of us as Microsoft Dynamics CRM Users may have realized in using earlier versions of the

solution, no matter who the vendor. Personally I can’t but help envision Microsoft Dynamics

CRM v1.2 being the left image, and on the right we now have Microsoft Dynamics CRM 2015.

It is reassuring to know that as with great platforms in farming (Case IH, John Deere, etc.)

we, too, are fortunate to have a great vendor and platform that we all know will see our CRM

endeavors through fruition.

How can one not be excited about the direction Microsoft Dynamics CRM is going? The

Q3 wave of 2014 brought us Microsoft Dynamics CRM 2015, which includes administration

experience updates to Microsoft Dynamics CRM Online, search updates, security

enhancements, visual hierarchy, product families, rollup, and calculated fields, to name just

a few of the many new features and capabilities involved with this latest release. This edition

of CRMUG® Magazine is themed around Microsoft Dynamics CRM 2015, with insight

throughout the User and subject matter expert community.

I encourage you to get “on the line” with us at CRMUG and embrace your User community

and the multiple ways for you to engage and increase your CRM success. Our teams are

busy with CRMUG Academy, Chapters, and Collaborate as well as virtual events such as the

upcoming “Get2Know CRM 2015” OneSource webinar series that I believe all of you will find

extremely helpful in embracing this latest release.

Have a great Q1!

Tony Stein

CRMUG Director

Going to the Next Level...

Sherry Linares

letterfrom the crmug director

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Getting

On the

Line with

CRMUG

Tony Stein

Q1 2015 | 5

eventssessions meetings courses

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CRMUG® Academy

Pre-Conference

Training

October 12 – 13 | Reno, Nevadawww.crmugsummit.com/reno

CRMUG Summit 2015

October 14 – 16 | Reno, Nevada www.crmugsummit.com/reno

Academy Courses

April 1 – Administrator Black Belt

Training Series – Purple Belt


Training Series – Brown Belt


Training Series – Black Belt


Training Series – Brown Belt

April 23 – Microsoft Office Excel

Intermediate – It’s All About The Pivot

Chapter Meetings

March 12 – Australia | Perth

March 12 – Indiana

March 25 – Australia | Adelaide

March 25 – Maryland | Baltimore

March 25 – Pennsylvania | Philadelphia

March 25 – Ohio | Columbus

March 25 – Oklahoma | Tulsa

March 26 – Texas | Austin

March 31 – Iowa | Des Moines

April 2 – Kansas | Kansas City

April 2 – Missouri | Joplin

April 3 – Massachusetts | Boston

April 14 – Australia | Melbourne

April 16 – Australia | Brisbane

April 16 – Australia | Perth

April 16 – Tennessee | Memphis |

Nashville

April 21 – Australia | Canberra

April 22 – Australia | Adelaide

April 23 – Florida | Ft. Lauderdale/

Miami | Jacksonville | Orlando |

Tampa Bay

April 23 – Canada | Calgary

April 23 – Canada | Montreal

April 23 – Canada | Ottawa

April 23 – Canada | Regina

April 23 – Canada | Toronto

April 23 – Canada | Vancouver

Webinars

March 23 – OneSource Excel

Series: How to be a Power-User of

PowerPivots

March 24 – Partner Showcase - C5 Insight

March 24 – Non-Profit Special Interest

Group

March 26 – Technical/Developer

SIG: Opensource/XML Toolbox

Fundamentals (Part 1)

March 26 – Technical/Developer SIG:

Summit 2014 Encore - Workflows

for Developers/Custom Workflow

Activities

March 27 – Ask the Experts: CRMUG

Medic Friday - The Docs Are In!

March 27 – OneSource Excel Series:

Turn Up the Heat with Power Map

March 30 – Get2Know Microsoft

Dynamics CRM 2015 Series: Taking

the Leap – Microsoft Dynamics CRM

2011 to Microsoft Dynamics CRM

2015 Upgrade Best Practices

April 1 – OneSource Excel Series:

Excel Idol

April 1 – CRM Administrator/IT

Support SIG: Dashboards for the

CRM Administrator - Not Your End -

User’s Dashboard!

April 2 – Technical/Developer SIG:

Opensource/XML Toolbox Advanced

(Part 2)

April 2 – Partner Showcase -

Tribridge: Adoption Essentials for

Microsoft Dynamics CRM

April 7 – CRM Administrator/IT

Support SIG: Assess Your Micrsoft

Dynamics CRM Success - How is

Your Project Really Going?

April 9 – Get2Know Microsoft

Dynamics CRM 2015 Series - User

Experience Upgrades


Dynamics CRM 2015 Series -

Covering the Field(s) – Rollup and

Calculated Style

April 14 – BI & Reporting SIG

April 14 – Leadership SIG: Microsoft

CustomerSource - Your Dynamics

Life Support System

April 16 – Leadership SIG: The Art

of Winning More Business with

LinkedIn

April 20 – Women in Dynamics SIG


Dynamics CRM 2015 Series: What’s

New with Advanced Find, Charts,

and Dashboards

April 22 – Partner Showcase - Rockton:

Small Business Accounting Inside

Microsoft Dynamics CRM Online


Dynamics CRM 2015 Series:

Enhanced Business Processes (Part of

an ongoing series)

May 12 – Distribution SIG

May 12 – Leadership SIG: Delivering

Happiness - A Path to Profits,

Passion, and Purpose

May 19 – Microsoft Dynamics CRM

Online & Administrator/IT Support

SIGs: Tips & Tricks for Implementing

ADFS

The event calendar on www.crmug.com and the weekly CRMUG Event Guide are your best sources for the latest CRMUG event information as this list is subject to change. Events are added weekly, so check back often

and get registered for the next exciting CRMUG event.

Q1 2015 | 7

peersmeet your crmug peers

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CIO

PowerObjects

Alex.fagundes@

powerobjects.com

What are you most looking forward to with Microsoft Dynamics CRM 2015? One of my favorite new features is not really a new feature

but an enhancement. Business rules came out in Microsoft Dynamics

CRM 2013 but had some severe limitations. These have now been

enhanced to support both “if…then” and “and/or”. This enhancement

has greatly increased the types of use case that can now utilize business

rules which is point-and-click to use, compared to the traditional

custom coding in JavaScript or a plugin.

Alex Fagundes

CRM solution consultant

Tribridge, Inc.

[email protected]

What are you most looking forward to with Microsoft Dynamics CRM 2015? There’s a lot, but the highlights to me are adding branching

and programmatic control to the Business Process Flow (BPF), which

should make BPFs a real differentiator for Microsoft. I also like what

they’ve done in the Product area with product properties, bundles, and

families. I’ll use the hierarchy view feature and the multi-entity search

a lot, and of course, calculated and roll-up fields.

Dave Carr

CRM and business

development manager

DHG

[email protected]

What are you most looking forward to with Microsoft Dynamics CRM 2015? Business Rules, and more specifically, 1) Executes on the

service side (rules fire regardless of User interaction); 2) Ability to set

default values; and 3) Multiple conditions via “else”, “if ”, “Else if ”.

Mike Olean

marketing manager

RBZ

[email protected]

What are you most looking forward to with Microsoft Dynamics CRM 2015? I can’t wait to get my hands on Dynamics Marketing and Social

Listening. I’m also very excited about being able to customize the help

menus so they relate to our CRM customizations and configurations.

Mishel Justesen

application developer

MarineMax

[email protected]

What are you most looking forward to with Microsoft Dynamics CRM 2015? Using rollup and calculated fields to customize the

solution. While similar functionality was always a possibility with

custom development, the ability to do this out of the box with minimal

configuration is so much more efficient and will provide a simple

solution to many business needs! Rollup and calculated fields can be

consumed across the entire application including forms, views, reports,

charts, and dashboards.

Tyler Sand

8 | CRMUG Magazine

membersw e l c o m e t o o u r n e w m e m b e r s

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Biamp Systems

Captionmax

CARITAS / Fleet Services

Clarke Distribution

Comfort Systems USA

County of Montgomery, PA

Cristal Metals

Engage Software

Ewing Marion Kauffman

Foundation

FBL Financial Group

GuideStone Financial Resources

Idemitsu Lubricants America

Indiana Youth Institute

IU Health Physicians

KnowWho Inc.

Marten Transport, Ltd.

Open Systems, Inc.

People Serving People

PeterPaulCo

Petrotech, Inc.

Reinsurance Group of America,

Incorporated

Robins Kaplan LLP

SabreTooth Technologies

ShuBee

Spirit Communications

Star Tribune

Stoneridge Software Inc.

The Claro Group, LLC

The Russo Group

New User Members

CWR Mobility

Encore Business Solutions

FitzGerald PMG

Green Beacon Solutions

NexTec Group

The Portal Connector for

Dynamics CRM

New Partner Members

Welcome to the new Members who have invested in CRMUG® User and Partner membership this

year! Each new Member adds value not only to their own organization, but also to the entire CRMUG

community as they share their knowledge and experiences.

Visit www.crmug.com/membership/mgam to participate in the CRMUG Member Get A Member Program.

Alesha Baerenwald

Britta Scampton

Christine Sather

Erica Foley

Kevin Spaulding

Lynn Pelaez

Matt McElreath

Mike Olean

Neil Benson

Rich Anderson

Tara Sinclair

Tim Thorpe

Todd Brotzman

Winston Faircloth

Thank you to the following Members for participating in the CRMUG Member Get A Member Program:

Q1 2015 | 9

Up-and-Coming Chapter

MARYLAND (BALTIMORE)

Chapter Leaders Phillip Kennedydirector, information [email protected]

newsc h a p t e r n e w s

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Phillip Kennedy is the leader of the Maryland (Baltimore) chapter, a

group that is just getting off the ground, with one meeting under its belt

and another planned for March 2015.

“We had members of the Microsoft Dynamics CRM solution architecture

team run through some of the new features in Microsoft Dynamics CRM

2015, which was great,” says Phillip. “I also did a presentation on some of

the Microsoft Dynamics CRM work we have been doing at PANDORA

over the last six years. It seemed to be well-received, and the dialogue was

good.”

The Maryland (Baltimore) chapter is planning to meet quarterly,

with time set aside for networking, a technology showcase, and a

Customer showcase. Contact Phillip at [email protected] for more

information.

Chapter » Eight people, excluding presenters, attended the first meeting.

» With Phillip as chapter leader, could free jewelry be a possibility?

We’ll see!

HIGHLIGHTS10 | CRMUG Magazine

Up-and-Coming Leader

DAVID MERDIAN

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David Merdian heads up the Kansas City chapter, drawing in attendees from all

across Missouri. With an average of 30 active Members attending each meeting and

“aha” moments at every turn, the chapter is effective in helping Users overcome

obstacles to make a true difference in how they use Microsoft Dynamics CRM.

After celebrating their 2014 Chapter of the Year award at their last meeting, David

feels prouder than ever to be part of the group. “This chapter has done an outstanding

job, and I’m proud to be part of it. Having people attend from all across Missouri from

other chapters, including the Ozark chapter, was an amazing experience, and it was

great getting to meet Members face to face. Plus the cake that Onika (CRMUG chapter

director) got us was delicious!”

“Helping others overcome obstacles is very rewarding. I really enjoy sharing

knowledge and learning from my peers.” David says, “It always makes me smile to see

people open up and start to share their stories.”

IT leadCRM applications teamCommerce Bank [email protected]

SAVE THE DATE IN 2015:

» April 2: Zap, Black & Veatch

» July 30: Adxstudio (planning to meet at a local winery)

» October 1: InsideView

» December 10: PowerObjects

LeadershipHIGHLIGHTS

“I love those moments when everything just clicks for

someone, and you know the meeting was a success.”

- David Meridian

Q1 2015 | 11

Alison Kendrick, director of marketing at C5 Insight, experienced 10 days in Tanzania that

were nothing short of amazing. From a few days dedicated to a safari in the Serengeti

stirring up millions of wildebeests, to time spent gaining an in-depth look at how The Lunch

Project model runs at two primary schools, Alison has the story of a lifetime to share.

The Lunch Project is an organization that supports public primary school lunch

programs in Tanzania to help give students the “fuel to learn”. Alison has supported the organization since

its inception in 2012 and had quite a few friends that volunteered there as well as took part in its bi-annual

trip to Tanzania. “The Lunch Project is a remarkable community-run organization that isn’t pushing the

ways of the western world. The program is culturally sensitive, focusing first on building the communities

we support. It all begins with something as simple as lunch,” Alison says. “The food is sourced by local

farms and cooked by local mamas. The money raised is continually going back into that community and

pulling them out of an impoverished state through both education and economic development.”

When there was an opening at the organization to build a marketing plan, Alison was first in line to help

The Lunch Project out. “I really love the communication aspect of what I do at C5 Insight and am grateful

that we’re not just about technology; we’re more about the way people use that technology. It’s the story

member in action

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KARIBU SANA:YOU ARE MOST WELCOME HERE

ALISON KENDRICK

About The Lunch ProjectThe Lunch Project

empowers communities

to change their world

by supporting school

lunch programs in

Tanzania and inspiring

service in all children.

Internationally, this

organization funds

lunches in Tanzanian

primary schools, fueling

children to learn while

stimulating the economy

through locally sourced

goods and services.

Stateside, the goal is

to educate children by

providing a highly-visual

demonstration of the

impact their actions can

make around the world.

Visit www.

thelunchproject.org for

more information.

12 | CRMUG Magazine

“That welcome was so genuine and heartfelt.

I have never felt part of something so powerful before.”

that really speaks to people. My experience there helped me realize

that I couldn’t speak to the true meaning of The Lunch Project until

I saw it firsthand.”

As an avid traveler, having visited 10 countries over the past decade,

Alison started planning her trip to Tanzania and braced herself for an

experience of a lifetime…and was it ever!

Alison and her team visited two schools while in Tanzania:

Lemanyata Primary School, which The Lunch Project has served

from the beginning, and Engorika Primary School, which was brand

new to the program. Alison had the pleasure of serving the first

lunch to Engorika students and recalls feeling a profound sense of

community and love all at once. “We drove up to the school that first

day and saw 900 kids running every direction, waving eucalyptus

branches, jumping up and down, and singing in Swahili,” Alison

recalls. “That welcome was so genuine and heartfelt. I have never felt

part of something so powerful before.”

Even though there were language barriers, Alison was amazed at

the connections formed over her two-week visit. “There was a little

girl who would come running to the van every morning and attach

herself to my side,” Alison shares. “We didn’t have to speak the same

language to become good friends, and she served as my guide for

most of my trip!”

Both schools had about 900 students enrolled, and most classes

have 90 to 130 students crammed inside. “The thing that really struck

me during my time in Tanzania is that the children don’t gripe or

complain. Here they are, three or four to a desk in an environment

that’s 80+ degrees outside on a cool day. They’re thankful for what

they do have. They’re full of love and laughter, and they’re some of the

happiest people I’ve ever had the pleasure of meeting.”

Sure enough, the time to say goodbye came up quickly for Alison

and her team. It touched her heart on that last day when the 900 kids

crowded around their van chanting a beautiful phrase, “Karibu Sana”,

which means, “You are most welcome here.” Alison concludes, “It’s an

incredible feeling to be part of a community that’s so far away. But I

know, whether I’m with the caravan of folks from The Lunch Project

or not, I will be welcome there.” CRMUG

Q1 2015 | 13

feature

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2015Microsoft Dynamics CRMNew Features in

JASON LATTIMER,

senior CRM consultant and


MVP, PowerObjects

CARSTEN GROTH,

CRM MVP and xRM

consultant and developer,

FLS GmbH

CRMUG®: What are your initial thoughts about Microsoft

Dynamics CRM 2015?

Jason Lattimer (JL): I think Microsoft is making

improvements in the right areas. They’ve taken all the great

features released in Microsoft Dynamics CRM 2013, such as

Business Rules and Mobile Client, one step further. It’s going

in the right direction for sure.

Carsten Groth (CG): A lot of exciting capabilities were

released in Microsoft Dynamics CRM 2013, including SLA

management and business process management. Now, with

the improvements made in 2015, Users are able to make use

of all those capabilities in their everyday professional world.

CRMUG: What are your favorite new features and why?

JL: The expansion of business rules so Users have more

opportunities to avoid writing JavaScript is a huge win. Not

many Users want to mess with that. The expanded server-

side processing of Business Rules can also eliminate the

need for plug-ins in some cases. There is also a new preview

feature on the tablet client for iOS and Android that allows

iframes and web resources to be used. This opens a wide array

of possibilities for integration with other line of business

applications or mash-ups with other services.

CG: I think the branching of business process flows through

the use of internal process automation is great. It guides a User

through data entry points to get each and every task done and

fulfilled. It’s almost like having a checklist at your desk.

Software development kit (SDK) enhancements have also

made a ton more possible on the back-end, giving developers

more flexibility with smoother scripting.

CRMUG: What will Users love the most about Microsoft

Dynamics CRM?

CG: Once Users have a well-set Microsoft Dynamics CRM

solution with business rules and process flows in place, they

will love its intuitive nature. There aren’t as many clicks or

back and forth in terms of the User interface, which gives

Users a lot more flexibility out of their daily processes, and

they will feel more comfortable.

JL: Users are going to love the usability enhancements. The

simple act of putting the advanced find and access to the

multi-entity search on the main navigation so that they can

launch it from anywhere is very basic, but it’s a very useful

benefit that all Users can take advantage of.

CRMUG: What won’t be as popular among Users, but

really, just as important?

CG: The few things done behind the scenes, such as messages

added to the SDK, won’t be noticed but are especially

important for developers and in making the solution flexible

for customizations. Those types of enhancements make

developers’ lives very easy and saves the end-User time and

money in the long run.

JL: Calculated fields and roll-up fields will allow Users to apply

extended logic and calculations without the need to write

accompanying code. It’s another great new feature, but not

many are going to realize it’s there.

CG: Yes, there’s great flexibility with calculated fields. We used

to use plug-ins for this, but they weren’t as flexible. We should

definitely see this feature more integrated in business areas of

future versions.

CRMUG: What advice can you share for Users about to

undergo an upgrade to Microsoft Dynamics CRM 2015?

JL: Make sure any custom code is up to date, including all third-

party solutions, before you start your upgrade. Be aware that

solutions exported from a Microsoft Dynamics CRM 2011

environment won’t import into Microsoft Dynamics CRM 2015.

If they aren’t using any old functionality, they should go through

the upgrade process fine, but you’ll see this problem if you try and

import an old solution directly into a 2015 environment.

CG: Preparation, preparation, preparation. Don’t rush your

upgrade over a weekend and expect to be up and running

that Monday. Prepare and identify working and non-working

scripts to catch any old end-points. Also ask yourself, can

you make use of the new capabilities? Make a checklist of the

capabilities, and work in a team communicating with your

Partner and each ISV solution vendor. CRMUG

14 | CRMUG Magazine

Congratulations to Deborah Erickson of Bonneville Power Administration for winning the last

issue’s Word Find. Your prize is in the mail! Below are 25 words that relate to the topics and

theme in this issue of CRMUG® Magazine. These words can be found in the grid horizontally,

vertically, diagonally, backwards, and forwards. Submit your completed Word Find for a

chance to win a gift certificate; simply scan and email your entry to [email protected].

Academy

Chapter

Community

CRMUG

David Meridian

Deb Singletary

Healthcare

Ignore Inactive Records

Industry

Knowledge

Learning

Maryland

Members


MVPs

Networking

On Topic

Preview Programs

SCMG Connect

Showcase

Social Media

Tips and Tricks

Upgrading

Users

Volunteer

A C A D E M T M A R Y N A I D I R E M D I V A D L

H E A L T H V C A R E I N D E M I C R O S O F T M

I N E G D P E L W O N K G G B N I K R O W T E N I

G D E B S I N G C L E P N S S M E R I D I A N I C

N E T W O R K I H N G R I C I N D U S T R Y R N R

O R S S H O W C A S E E D I N K R U S R G L S A O

R I N D U S T R P Y D V A M G N E P L E N N T C S

E C O M M U N I T I A I R A L O B G S C R E Y T O

I T R R O C E R E S V E G N E W M R C O I S T I F

N S P M K N O W R B I W P Y T L E A M N N T I V T

A M W A U P A H C E D P U D A E M D G N R R N E D

C A E R N G N E L D G N I N R A E L C E A I U R Y

T R I Y Y T T I N U M M O C Y D M R O C E C M E N

I G V N E T W O R K I N G C R G M C N T L K M C A

V O E L N S K C I R T D N A S P I T N D L S O O M

E R R C R M A R K E S D A V I D M E E N A A C R I

R P P H P A T L E R T I P S A N D T C A I E T D C

E W T A R N S N E G N I N N R A E L T L C G L S S

C E C P O Y R B C H A C P A C A D E M Y O D S P C

O I E P G D M T P A H C I M E M B N E R S E D R R

R V N T R E P R E V I E W P R O G R D A A L R O M

D E N E M A M R E E T N U L O V N A I M I W O G U

S R O A N D T R I C K S T I P T S E A N D O C R L

L P C A I D E M L A I C O S L R N H R L E N E A O

N H E A L T H C A R E D A R G P U O S T M K R M V

Q1 2015 | 15

Products Support Sales About

Making Business Visible

Rockton Connect, the powerful, scalable,

easy-to-use, and already integrated accounting

software for Microsoft Dynamics CRM.

IT & Operations Single CRM platform

means no integrations

Easy to tailor to your business processes

Configurable workflows, powerful automation

Sales & MarketingBudget, report, and forecast on campaigns, projects, events, and promotions

Visibility into customers’ payments, credits, and activity

View sales purchase history and trends

Accounting Variable posting statuses give you

a forward looking view of your financial picture

Flexible, powerful financial reporting in Excel

Integrated and secure credit card processing

Business Owner See your financials anywhere,

anytime, and on any device

Auditing compliance enabled

Scalable for your company’s growth and tailored to your industry

Rockton Connect for Your Role

Small Business Accounting inside Microsoft Dynamics CRM Online

The following question was posted on www.crmug.com:

Was wondering if anyone had found a work-around for the

free-form text for country and state? We currently have a custom

java script in place, with lovely drop-down menus, BUT these

scripts cause the CRM Mobile app to crash. We need to use the

mobile app. Has anyone come up with some way to eliminate free

type for the country and state fields and have the out-of-the-box

mobile app work?

One option might be to create new entities for state and country with state having a lookup to country. You could then

replace the existing text fields with lookups to these new entities. When you are configuring the form for access to Microsoft

Dynamics CRM from the browser, you can set the properties of the state lookup field to filter based on the selected country

lookup. The caveat is this filtering doesn’t transfer to the tablet client, so you would still need to add JavaScript to change the

filter on the state field when the country changes (similar to this post: http://crmtipoftheday.com/2014/11/27/lookup-fields-in-

crm-for-tablets), but it might end up causing fewer problems while still enforcing a predefined set of values.

The code for the OnChange event of the country lookup would look something like this:

Xrm.Page.getControl(‘new_state’).addPreSearch(function () {

Xrm.Page.getControl(‘new_state’).addCustomFilter(

“<filter type=’and’>” +

“<condition attribute=’new_country’ operator=’eq’ uitype=’new_country’ value=’” +

Xrm.Page.getAttribute(“new_country”).getValue()[0].id + “’ />” +

“ </filter>”);

}); CRMUG

Work-around for Free-form Country and State Text in the Mobile App

by Jason Lattimer

t t&TIPS & TRICKS

Q1 2015 | 17

REGISTER TODAY!

RENO TAHOE 2015●October 12-16, 2015

Learn more today about this must-attend event:crmugsummit.com

CRMUG Summit is my time to geek out with like minded people and be supported, challenged and inspired. I can't imagine missing it!

-Britta Scampton, BGM TruNorth Wealth Partners

What she said...“

Deb Singletary, vice president and e-business consultant

at Wells Fargo, has had many years of experience with

other CRM tools, but back in early 2014, she had

only about nine months’ experience with Microsoft

Dynamics CRM. Her role as liaison between the

business groups that use Microsoft Dynamics CRM and the internal

development staff made her want to understand their system from

a more technical standpoint. “In order to provide better answers to

User questions and write concise requirements for our technology

team,” Deb recalls, “I was in need of some good technical training.”

Where did she turn? CRMUG® Academy, of course! The Academy’s

Black Belt Training Series is a structured, four-course series for

Microsoft Dynamics CRM administrators and super-Users. The

series is designed to help Users master their Microsoft Dynamics

CRM solution.

Starting as a Blue Belt in March 2014, Deb attended monthly

trainings with other Users until the final training and test in August

2014. “It was such a wonderful opportunity to meet people with

similar goals. For the Black Belt lab and test, we were broken into

small groups, and each student in my group had different skill sets,

which made us a great team.” Deb continues, “It was a fun and

educational experience that has ultimately better equipped me to

understand Microsoft Dynamics CRM for my specific role.”

Completing the Black Belt Series has helped Deb do her job in a

more efficient manner. “I have a better understanding of what our

Microsoft Dynamics CRM administrators, analysts, and developers

need to do their jobs. And I can now provide a lot of this information

upfront as part of my requirements. The time I save is applied to

helping more Users and working on new projects,” Deb shares.

Deb is grateful to take part in this type of professional development

and that Wells Fargo is willing to support and pay for the training

opportunity. “When my employer makes an investment like this in

my education, it makes me a better employee by broadening and

deepening the knowledge I need to do my job to the best of my

ability,” she says.

The Black Belt Series has already helped 461 grow professionally

through technical training, and Deb is one of its advocates. “I would

definitely recommend the Black Belt Series for people that provide

administration and/or customization support of Microsoft Dynamics

CRM. It never hurts to broaden your horizons!” CRMUG

learnfocus on education

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with CRMUG Black Belt Training

CRM

HORIZONSBroaden Your

focus

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CRM

Q1 2015 | 19

Also featured in this issue’s Industry

Showcase on page 40, Sharp

Community Medical Group, Inc.

(SCMG) is a private practice-based

medical group in San Diego that

provides patients with comprehensive healthcare

through an extensive physician, ancillary, and hospital

referral base. With its electronic health record (EHR)

system, SCMG Connect supports more than 55

practices throughout the San Diego area.

Unique Account

Management

Eva Sandvik, senior access control analyst, en-

sures that SCMG’s Microsoft Dynamics CRM

2013 solution is on point to handle and track in-

coming tickets and service requests. “Although

we’re not managing an actual sales process at

SCMG, we follow unique account management

steps from tracking interest to seeing what phase

of implementation accounts are in,” Eva explains.

With the Affordable Care Act in full swing, elec-

tronic medical records are becoming the necessity.

Eva adds, “Practices that delayed implementation

of an EHR system are feeling the pressure to have

electronic records in place quickly.” She continues,

“Microsoft Dynamics CRM helps us track that lev-

el of interest in our product. For every account, we

can see who is interested, how long they’ve been

interested, and the urgency or time limit against

their specific requirements.” SCMG’s partnership

with AlfaPeople helps the organization remain

ISO-compliant and have the appropriate work-

flows and specs in place to track the status, timing,

and solution of its accounts.

SCMG leverages an online deployment that helps

it stay up and running as well as fits a process its

Users are comfortable with. Its parent organization,

Sharp HealthCare, maintains servers and upgrades,

but SCMG doesn’t have access to that, so having a

solution that doesn’t require in-house support was

critical. “Managing Microsoft Dynamics CRM is

only 15 to 20 percent of my job,” Eva says, “So I don’t

have the time to validate patches and upgrades or

deal with servers going down.”

Tied for First Place:

CRMUG® Webinars and

Collaborate

To say that Eva is an active student in the

CRMUG community is an understatement. In ad-

dition to attending regular webinars and partici-

pating on Collaborate daily, Eva just completed her

Black Belt Training.

When asked what her favorite resources are, Eva

answers that it is a tie between webinars and Col-

COMPANY

SCMG Connect

INTERVIEWEE

Eva Sandvik,

senior access control analyst

HEADQUARTERS

San Diego, California

PHONE

858-499-5600

EMAIL

[email protected]

WEBSITE

www.scmg.org

ESTABLISHED

1989

MICROSOFT DYNAMICS CRM

USER SINCE

October 2013

CURRENT VERSION

Microsoft Dynamics CRM 2013

Online

NUMBER OF USERS

64

SCMG Connect

user member showcase

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20 | CRMUG Magazine

“The training shared real-world scenarios that

helped me understand how I could apply the tips and tricks

to my own business.”

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laborate. She adds, “The webinars are so handy, and I love that they’re

recorded. If a meeting pops up at the last minute, I can go back and

listen to the whole webinar. Although, I much prefer to participate

live with the opportunities to have questions answered on the spot.”

Eva enjoys receiving daily emails from Collaborate forums because

many times the posts parallel the issues and questions she’s already

experiencing. “People in the CRMUG community are super helpful

and always willing to point me in the right direction,” she says.

Her Black Belt experience filled her administrator toolbox, and Eva

now feels more confident in knowing what her organization can do

in-house versus what to outsource. “The training shared real-world

scenarios that helped me understand how I could apply the tips and

tricks to my own business,” Eva recalls.

Currently there isn’t a chapter in San Diego; Eva plans to attend

an upcoming Irvine meeting to get a feel for the dynamic and gauge

if there is an opportunity to grow a chapter in San Diego. “We have

wonderful virtual support from our Partner and CRMUG, but it

would be great to have in-person interactions to talk through issues,”

Eva concludes. CRMUG

Contact Eva at [email protected] if you’re interested in a San

Diego chapter.

Q1 2015 | 21

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story by Chris Cognetta, CRMUG Partner Member Tribridge

Having been around Microsoft Dynamics CRM since

version 1.0, I have gone through a wide array of changes

with the core platform and have implemented more

than 200 deployments across on-premise, private cloud,

and Microsoft Dynamics CRM Online environments.

As such, I have developed a number of best practices and

considerations from working in real-world situations, and I would

like to share a few with you.

Hardware

The first consideration should be your overall hardware

environment that supports your Microsoft Dynamics CRM system.

The quality, capacity planning, scalability, backup, and disaster

recovery plans all impact your end Users’ adoption ratio. If these are

not rock solid, your CRM adoption rate will suffer greatly.

Today’s IT world has gone totally virtual, and for good reason.

The flexibility and advantages to using virtual machine technology

such as Microsoft’s Hyper-V and VMware ESX are tools no IT team

can live without. Gone are the days of individual, physical machines

tasked solely to one purpose.

Now we have large virtual hosts with enormous amounts of

memory, processors, and disks that can be shared across hundreds

of virtual machines. They provide flexible capacity planning with the

ability to adjust parameters on the fly and distribute the load across

many virtual hosts. There’s simply no reason not to take advantage

of these technologies when rebuilding or deploying your new CRM

platform.

The other direction, zero hardware, is commonly referred to as

the “the cloud”. Many companies would like you to think the cloud

is new and exciting, but really this technology has been around for

many years in data centers all over the world. The main changes have

been the introduction of SasS (Software as a Service) which provides

a completely managed solution for hardware and software at an

attractively monthly price without hardware or maintenance costs.

In the Microsoft Dynamics world, this could be Microsoft Dynamics

CRM Online, which is Microsoft’s public cloud, private cloud services

such as Concerto Cloud, Amazon Web Services (AWS), or Azure in the

near future. These options all have their pros and cons, but if deployed

correctly, they can successfully help your business achieve its uptime

requirements while reducing your overall IT overhead.

Environments

As another best practice, regardless of deployment option or User

base, you need to consider at the minimum a test environment. This

will allow you to test any new customizations, features, service packs,

or ISVs you want to add before impacting your production system.

Don’t be the one taking the risk in your production system without

testing your change. This also can lead to poor User adoption due to

discovering your bugs.

Operating System

With the latest release of Microsoft Dynamics CRM 2015, we will

be required to upgrade to both Windows Server 2012 and SQL Server

2012 as support for Windows Server 2008 and SQL Server 2008 has

been completely dropped. This is an excellent time to start planning

the use of virtual machines or looking toward the cloud model.

You’re not only looking at the hardware costs, but you will also

have to purchase these licenses for your environments. Since

Microsoft Dynamics CRM 4.0, many Customers have been running

on Windows Server 2008.

Desktop

We also need to consider that your end-Users’ operating systems

also must be upgraded. Windows XP is no longer supported; nor

are Office and Exchange 2003. These technologies will need to be

upgraded to take advantage of the product features in Microsoft

Dynamics CRM 2015.

This is also a good time to consider an Office 365 subscription.

Office 365 is another SaaS offering by Microsoft. It provides access to

the complete Office toolset via the cloud, but other services such as

Exchange and SharePoint Online can be added.

So you will not only have to look for these older technologies

around the office, but you’ll also need to see what other applications

have these older requirements, as they will also need to be addressed.

Mobility

Microsoft Dynamics CRM 2015 provides a complete mobile

experience out of the box for many of today’s popular phones and

tablets such as iPhone, iPad, Android, and, of course, Windows

Phone. The mobile experience will allow your Users to work from

anywhere, giving your business the mobile advantage.

Technologies such as Microsoft Active Directory Federated Services

(ADFS) will be required to provide the secure connections to Microsoft

Dynamics CRM 2015 through an Internet-facing deployment (IFD).

Many companies have strict security regulations, and remote

access requires a VPN. This is a highly debated topic, and it can

impact the performance and User experience of your CRM system.

ADFS is used in Microsoft’s online cloud for millions of Users daily.

Upgrading Microsoft Dynamics CRM: Best Practices and Considerations

22 | CRMUG Magazine

Whatever was said was something

worth noting. What do you imagine

it was?

Simply email your submission to

[email protected]. The

winning submission will be printed

in the magazine’s next issue.

Q4 CONTEST WINNER:

VE Chip Thiel of Ohio Gratings, Inc.

“OMG…everybody look busy and

say something important! I think

we’re gonna be in the next photo

contest!”

NAME THAT PHOTO

CONTEST

Features

Microsoft Dynamics CRM 2015 is exploding with new features,

and the release cycles are getting even faster. This is great news for the

consumer, as many business requirements can be solved without out-

of-the-box configuration versus development. This trend to reduce

the amount of custom development will continue into the future and

is driving Microsoft to push the Microsoft Dynamics CRM platform.

You can find out what’s new in Microsoft Dynamics CRM 2015 via

the Microsoft Dynamics CRM Customer Center at www.microsoft.

com/en-us/dynamics/crm-customer-center/default.aspx. There’s a

wealth of information, videos, and how-to-get started details.

Upgrading

If you’re considering an upgrade to your existing Microsoft

Dynamics CRM platform, you will want to consider taking advantage

of these features. However, this must be a planned event.

You will want to consider a phased approached that allows the

system to be upgraded and your Users trained on the new navigation

system. Then you can start to roll out new features after you’re live.

A best practice is to review your existing platform for customization

such as JavaScript coding on your forms. This type of code was required

in the past to manipulate the CRM fields for custom business logic.

Today, out-of-the-box business rules in Microsoft Dynamics

CRM can handle your complex JavaScript needs, hence giving you

the ability to drop your customizations during the upgrade and not

having to worry about them for future upgrades.

A redeployment process will also be used that will copy your entire

production database down to your development server so that you

can start and test the complete upgrade process. This is crucial to

the success of your go-live date, and it should be repeated to get a

detailed work plan together.

Many ISVs of the past are no longer needed as the Microsoft

Dynamics CRM platform has grown to take on daily challenges such

as multi-entity search, business process flow, mobility, and others

right out of the box!

Partners

Implementing a new Microsoft Dynamics CRM system should

follow a proven, well-documented approach that a qualified Microsoft

Dynamics CRM Partner can bring to the table. A Partner will help

ensure that your system meets your Users’ requirements and has been

properly planned to provide your business with the best User experience.

Many businesses have attempted to install Microsoft Dynamics

CRM on their own, which is only part of the challenge. Having a well-

documented infrastructure and requirements will help keep your

User adoption on pace when it comes to implementing new changes.

Finally, when choosing a Partner, absolutely request a reference

check with their own Customers and Microsoft. Remember that a

great way to engage other Microsoft Dynamics CRM Users is at local

CRMUG® chapter meetings.

Conclusion

It’s an exciting time to work in the Microsoft Dynamics CRM

space, and the platform continues to evolve to meet Users’ daily

business challenges. CRMUG

Chris Cognetta is a Microsoft Dynamics CRM MVP and director,

center of excellence for Tribridge and can be reached via email at

[email protected].

Q1 2015 | 23

Make Your Own Rules

Experlogix CPQCo g re Pri e Q o e or

i ro o i i e experlogix o

Ignore Inactive Records While Using the Native Import Toolby Taylor Ulie and Gerard Yuko

t t&TIPS & TRICKS

The following question was posted on www.crmug.com and Taylor

Ulie, assistant vice president and senior application analyst for

Nuveen Investments, and Gerard Yuko, CRM developer for Lightower

Fiber Networks, Inc., both jumped in with some advice. Do you have

another idea? Log on to www.crmug.com to share your suggestion.

“I’m trying to import some account

records into Microsoft Dynamics CRM,

but the import job always errors out with

‘duplicate....’ error message. Investigation

shows that the system is comparing with

inactive records even though the duplicate

detection rule has ‘ignore inactive records”

enabled. Is there something that I’m

missing or a workaround?’

Taylor’s Answer:

“I’m assuming your issue is in resolving lookups during import

and not with the duplicate detection rules, as the rules just prevent

you from creating duplicate records based on your criteria. The error

about a duplicate reference is from an issue with a lookup field on your

import. The lookup was not able to find a unique record, and therefore,

it is not sure which one to link to the record you are creating.

What you can do to get around this is to edit your data map during

import and change the values those lookups match against. By default,

it’s going to be the name which often has duplicates, and so it can’t be

resolved that way. If you change it to some other unique value on the

lookup record, it will work. The article at this link, https://exploringxrm.

wordpress.com/2012/05/08/resolving-duplicate-lookup-references-

in-import-process, has screenshots that should help.”

Gerry’s Answer:

“I am running into the same issue, and there is supposedly a

workaround in Update Rollup 5, but I tried following the steps with

no luck.

The issue is with importing data fields that are lookups. For

instance, if I am adding contacts that lookup accounts, any accounts

that have the same account name will fail, even if one of them is

inactive. This often happens because two accounts with the same

name have been merged, and one of them is now inactive. Because

the import by default checks inactive records, it finds a duplicate

lookup value but does not know which record to use.

There are two painful workarounds for this. One is to rename all of

the inactive accounts so they are different. For instance, we can put

an ‘x’ in front of the name, thus preserving the name while making it

unique. But we would have to activate all of the inactive records first,

then update them and finally make them inactive again.

The second choice is to use the Microsoft Dynamics CRM unique

ID as the lookup instead of the name. In the Excel spreadsheet, you

would need to use a VLOOKUP to update the field to a unique ID.

In the case of hundreds and even thousands of records, this could be

precarious at best.

Adam Vero pointed out that you can create an on-demand

workflow to update a Microsoft Dynamics CRM record that is

already inactive. The workflow can place text like ‘Inactive:’ in front

of the account name. Going forward, you can set up this workflow

to fire every time a record (account, in our instance) is deactivated.

This will ensure that account names will be unique when merging

records.

Microsoft’s solution is stated at http://msdn.microsoft.

com/en-us/library/hh547424.aspx. I tried using the steps

described in this article but failed: http://xrmconsultant.

blogspot.com/2012/04/story-of-import-inactive-record.html.

Here is another article that may help as well: www.zero2ten.com/

blog/excluding-inactive-records-on-duplicate-detection-for-

microsoft-dynamics-crm-2011.” CRMUG

Q1 2015 | 25

topicon

...with CRMUG® Members

We reached out

to Microsoft

Dynamics CRM

Users to find out

which features

they’re most

excited about

in Microsoft

Dynamics CRM

2015 as well as

when they’re

planning to

upgrade. Here’s

what they had to

say:

Brad Freeman CRM owner, Complete Innovations Inc. [email protected]

We’re really excited about the new marketing enhancements and analytics. Integrating social

listening with our on-premises deployment and having the ability to track our marketing sentiments

real-time is a tremendous win for us. Additionally, the ability to manage our campaigns with more

analytics will make our marketing efforts more effective!

We are currently running Microsoft Dynamics CRM 2011, but we will be upgrading to Microsoft

Dynamics CRM 2015 within the next couple months!

Clarissa Simpson business systems analyst and CRM administrator, Ford Motor Company [email protected]

I’m most excited about Unified Service Desk and Service Level Agreements. We are in the planning

process for two major upgrade phases: Microsoft Dynamics CRM 2011 UR18 and then Microsoft

Dynamics CRM 2015 with Unified Service Desk.

Dan Madden CRM specialist and sales coordinator, SEI [email protected]

I often find myself trying to help break down sales, service, and marketing silos, so the Sales

Collaboration Panel is a very exciting feature that I intend on leveraging to the fullest extent. The

interactive marketing calendar will help solve challenges associated with tracking various moving

parts of integrated marketing and advertising campaigns. The enhancements made to Guided

Processes will also be a significant win for Microsoft Dynamics CRM administrators, sales and

service professionals, business managers, and executive management as it helps facilitate repeatable

processes and best practices to streamline some of our existing processes, which should improve

process consistency and can aid in increasing sales win rates. Lastly, the new sales hierarchical

visualizations and roll-ups will bring real-time territory and forecasting data to our fingertips, and

having this information readily available is now a must in sales forecasting.

Staying ahead of your User base, existing platform, and Microsoft’s technology roadmap is

always a challenge, but when you see significant value in system updates that will help solve key

business challenges, that should be a critical driver for implementation/upgrade schedules. Upon

implementing this product, I have been blown away at where this platform is headed and how it

helps us look at Microsoft Dynamics CRM in a different way. As a CRM administrator, it’s critical to

help sell the “What’s In It For Me” to the business, and Microsoft Dynamics makes that an easy feat.

3

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26 | CRMUG Magazine

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The CRMUG Administrator

BLACK BELT TRAINING SERIES

GOES ON DEMAND

CRMUG® Academy is excited to announce a new learning

opportunity for CRMUG Members and subscribers:

The CRMUG Administrator Black Belt Training Series

will now be available online 24/7.

The series is a structured, four-course series for

Microsoft Dynamics CRM administrators, super-Users, and department

heads. The series is designed to help attendees master the art of

administrating, configuring, and adapting Microsoft Dynamics CRM.

Administrator Black Belt On-Demand gives students access to the

complete class content online – anytime, anywhere – and at their own

pace. This format includes a combination of instructor-led orientation

and support sessions as well as high-quality videos streamed directly

to their Internet-connected device. Students will progress through a

series of modules by responding to questions along the way. At the

completion of the modules, detailed instructions on setting up and

completing lab assignments are provided. The successful completion

of the lab provides attendees with the correct answers to their Blue,

Purple, Brown, or Black Belt Exams.

At a glance, here’s how it works:

» Attendees start with the Blue Belt course and build their skills

as they work their way through the Purple Belt, Brown Belt, and

finally, the Black Belt course.

» Each course ends with an online lab and test for students.

» Each student must successfully complete and pass labs and tests

to proceed to the next belt.

This hybrid approach to course content enables Members to

interact with instructors while completing modules and labs at their

own pace, wherever they might be.

Mastering Microsoft Dynamics CRM is easier than you think with

Administrator Black Belt Training from CRMUG Academy. Visit

www.crmug.com/academy to see the complete schedule of CRMUG

Administrator Black Belt Training Series courses, along with pricing

and registration information. Enroll today!

You can read more about one of our Black Belts, Deb Singletary,

on page 19. Congratulations to all our CRMUG Administrator Black

Belts!

» Anton Zaynakov, Studer Group

» Christina Letto, Briggs & Stratton

» Curtis Ward, Lend Lease

» Deb Singletary, Wells Fargo Services Group

» Jay L. Murphy, Red Lion Controls

» Jim Crum, Camfil USA

» Kristin Walther, Briggs & Stratton

» Joanna Ward, Camfil USA

» Michael Reeves, State Volunteer Mutual Insurance Co.

» Nirav (Nick) Patel, Spraying Systems Co. CRMUG

CRM

Q1 2015 | 27

In your email, on your servers or in other systems—as much

as 80% of your customer content lives outside of Microsoft

Dynamics CRM. Perceptive Software helps you instantly

access every piece of information you need for every

process that depends on it, without leaving CRM.

The result?

You work smarter and faster, with fewer clicks.

Learn how to get it all, without all the clicks:

www.perceptivesoftware.com/withoutalltheclicks_CRM

your servers or in other systems—as much

ustomer content lives outside of Microsoft

Perceptive Software helps you instantly

ce of information you need for every

ends on it, without leaving CRM.

r and faster, with fewer clicks.

it all, without all the clicks:

software com/withoutalltheclicks CRM

Search available opportunities by Interest Area, Travel

Required, Time Commitment, Level of Effort, and

Volunteer Category.

Get set up to automatically receive notifications

when a new opportunity is added.

SIMPLY CLICK ON A VOLUNTEER OPPORTUNITY...

...to access a detailed description about the

volunteer opportunity, and who to contact for

additional information.

Click the Sign Up button and you are on your way to

making a positive impact in the CRMUG community.

WHAT’S NEW ON CRMUG.COM?

YOU CAN VOLUNTEER!The CRMUG® community brings together professionals of all backgrounds and experiences who share a powerful goal: To share knowledge,

information, and expertise. As a community designed by Users for Users, the volunteer efforts of Users help it grow and flourish.

CRMUG offers many opportunities to get involved. You can choose the role that is best for you: Speak, write, present, facilitate, or lead. There

are many professional and personal reasons to volunteer, including the opportunity to:

CRMUG.com now features a section dedicated to volunteerism. Visit it today, learn about the available opportunities, and sign up!

» Nurture new Users and help them become the next generation

of experts

» Lead discussions and share your Microsoft Dynamics CRM

experiences

» Help coordinate or lead local learning opportunities

» Expand your organization’s visibility

» Take your skills to the next level

» Urge others to participate: The more you give, the more you get

IT’S EASY TO GET STARTED...

VOLUNTEER

Once you are signed in to crmug.com, there are two easy

ways to access volunteer opportunities. You’ll find a link

under Learn & Engage in the main left-hand navigation, or

you can simply click the Volunteer icon on the home page.

Signing up is quick and easy. Visit www.crmug.com/volunteeropportunities today!

®

Q1 2015 | 29

Matt Barbour joined Microsoft

in 2005 as a technology sales

professional (TSP). Nearly

four years ago, he moved into

the Microsoft Dynamics CRM

product management group, first as a technical

architect and then with the program management

team. Matt’s areas of responsibility cover administration

and deployment for Microsoft Dynamics CRM Server,

Solutions Framework, developer tooling, and the core

engine of Unified Service Desk (USD), which is where

we spent our time in this interview.

CRMUG®: Tell me a little about the history of

Unified Service Desk.

Matt Barbour (MB): It actually originated around

2000 and was known as the Contact Center

Framework, so it pre-dates Microsoft Dynamics CRM.

It became part of an official offering in 2005 under

MCS (Microsoft Consulting Services). It’s one of those

capabilities where there was a need, and the services

division built it, and it evolved as a mini product.

CRMUG: What are your responsibilities with the

product?

MB: I joined the product group late in the Microsoft

Dynamics CRM 2011 development cycle, around

the UR 12 timeframe. My responsibilities include

owning the on-premises application delivery/setup

experience, on-premises administrative tooling, the

solutions framework from the ground up, developer

tooling for Client and Windows API (C# for the

most part). I also work with the mobile and web API

teams as well as the infrastructure behind Unified

Service Desk, including the engine and configuration

experience. Additionally I currently own the support

life cycle and strategy around new versions.

CRMUG: Do you have a lot of interaction with

Users?

MB: Currently I work mostly with Partners and ISVs.

I work with end-Users much less now than I used to,

and wish I could get back to it, but it’s a balance at this

point. Most of the time, when I get to talk with end-

Users actively, it’s for events and executive briefings.

I miss sitting down with Users, looking at

their problems, and helping them solve them. At

conferences it’s difficult to sit in front of everybody

and share your issues, and getting folks to open up

is challenging. I like to hear the positive and the

negative – what they like, don’t like, and what we

should change. There have been changes we’ve made

based on feedback from Users and ISVs. It’s very

important to us.

CRMUG: What are the plans for Unified Service

Desk?

MB: USD is an effort across multiple teams in

Microsoft Dynamics and is part of our overall

strategy for Customer service. This strategy covers

both web and client technologies. In the future we are

looking at much richer channel integration, native

integration with many other Microsoft services,

and a goal to support Customers with extensive

integration needs as well as those that really just want

a turnkey call center type app build around contact/

case management.

With Unified Service Desk, we are focused on

serving both the mid-sized Customer and larger

Customers with complex agent desktop needs. USD

is what we call a compositional framework, or for web

folks, a “mashup”. It enables a Customer to configure

an agent desktop experience spanning across multiple

data sources and applications. I use that term “agent

desktop” loosely as we’ve seen it deployed in sales

and fulfillment scenarios. Pretty much anywhere you

need to bring business processes across in a human

interaction manner, that’s where it shines.

USD’s composable framework allows for a

configuration-first approach to building out a User

experience and for a lot of freedom in the User

interface and flow. For example, if you want to change

the colors and layout, and have a lot of animation in

the User interface, you can do that. If really all you

need is to integrate three or four applications and tie

to CTI, we want you to be able to do that as well, as

quickly as you can.

In the future for USD, you can expect to see more

focus on more native controls for Microsoft Services

and new end-to-end User experience configurations

that highlight the capabilities of the Microsoft

Customer Service stack.

We are really just getting started here.

CRMUG: What’s the deployment time like for

Unified Service Desk?

MB: When we designed Unified Service Desk, as

you see it today, we had in our mind a three- to six-

month deployment. We’d like it to be faster, and we

Matt Barbour principal solution architect product manager

microsoft member showcase

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A CONSTELLATION LESSONEach of the Microsoft Dynamics CRM

releases is internally coded as a

constellation prior to being assigned

an official go-to-market name. And

as of the Microsoft Dynamics CRM

2013 release, it also has a meaningful

version number. Microsoft Dynamics

CRM leadership, with the launch of

Microsoft Dynamics CRM 2013, made

a commitment to Customers to focus

Update Rollups on bug fixes and

security updates and provide new

features in named releases.

Version numbers can be characterized

as Major.Minor.UR.BuildNumber,

based on current releases:

» Polaris = Microsoft Dynamics

CRM 2011 Online / CRM 2011 On-

Premises UR12 (05.00.9690.3233)

» Orion = Microsoft Dynamics CRM

2013 (6.0.0.809)

» Leo = Microsoft Dynamics CRM

2013, Service Pack 1 (6.1.0.581)

» Vega = Microsoft Dynamics CRM

2015 (7.0.0.3543)

» Carina = TBD = (7.1.0.TBD)

And if you’re really curious, you can

look here:

» Microsoft Dynamics CRM 2011:

http://social.technet.microsoft.

com/wiki/contents/articles/8062.

crm-2011-build-and-version-

numbers-for-update-rollups.aspx


http://social.technet.microsoft.

com/wiki/contents/articles/24185.

crm-2013-build-and-version-

numbers-for-update-rollups.aspx


Not posted at press time as only

RTM is available

30 | CRMUG Magazine

have seen Customers turn it around faster,

but that was our thinking. One of the

challenges with Unified Service Desk – and

Microsoft Dynamics CRM in general – is

that Customers ask us what their processes

should be. The position we take is to

advise and draw on personal experiences,

but having a really good business process

needs to “orgd” out, which makes the

development tremendously faster.

For example, I was recently talking with a

Customer who needs to have a deployment

up in a few weeks. They hadn’t started to

think about how they want to handle calls

and what data they want to capture. To

be successful, you need to nail that down

before you start with the technology.

It becomes the problem of having one

of the biggest Lego sets in the world. We’ve

given you some guidance – this is how you

build the person, the house, and the car – but

if you want to build the cityscape, you have to

think that through before you start building.

CRMUG: To that point, can Unified

Service Desk be considered an “XRM”,

similar to Microsoft Dynamics CRM?

MB: Yes; Customers are confirming that.

When we built the agent desktop, what

you see as USD today, we were thinking

about call center scenarios. Customers will

take those basic ideas and do something

completely different and unexpected. In the

case of Unified Service Desk, we’ve tried to

account for many of the “what if?” scenarios

a Customer may want to use it for. It needs

to make sense for what you do.

We’re very clear that Microsoft

Dynamics CRM is positioned as a web

application environment; Unified Service

Desk is a client. In the case of a call center, it

makes sense. In the case of a sales-focused

app with highly-distributed sales force, use

the web application.

Another way you can think about it:

I may choose to manage only a part of a

Customer’s data in Microsoft Dynamics

CRM, or maybe I have a financial or billing

system that has the rest of the data. When

that contact calls in and has issues, and

the thing they’re talking about is managed

outside of Microsoft Dynamics CRM, you

need to either figure out how to write plug-

ins or iframe in apps that can talk to the

cloud or Service Bus, or you can employ Unified Service Desk, which allows you to visually federate

the data on that agent’s desktop.

As of now, you trade web portability for that feature. We want to address that in the future and are

working to deal with that, but it’s not really something I can talk about right now. The other side of that

is that everything I described is achievable through Microsoft Dynamics CRM with custom code.

There are a lot of connectors in Unified Service Desk as well, but you need to think about what is

more efficient. CRMUG

Q1 2015 | 31

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C O N T E S T

logofind the

SEI Oaks, PennsylvaniaSEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, fi nancial institutions, fi nancial advisors, and ultra-high-net-worth families create and manage wealth.

STATE VOLUNTEER MUTUAL INSURANCE COMPANY (SVMIC)Brentwood, TennesseeSVMIC is a mutual insurance company, created by physicians who banded together under the common cause of protecting their careers and securing their reputations. � e company – physicians taking care of physicians – provides medical professional liability insurance at net cost.

RESOURCE CONSULTING GROUPOrlando, FloridaUsing an educational approach to the fi nancial process instead of a sales approach, Resource Consulting Group off ers fi nancial advisory and fi nancial management services to its clients with a full commitment to their fi nancial needs.

SUNDIAL INSURANCE SERVICES LLCClaremont, CaliforniaSundial Insurance Services LLC specializes in products and services for busi-nesses and business owners. � e company’s goal is to provide maximum secu-rity using its products and services along with off ering maximum value for the time and money clients invest.

THE BOND EXCHANGE, INC.Little Rock, ArkansasSince 1990, � e Bond Exchange has provided thousands of bonds throughout the country. Its focus allows the company to off er unique bond programs with specialized underwriting and pricing structures.

WOODFOREST NATIONAL BANKThe Woodlands, TexasWoodforest is a community bank built upon the needs of the customers it serves. � e company is committed to earning customer loyalty by off ering the highest level of customer service as well as competitive products and services by employees who are fair, responsive, and professional.

Q4 2014 | 31

Congratulations to our Q4 2014 contest winner, Aaron Back from Gorilla Glue! Aaron found the logo on page 31 of the Q4 2014

issue of CRMUG™ Magazine. Let’s play again. Hidden somewhere

between the covers of this magazine is our CRMUG logo. Can you find it?

While our logo shows up throughout the

magazine in conventional spots,

it’s hidden in only one place.

When you’ve found it, send an email to [email protected] with an explanation of where and on what page it’s at. We’ll

choose a winner at random and will highlight him/her in the next issue of the magazine.







Q4 2014 | 31







Q4 2014 | 31

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RMUG

MiCRosoft DynAMiCs CRM 2015 PRevieW PRoGRAMs

what’s trending....

Did you know you can be involved in the Microsoft Dynamics CRM 2015 preview program?

Microsoft Dynamics CRM spring 2015 preview programs, including Microsoft Dynamics CRM “Carina,” Microsoft Dynamics Marketing “Spica,” and Microsoft Social Lis-tening “Hydra,” are now available for your participation.

The preview programs are open to all individuals and organization types, and you’re able to sign up both yourself and/or others in your organization for one or multiple programs.

*After you turn on your Connect permissions per Step 1, please review the “Carina,” “Spica,” and “Hydra” preview summary slides, which are available via the link in Step 2.

to siGn up for the sprinG 2015 preview proGrAms*: step 1Go to Connect (https://connect.microsoft.com/site687) and complete the sign-up form, noting the preview programs of interest. step 2 (optional)After completing step 1, please review the preview summary decks available via Connect Downloads (https://connect.microsoft.com/site687/Downloads) for an overview of each program.

Are you in?

Contact the Microsoft Dynamics CRM preview team at [email protected] with any program questions or issues with the sign-up process.

32 | CRMUG Magazine

With Microsoft Dynamics CRM in your phone

and tablet, you can be productive whenever

and wherever you happen to be.

Resco Mobile CRM for Microsoft Dynamics CRM• 800+ corporate customers • 10,000s of satisfied users• 200,000 app downloads

Resco.net, Inc. // Phone +1 (857) 205-8750 // [email protected]

Now you can work anywhere

you want, even if the circumstances

are a bit unusual

sponsors

Act-On Software, Inc.

Adxstudio Inc.

Aspect Software, Inc.

Beringer Associates, Inc.

C5 Insight

Cincom

ClickDimensions

Cobalt

COZYROC

CRM Vertex

CRMGamified

Dun & Bradstreet

EasyTerritory.com

Edgewater Fullscope

eOne Solutions

Experlogix

Eventix

We truly appreciate your support of the 2014 CRMUG Summit in St. Louis.

The CRMUG member experiences would not have been the same without YOU!

We look forward to seeing you all in Reno in 2015!Fastpath

Higher Logic

Hitachi Solutions

InsideView

KingswaySoft, Inc.

Microsoft

Microsoft Retail Store

MTC CRM

Myappsanywhere

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Parature, from Microsoft

Perceptive Software

PowerObjects

QGate

Resco.net

Rockton Software

Salesfusion

Scribe

Silanis Technologies

Silverpop, an IBM company

Solver, Inc.

Sonoma Partners

TARGIT

Team Knowledge Limited

The List

TinderBox

Tribridge

Trillium Software

Xpertdoc. Better documents. Faster.

ZAP Business

Intelligence

Please support our sponsors! 34 | CRMUG Magazine

Take a moment to visit your Profile and update your information. It will

help you make more meaningful connections, enable you to share your

experience and credentials and bring depth to your online presence.

Updating your profile only takes a few minutes and can make a great

difference in the connections you make in the Microsoft Dynamics CRM

community. Visit www.crmug.com today and get started. CRMUG

The CRMUG® website (www.crmug.com) is a great place to find

information, register for events, access recorded webinars, and connect

with others. It also includes a Profile section where you can upload

information about yourself, control your account settings, and access

your history with the Microsoft Dynamics CRM User Group community.

What’s New CRMUG WebsiteFocus on Profile

Why is it important for me to update my Profile?

Updating your information is an important aspect of being part of the

Microsoft Dynamics CRM community. In this area you control:

» Mailing Address » Billing Address

» Areas of Interest » Change Your Password

» Join Another User Group » Renew Your Existing Membership

You can also add your primary role and job title. This is especially

important for the Member Directory advanced search feature. The

more information you include, the more you increase your ability to

connect with other like-minded professionals. It’s a great way to build

your contacts and expand your network.

What is my Profile?

The Profile section of CRMUG.com is a central place on the site for

all your information. This area contains your contact information,

registration history, community subscriptions, and company

information. It also includes biographical information that you’ve

chosen to include, such as education background, social networks,

and professional experience. You are the only one who can update

your profile and you control the privacy settings for who sees the

information.

Are there privacy settings?

Does the Profile section list events I am registered for as well as events I have attended?

Yes, the amount of information shared is controlled by each User. You can

choose to only share information with contacts you have made, with other

Members, make it open to the public, or choose the setting that only you

can see. These setting choices apply to each piece of information you have

included. To access your privacy settings:

» Sign into the www.crmug.com site

» Click on Profile from the drop-down arrow in the top right (next

to the photo area)

» Scroll down the page and click on My Settings >> Privacy Settings

Yes, it includes your entire registration history with CRMUG. You can

view upcoming events you are registered for and access a list of past

events. To access your registration history:

» Sign into the www.crmug.com site

» Click on Profile from the drop-down arrow in the top right

(next to the photo area)

» Scroll down to the blue bar on the page and click My Registrations

When you view your upcoming events, you can click on Details for the

event and view your receipt or download an iCal/ICS reminder to your

calendar.

ON THE

Q1 2015 | 35

Beringer Associates is a Gold

Certified Microsoft Partner serving

the technology needs of small and

medium-sized businesses, especially

those focused on the distribution

industry, across the United States. Beringer has

competencies in all facets of Microsoft Dynamics

CRM including consultation, project planning,

implementation, customization, administrative

and User training, and support.

CRMUG: Tell us a little more about your

company and where your expertise lies.

Lisa Beringer (LB): We are in our 21st year

of business and are a Gold Certified Microsoft

Dynamics CRM Partner. Beringer started out as

a technology provider to help distributors access

the right technology. Today, we offer a lot of

different services for that industry. In addition to

offering up network services and support, we offer

a tailored version of Microsoft Dynamics CRM for

distributors, CRM for Distribution.

CRMUG: Tell us more about CRM for

Distribution. What kind of benefits does it

make possible for distributors?

LB: CRM for Distribution essentially integrates

with a variety of enterprise resource planning

(ERP) solutions so that all of a distributor’s

accounts, contacts, products, price lists, quotes,

orders, invoices, sales history, etc., are useable in

real-time, from a CRM perspective. We’ve created

integrations with lots of different ERP platforms

and also have a template to work from for those

we haven’t yet integrated with, which keeps

any implementation project streamlined and

inexpensive for the end-User.

There’s a ton of functionality for distributors to

get instant value. For example:

» It has real-time dashboards, charts, and

reports specific to a distributor organization.

» Users can track opportunities and forecast

trends to keep costs low.

» Customer ranking functionality that directs

sales resources to the accounts that make

money.

» Sales and profitability analysis.

» Sales call and expense management.

» The ability to track “cost to serve”.

» Vendor and supplier relationship

management.

» The solution is available online as well as on-

premises. It’s mobile-enabled and is available

on desktops, laptops, and mobile devices.

CRM for Distribution makes data actionable by

sales and marketing departments. Distributors can

perform targeted marketing based on their data.

They can also see the entire cost-to-serve tracking

true costs to serve each of their customers.

Distributors operate on very thin margins,

so driving down costs while maximizing the

customer experience is key. CRM for Distribution

makes that possible with customer ranking and

real-time access to quote, order, and sales history.

With access to this information, distributors can

keep their customers engaged and make the sales

and order process smooth and efficient.

COMPANY


INTERVIEWEE

Lisa Beringer, vice president

PHONE

800-796-4854, ext. 102

EMAIL

[email protected]

WEBSITE

www.beringer.net

HEADQUARTERS

Pennsauken, New Jersey

CRMUG® MEMBER SINCE

2013


isv partner member showcase

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36 | CRMUG Magazine

CRMUG: What would you say is the #1 selling point of CRM for

Distribution?

LB: CRM for Distribution gives distributors 90 percent of the

capabilities they need right out of the box. For a very low cost, they

can get instant value; that ROI is huge. If they were to start from a

blank slate, they would have to undergo business analysis, design,

and identify integration points; all of which drive the implementation

costs up. Beringer has been there, done that through more than 15

years of experience implementing CRM solutions for distributors.

The baseline product we bring to the table gets them there so much

quicker.

Time to value, time to market, and User adoption are all extremely

streamlined in our implementation process. When it comes to User

adoption, we believe if Users can get back three things for every

one thing they have to change in their process, they will adopt the

solution so much faster. As developers, we’re well-aware of that and

place intense focus on creating those benefits that Users will actually

adopt and see value in.

CRMUG: This issue is all about Microsoft Dynamics CRM 2015.

What advice do you have for Users getting ready to upgrade?

LB: Take a look at your third-party solutions to ensure they’re ready

for Microsoft Dynamics CRM 2015 before you start down the

upgrading path. We’ve heard a lot about online Customers moving

over to 2015 and then finding out after the fact that their ISVs

weren’t ready yet. Do an inventory of your third parties and touch

base with each of them. If they’re not ready, reach out to Microsoft

and reschedule your upgrade. Or reach out to your Partner and have

them handle it for you.

Also, take time to do training around 2015. There are some

cool new features, such as global search, marketing capabilities,

business process workflows, and up-sale/cross-sale capabilities for

distributors. Don’t miss out by putting training on the back burner.

CRMUG: What is next for Beringer in 2015?

LB: We are in the process of finalizing functionality for our next

release of CRM for Distribution. We’ve been hearing things from

Customers on what they want to see and hope to have that ready for

release within the first half of this year.

Beringer is also very focused on offering solutions based on

the entire Microsoft Office Suite, so we plan to continue helping

Customers maximize on their cloud strategy with Microsoft

Dynamics CRM Online, Office 365, and Microsoft Dynamics CRM

Mobile, as well as Power BI.

CRMUG: What is your favorite part about CRMUG and the

Microsoft Dynamics CRM community?

LB: CRMUG is a great platform for learning and being able to

collaborate with other Users or seek out training. There’s so much

you can take advantage of from membership that would cost lots of

money if you tried to access it outside of CRMUG. With CRMUG,

you have the benefit to access a huge community of smart people,

and that’s priceless!

I also love the events in addition to the webinars and regional

chapter meetings. We encourage people to get involved and

participate regularly. It’s very informative and gives Users the

opportunity to network with other Customers, Microsoft execs, and

other Partners or ISVs that have tried different things. CRMUG

“Beringer Associates has been instrumental in developing Microsoft Dynamics CRM so that

it fits the specific needs of our organization. The Beringer team listened to our input and

adequately scaled the product offering to ensure User adoption, and they did so without

restricting the long-term requirements of the tool for future enhancements. One dedicated

project manager allowed for easy communication and point of contact to ensure that our

requirements were met and fulfilled.”

William Vail, CEO, Deacon Industrial Supply Company, Inc.

Q1 2015 | 37

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Maybe you’re on the search for your Microsoft Dynamics CRM Partner, or maybe

your current Partner isn’t quite the right fit anymore. Whatever the scenario, it’s

important to know you have options. With options come questions. We visited

with both Users and a Partner to pull together the top four questions you should

ask to see if a Partner is a good fit for your organization.

Do you jive well with this Partner? Sometimes it comes down to plain and simple chemistry. In

order to find out if it’s a right fit, get to know your Partner. Spend the time getting acquainted. Todd

Brotzman, CRM admin for Shelby Systems, Inc., says, “Be open and up-front with the Partner so they

can see where and how they fit in. The rest is really just absorbing and digesting the Partner’s expertise

to see if it jives well with what you need to accomplish.”

Is this Partner transparent and setting realistic expectations with you? Ed Staats, technical

consultant for PSC Group, LLC, says, “You want to look for a Partner that is willing to be transparent.

Nobody knows everything, nor can they do everything, but are they willing to be real with you about

what they can or cannot do? That is the question.”

Are YOU setting realistic expectations with this Partner? Having a good Partner relationship

goes both ways, and it’s important to be clear and straight with your Partner so both of you understand

what will impact your business positively.

Eva Sandvik, senior application support analyst for Sharp Healthcare, shares, “It’s really important

to have realistic expectations of what you want Microsoft Dynamics CRM to do for your organization.

Create workflows and develop concrete ideas. Even if these get changed during the implementation

process, it makes it easier to communicate the end game to your Partner.”

“We all have organizational pitfalls and constraints to work through, and it is better to come into the

process with preconceived ideas as to how a Partner should fit in,” says Todd. “As Eva and Ed indicated,

the focus should be on defining the end game. Let the Partner express their approach and then weigh it

out to see if there is parity with your expectations for the engagement. Your Partner needs all the pieces

of the puzzle to help you more effectively.”

Ed says, “If you’re not saying where you want to end up, there’s a risk of scope creep. Know what your

end game is.”

Does this Partner know Microsoft? The Microsoft ecosystem is rapidly changing, and it’s extremely

helpful to have a liaison to guide you through the regular updates, upgrades, and announcements. Ed

shares, “Make sure your Partner has a feel for where Microsoft is advancing technology and has the

ability to find resources in the Microsoft ecosystem. If your Partner has a longer-term vision of the

Microsoft Dynamics CRM roadmap, they will likely have the tools for you now and into the future to

be successful with Microsoft Dynamics CRM.” CRMUG

Questions to Ask When Choosing Your Partner4TOP

123

438 | CRMUG Magazine

Email marketing and Marketing Automationfor Microsoft Dynamics CRM

Marketing with Microsoft Dynamics CRM?Get the resources you need.

download at clickdimensions.com/content

These resources and more are available to download for FREE at www.clickdimensions.com/content. And if you would like to see how our email marketing and marketing automation tools can help your organization, give us a call at 888.214.4228 or visit clickdimensions.com today.

Hooked on Content: Developing a Successful Content Marketing Strategy with Microsoft Dynamics CRM

Training Resource Guide for Microsoft Dynamics CRM

The Microsoft CRM

a Connected Campaign

Marketing with Microsoft CRM Idea eBook

Microsoft CRM Implementation Blueprint

Grow Your Business with Nurture Marketing

New! UPDATED for 2015

industry showcase

Healthcare: With Us in Sickness and in Health

There are a number of ways to contribute to the healthcare industry, and these CRMUG®

Members cover the bases. From software systems to continued education, these

organizations ensure our healthcare providers are taken care of, insurance companies

stay in check, and so much more.

STUDER GROUP

Dallas, Texas

Studer Group works with

healthcare organizations,

teaching them how to

achieve, sustain, and

accelerate exceptional

clinical, operational, and

financial outcomes. Studer

Group installs an execution

framework called Evidence-

Based Leadership at

organizations so they can

align goals, actions, and

processes.

PLEXIS HEALTHCARE

SYSTEMS

Ashland, Oregon

With more than 19 years

of successfully empowering

the business of health-

care insurance organiza-

tions, Plexis Healthcare

Systems provides enterprise

payer claims processing,

premium billing, and man-

aged care software to nearly

100 healthcare payers on

four continents doing

business in all 50 states and

more than 20 countries.

EMPLOYEE BENEFITS

CORPORATION

Middleton, Wisconsin

For more than 20 years,

Employee Benefits

Corporation has worked

to meet unique employer

needs, respond to the ever-

changing employee benefits

market, and provide a full-

featured web experience to

help administer compliant

benefits such as flex plans,

HRAs, HSAs, and COBRA. THE ALLIANCE

Fitchburg, Wisconsin

The Alliance is an employer-

owned, not-for-profit

cooperative that moves

healthcare forward by

controlling costs, improving

quality, and engaging

individuals in their health.

Its more than 200 employer

members provide health

benefit coverage to 90,000

individuals in Wisconsin,

Illinois, and Iowa.

AMERICAN COLLEGE

OF RHEUMATOLOGY

Atlanta, Georgia

Representing more than

9,400 rheumatologists

and rheumatology health

professionals around

the world, the American

College of Rheumatology

(ACR) offers its members

the support they need to

continue their innovative

work by providing programs

of education, research,

advocacy, and practice

support.

DIAMOND DRUGS, INC.

Indiana, Pennsylvania

Diamond Drugs, Inc. is the

nation’s largest correctional

pharmacy provider and

Pennsylvania’s largest

independently-owned long-

term care pharmacy.

40 | CRMUG Magazine

NPS MEDICINEWISE

Surry Hills, Australia

NPS MedicineWise is

an independent not-for-

profit and evidence-based

organization. They provide

practical tools such as

medicine lists or the

Diabetes Health Tracker,

evidence-based information,

and continuing professional

development educational

activities, with the aim to

improve the way health

technologies, medicine, and

medical tests are prescribed

and used.

SCMG CONNECT

San Diego, California

Sharp Community Medical

Group, Inc. (SCMG) is

a private practice-based

medical group consisting

of approximately 200

primary care physicians

and 500 specialists in

private practices throughout

San Diego. SCMG’s

physicians have access to

10 managed-care health

plans. SCMG offers patients

comprehensive healthcare

through an extensive

physician, ancillary, and

hospital referral base.

PAML

Spokane, Washington

PAML (Pathology

Associates Medical

Laboratories) is a medical

reference laboratory serving

physicians, hospitals,

members of the community,

employers, and other

allied health professionals.

Currently, PAML is ranked

among the top clinical

reference laboratories in the

nation and is considered

an industry leader in joint

venture partnerships with

community-based hospitals.

HITACHI MEDICAL

SYSTEMS AMERICA

Twinsburg, Ohio

Hitachi Medical Systems

America, Inc. (HMSA) is

currently responsible for

the marketing and sales

of all Hitachi diagnostic

imaging products in the

United States. As a full-line

supplier of medical imaging

equipment in Japan, Hitachi

Medical Corporation

(HMC) founded HMSA to

provide superior diagnostic

imaging products to meet

the needs of physicians and

patients.

BLUE CROSS

BLUE SHIELD OF

LOUISIANA

Baton Rouge, Louisiana

Blue Cross and Blue Shield

of Louisiana was founded

in 1934 and is the state

of Louisiana’s oldest and

largest health insurance

company. For more than

75 years, the team has been

committed to improving

the lives and well-being

of Louisianans by offering

affordable and quality

healthcare.

EVOLUTION1 –

A WEX COMPANY

Fargo, North Dakota

Evolution1 simplifies the

business of healthcare

through innovative

healthcare software and

payment solutions that

administer and manage

consumer-directed accounts

and exchange integration

solutions, such as defined

contribution plans, HSAs,

HRAs, FSAs, VEBAs, PRAs,

wellness plans, and transit

plans.

PROHEALTH CARE

Waukesha, Wisconsin

ProHealth Care is a

community-based

healthcare system that offers

a full range of services,

from fitness and wellness

services to primary care

and specialty care, hospital

care, rehabilitation care,

home and hospice care,

and more. The organization

is dedicated to serving

residents of Waukesha

County and surrounding

areas with the highest

quality care to promote a

healthier community.

WELLMARK

BLUE CROSS AND

BLUE SHIELD

Des Moines, Iowa

Wellmark Blue Cross and

Blue Shield is a mutual

insurance company owned

by its policyholders.

Wellmark and its

subsidiaries provide health

coverage to more than two

million members in Iowa

and South Dakota.

Q1 2015 | 41

5MINUTES

VOLUNTEERThank you to Christina for her contributions to the

CRMUG® community over the last quarter. We’re glad to

have you as part of our membership!

Who interests you on social media right now?

I’m a big data visualization and reporting nerd, so I enjoy

seeing what Adam Vero has to say on the subject.

On my desk right now is…

A mess of Post-it® Notes that are keeping me organized.

My top three goals for 2015 are…

1. Upgrade all Taylor companies still using Microsoft

Dynamics CRM 4.0 to a shiny new Microsoft Dynamics

CRM 2013 (or maybe even Microsoft Dynamics CRM

2015) environment.

2. Implement a video-based Microsoft Dynamics CRM

training course for all Users.

3. Take our prospecting efforts to the next level with some

marketing automation.

What I do when I’m not at work…

Travel and hike. Ideally, hiking while traveling.

The best advice I ever received…

My parents raised me to believe that I could accomplish

anything that I set my mind to, and that is something that

is very much ingrained into my work ethic and who I am

as a person.

WITH CRMUG’S

Christina Schroeder

sales and marketing analyst

Taylor Strategic Relationships

OF THE QUARTER

42 | CRMUG Magazine

Table of Contents

Industry...................Page 44

Horizontal................Page 46

Services...................Page 49

Introducing The List MOBILENow you can get The List To Go!

Search for the products and services

you need with the new Mobile version of

The List! Add it to your home screen from:

www.thelistmobile.com or simply

scan the QR code below:

The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and

service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that

work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would

like included on The List, please contact [email protected].

NOTE: The Partner Channel and Dynamic Communities offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner.

*Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale

44 | CRMUG Magazine

Higher Logic http://www.higherlogic.com • 202-360-4402 Connected Community The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

Isis, Inc.

http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Marshal Comprehensive QHSE application. Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.

KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Liaison Software Corp

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

Solver

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Education

Perceptive Software https://www.perceptivesoftware.com/products/perceptive-interact/application-integration/microsoft-dynamics-crm.html • 800-941-7460 Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and docu-mentation within CRM. Your staff has visibility into all documents and data associated with accounts.

Finance/Banking

AssureSign LLC

http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Isis, Inc.

http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.

Food and Beverage

Blue Horseshoe http://www.bhsolutions.com 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what’s new in the Supply Chain Suite for Dynamics AX.

Government

Isis, Inc.


Healthcare

Isis, Inc.

http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your healthcare organization to meet the stringent HIPAA auditing needs across your entire organization. You can also help to eliminate risk of malpractice litigation by recording your user's actions.

Vertical Solutions, Inc.

http://www.vertsol.com • 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.

High Tech and Electronics

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

Industrial Equipment


mcaConnect http://mcaconnect.net • 866-622-0669 Microsoft Dynamics AX for Industrial Equipment Manufacturers Leveraging a clear manufacturing industry focus, mcaConnect provides innovative Dynamics AX solutions and services for mid-market and enterprise-size manufacturers, enabling clients to achieve competitive supremacy.



Insurance

AssureSign LLC


IndustryIN

DU

STR

Y

Construction


Consumer Packaged Goods

Flintfox International Limited

http://www.flintfox.com • 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease.

Total Dynamics Solutions, LLC

http://www.totaldynamicssolutions.com 877-855-8860 CPG Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Item & Customer Profitability• Multiple Scenario Analysis• Variance Reporting• Top-down/Bottom-up planning by skew, cust, category etc.

Cross Industry Solution

AssureSign LLC


DATABASICS, Inc.

http://www.data-basics.com • 314-282-9561

NEW: DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.


Q1 2015 | 45

Lean Manufacturing

mcaConnect http://mcaconnect.net • 866-622-0669 Areteium from mcaConnect Our Lean Enterprise solution bridges the gap between ERP and Lean. Backed by our breakthrough Lean toolkit, Areteium, we enable clients to make data-driven decisions to improve processes and enhance profitability.

Life Sciences

Armanino http://www.amllp.com/microsoft-dynamics • 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

Manufacturing

Armanino http://www.amllp.com/microsoft-dynamics • 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.







Media and Entertainment

KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media trafficking.

KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE MediaPitch™ KORE MediaPitchTM is the media indus-try’s leading platform for transform-ing a generic CRM into a media sales powerhouse.

Oil and Gas

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Remote Inventory Accelerator Web-based self-service application for tracking customer inventory stored at your site.

mcaConnect http://ax4energy.com • 877-244-6980 AX4energy Oil & Gas Solutions AX4energy provides a package of soft-ware and services designed for Oilfield Services companies and Downstream/Upstream operations. Includes Upstream Exploration & Production and Joint Venture Accounting.

Pharmaceuticals

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

Professional Services

JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

Rockton Software http://www.rocktonconnect.com 877-476-2586 Rockton Connect Accounting built inside Microsoft Dynamics CRM online specifically for professional service organizations.

Retail

Avalara, Inc.

http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.


http://www.totaldynamicssolutions.com 877-855-8860 Retail Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Integrated Store/Merch Planning• Ticket/item/employee detail• Corporate & Store level P&Ls• Inventory analytics/optimization • Product life-cycle management

Software Manufacturers

FLS GmbH http://www.fastleansmart.com/uk+44-189-380-315

NEW: VISITOUR for MS Dyn CRMField service management for Dynamics CRM Online, 2015, 2013 & 2011. Including route optimization, drag’n’drop sched-uling, real-time status communication w/ mobile devices. Process driven for best user acceptance.

Rockton Software http://www.rocktonconnect.com 877-476-2586 Rockton Connect Accounting built inside Microsoft Dynamics CRM online specifically for software companies.

Staffing/Recruiting

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.

Wholesale Trade: Durable Goods



IND

USTR

Y

“The List provides a fast and easy way for Microsoft Dynamics users to fi nd the perfect solutions to fi t their needs. All

the leading solutions are there in one place. Having access to The List on your mobile device makes fi nding what you

need easy no matter where you are—at the airport, in a meeting, or on the road.”

Karen TranChargeLogic

Learn why Karen with ChargeLogic likes The List:


46 | CRMUG Magazine

Horizontal

Accounting

Rockton Software http://www.rocktonconnect.com 877-476-2586 Rockton Connect Accounting built inside Microsoft Dynamics CRM online.

Application Lifecycle Management

Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio ALM Toolkit Application lifecycle management for Dynamics CRM solutions and data.

Asset Maintenance/MRO/EAM



Backup & Recovery

Isis, Inc.

http://www.getpg.net • 804-762-4200 Praetorian Guard PG will backup your PCs and Servers across your entire organization.

Budgeting

Solver



http://www.totaldynamicssolutions.com 877-855-8860 Budgeting & Planning ToolKit for Your Entire Organization • NO User/Seat Licensing Costs• Financial & Sales Planning • Procurement Planning• Trade Management• Secure input, consolidation, and Versioning; top-down/bottom-up

Business Intelligence

Corporate Renaissance Group http://www.trendminer-xrm.com 613-232-4295 Trend Miner Ground breaking historical trend analysis & B.I. visualization for Dynamics CRM. Go beyond a snapshot of data to reveal eye-opening trends for better planning & decision making.

Halo Business Intelligence

http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.

Solver


Sunrise Technologies

http://www.sunriseconsult.com • 336-722-6741 Sunrise BI Put data to work anytime, on any device, anywhere; enabling companies to make decisions and take action, empower-ing users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.


http://www.totaldynamicssolutions.com 877-855-8860 Business Intelligence Plus Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Dynamic Cubes (GL/Profit/&More)• Web-based Reporting• Dashboards• Admin Tools: Security/Scenarios/ Hierarchy/ & More

ZAP http://www.zapbi.com • 415-889-5740 ZAP Business Intelligence ZAP provides 'Buy, Not Build' busi-ness intelligence for companies using Microsoft Dynamics AX, CRM and NAV. With 1000+ pre-packaged analytics, our BI deployments are rapid and deliver immediate business outcomes.

Collaboration Platform

Higher Logic http://www.higherlogic.com • 202-360-4402 Connected Community The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

Compliance

Isis, Inc.

http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.

Credit Card/Check Processing

Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 CRM Charge Our secure ePayment solution will simplify credit card and eCheck pro-cessing, reduce credit card fees & help fulfill PCI requirements for CRM online and on premise.

Customer Relationship Management

AbleBridge http://www.ablebridge.com/editable-crm-grid.htm • 877-600-2253

NEW: EditAble CRM Grid for Microsoft Dynamics CRM Top 10 ISV Solution. Transform CRM Forms and Views with inline editing, grouping, sorting, inline calculations and much more.

AbleBridge http://www.ablebridge.com/products-project-management.htm • 877-600-2253

NEW: Project Management for Microsoft Dynamics CRM Easy to use Project Management inte-grated with Microsoft Dynamics CRM.

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specific needs.

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.


mcaConnect http://mcaconnect.net • 866-622-0669 CRM We are a global leader in delivering Dynamics CRM/XRM solutions. Our success is exemplified by multiple Microsoft Partner of the Year awards and numerous customer success stories.


Visionary Software

Consulting, Inc. http://crm-rules.com • 877-276-1942 CRM Rules for Microsoft Dynamics CRM Easily configure dynamic CRM forms. More powerful than Business Rules.

Data Integration

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.

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Data Management

InsideView http://www.insideview.com/microsoft/the-list • 415-728-9363

NEW: InsideView Data for Microsoft Dynamics CRM Clean, append & maintain your CRM data with InsideView’s current, com-plete company & contact data. Do it automatically or with one-click sync.

Distribution


Document Management





E-commerce

Avalara, Inc.


Computer Pundits Corporation

http://www.eCommerce21.com • 888-786-3487 eCommerce21® Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Certified cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-as-you-go pricing.

EDI

eBridge Connections

http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.

Electronic Document Delivery (Email)/Faxing



Electronic Signatures

AssureSign LLC


Expense Solutions

DATABASICS, Inc.



Gorilla Expense

http://www.gorillaexpense.com 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

Field Service Management

FieldOne Systems

http://www.fieldone.com • 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of field service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.





Inventory Management


Job Costing

JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

NAV and CRM Integration



Occupational Health & Safety

Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Marshal Comprehensive QHSE application. Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.

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Portals

Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio Portals Web portal application platform for Dynamics CRM Online, 2013 & 2011.

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and

increasing quote-to-order ratios.

Pricing

Flintfox International

Limited http://www.flintfox.com • 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease.

Productivity

Isis, Inc.

http://www.getpg.net • 804-762-4200 Praetorian Guard Audit your users and ensure they are productive in their work. Locate inef-ficiencies and take proactive steps to increase productivity.

Project Accounting


Reconciliation

Gorilla Expense

http://www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

Reporting

Solver


Sales Order Processing Enhancement




Security

Isis, Inc.

http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your business to better secure your users & network.

Supply Chain Management



System Enhancement

DynamicsDownloads

http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!

Isis, Inc.


System and Network Management

Isis, Inc.


Tax

Avalara, Inc.



Time and Attendance

DATABASICS, Inc.




Trade Promotion Management



Travel Expense Management

Gorilla Expense

http://www.gorillaexpense.com 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corpo-rate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

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Warranty and Claims Management



Workflow / Notifications

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.

Integrity Data

http://www.u-linc.com 217-732-3737 ext. 0203 U-LINC®, Powered By Integrity Data Workflow and notifications anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is flexible and easy to use, improving organizational performance.



.NET Development

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis .NET Development Isis provides cost effective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!


Application Service Provider/Hosting

MG Technology Group

http://www.mgtechgroup.com/about-us/partner-program/ • 866-350-9310 Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 11+ years experience, you own the customer relationship, 100% US support.

Myappsanywhere

http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program–YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

RoseASP http://www.roseasp.com • 858-794-9403 RoseASP Hosted Microsoft Dynamics on Azure/Private/Hybrid Cloud Solutions. Comprehensive pricing model for SPLA/Subscription Licensing - financially backed uptime guarantee. SSAE-16 data centers, SOX, HIPAA, FDA Compliancy.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.

Closing Sales

InsideView http://www.insideview.com/microsoft/the-list • 415-728-9363 InsideView for Microsoft Dynamics CRM Find and win more deals with InsideView market intelligence from 30,000 sources inside CRM– current, complete company and contact data, news, social feeds, and a comprehensive connections network.

Cloud Computing

Data Resolution, LLC

http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 12 years.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program–YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.

Custom Development

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Custom Development Isis provides cost effective outsourced custom development (C#, VB.NET, ASP.NET, C++) to our partners and custom-ers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

Services

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ES KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Custom Development We are a certified .Net and Dexterity development group with over 15 years experience. Provide us with your require-ments for a free estimate.

Data Services

InsideView http://www.insideview.com/microsoft/the-list 415-728-9363

NEW: InsideView Data for Microsoft Dynamics CRM Clean, append & maintain your CRM data with InsideView’s current, com-plete company & contact data. Do it automatically or with one-click sync.

Dexterity Development


Implementation Services


Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting 15+ years of experience in implement-ing Dynamics Solutions.

Manufacturing Implementation & Consulting

Accounting Software, Inc.

http://www.accountingsoftware.com 916-476-5462

NEW: Accounting Software, Inc. We provide top shelf implementation and support to expand your industry-specific needs. We serve manufacturing, human resources, and payroll.

Marketing Planning & Services

Looking Glass Marketing

http://www.lookingglassmarketing.com 614-453-5927 Cost-effective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

The Partner Marketing Group

http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics & R2R Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.

Tornado Marketing, Inc.

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Member Organizations

ERP Software Blog

http://www.groupbloggers.com • 888-800-0999 ERP Software Blog/CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

OnDemand Trials

RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfigured Microsoft Dynamics industry specific demo environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Partner Support Service

DFC Consultants, Ltd http://www.DFCconsultants.com 800-277-5561 Expert WennSoft Support Get expert WennSoft support for your customers from an Executive Partner.

Plumbline Consulting, LLC.

http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your offerings. 25+ yrs.

Project Management

Accounting Software, Inc.

http://www.accountingsoftware.com 916-476-5462

NEW: Accounting Software, Inc. We provide top shelf implementation and support to expand your industry-specific needs. We serve manufacturing, human resources, and payroll.

Sales Tax Management Service

Avalara, Inc.



SharePoint Development


DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

Social Media


http://www.thepartnermarketinggroup.com 732-237-8795 Butterfly Publisher Join Dynamics partners on Butterfly, a publishing & lead capture platform that makes your social, blog & newsletter marketing more effective!

Software Development Consulting

Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting Isis provides cost effective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!


Strategic Services

mcaConnect http://www.mcaconnect.net • 866-622-0669 mcaConnect Strategic Services Strategic Services allow our clients to strategically leverage technology to achieve competitive supremacy. Offerings include: business transforma-tion, Lean/manufacturing excellence, and Strategic BI services.

Upgrades


InterDyn BMI http://www.interdynbmi.com • 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of services and upgrades since 1985.

Writing/Documentation Services


http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

Is Your Company on the Right Path to CRM Adoption?

CRM is a Journey of People, Processes, and TechnologyRecent evidence shows that the speed of CRM deployments is often given priority

over usability and value to users, causing adoption to suffer after the sizzle of the

“implementation” is over.

Adoption Essentials is our unique subscription offering which was developed to help

you and your team have the best Microsoft Dynamics™ CRM journey possible. This

ongoing and measurable program begins with Adoption Essentials Apps built to

drive productivity and user experience, such as CRM Rewards and Proximity Search.

In addition, we also provide our subscribers support, training, and social collaboration

tools, as well as quarterly strategic adoption consulting. Even better, Adoption Essentials

can be accessed directly within your personal CRM application on any device.

Let us help your organization create a path that has a more emphasized focus on the

user and customer experience, so you can increase adoption and truly see return on

your CRM investment.

The Adoption Essentials Program Includes:

› Adoption Web Portal

› Social Collaboration

› Adoption Essential Apps

› On Demand Training

› Dashboards

› Mobile Productivity

WORLDWIDE DYNAMICS PARTNER OF THE YEAR2013, 2012, 2010 & 2008

(877) [email protected]

Get on the right path in 2015! Visit our booth at Microsoft Convergence or contact us to learn more about this exciting program!

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