By Ryan Talsma, CRM Product Manager

Part 2: Overview of Key Functionality Within Microsoft Social Engagement

By Ryan Talsma, CRM Product Manager

Part 1: An Overview of Microsoft Social Engagement

By Ryan Talsma, CRM Product Manager

Introduction

This is part 1 of a 2-part blog series on Microsoft Social Engagement. Part 1 will give a general overview of Microsoft Social Engagement and the benefits it brings, where part 2 will give a more in-depth look into each of the modules within Microsoft Social Engagement.

It is pretty much accepted that all businesses should have some form of a CRM system. However, many of these businesses are still far from maxing out the benefits that a CRM system can bring. The biggest gap that I see when reviewing customers’ systems, is that they could immediately get a very large return on their investment from integrating their CRM system with ERP.

I wanted to take a minute and share an issue I came across when troubleshooting a CRM for Outlook Client Install. To provide some background on my specific situation, I was trying to install CRM 2016 for Outlook on a Windows 10 machine that had prior versions of CRM for Outlook installed previously.

The Error

When trying to run the CRM for Outlook installer, I received the following warning:

Well, it has reinvented itself with a new name, new features and a new, flexible-licensing model. 

On November 1, 2016, Microsoft launched Dynamics 365—a modern, mobile and intelligent ERP AND CRM cloud business application. With this transition, the functionality of Microsoft Dynamics CRM is now within three distinct apps:

By Ryan Talsma, CRM Product Manager

In this post, and many yet to come, I'll be blogging about Microsoft Dynamics CRM: technical information, usage, customer success stories and many more aspects of the product. I am the CRM Product Manager at InterDyn BMI and have spent over 4 years as a CRM technical and support consultant. During this time, I have done 20+ CRM installs/upgrades, working with systems all the way back to CRM 3.0.

This recorded webinar shows you how to create predefined Sales Processes that guide your sales team through the sales cycle. Use this data to analyze the efficiency (or inefficiencies) of your process for refinement. We also demonstrate advanced reporting examples using sales data from Dynamics CRM data.

To learn more, contact [email protected].

New features for customer service, care and support available in Microsoft Dynamics CRM 2016.

Microsoft is responding to the need to put customer service at the forefront of the organization’s intelligent customer engagement strategy with its upcoming release of Dynamics CRM 2016.