Tag: Dynamics365 (Page 2 of 4)

Enterprise CMSs to keep an eye on, and do they play nice with Dynamics 365?


Enterprise content management systems have certainly come a long way, with the lines between social, marketing and traditional online engagement platforms becoming more and more blurred.

Content management systems themselves have become more like a CRM and CRMs have become more like Content Management Systems.

Modern content management systems, are now more than ever being flexibly deployed as a CaaS (Content as a Service), have rich marketing automation functionality, in-built customer relationship management, workflow, invoicing, order and often inventory management – actually I’m not sure if you can even refer to them as just content management systems.

And at the same time CRM’s such as Dynamics 365, are no longer just about ERP or Customer Relationship Management, they promise to completely transform your back office through field servicing, artificial intelligence, resource management, and of course their old stomping ground of sales and service management.

Why don’t we have one solution that encompasses the best of both worlds you may ask? The reality for many enterprise organisations is that no two deployment scenarios will be identical. CRMs and CMSs are as diverse as business needs.

While Microsoft Dynamics 365 Portals does a pretty good job as a SME or a point-solution, it was never intended to replace a full enterprise CMS.

So that leaves us with a best of breed architecture for enterprise. A powerful CRM platform, matched with a suitably powered ECMS. And with two platforms, we now have an integration problem that needs to be resolved. So firstly …

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What to do with your ADX Studio Portal once Microsoft supports ends?

I’ve had several queries from my colleagues in the past couple of months about what they should do about their legacy ADX Studio Portal once official support ends.  So decided to summarise all the relevant options and facts surround this in a single blog post and capture it for future reference if others want to understand this further.  Most of the information you see here is presented in greater detail on Adoxio and Microsoft’s own websites (links are included below).  This will be a (very) quick summary with my analysis and interpretation of the options.

In September 2015 Microsoft announced the acquisition of the Adoxio Inc, the makers of ADX Studio Portals for Dynamics CRM and 365.  Break fix support continued to be supported by Microsoft.

However, as of August 1st 2018, Microsoft support for what is known as legacy ADX Studio Portal will be coming to an end.

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Microsoft Dynamics 365 App for Outlook Quick Installation Guide

I wanted to show customers how quickly they can set up the new Microsoft Dynamics 365 App for Outlook, and so decided to write a very quick 5 step guide to show how you can get started in minutes.

The new Microsoft Dynamics 365 App for Outlook replaces the outgoing Microsoft Dynamics 365 for Outlook client. Yes, this might be confusing having two very similarly named outlook connectors but this won’t be an issue going forward as the client is deprecated.

I’ll write a separate blog about the benefits of the new Dynamics 365 App for Outlook, for which there are many, but the intention of this blog is to show how streamlined the new installation experience is and also to get you started immediately.

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What it’s like working as a Pre-Sales Solutions Architect

It’s been a while since I wrote a professional development post and I’ve been somewhat inspired by the MVP Summit to blog about my personal experiences.  So here we go:

What it’s like working as a Pre-Sales Solutions Architect?

First off, a Pre-Sales Solutions Architect is involved in vetting opportunities, establishing the technology architecture in which the commercials are based upon, and presenting the solution to internal stakeholders and customers.  Good pre-sales architects work in a team and have excellent contacts both internally and with their partner vendors.  Yes it can be very process driven, and there’s a lot commercially riding on a proposal but it’s what keeps the steam engine rolling in an organisation and it does have its own satisfaction if done correctly.  So listen on if you’re still intrigued.

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