Hands-On Dynamics CRM

Hands-On Dynamics CRM Event

Last week saw Pythagoras host the second event in our series of Hands-On Customer events. Much like our recent Hands-On Office 365 Event, this was designed to be a fast-paced session involving a small group of our customers. The focus of these events is to help our customers keep up to date with the Microsoft roadmap; keep customers informed about new Microsoft product and version releases, and maximise the investment that they have made in the technology.

These events are also a great way for our customers to share stories and advice about the use of the technology in their organisation.

The session was hosted by Account Manager, Mark Clack, and the detailed demo of Microsoft Dynamics 365 was led by our Dynamics 365 technology professional, Charlie Maitland.

We had a great mixture of customers from organisations across Local and Regional Government, MembershipNot for Profit and Higher Education. Lots of these customers currently use versions of Dynamics ranging from 2011 up to 2015, so it was great to hear how the new features in 2016 will improve upon their organisation’s instance of CRM, which for most is already a core business system.

Here are some of the features of Dynamics 365 which were new to some of our customers:

  • It is now easier to customise the Dynamics CRM ribbon with colours and company logos, giver the user a more personalised CRM experience.

  • Improvements have been made to the Outlook Mobile App, meaning that emails can easily be tracked against specific records straight from your mobile device, without leaving Outlook.

  • The ‘Advanced Find’ button has moved to the Dynamics ribbon, which means that it is always on the page when you need it. It sits next to the ‘Quick Create’ button, which allows users to capture information in a new record quickly without leaving their page.

  • As well as tracking phone calls, emails and notes in the Activity Pane of a record, Dynamics CRM now has full integration into Yammer and OneNote. This means that there are even more ways to record and share information with your team about a case, lead or contact.

We feel that all of our attendees left the Microsoft Campus with some fresh ideas that they can use when planning their technology road maps with Pythagoras.

We are currently putting together the programmes for our next customer events, and we are always interested to hear from you about what you would like to see next. You can get in touch with us at info@pythagoras.co.uk with your ideas for our next customer events, and you can keep up to date with the latest Pythagoras events on our Events Page. Alternatively, please contact us with your queries.