Good morning and welcome to our Friday 5. The Friday 5 is a curated list of some of the best articles written throughout the week on Dynamics 365 that you night have missed. Our goal is to keep you informed on the latest news, information, and happenings in the Dynamics 365 blogosphere.

1- Decoding Dynamics 365 Data Import Errors: The source data is not in the required format

In her article, Sarah Jelnick, aka Dynamics 365 Diva, tells us of an error that she encountered when performing an import into Dynamics 365.  This happened while importing Campaign Responses into Dynamics CRM 2016 Update 1. To read about what she did to solve this problem, click here.

2- Why You Should Review Your Microsoft Dynamics 365 Dashboards Daily

Dynamics 365 Dashboards are a powerful tool. They allow you to see your data in many different ways in order uncover new insights into your operations and business.  Tania Konczynski of JOVACO Solutions gives us some of the reasons why Dynamics 365 dashboards are such a vital tool, particularly when incorporated into your daily routine.

3- Business Recommendations feature in Dynamics 365

With the Fall 2016 release of Dynamics 365, we were introduced to a plethora of great new features.  One of them is called business recommendations.  It guides users to optimize data based on intelligence they have about their business.  To learn more about this amazing feature click here.

4- Microsoft Dynamics 365 CRM Sorting & Filtering Activities

In the Dynamics 365 8.2 Release, Microsoft added functionality to allow users to sort and filter their activities. In this video, Dynamics 365 consultant Mark Christie shows sorting and filtering and how to configure these items.

5- The Top Reasons CRM Fails

CRM can be a great time-saving tool that can make your life a lot easier and make your business more productive, but like anything else in life, if you don’t put the time and effort into it, it will likely fail. Chuck Shaeffer has identified 5 top reasons CRMs tend to fail. While it is impossible to eliminate all risk or anticipate all the challenges that may occur during a CRM implementation, risk management is the best tool available to reduce the likelihood of big problems and concerns that can be dealt with before they become a crisis.

Risk management is the process of identifying, measuring, and prioritizing risks and implementing strategies to prevent them.  CRM is a great tool and a smart investment. Why not be proactive and predict and prevent problems before they occur?

 

We hope you enjoyed reading and you go away feeling more informed or have learned something you can implement immediately.  enCloud9 helps small to medium sized businesses with solutions to increase their sales and marketing ROI and provide better customer service by using Microsoft software. Is your CRM not as productive as you had wished?  Are you looking to upgrade to Dynamics 365?  Contact us today.  We’d love to hear from you and discuss how we can help! We can be contacted at our webform or 844-264-0729.

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