Category Archives: CRM

Explaining Your Dynamics 365 Job to Family this Holiday Season

Holiday Season 300x225 Explaining Your Dynamics 365 Job to Family this Holiday Season

It’s that wonderful time of year again. Holiday lights, turkeys and hams, cranberries, and oh – super awkward conversations with family members. We care about your success with Dynamics 365 – including its interaction with your family. That’s why today’s blog is all about how to explain your job as a Dynamics 365 expert to your family members – including those who still think upgrading Windows® means remodeling your home. Of course, Dynamics 365 is all about customized experiences, so we’re providing a solution for each conversation.

Mom and Dad

Your parents want to be proud of you; help them out with some bragging sound bites. Explain to them that you work with the cool Microsoft product called Dynamics 365. It tracks all kinds of data so that your company can make everyone’s life easier. As a Dynamics 365 expert for your business, you are loved by everyone. Operations loves you because you helped them reduce expenses by making the business more efficient. Marketing loves you because they want to marketing to people that need your services, and you helped them identify the right people. Sales loves you because you helped them connect with lots of people who love your company, and everyone else – especially your company’s leadership – loves you because you’re making the company better. Your parents will still find more ways to tell people how amazing you are, but at least it’s a start!


In the good old days, a pen a paper was all I needed to make my company run smoothly. Sounds like you’re just making things more complicated than you need to with your Tweeter machines and your Facepages,” he’ll say. However, you’ll wow him when you explain that you agree – you love
the Rolodex! That’s why you love your job. You basically get to help people create and use a Rolodex to help them do their job better. Why is that? Dynamics 365 is all about customization. “Don’t you just hate when those telemarketers call during dinnertime, Grandpa? Me too. I help my Sales team learn who actually wants to be contacted and how so they can stop annoying those of us who don’t want dinner interrupted.” You’ll win major bonus points with that one!

The Kid’s Table

Kids understand how technology works better than many **cough** most **cough** adults. However, from Finance and Operations to Customer Engagement, the end-to-end Dynamics 365 platform is a lot to take in – even for those working with it every day. Simplify it. Tell the kids table you work with a computer program that helps people make smart choices.

The Skeptical Uncle

No, corporations aren’t trying to control you, but that’s not going to stop your uncle from saying they are. Dynamics 365 isn’t about mind-control; it’s about options. Explain to the skeptical uncle that if you’re buying a car, you want a choice. You want colors, makes, models – and you definitely want the Sales person to schmooze you (unless you prefer shopping online). You don’t want the Salesperson pushing a gas guzzler when you’re looking for an economy car. Well, Dynamics 365 experts help companies provide these options. It uses the information you choose to share to help the Salesperson know exactly what options the customer wants, rather than the Salesperson pitching the car that’s rusting away on their lot.

The Aunt Who Made the Turkey, Gravy, Mashed Potatoes, AND Stuffing

This aunt understands choices. Most people understand the food is amazing, but not everybody wants the gravy. Or maybe someone doesn’t want stuffing, but they want the turkey; they only want the mashed potatoes if they come with gravy on them. Dynamics 365 is a lot like this. The best companies understand Dynamics 365 is an incredible tool, but not all companies need all the workloads. Some only want help managing their operations. Dynamics 365 helps provide choices – even to companies wanting to use the product themselves!

We hope this helps you at the dinner table! Not enough to escape the family interrogations? You can always go hide and binge watch some of our PO TV videos!

Happy Dynamics 365’ing!

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PowerObjects- Bringing Focus to Dynamics CRM

Relevance Search – Additional Filtering Using Facets and Filters

Additional Filtering 300x225 Relevance Search – Additional Filtering Using Facets and Filters

Relevance Search distributes a search in a single result list and sorts it by relevance based on a scoring concept. One key thing to know is that the higher the score, the more relevant the item.

Relevance Search can:

• Find matches to any word in the search phrase. Matches include various forms of the search word for example, “service,” will match to “servicing,” or “serviced”

• Search for text in emails and notes

• Search records that you own as well as those that have been shared with you

• Search for text in an Option Set and Lookup field

• Search for text in SharePoint integrated documents (scheduled to be included in the next Dynamics 365 update)

• Search for text within Documents in Dynamics 365. These include documents in a Note, Attachments, Email, and Appointments.

As you can see, the Relevance Search can do many great things but it can also result in millions of matches depending on the size of your organization. Luckily, for us, Microsoft has thought about that and included a feature called Facets and Filters. We get additional filtering by Record Type, Owner, Modified Date, and Created Date to personalize search experience.

Additional Filtering using Facets and Filters

Global Facets: You can refine your search results to Record Type, Owner, Created On, or Modified On. In this example below, I filtered the search results to only show records for a specific “Owner.”

111617 2201 RelevanceSe1 Relevance Search – Additional Filtering Using Facets and Filters

Entity Specific Facets: When you click on a specific record type, additional facets appear. These facets are specific to the fields of the Record Type/Entity. System Administrators and System Customizers can configure which fields are available for faceting through the entity’s Quick Find view. In the example, clicking on Cases gave me two additional facets: Priority and Origin.

111617 2201 RelevanceSe2 Relevance Search – Additional Filtering Using Facets and Filters

End user configuration: End users can also personalize their search experience by configuring the facet fields that they would like to see for any searchable entity.

111617 2201 RelevanceSe3 Relevance Search – Additional Filtering Using Facets and Filters

111617 2201 RelevanceSe4 Relevance Search – Additional Filtering Using Facets and Filters

Now that you have learned how to narrow your search results you will get results that are more relevant to your needs, making it easier to find what you are looking for.

Keep up with the latest and greatest on Dynamics 365 by subscribing to our blog here!

Happy Dynamics 365’ing!

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PowerObjects- Bringing Focus to Dynamics CRM

How to Use CRM for Sales Enablement

gettyimages 534827625 e1510935521779 How to Use CRM for Sales Enablement

Despite the name, most CRM solutions today go beyond the basics of customer relationship management. In fact, your CRM solution might prove to be the second most valuable part of your sales process—with your sales team taking the top honor.

This is due to the fact that a CRM solution configured for sales enablement can provide insight into your sales process, the effectiveness of your sales team, a centralized hub for sales content, and more.

Such knowledge can help your team make more informed sales decisions and better engage with customers and potential customers. So how can you leverage your CRM to improve your sales performance and create a sales enablement strategy that delivers?

Develop an Insight Driven Sales Workflow

One of the most useful features of a CRM solution is that it provides a wealth of historical data. Analysis of the data can help you better understand the average length of your organization’s sales cycle and create sales forecasting reports to inform future decisions.

This data can also reveal the top lead sources as well as the most successful sales tactics. Using this information, you can create a sales workflow that is both scalable and repeatable. You can then you use the workflow to train new sales team members and implement a sales strategy that enable them to succeed time and time again.

Provide Resources to Better Engage Customers

As with marketing, content is a valuable asset when it comes to sales. That means that developing a hub of great sales content and marketing materials is essential to a solid sales enablement strategy.

There two types of content your sales team should have at their disposal: customer facing content (e.g., presentations, white papers, and case studies) and internal content (e.g., sales scripts and product sheets). Your CRM is the perfect solution—accessible and directly connected to actual leads and opportunities. This tight integration allows your sales team to be ready to deliver at all stages of the sales cycle.

Automate and Customize Communications

No matter what your organization sells, the customer experience should be the cornerstone of all sales communication and outreach. That means ensuring that the content your team delivers is timely and relevant to the needs of the customer.

A CRM solution used to support a sales enablement strategy provides the perfect tool for maintaining an automated and customized communications workflow. The integration of your CRM with an email marketing solution allows you to create automated sequences that send customized emails at key junctions in the sales process. With the data you gather from each sent email, you can better determine how to engage customers at every stage of the sales cycle.

The sales landscape is constantly evolving. Configuring your CRM solution as a sales enablement tool can help your sales team successfully navigate this changing tide. With the data from your CRM, your organization can create a sales workflow that can help optimize sales performance and effectively engage customers.

This will equip your sales team with the tools and resources to spend more time on achieving business gains—and less time on administrative duties. It’s definitely an investment worth making.

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A SWOT for Your B2B Marketing Automation Strategy

20171115 bnr swot 351x200 A SWOT for Your B2B Marketing Automation Strategy

Deep dive: Perform a SWOT exercise for your brand

Now that you have the rough framework of a SWOT, let’s go through the exercise. Grab a piece of paper or white board and explore these concepts. (Note: I really do recommend that you get off your digital device and perform this exercise with a pen, pencil, or whiteboard marker.)

First, what are you going to SWOT? You can choose your company all-up, or a specific division or how you utilize your marketing automation platform. Choose one. We’ll call it “Your Thing.” For each category below, aim to write at least five items in each quadrant.

First, think through Your Thing’s Strengths. What does your company do really well? What evidence do you have for those proof of concepts you create? What garners you excellent buyer reviews or love letters from your customers? Write those things down. As I mentioned earlier, you don’t have to do this all on gut. Pull from your current marketing copy, as well as from industry analysts and customer testimonials.

Next up is Weaknesses. Now, as marketers, I know that we’re wired to constantly find a positive spin. But let’s get real here. I’m sure you have opinions or at least hunches about what doesn’t work so well with Your Thing. Write those down. Also go back to those customer reviews and feedback – what are the common complaints or issues? What does your customer support team receive a lot of calls about? Write those things down, too. You don’t have to engage in endless brand-flagellation, but do accurately identify your trouble spots.

Opportunities are fun. They can be aspirational – such as places you could market Your Thing, or potential customers you could reach. Also, ID brand expansion possibilities go here. For example, have your customers mentioned something they really want, or have you brainstormed great ideas but not shared them yet? Note those. Reach for the low-hanging fruit, of course – but also include your “stretch” goals ‒ those pie-in-the-sky ideas can’t become reality unless you speak them. This is your space to dream, so do so.

Finally, Threats. What real or potential things could threaten your business? This can be anything from someone stealing your idea (do you have a patent?) to an economic crash that may impact your non-elastic-good market, to a fiery tempered CEO. Some of it you may be able to see coming – other things, you can’t even begin to imagine. But try to think through a few disastrous scenarios and jot them down. And, again, be real. There’s no point in hiding the truth from yourself.

a SWOT analysis for your B2B marketing automation strategy

If you were creating a SWOT for your marketing automation platform (MAP) strategy, a strength could be that you have integrated your MAP with your customer relationship management (CRM) tool.

If you were creating a SWOT for your marketing automation strategy, a weakness is that you’re under utilizing the functions in the platform. This could be not setting up account, demographic and behavior-based segmentation for your lists. It could be not creating automated nurture programs based on those new segmented lists so that you are nurturing decision makers, influencers, tire kickers, and folks wanting to buy today all differently.

One of the biggest Threats to your marketing automation strategy is not using the product, or integrating it with your CRM so that you fail to connect your marketing efforts with sales and see the return on that investment. Another threat could be locking yourself into an all-in-one vendor technology stack that isn’t motivated to innovate, or address your specific needs.

Know what to do with your SWOT

Great work on completing your SWOT for your marketing automation setup or for whatever you choose to examine. Now go stretch your legs for a moment, grab a coffee, and return with your analyst hat on. Look at your list and see what stands out. Circle the big-ticket items. Draw lines and correlations between the quadrants. Jot notes in the margins. Brainstorm – ideas big and small.

The Opportunity in your SWOT for your marketing automation strategy is using your platform across the customer’s journey and across marketing. Are you using it for your branding efforts by nurturing industry and media influencers? Are you creating automated programs for your customers, making sure you help them successfully onboard with your product or service? As they engage more and more, whether attending a customer webinar or Tweeting your praise, you can assign them a lead score for becoming brand advocates and future referrals, as well as priming them for renewals and upsells.

It’s totally OK if you are creating a SWOT just for yourself. It can be a great tool to help you understand more about your brand or simply generate new ideas. But those SWOT results can also be invaluable to your colleagues and boss. I encourage you to share your results – to polish up your lists, remove those potentially thorny items (such as the mention of the CEO’s temper) – and turn your activity into action.

Also, as you drew up your list and made your analysis, I have no doubt your mind started wheeling with ideas. Don’t lose those – whether they be for new products or services, customer opportunities, marketing ploys, campaign slogans, or staff shufflings. The point of the SWOT is to take stock and get ideas going, so harness this energy and good work.

Add SWOT to your regular marketing exercises.

I am an avid fitness fan, and as such I’m accustomed working through many of the same exercises – pushups, sit-ups, and squats – over and over again. It’s not because I always enjoy them; but rather, because they work. Think of a SWOT in this same way. No, I’m not suggesting that you need to perform SWOTs as often as squats, but I do encourage you to try a SWOT at least once a year. You may be surprised at how each iteration garners new insights and helps you nimbly adjust your marketing strategy accordingly.

Bonus exercise: SWOT yourself

At one of my former jobs, part of the new-hire process included a self-SWOT. We had to assess our strengths, weaknesses, opportunities, and threats when we were hired, and then again at our 90-day review. It was a little strange at first, but the exercise proved to be a great mechanism to help me honestly assess my skills – and also to see what changed over the course of a few short months. I encourage you to try this. You never know when you may be able to use these findings, too. You can keep them in your back pocket when you’re preparing for your annual review, asking your boss to include you on a big-ticket project, or pitching for a promotion.

Back to you.

Has a SWOT ever helped you gain valuable insight? Share your experience here.

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Introduction to Behaviours of Date and Time Fields in Dynamics 365

In Microsoft Dynamics 365, the “Date and Time” data type is used quite often. Based on the requirements, we have the options to choose the format between “Date Only” and “Date and Time”. But what matters the most is the accuracy of information being generated from the data, and this has been an issue in old versions of Dynamics CRMs.

For example, the “Date of Birth” field is used commonly in many organisations with the “Date Only” format, and some organisations use the same instance of Dynamics CRM in different time zones.  If a user enters 21-2-2017 in the “Date of Birth” field for a record from their CRM account with time zone of Auckland (GMT +12:00), then if the same record is being viewed with a different time zone such as Tokyo (GMT +9:00), it would display 20-2-2017 (one day behind).

This is because when the record was saved by the first user, its time element had the value set to 12:00 AM, and when the record is being viewed in Japanese time zone, the time is converted to 20-2-2017 8:00 PM. Therefore, the value is shown as 20-2-17.

Fortunately, in Dynamics 365 we can select the behaviour for Date Time fields. In this blog, I will walk through the differences between these behaviours.

User Local

The field values are stored in UTC time zone. However, the values being displayed to the user depends upon the time zone selected in user’s Dynamics 365 application. For example, I created a custom field called “Interview On” of “Data and Time” data type for the Contact entity. Following were the options selected in the “Type” section.

image thumb Introduction to Behaviours of Date and Time Fields in Dynamics 365

Once saved, I added the field onto the Contact main form. Then a new record was created by a user in New Zealand and a value was selected for the “Interview On” field.

image thumb 1 Introduction to Behaviours of Date and Time Fields in Dynamics 365

After the changes were made, another user from Japan opened the same record, but would see a different value than the one stored earlier.

image thumb 2 Introduction to Behaviours of Date and Time Fields in Dynamics 365

Even though the “Interview On” value in the database for this record hasn’t changed at all, the time being displayed in the CRM UI is different. This is because the value displayed to the user depends on their time zone.

Date Only

The field value doesn’t display any time, but only date. In the database, the time portion of the value stored is always 12:00 AM. The advantage of using this behaviour is that date value is displayed the same across all time zones. This behaviour is useful for fields such as “Date of Birth” because no time conversion will be done, and accurate information will be presented to the user every time.

I created a custom field called “Date of Birth” for a custom entity called “Pet”, with following options selected in “Type” section.

image thumb 3 Introduction to Behaviours of Date and Time Fields in Dynamics 365

Once saved, I added the field onto the contact main form. Then a user from New Zealand selected a date of birth for one of the Contact records.

image thumb 4 Introduction to Behaviours of Date and Time Fields in Dynamics 365

When the same record was opened by another user in Japan and date values were being displayed the same for the “Date of Birth” field.

Time-Zone Independent

The last behaviour type is “Time-Zone Independent”. When fields with format of “Date and Time” are set with behaviour “Time-Zone Independent”, the values are displayed the same across all the time zones. For example, I modified the behaviour of the field I recently created “Interview On”. I changed the behaviour to “Time-Zone Independent”. Following are the values that were set in “Type” section.

image thumb 5 Introduction to Behaviours of Date and Time Fields in Dynamics 365

Note: Once the behaviour is set to “Time-Zone Independent”, it cannot be changed.

image thumb 6 Introduction to Behaviours of Date and Time Fields in Dynamics 365

Once the changes were saved, user from New Zealand created a new Contact record and selected a value for “Interview On” field.

image thumb 7 Introduction to Behaviours of Date and Time Fields in Dynamics 365

Then the record was reopened by another user in Japan. However, the values displayed in field “Interview On” was still the same for this user too.


There are a few things we must keep in mind. Out of the box field’s behaviour can be set to “Date Only” from “User Local”, but this cannot be done for all out of the box fields. Such as, “Original Start Date” field for Appointment entity is a field of type “Data and Time” and has behaviour set to “User Local”, and this cannot be changed. Also for a custom field, we can change the behaviour from “User Local” to “Time-Zone Independent” or “Date Only”.

Having the option to select either one of these behaviours saves us lots of additional coding time. For example, one of our clients had users from different time zones who were using same instance of CRM 2011. They used a field of format “Date Only”. Since data was being viewed in two different time zones, many records were displaying incorrect date in one of the time zones. There was no option to change the behaviour.  To come across this issue a lot of coding was required to update existing records, and automatically update future records.

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New Integration Improves Engagement for B2B Marketers

BrightFunnel this week announced the integration of its BrightFunnel Revenue Intelligence Suite with Microsoft Dynamics.

The integration will let enterprise B2B marketing teams analyze the impact of marketing investments on their companies’ business, BrightFunnel said. They’ll be able to accurately measure marketing attribution to pipeline and revenue across every marketing channel, campaign and initiative.

BrightFunnel provides analytics tools that assess how programs impact a business.

The integration will let Microsoft Dynamics CRM customers leverage BrightFunnel’s advanced global filtering capabilities, machine learning, and account-based functionality to optimize and accelerate the buyer’s journey.

Microsoft Dynamics customers also will be able to better optimize and plan marketing budgets quarter-over-quarter.

“By having more visibility into how marketing programs perform across a variety of data segmentations, the marketing team can more effectively help the sales team increase deal velocity and [average selling price], and target key accounts with the right message and program,” said Dayna Rothman, BrightFunnel’s VP of marketing and sales development.

Providing key data and marketing performance results to sales reps “helps align marketing to the metrics that matter most for the business — pipeline and revenue,” she told CRM Buyer.

“Knowing more about the buyer and their interest leads to improved win rates,” noted Cindy Zhou, principal analyst at Constellation Research.

BrightFunnel’s Microsoft Dynamics CRM integration is currently in private beta.

Making Microsoft Dynamics Work for B2B Marketers

“Attributing revenue back to marketing programs has been historically challenging for B2B companies, as there are many marketing-driven touchpoints that don’t get linked to revenue reporting downstream in SFA and CRM systems,” said Joe Andrews, VP of marketing at

“Today there are many more influencers in a buying process that need to be touched,” he told CRM Buyer. “With more B2B companies focused on account-based marketing, it’s even more critical to understand what engagement tactics work best to move customers along the buyer’s journey.”

Microsoft Dynamics CRM’s reporting doesn’t work for B2B marketers, according to BrightFunnel, because the application was developed for sales teams.

It associates only one buyer with an opportunity, while most accounts have 13 influential buyers, BrightFunnel pointed out. On average, 8.1 orphan leads and 4.5 contacts on an account are never recorded on the opportunity they helped influence, which means the marketer doesn’t get credit for them.

“With CMOs increasingly being asked to prove revenue contribution, the ability to have a comprehensive view of the customer’s engagement journey is critical,” Constellation’s Zhou told CRM Buyer.

How BrightFunnel’s Integration Will Work

The BrightFunnel platform provides a feature called “Orphan Lead Finder.”

“Our fuzzy matching algorithm does lead-to-account matching in order to associate all leads and contacts to a specific account,” BrightFunnel’s Rothman noted. “Therefore, even if your sales team doesn’t associate all of the account contacts in your CRM, you can still see engagement across the full account within our platform.”

However, BrightFunnel doesn’t write back to Dynamics CRM, so the attribution has to be assigned within the BrightFunnel platform.

The platform “provides visual, easy-to-understand reporting, so that the rest of the organization has access to how marketing investments perform and impact the business,” Rothman said.

“We want to help marketers uplevel their roles and conversations within the organization, and believe that attribution is a key way to show the strategic value of marketing,” she added.

What BrightFunnel Gets out of the Integration

“A lot of great marketing organizations run on Microsoft Dynamics, and we want to make our capabilities accessible to those marketers,” Rothman said.

Still, many marketing departments use marketing automation software, and they “can pull attribution from that solution versus CRM,” Constellation’s Zhou suggested.”For example, Adobe’s tight partnership with Dynamics can enable cross-channel attribution reporting.”
end enn New Integration Improves Engagement for B2B Marketers

Richard%20Adhikari New Integration Improves Engagement for B2B MarketersRichard Adhikari has been an ECT News Network reporter since 2008. His areas of focus include cybersecurity, mobile technologies, CRM, databases, software development, mainframe and mid-range computing, and application development. He has written and edited for numerous publications, including Information Week and Computerworld. He is the author of two books on client/server technology.
Email Richard.

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CRM Buyer

ROLI Brings Together Music, Design and Engineering to Create a New Instrument

Posted by Barney Beal, Content Director

From home schooling in rural New Hampshire to a Zen monastery in Japan to London’s Royal College of Art, Roland Lamb’s circuitous journey may seem an unlikely one for someone who would reinvent a 17th century instrument. But that breadth of experience, innate curiosity and intelligence were the right recipe for bringing the worlds of music and engineering together to create the ROLI Seaboard.

Roland%20Lambq auto best ROLI Brings Together Music, Design and Engineering to Create a New Instrument

Modeled after the piano, the Seaboard has a spongy silicone surface that is sensitive to pressure, allowing musicians to modulate sounds through slides, glides, presses, and other natural movements — some of them borrowed from the world of string instruments. The son of a jazz musician, Lamb was inspired by tales of the famed jazz pianist Thelonious Monk who was said to be “searching for the space between the black and white keys” and frustrated by the limits of the traditional keyboard. Lamb began experimenting creating an instrument with more expression, adjusting pitch, volume and sound through movement. While earning a PhD in Design Products at London’s Royal College of Art, Lamb produced the first prototype of the Seaboard.

That prototype was enough to earn Lamb funding for a business. In East London he established ROLI, based on his nickname. He assembled a diverse team of engineers who helped turn the Seaboard into a market-ready instrument for music-makers around the world. They launched the first Seaboard GRAND in 2013. In the years since, ROLI has added additional products. They include BLOCKS, a modular music making system that lets customers mix and match musical “Blocks” together to create customized instruments that are all powered by an app. The Seaboard has since earned several design awards as well as praise from a wide range of musicians and music producers, including Pharrell Williams, Grimes, Hans Zimmer, Martyn Ware, producer and founding member of The Human League and Heaven 17.

blocks%20dashboard auto best ROLI Brings Together Music, Design and Engineering to Create a New Instrument

“I regard the Seaboard to be the most exciting physical keyboard I’ve ever used, both for the studio and live. It enables me to create sounds that are impossible to contemplate using any other instrument,” Ware claims on the ROLI website.

Part software company, part hardware company, part design firm, Roli embraces the diversity of its business. Some parts of the Seaboard GRAND are still hand-molded on site. Each day starts with a standing meeting and at lunch the whole company sits down together for a vegetarian meal. The result is a commitment to music. “We want music creation to be as seamless as other digitized areas of life,” says a ROLI representative. “By inventing new, connected tools we are extending the joy of music-making to everyone.”

But the business is not without its challenges. In creating such a radically new instrument, Roli has no competition, but it has had to create a new community of ROLI players. That is in part why it is modeled closely on the piano. Lamb wanted it to be familiar enough to draw on musician’s experiences. Community building has been a critical to the success of the Seaboard, lest it be doomed to the margins like the theramin, an early electronic instrument that relied on players moving their hands between two antennae. Despite getting a significant boost after interest from Brian Wilson and the Beach Boys, the theramin has since all but disappeared except for the soundtracks of early science fiction and horror films.

q auto best ROLI Brings Together Music, Design and Engineering to Create a New Instrument

ROLI is similarly counting on enthusiasm from well known musicians to help spur its growth. It features musicians using its instruments on its website prominently and even sports a ROLI Spotify playlist.

For example, Shama Rahman, a London-based neuroscientist and musician, brought a Seaboard on the Antarctic Biennale expedition, a project that asks artists to create something from the world’s harshest and least populated continent. She set out to create a musical work that viscerally captures the Antarctic environment. Dropping hydrophones into the frozen sea and laying them on ice sheets, she recorded in situ sounds of whale song and cracking ice — and is now integrating those sounds in songs and a film.

The Seaboard also got a significant boost when Marius Devries, an early adopter of the instrument and the executive music producer of the Academy Award-winning movie “La La Land” featured it in a scene in the movie with actor Ryan Gosling.

It’s been a long journey for a man who was once more interested in philosophy than engineering leading him to a monastery at the age of 18 but the company now employs 90, and has opened offices in New York and Los Angeles. Lamb, now the CEO and focused more on operations, told London’s City AM:

“Managing the product development process is helped by the fact that I know a little bit about each of the areas that our 50 engineers work on and the problems they face because I have the experience of building it all myself first. But development is just one part of a much larger story, and for me, that’s the exciting part.”

ROLI continues its growth, announcing last month that Grammy award winner Pharrell Williams has invested in the company and become co-owner. Williams was also appointed as ROLI’s chief creative officer.

ROLI’s success and acclaim has led it to adopt NetSuite’s cloud business platform to help it manage its rapid growth in staff numbers, international expansion and increasing product lines. It joins a host of highly exciting and entrepreneurial companies which are revolutionizing their markets and managing rapid growth with the help of the cloud and NetSuite.

Learn more about how innovative companies like ROLI are turning to NetSuite to manage their business.

Posted on Thu, November 16, 2017
by NetSuite filed under

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Try Our Quick Quote Wizard for Budgeting for Dynamics 365/CRM

CRM Blog Try Our Quick Quote Wizard for Budgeting for Dynamics 365/CRM

If you are in the market for a CRM (Customer Relationship Management) solution, one of the first questions you’ll have is, “how much will it cost?”.  A top CRM solution like Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) may be worth its weight in gold to your business but, how much gold are we talking about? Find out easily with the CRM Software Blog’s Quick Quote Wizard for CRM.

Despite its name, there really is no magic involved in generating a price estimate that you can use in the budgeting phase of your CRM search. It’s quick and it’s easy. Here’s how it works:

On the right-hand side of each page of the CRM Software Blog, there is an orange bar that reads ‘Request Instant Quote Dynamics 365/CRM’. Click that bar and you’ll be taken to our Quick Quote questionnaire. Answer a few basic questions about your CRM needs. Choose the license model and installation type based on the size of your company; let us know how many and what kind of user licenses you will need (we help you determine this) and the level of support you require. Add your contact information and that is all the Wizard needs to instantly generate an estimate for the cost of your Microsoft Dynamics 365/CRM solution. It couldn’t be easier.

Now just sit back and wait a moment for the Quick Quote to appear in your email. This quote will be for working purposes only and is non-binding. We’ll also give your contact information to just one of our CRM Software Blog partners so they can contact you to answer any questions you have about the solution. You are under no obligation; the Quick Quote and the referral are a service we provide to our readers free of charge.

So, if you’re considering a CRM solution, make the Quick Quote Wizard your first stop. Try it today.

By CRM Software Blog writer,

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CRM Software Blog | Dynamics 365

Revisiting Show Season

Show season changes the CRM market; it always does. One day you’re in the vanilla application software space, and a week later you understand the need to incorporate social media or analytics or machine learning, or you see a need for enhanced integration and development through platform services. It goes on.

Today, in the wake of Oracle, Salesforce, Microsoft and many other companies’ trade shows, we’re again taking a look at the available suites. This time, we need to think less about what’s been added and how well-integrated the components are.

The Next Disruption

With Oracle now a year into rolling out its cloud strategy, we can’t say we’re in cloud computing’s early days any more. We’re in a race to computing as a ubiquitous utility — like electricity, water and natural gas.

Oracle was the last cloud holdout, the last company that led with its legacy on-premises products. Today, it has reinvented itself to offer infrastructure, platform and applications — or any combination — as services.

The company might talk a good game about supporting legacy customers forever, and that will be necessary, but Oracle would like nothing better than to convert the legacy base to cloud infrastructure. Make no mistake about it — selling new cloud-based apps is the eventual goal.

Much the same is true of Microsoft, which now delivers end user products like Office by subscription, even if some of the software still resides on the desktop.

Salesforce was born in the cloud, of course, and it hasn’t suffered through a transition, although for almost 20 years it undeniably has been causing one. The disruption impacted everyone else — but the next disruption, or whatever we’ll call it, will affect even Salesforce.

With typical poise, Salesforce has been taking it all in stride and even has taken a leadership position.

The disruption turns from purely delivering technology to focusing on how it is used. The focus is very important to Salesforce and all the others, because it will have a direct impact on how much of its services (we used to call it “software,” but this is now) get bought and deployed.

Process Flexibility

So, we see increasing emphasis on learning how to develop apps and administer them even to the point of opening up the training platform, Trailhead, to enable partners to develop training programs for their custom apps.

In the background, there’s an effort to standardize on processes, which deserves attention. Back in the day, a process was carved in stone. Your organization used a seven-step sales process or maybe a five-step one. Introducing a seven-step process into a five-step organization was enough to set off a riot. It was something you did only very carefully if at all.

In that era, there were sales methodology companies (still are) and there were software companies, and each would tell you its products were agnostic. They were, too, with a little coding.

Today it’s different. The introduction of artificial intelligence and machine learning has made both methods and applications secondary. Yes, they’re still important — but no, they don’t rule the roost. Everywhere, sales people seem to be sidestepping the argument about which method is better in favor of adopting an attitude of doing what the AI system suggests is the next thing needed to advance a deal. As it should be.

Platform-based CRM with robust partner communities and their apps have brought us to the point of fully integrated and automated business processes. Customization has never been easier, thanks to the platform too. The next step in our journey will be inventing new business processes that derive from our need to be more agile to flexibly approach new opportunities.

Beyond the Deal

That’s what has been most interesting to me about show season. Each vendor has, in it’s own way, made a tacit nod to the primacy of data and analytics for automating processes. They’ve also begun closing the door on business processes that momentarily pop out of the automation sluice and into a spreadsheet or other form of manual thinking.

The change isn’t recognizable in sales alone — though selling is a big beneficiary, with solutions that include SFA, CPQ, admin functions, AI, ML, compensation management, and gobs of graphically rich reporting.

Marketing is a rich area, with its newfound abilities to identify, target, hand off, score and journey map. Service has its own rich tool set, most significantly analytics married to multichannel abilities to take customers from beginning to end of a support journey without necessarily bringing in a human.

In all of this, businesses have been freeing up employee time for higher-level tasks that add value to customer experiences well beyond getting a deal or a right answer. This is where the customer-facing jobs of the future will come from. They will demand more and different people skills as well as technical mastery.

That’s why this show season has been a turning point. I think it will be looked back on as the time we began a more disciplined approach to customers and employees as people who interact with technology, not just as various flavors of technologists.
end enn Revisiting Show Season

Denis%20Pombriant Revisiting Show SeasonDenis Pombriant is a well-known CRM industry researcher, strategist, writer and speaker. His new book, You Can’t Buy Customer Loyalty, But You Can Earn It, is now available on Amazon. His 2015 book, Solve for the Customer, is also available there. He can be reached at

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It’s time to integrate Dynamics CRM and SharePoint

Since CRM Word Templates was introduced in CRM 2016, more CRM users are now generating documents with CRM than ever.

Documents generation in CRM is a one click function. Together with Dynamics PDF-Docs, the document is PDF, attached to the record’s Notes, and to Email as an attachment, a process that saves user’s time and makes documents generation in CRM, even more popular.

Documents are also delivered and uploaded to Dynamics CRM, stored in the record’s Notes, and as attachments to Emails sent to CRM users.

With so many documents stored in many CRM records, how one can find the document they need, stored in many records, some you don’t even have access to view the records. And how non-CRM user can access documents stored in CRM, if the person needs to action on document generated with CRM?

How user can manage different versions of same document, exchanged multiple times between the CRM user, customer and other stakeholders, before final version is agreed upon?

In the past, documents used to be stored in SharePoint. Now documents are stored in SharePoint, and also in CRM.  Finding and retrieving documents becomes a complex, and time consuming task. In addition, managing different versions of same document, duplication of documents stored in more than one record, and increase of CRM storage cost, due to the amount of space required to save documents in CRM, all point to one direction, It’s time to better integrate Dynamics CRM and SharePoint, and let SharePoint do what it does best, storing and managing documents.

Dynamics Objects offers number of tools to improve Dynamics CRM & SharePoint Integration. Our tools are using metadata, retrieved from CRM fields, saved with all uploaded documents to SharePoint. Metadata are the SharePoint columns that improve the way documents are organized, filtered, and viewed by SharePoint users. Metadata improves search results, by retrieving relevant documents using metadata content.

Dynamics PDF-Docs- In addition to PDF Word Template and attach it to outgoing Email, as explained before, the generated document is also uploaded to SharePoint, and SharePoint documents can be attached to the CRM Workflow. Read More …

Dynamics SharePoint Organizer (SPO) – an improved CRM and SharePoint integration, allowing automatic upload of documents to SharePoint, attached to CRM Emails and Notes, with metadata from the record. Read More …

Dynamics PDF-Docs and Dynamics SPO are two easy to implement solutions, to improve CRM and SharePoint integration, and can be downloaded and evaluated from our web-site. Integrating CRM and SharePoint is our business. Our experts are willing to advice you best practices to efficiently generate documents in CRM, and how to store and manage documents in SharePoint, with metadata from CRM records. Email as: Sales AT DynamicsObjects DOT com

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CRM Software Blog | Dynamics 365