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How to Write a Modern RFP for CRM Implementation
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Here’s why customers should pay for more for customizations!
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Finding The Limits of Low-Code
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Dynamics 365 Business Central and RapidStart CRM UPDATE!
In my last post, I announced that we (Forceworks) were developing an addon for our RapidStart CRM to connect to Microsoft's wildly popular Dynamics 365 Business Central. I wanted to update you on our progress. BTW, I did not record audio for this post because it has...
A Better CRM for Business Central?
At a recent event, Microsoft executives told me that Dynamics 365 Business Central was flying off the shelves. Over the years, I had occasionally peeked over the fence at Business Central, mostly out of curiosity. But "flying off the shelves" is a reason for me to...
Steve has a Chat with Vahe Torossian
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Steve has a Chat with Jukka
I had the pleasure of having a chat with a Power Platform industry leader, Jukka Niiranen. Listen or Watch below. Enjoy! [podcast...
The New Weapon – Cost Predictability
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The Works Services-as-a-Subscription Model Update
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Power Platform Blind Spots
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Power Platform Outside the Bubble
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The Microsoft Partner Dilemma
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Steve has yet another Chat with Charles
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Let’s Talk About Funnels
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It’s Time for a New Services Model for Dynamics 365 and the Power Platform
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The Myth of Single Version of the Truth
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Are you over-paying for Dynamics 365?
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Pay as you Go, Go, Go
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Hit 50K Users? Get ready for the knock-offs.
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Your organization (tenant) is over capacity
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“Even after everything, we still have adoption problems”
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We Upgraded from Dynamics 365 to RapidStart CRM
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Steve has another Chat with Toby Bowers
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Dynamics 365 for Outlook Deprecated Alert
Many of our customers have been asking about the ominous alert that appears in their advanced settings area for either Dynamics 365 or Power Apps Model driven environments. In this short post I will explain it, and show you how to get rid of it. Dynamics 365 for...
Tried Dynamics 365? Take another look at Power Apps.
As I think back to past customers of Dynamics 365, not all of them were successful. The challenges that brought them to Dynamics 365 were real enough, but at the time we only had one solution to try and solve them with. I would love to snap my fingers and take Power Apps back in time.
Sledgehammers
Dynamics 365, borne out of it’s predecessor, Dynamics CRM Online, is a software marvel. I’m talking specifically in this post about the “CRM” side of Dynamics 365. For a midsized to large business, D365 has all of the tools you would need to transform your entire operation. XrM was a blessing and a curse. In layperson’s terms, XrM was the capability to customize almost any of the significant out-of-the-box capabilities to meet organization specific needs in a highly targeted and relevant way. XrM was also the path utilized to “Extend” D365 to solve other problems not contemplated by the out-of-the-box capabilities. It is a powerful combination that can be brought to bear on almost any business problem.
The Curse
Over the years, many Dynamics 365 partners became very proficient with XrM. As a result, D365 became a solution to “anything”, not just Sales or Service related issues. When your only tool is a hammer, every problem looks like a nail. A customer has a business issue, not related to any of the out-of-the-box capabilities, no problem, we can solve it with XrM! And so it begins, provision an instance, hide most of the out-of-the-box capabilities, and start building custom capabilities. Or, maybe to save some time, we’ll re-purpose some of the OOB capabilities, and contort them to fit the requirements, sorta. It’s one thing to modify the Opportunity capabilities to better fit a customer’s specific Opportunity requirements, even if modified heavily, it’s another thing to re-purpose the Opportunity process to solve for Asset Tracking. As a result there are a lot of “bastard” deployments in the wild.
Commitment
Many well-intentioned partners, offered D365, planning on extensive use of XrM, as a solution to many customers’ non-sales or service related problems. Could it solve those problems? Yes! But never as easily, or quickly or cost efficiently as anticipated. Trying to build a custom solution within D365 to a unique problem, is like doing laps in a crowded pool. Your route from start to finish will end up being far from a straight line. For some customers the cure was worse than the problem. All partners have experienced the customer who eventually pulled the plug on the effort. Wouldn’t it be nice if there was a way to get the XrM capabilities in an empty pool?
Power Apps
Over the past couple of years Microsoft has been rolling out Power Apps, now part of the Power Platform. You may have seen it pop up in your Office 365 environments, you may have even played with it. That is really one face of Power Apps. Microsoft, in their infinite wisdom decided to use the same “Power Apps” name for another, completely different, solution. I personally put this at the top of my Dumb Decisions list… but that’s another story. The Power Apps you might have seen or used in Office 365 are what are called “Canvas” Power Apps. If you look at a SharePoint list online, for example, you may have seen the Create Power App button, which if clicked, will automatically create a “Canvas” Power App from your list. As a result, a significant number of customers feel they are familiar with Power Apps, I know because I talk to them all the time, but they are only familiar with half of Power Apps, oblivious to the other face of Power Apps.
Model-Driven
What a shitty product name, or rather qualifier of a product name. Even when I try and explain it to customers, they are confused, because of what they think they already know. Microsoft really botched this one. I know that the plan was that these two completely different things would eventually converge, but giving them both the same name in the meantime was a huge mistake. Customers are thoroughly confused. It’s not like Microsoft is afraid to change names, they do it unnecessarily all the time. As I am writing this, they are announcing a name change for “Office 365”, a well-known and understood product, to “Microsoft 365”, a name that was already in use for something completely different. For a really smart company, they can be quite stupid sometimes.
XrM in an Empty Pool
Model-Driven Power Apps are the XrM capabilities, in an empty pool. What I would give to go back in time to those customers who pulled the plug on D365. This was the product they actually needed at the time. But… it did not exist, so there’s that… maybe I would have just suggested they wait a couple of years. What we have available today is an empty pool, with a low-to-pro code development platform sitting on top of it. We no longer have to waste time and money emptying the pool, or dodging big floats. Time to Value has been slashed. Development costs have been slashed. Time to ROI has been slashed. There’s just a hell of a lot of slashing going on.
A Big Ask
If you are one of those customers, who went down the D365 path and wasted a lot of time and effort, only end up with nothing, I am aware that suggesting you to take a look at something else is a big ask. But, if you still have the problem, Microsoft may have caught up with your needs with Power Apps. Umm.. the other Power Apps.


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How to “Do More With Less” with Microsoft
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How to Write a Modern RFP for CRM Implementation
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Here’s why customers should pay for more for customizations!
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Finding The Limits of Low-Code
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Dynamics 365 Business Central and RapidStart CRM UPDATE!
In my last post, I announced that we (Forceworks) were developing an addon for our RapidStart CRM to connect to Microsoft's wildly popular Dynamics 365 Business Central. I wanted to update you on our progress. BTW, I did not record audio for this post because it has...
A Better CRM for Business Central?
At a recent event, Microsoft executives told me that Dynamics 365 Business Central was flying off the shelves. Over the years, I had occasionally peeked over the fence at Business Central, mostly out of curiosity. But "flying off the shelves" is a reason for me to...
Steve has a Chat with Vahe Torossian
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Steve has a Chat with Jukka
I had the pleasure of having a chat with a Power Platform industry leader, Jukka Niiranen. Listen or Watch below. Enjoy! [podcast...
The New Weapon – Cost Predictability
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The Works Services-as-a-Subscription Model Update
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- 42 – Podcast – Preparing for the Microsoft Dynamics 365 Fall 2018 release wave
- 41 – Benefits and process to building ISV solutions with Microsoft PowerApps, Microsoft Flow & AppSource
- 40 – Four MVPs in a Room
- 39 – Dynamics 365 Saturday Atlanta
- 38 – Mary Jo Foley on (Not) keeping up with Dynamics 365
- 37 – Early reaction as Dynamics 365 for Marketing, Sales Professional reach the market
- 36 – So you want to be an Independent Consultant?
- 35 – Dynamics Marketing with Kishan Chetan and Steve Mordue
- 34 – 2018 Dynamics 365 Predictions
- 33 – Unexpected Curves Crash Microsoft's Dynamics 365 Roadmap
- 32 – MSDW Podcast: Talking Microsoft Dynamics platform plays and eclipses with Steve Mordue
- 31 – Microsoft waffles regarding what's next for Dynamics 365 for SMBs
- 30 – Business Edition vs Enterprise Edition: what you need to know (Webinar)
- 29 – Azure App Service Isolated caters to enterprise security concerns
- 28 – Steve Mordue on Microsoft’s sales shakeup, SMB commitment, and partner survival
- 27 – Tip #896: Don’t get blacklisted by blasting emails from Dynamics 365
- 26 – Microsoft FastTrack: Partner Friend or Foe?
- 25 – Tip #856: Modifying disabled users
- 24 – How Can Microsoft (and Its Partners) Leverage LinkedIn?
- 23 – IT Community Champ
- 22 – Microsoft Dynamics CRM SMB Apps
- 21 – Dynamics 365 Pitch Must Reach Channel
- 20 – Dynamics 365 Needs more Cowbell
- 19 – Can Microsoft Make Dynamics 365 Work?
- 18 – Whiteboarding Microsoft Dynamics 365
- 17 – Timing Microsoft Dynamics 365: CRM partners lament 'fuzzy' pre-launch license planning
- 16 – Microsoft Dynamics 365 to start rolling out November 1
- 15 – Dynamics CRM at a crossroads
- 14 – The Reinvention of the Microsoft ISV
- 13 – Microsoft Dynamics 365: New roadmap, licensing details revealed
- 12 – Dynamics Introspective: What Is Microsoft’s Next Big Bet On Dynamics CRM Success?
- 11 – IP assets: Channel companies seek differentiation
- 10 – Add new business offerings for long-term sustainability
- 09 – The gamification platform: Cool toy or CRM partner opportunity?
- 08 – How one of Microsoft's top CRM partners uprooted its business
- 07 – Cloud channel partners, vendors grapple with metrics
- 06 – Building a successful sales team to maximize profitability
- 05 – Cloud Partner Strategy 2.0 – Going Vertical
- 04 – It just works better: Why we made the move to Microsoft
- 03 – Microsoft Dynamics Partner Roundup
- 02 – Escape from Salesforce: Beware lock-in risks when migrating to Microsoft Dynamics CRM, says one partner
- 01 – Microsoft Dynamics CRM 2013: More favorite features from the field
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