Collaborate Canada - Vancouver 2018

Are you ready to move your on-premise Dynamics CRM system to the Dynamics 365 Online? Wait! This is not a simple "press a button" process. Where do you begin? How do you move your data, your users, your customizations, configurations, reports, integrations and many other aspects of your existing Dynamics CRM system to this new platform? Are you tempted to start over from scratch (maybe?) or can you continue to capitalize on your previous investments? What tools are available from Microsoft and the ISVs? This session will help you build a step by step plan to move an on-premise CRM system to Dynamics 365 Online. The various tools, techniques and strategies will be discussed as well as particular roadblocks and issues that might arise during the project. Start your migration project with your eyes wide open!

Learn why self-service portals are important in providing your customers with an engaging experience and the key elements behind successful customer engagement.

The Portal Connector solution works with Dynamics CRM On-Premise versions 2011+ as well as CRM Online and Dynamics 365. Our Drag and Drop interface allows you to build custom portals using any data in your CRM Environment.

See how we provide the ultimate portal flexibility and usability for administrators, CRM Users and your end customers.
 
Anyone is welcome to attend, but might be most relevant to D365/CRM attendees.

The Concept of Managed & Unmanaged Solutions was introduced with MS Dynamics CRM 2011, as a simpler way to package CRM customizations and deploy to multiple CRM environments. This supposedly would simplify the release process and enable Microsoft Partners to utilize XRM to deliver ISV Solutions for CRM. That was in the perfect world. Prior to this customizations were migrated in the same state as they were in development and which sometimes led to customizations being overwritten or corrupted by the end user, effectively breaking the solution. To date if you are to Google this topic you will get a flurry of opinions and direction on what is best practice.  This debate is quite alive and well. Some healthy fear in this process is a good thing as it motivates the CRM administrator to follow a best practice. In this session we will explore those options and dispel the myths and fears surrounding solutions in Dynamics 365.

This session will discuss mobile options for Microsoft Dynamics 365 customers. Native mobile approach, 3rd party solution and also the mobile app for Microsoft Dynamics 365 for Field Service will be discussed and demo'ed.

Have you ever thought about what data you can collect that doesn’t have to be generated through a data entry system? Have you thought about how that data can be used to understand more about the information stored in your Dynamics CE environment?    Combining the power and flexibility of the Azure Cognitive Services to collect data with the XRM capabilities of Dynamics 365 CE and the visualizations of Power BI can change the way you do business. In this session we will talk about a specific case study in the not for profit industry that put this trio of Microsoft services together to change the way they approached case management. You will learn the best practices for how to integrate cognitive services with Dynamics 365 CE as well as understand the key benefits that can be achieved through collecting and visualization data that is stored in Dynamic’s 365 CE.