What does Dynamics 365 administration look like in your business?
Do you have the resources in-house to:
- Manage upgrades to ensure you are running the latest version of Dynamics 365 and take advantage of new functionality
- Troubleshoot and resolve problems with a user’s mailbox sending and receiving 365 email through Dynamics
- Manage security pro-actively as your business grows, requiring new users and security roles
- Identify data management issues that affect reporting, including duplicate data detection
- Manage the auditing capabilities of CRM and ensure that auditing doesn’t negatively impact record storage
What if you don’t keep on top of administration?
- User adoption falls
- Data becomes inaccurate
- Reporting loses detail
- New users aren’t trained well
- CRM Support become overwhelmed
How we can help with Dynamics CRM administration
We can work with you in two ways
- Let us take care of all the administration tasks:
- We can train and support an internal user to become your CRM administrator
- Business Management – settings that affect organisation wide reporting, resource scheduling, goal metrics and crucial relationships between CRM entities
- Administration – organisation wide announcements, privacy preferences, subscription management and auto-numbering
- Security – users, roles, teams, field security profiles, hierarchy security
- Data Management – Duplicate data detection settings, rules and jobs, data imports and bulk record deletion
- Email configuration – managing email server profiles, user mailboxes and queues
- Templates – Creating and updating templates for documents and emails
- Auditing – monitoring data use
- System jobs – documenting workflows and processes, looking for errors and creating new jobs
- Upgrades – keeping abreast of new Dynamics features and rolling out as needed
The next steps to reliable and consistent administration of Dynamics CRM
If you want to enjoy the benefits of our effective Dynamics CRM administration, please contact us for further details.
