Managing a Successful Upgrade
September 18, 2017

Completing a Dynamic 365 upgrade can be a daunting task for an organization, especially if it is the first time. As the Project Manager (PM) overseeing an upgrade, it is important to understand potential unease with the process and be diligent with preparation and communication.

Project Service Automation
The CRM Minute: Project Service Automation – The Ultimate Taskmaster [VIDEO]
March 22, 2017

Microsoft Project Service Automation for Dynamics 365 is a module that allows you to manage a project implementation end to end, from resourcing to task management, all the way to

Microsoft Project Plan
Using a Microsoft Project Plan for Your CRM Implementation
July 7, 2016

A CRM implementation project plan is the roadmap for leading teams through all the activities required for a successful implementation. Before you start building your Microsoft Project Plan for a