To CRM Or Not To CRM
Special Guest Nick Doelman joins us as we start to design our app. We want to determine if we need traditional CRM (aka Microsoft Dynamics 365 Customer Engagement) or just a Power App based in the Common Data Service (CDS).
As two people who have been managing traditional CRM systems for quite some time, Malcolm and I found our heads automatically going to “of course we need CRM”. But “CRM” as we’ve known it in the past has changed. Now, we find purpose-built “apps” for things like Sales, Customer Service and Field Service. These are great tools and carry with them the best in breed features of the Microsoft CRM toolset. But what if we don’t need all those bells and whistles? What if all we need are the core entities involved, and then we can add and built out based on our requirements after that?
Nick’s blog post on the subject sheds light on this very topic, and we thought it’d be great to have him on with us to discuss the topic. We are grateful that he accepted! Have a watch as Nick outlines his thoughts on the subject during the recording here. A huge thank you to Nick for joining us for this discussion!
What do you think? When would you use an App vs traditional CRM? What even is traditional CRM anymore?
This is part of the Power Baseball League Series with Malcolm McAuley (follow him on LinkedIn, Twitter or his Blog). You can follow the series on the Power Baseball League Series Page and the Power Baseball League YouTube Playlist as they are added.