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How to accommodate GDPR in Dynamics CRM – good practises

I understand that there is a lot of considerations which must be taken before GDPR. However are there any changes (good practises) we need to make in Dynamics CRM Online to accommodate GDPR? I am proactively thinking about things like workflows for removing data after retention period etc..

The answer for this question is:

Dynamics CRM does not play nice with delete – use it with care. GDPR best practices can be found here:

https://www.microsoft.com/en-us/TrustCenter/Privacy/gdpr/default.aspx

https://support.office.com/en-us/article/Overview-of-retention-policies-5e377752-700d-4870-9b6d-12bfc12d2423

https://community.dynamics.com/crm/b/crmchap/archive/2017/08/06/getting-your-dynamics-crm-dynamics-365-for-enterprise-system-gdpr-ready-part-4-managing-data-retention-policy-with-bulk-record-deletion

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Why, How and Wow

When the ‘Why‘ is clear the ‘How‘ is easy

It is very important to ask the clients ‘Why”. If we are sure ‘Why‘ it is easier to know ‘How‘ to implement it and hear ‘Wow‘ from the clients.

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CRM is NOT about only coding

In this week I have interviewed a couple of senior developers/consultants. Some of them have even had 10 years documented experience. What worries me a lot, any of them could not explain my team how do Microsoft CRM apps work, when it starts, ends, what is flow? They know how to code these apps, but they don’t know how to explain the whole business processes from the beginning to the end – very sad. IT is NOT only coding. It worries me a lot, because these days clients are very demanding and a clear presentation/ communication is key, isn’t it?

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CRM Events in Europe

In the previous post we were asked by some readers about any other CRM events in Europe like CRM Saturday. Also one blog’ reader has asked us about CRM events particularly in Poland.

Like so far we identified the following CRM events in Europe:

  • CRM Saturday – It is a free CRM Technical & Strategy Event organised by the Microsoft Dynamics Community in selected cities like London, Dublin, Zurich, Istanbul. The upcoming event will be in Dublin on 4th March 2017. In one of our post we described CRM Saturday 2017 at London.
  • CRM Meetup –  This event is a typical free CRM Meetup organised by local CRM community at Microsoft’ office at London.
  • Extreme CRM –  It is the premier event focused exclusively on helping the CRM community maximize the business benefits from their CRM solutions. It is global opportunity to share the knowledge and experience between CRM providers from different countries. The upcoming event will be in March 2017 at Lisbon.

As far I know there are not to many CRM events in Poland.  We know about:

  1. Dynamics Business Forum. It is the biggest event in Poland for the leaders on the Dynamics CRM and NAV market. Like you can notice speakers are mainly from two leading Dynamics companies: Netwise and IT.INTEGRO
  2. Dynamics NAV conference. It is an event rather for Dynamics NAV’ leaders than Dynamics CRM’ providers.

If you know anything about any other CRM’ events  in Europe we would love to hear about it.

Thank you very much!