What do you need to have a Voice?

What do you need to have a Voice?

Have been trying to install Voice of the customer for one of my customers. As with larger customers,
and of course, many of the smaller ones too, I am not allowed to (and I don’t really want to) be the global admin in their Office 365. I am however a Dynamics 365 Service Admin, which I think is fair.

So I was trying to provision Voice of the Customer (VoC) but it failed and after many weird loops and dances with support, of which I will not mention here, I finally got hold of Microsoft support and they were able to tell me that not only did I need to get hold of one of the global admins (you know, one of the scary pale guys who they lock in a safe somewhere cause god knows what would happen if they stepped in front of a car…) but the user also needs to have a full plan 1 Dynamics 365 license.

Said and done, we allocated it, and restarted the installation – do remember that you have to install VoC from the “Applications” tab, and not only as a Solution.

So, quick recap:
To install VoC, you need:
– Dynamics 365 online instance
– User with Dynamics 365 Plan 1 license
– Same user with Global Admin rights

Gustaf Westerlund
MVP, Founder and CTO at CRM-konsulterna AB
www.crmkonsulterna.se

Awarded Top 25 CRM Site!

Today I was informed that this blog was awarded among many other very great sites, as one of the 25 top Dynamics CRM Sites of the World by the site Dynamics101. It is of course a great honor that someone acknowledges the work that I and all the other people on the list have done and I would also like to encourage all that were not on the list that you might very well have been nr 26 so keep pushing and you will soon get there! I personally have been running this blog since May 2006 so it I will soon be celebrating 10 year and it is amazing to see that there are still posts from 2009 that are popular.

I was also very happy to see that my friend and colleague Rickard Norström’s blog was also on this list. My warmest congratulations to your achievment!

Gustaf Westerlund
MVP, CEO and owner at CRM-konsulterna AB
www.crmkonsulterna.se

Blogging and being a consultant

Some of you who read this blog are probably consultants and find it strange (or stupid) that I should share my knowledge with you and others on this blog and in the forums that I attend (mostly the swedish forum www.itproffs.se). Some other find it strange that I wont give answers to certain questions, so I thought I might clear things up a bit by describing my thoughts on what to blog on and what not.

In general, I will blog on topics that are non-customer specific, meaning that I will discuss common problems, design patterns, installation issues, tips and tricks. I might also discuss a specific solution in the aspect that it might be of interest for other implementors as inspiration. However, specific customer problems that are very unlikely to happen in other environments, customer specific analysis and designs are what I do for a living. I will not blog on these topics, in more than a general sense.

So, I will be more than happy to share my thoughts on common issues and if you want my opinion on any of those, please comment my blog or send me an email at gustaf (a) humandata.se.

I apply the same rules for postings in forums meaning that I will not answer questions like:
“We are a company that has 50 emplyees with 10 inside sales and 4 outside sales. How should we configure CRM?”. This question can only be answered by doing a deeper analysis of how the companys sales processes (and other processes) work, and the answer is a CRM design. The same question but focused on which license or what hardware would be needed, is more of a general question and this I could discuss.

Of course there will always be gray areas and I will leave this to my judgement and I hope you will respect this.

As for commenting, your chances are a lot greater if your comments are not anonymous. I also like to quote my grandfather who used to say: “It is better to drive a strong point than strong language (freely translated from Swedish)” meaning that harsh language will get you nowhere.

Gustaf Westerlund
CRM and SharePoint Consultant

Humandata AB
www.humandata.se