Metaphorix workshops a great success in 2012

This year Metaphorix has run a number of successful free workshops which have been enthusiastically attended by many Metaphorix customers.

The workshops have been a great way for customers to learn about different products or parts of systems they are not currently and Metaphorix can help them implement.

The feedback we have received from the customer who attended the workshops has been very positive and most attendees were keen to attend other courses in the future.

Metaphorix have enjoyed putting on the workshops as it has been a great way to meet our customers in person and has been very enlightening seeing the different ideas people have about using and implementing the systems.

The attendees have also benefited by sharing ideas and experiences with each other because first hand experience is an excellent resource to plan your own systems.

Make sure to keep reading Metaphorically speaking and reading this blog to keep informed of more workshops in the new Year.

A special thanks to Liz Van Heerden for doing an excellent job of organising the workshops

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Metaphorix Introduction to Dynamics CRM course was a great success

Yesterday Metaphorix ran the Back to Basics : An Introduction to Dynamics CRM course.  The course was an introductory course to give people an idea of how Dynamics CRM works in the areas of sales, marketing and services and gave a quick demonstration of dynamic CRM’s features.

The course was a free course to existing Metaphorix customers and the turn out was very good.  The course was an excellent introduction to customers who don’t currently use dynamics CRM and it was also a good overview for customers who do own it but for users who are not yet using it.

Below describes the areas covered by the course.

  • Deployment & purchase optionsl
  •      – On Premise
  •      – Hosted
  •      – CRM Online
  • An introduction to the interface(s)
  • Reporting & dashboards
  • Marketing
  • Sales
  • Service
  • The power of workflow (process automation)
  • Customisation at your fingertips

The course was run by Andy Patrick who did an amazing job of running through all the topics in the afternoon but it did leave the door open for future sessions focusing on areas such as marketing, sales or service.

The attendees were enthusiastic about the topics covered and interesting everyone seemed to have a different vision for using CRM and ideas were shared on current dynamic CRM usage.

The course was a big success and the only complaint I was someone complaining the course was too short.

I (Ben Hosking) popped in to watch a bit of the presentation, meet some of the customers I have only had the pleasure of speaking to on the phone and help answer any dynamic CRM questions.

Well done to Liz van Heerden for organising the event.

Metaphorix CRM Consultant passed the Microsoft Dynamics CRM 2011 Applications Exam

Congratulations to Ben Hosking who passed Microsoft Dynamics CRM 2011 Applications Certification today.

Metaphorix Limited has numerous staff members certified in Dynamics NAV, Microsoft Dynamics CRM and Sure Step 2010.

The Microsoft Dynamics CRM 2011 Applications Certification covers all the ares of CRM, including Sales, Marketing, Services, Scheduling and some new features in CRM 2011.

To see the full criteria the exam covers you can go to the official certification link

http://www.microsoft.com/learning/en/us/exam.aspx?ID=MB2-868#tab2

Some great Jet videos

We recently found some excellent videos on Jet report, in fact there is a youtube channel called Jetreport’s Channel

The channel is worth looking at if you are just starting out using Jet reports and I have selected a few below.  If you are interesting in purchasing Jet reports or would like some consultancy regarding Jet reports please go to the Metaphorix website for more details, we would love to hear from you.

Intro video

http://www.youtube.com/watch?v=rk-kDIqqt0U&feature=related

Build a Report

http://www.youtube.com/watch?v=7pO8V-3jgPk&list=UUYkEGisWptKIjtvNm4YKxlw&index=2&feature=plcp

Sales

http://www.youtube.com/watch?v=dzNnH0-saDo&list=UUYkEGisWptKIjtvNm4YKxlw&index=9&feature=plcp

Finance

http://www.youtube.com/watch?v=JMX1ehT9fjc&list=UUYkEGisWptKIjtvNm4YKxlw&index=10&feature=plcp

Microsoft plan to bring ERP to the cloud

An interesting article from Mary Jo Foley about Microsoft’s plans on released their Dynamic ERP products to the cloud can be found here

It  mentions some very interesting points about the cloud policy from Microsoft regarding the ERP products.  The main theme of the article is Microsoft are definitely going to put these products in the cloud but isn’t going to pressure customers to use it.

I was also interested to read Microsoft Dynamic ERP products will be using the same update system as the CRM product which is two major releases a year.  This is a definite acceleration of enhancements from Microsoft and will make working Dynamics NAV even more interesting.

Metaphorix believe to take advantage of these improvements it’s important to have a great support desk, skilled NAV consultants and a great working relationship with their clients.

Metaphorix also believe in keeping up to date with any new functionality and version of NAV so we will be able to use the functionality effectively and produce the best solutions for a our customers.

please click here to visit the Metaphorix website and contact us for more information

Metaphorix new website is live

Metaphorix has a brand new website so please have a look http://www.metaphorix.co.uk/.

The website now looks fantastic and is considerably faster than the previous website, we have also used the opportunity to update the contents.

There is now a link on the website to all the social media channels Metaphorix uses to interact with customers and potential customers, these can be found on the news page.

For those of you who have twitter accounts you can follow Metaphorix on twitter

https://twitter.com/#!/meta_tweets

It has a mix of Microsoft Dynamic NAV and CRM links and tweets from the employees of Metaphorix.

Christmas Opening Hours for Metaphorix Support

The Metaphorix Support Desk will be operating over the festive period at the following times:

  • Friday 23rd December: 9am to 1pm
  • Saturday 24th December to Tuesday 27th December: Closed
  • Wednesday 28th December to Thursday 29th December: 9am to 4pm
  • Friday 30th December: 9am to 1pm
  • Saturday 31st December to Monday 2nd January: Closed
  • Tuesday 3rd January back to normal hours

Merry Christmas to all our customers and I hope everyone has a fantastic 2012

if you find yourself working over the Xmas period and have a spare couple of minutes, try typing the search below into google

Let it snow

A List of Excellent CRM blogs

The first blog on the list would have to be Metaphorix CRM experts very own blog

Hosks Dynamic CRM 2011 blog

I might have to change the name either in 2012 or when Microsoft release the new version of CRM.

Microsoft Dynamics Team Blog

Customer Effective Blog

A CRM Riff

PowerObjects Blog

Microsoft Dynamics Team Blog

Customer Effective Blog

A CRM Riff

I would also add a few more blogs to that list

http://inogic.blogspot.com/

http://nishantrana.wordpress.com/

http://weblogs.asp.net/gayanperera/default.aspx

http://crm.davidyack.com/

Metaphorically Speaking – Edition 53 – miraclePay Year-end Process Training Courses

This year, the providers of the Dynamics NAV Payroll solution miraclePAY, will be running training courses to cover year-end procedures, new features and functionality.

If you are a user of miraclePAY or miraclePAY LITE we would like to recommend that you attend one of these courses to ensure your year-end process runs as smoothly as possible.

Please click on the link below to find out more about the courses and how to register.

Miracle Year End Courses

If you have any particular queries you would like to discuss, please contact Liz van Heerden  or your account manager at Metaphorix
Click here to visit the Metaphorix homepage to see how Metaphorix uses Microsoft Dynamics CRM and NAV and other products and services.