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  • Blog Post: Dynamics Marketing – Content for Partners

    Two of my colleagues Gina Timm and Jessica love have put together some great content and links that provide a wealth of information on our products including Dynamics Marketing. Below is a quick summary to get you started (Parature and Social Listening will follow in the coming weeks on this blog:  ...
  • Blog Post: CRM Solution Management and FinDemo

    Recently I’ve had a number of conversations regarding ALM  (application lifecylce management) and solution management with Microsoft CRM 2013. The debates over Managed solutions vs UnManaged is alive and well! Like many I have my own view. There is no wrong or right answer but in principal I would...
  • Blog Post: Retail Banking Template Demo Video

    After a brief detour last week via the White House I am now back in London and pleased to be releasing some further templates via DemoBuilder. I recorded a short video of the Retail Banking template for the World Wide Partner Conference (WPC) and the guys at corp have kindly turned this into a polished...
  • Blog Post: Now Available On Premises: FinDemo A Core Financial Services Demo Pack

    WPC starts this week and to start the week on a high I have decided to publish my core financial services demo pack as a standalone install for on premises scenarios. I strongly advise that you continue to use DemoBuilder to provision the template as this comes preconfigured and will save you some time...
  • Blog Post: Client 360 – Single View Component for Microsoft CRM

    I have written about the Client 360 component before. This solution was built by one of my colleagues Paul Mare so all credit goes to him! Those of you familiar with the existing Financial Services templates will recognise this component already as I embeded it into FinDemo. We are now making these solutions...
  • Blog Post: Spring Wave: SharePoint, Outlook, Tablets, USD, SDK, CRM Online. Deconstructed

    My last article “Microsoft CRM 2013 Spring Wave (SP1) Deconstructed”  focussed on the new application features of CRM, this time I am going to cover the following: SharePoint Microsoft Office Outlook CRM for Tablets Unified Service Desk (USD) SDK CRM Online   SharePoint This release...
  • Blog Post: Microsoft CRM 2013 Spring Wave (SP1) Deconstructed

    The latest version of Microsoft Dynamics CRM 2013 is now available online and on premises (SP1). Below is a summary of some of the primary features included. Please be aware that some of the functionality provided in this latest release was available in previous versions (case routing via workflow for...
  • Blog Post: Microsoft CRM & Microsoft ERP Event List

    We run a lot of events at Microsoft and so do our partners. However it is rare that everyone knows about all the different events so I though I would start publishing a page of all the upcoming events. The criteria for for an event on my blog will be: The event Topic must involve Microsoft […]
  • Blog Post: Financial Services Demo (FinDemo) Update – Coming Soon

    As I promised last time the core Financial Services demo (aka FinDemo) is being updated and along with the Retail Banking demo should be live in the next few weeks. All the changes I described on the Retail Banking demo will in included in the update below. In summary changes include: Much cleaner sitemap...
  • Blog Post: Retail Banking Demo – Coming Soon

    The team (thanks to Paul Mare and Marco Amoedo Martinez) and I are are in the process of releasing a new version of FinDemo. This should be ready in the next two weeks. I’ll post some further information on this in two weeks time right here. Right now I am concentrating a retail banking demo which...
  • Blog Post: Convergence 2014 – Atlanta – My View

    If you caught my with my last post on Convergence you will know that I am just back from Atlanta. This was my second convergence and my second opportunity to speak. I must say I thoroughly enjoyed the entire experience. I was expecting to speak at only the Financial Services session but after a call...
  • Blog Post: Convergence 2014 – Atlanta March 4-7

    Just over a week to go before Convergence 2014 in Atlanta and judging by the success we had with Convergence EMEA in Barcelona last November, Atlanta is going to be huge!  I am really looking forward to this one. With the exciting announcements we made last week Convergence gives people the opportunity...
  • Blog Post: CRM Implementation Best Practice with Microsoft Dynamics CRM

    A lot of my time day-to-day is spent talking about product features and benefits and how these can help businesses achieve their goals with our product(s). Increasingly however, I spend more of my time talking about CRM implementation best practise than I do about product capability. This pleases me...
  • Blog Post: Client 360 – A Single Client View for Microsoft Dynamics CRM 2013

    Continuing with the theme of the newly released Financial Services demo toolkit (aka FinDemo) I want to share you a little more information on one of its components: Client360. This component was built by a colleague of mine Paul Mare and is one of the most useful CRM components I have ever used. So...
  • Blog Post: New Demo Builder with Financial Services Template is now Live

    As I hinted last week my Core Financial Services Demo Pack which is now publicly available to Microsoft Customers and Partners via Demo Builder: http://demobuilder.cloudapp.net. This demo pack is a great place to start building out your Financial Services Demo. The solution currently caters for the sub...
  • Blog Post: Financial Services Templates and Demo Solution Pack for Microsoft CRM

    As this is probably the last post of the year I thought I would take the opportunity to thank you by sharing some new toys for you to play with until I return early January 2014. These are : The new Financial Services Templates My Core Financial Services Demo Pack which I will be making […]
  • Blog Post: Embedding Power View Reports in CRM 2013 – The Easy Way

    I recently rebuilt my demo to coincide with the launch of CRM 2013 and this means I needed to reconfigure CRM, SharePoint and SQL in order to display my Power View reports in CRM. With all the work I needed to do in order to prepare for Convergence EMEA I just didn’t have the time. […]
  • Blog Post: Financial Services Business Process Template

    My financial service business template is now Live! Some of you saw this during the CRM 2013 Beta and the training blitz, others may of seen this during this weeks Convergence 2013 EMEA. You can download the solution here. ITs free but you will need to login with your Microsoft Live/Hotmail/Outlook.com...
  • Blog Post: Convergence EMEA November 2013

    So we are days away from Convergence and this time it is in EMEA! I will be speaking and will do a combination of live blogging and tweeting so follow me on @markmargolis and bookmark this page: http://aka.ms/emea13 to find out the latest, first! I’m expecting to get information early so stay...
  • Blog Post: Real-time language translation with Microsoft CRM, Bing & North52

    I was going to write about Convergence EMEA November 2013 to give you a heads up on a couple of things, however North52 sent me this video which I couldn’t wait to share. Stay tuned on Wednesday for some information on Convergence. I was out with with a few CRM consultants this week and we got...
  • Blog Post: CRM 2013 Posts, Activities & Notes Control

    It has been an exciting few weeks at Microsoft recently, the launch of CRM 2013 is in full swing and Convergence is only a few weeks away. I have 2-3 speaking sessions, so if your going, I do hope you’ll come by and say hello. I’ve been asked to cover Convergence via my twitter feed […...
  • Blog Post: Power Map (GeoFlow) for Microsoft Dynamics CRM

    Continuing with the theme of Analytics and Visualisations this week we are going to take a look at Power Map for Excel. This used to be known as GeoFlow but is the same thing as Power Map. In this article we will see how we can further analyse our Opportunity information using Power Map and […...
  • Blog Post: Microsoft Dynamics CRM and Data Mining

    As you have probably already gathered I’m a big fan of Analytics and Visualisations so when my colleague Manuel Altermatt told me he was doing some work on CRM and Data Mining and wanted to do a  guest post I jumped at the chance! You can contact manuel on analyticalcrm@outlook.com. Whilst Dynamics...
  • Blog Post: Microsoft CRM – Leading by Example

    Continuing with the financial services theme I wanted to write about some of the most successful case studies in the industry. Rather than just provide you a link to the case studies I have tried to pull out the salient points in two to four bullet points. If you want further detail then I have […...
  • Blog Post: CRM & User Adoption

    My last post, CRM for Asset Management, proved to be very popular as was CRM for Investment Banking, so I will continue to add to the series with the my next instalment likely to be CRM for Retail Banking. This time hower I am going to talk about User Adption In my view CRM User adoption is […...
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