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Client360 Update for CRM 2015 Update 1
Please find the latest version of Client360 below, this resolves many of the issues that some of you reported recently with the solution and CRM2015 Update 1. Please also note that you may want to turn off turbo forms if you are still having problems with FinDemo / Client360. Client360Utilities_2015_2_0_managed...
15 Jun 2015
Microsoft Dynamics Contoso Insurance Video
On my last post I shared the video that Kevin made on natural user interaction, today I want to share another video he made with another colleague of mine Mark Robertson. The video will be placed on the official Microsoft YouTube channel very soon so you can show it to your customers, as soon as it is...
1 Jun 2015
Microsoft Dynamics CRM Online & Kinect Natural User Interaction Demo
At the partner event in March, we showed you a pretty exciting demo about the power of CRM Online as a platform, and how people might interact with business systems in the future. Those of you that attended the demo but where sceptical when I said we would make the code available to you, well here it...
5 May 2015
A brief history of Microsoft CRM
Thank you to everyone for the great feedback and interest on my last post on Business Value Realisation. I’ll be adding more on this topic in due course. For this week I wanted to share with you a presentation I did just recently for a partner event. Firstly I would like to thank Jukka Nirrranen...
9 Mar 2015
Business value and economic benefits with Microsoft Dynamics
One of the most satisfying parts of my job is going back to an implementation after the licences have been purchased and the software implemented to review the success of the project. The success of our customers is paramount to everyone at Microsoft and we are all incentivised to make sure that our...
19 Jan 2015
One Dynamics, One Microsoft
Happy new year all! I have a few posts lined up for the start of the year and I will also be releasing FinDemo for CRM 2015 in the next few weeks (also available on Demo Builder). So keep an eye on the blog and my twitter feed for more news on these. This week I […]
5 Jan 2015
Microsoft Social Listening – Content for Partners
Like my earlier posts on Customer Service (Parature) and Dynamics Marketing, 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. Below is a quick summary to get you started on Microsoft Social Listening ...
24 Nov 2014
My Session @ Convergence showing the Retail Banking Template (with Screenshots)
Thank you to all of you that came and watched the presentation last week. About two thirds of the way in just as I was about to start showing the main climax of the demo (single customer view / business process / timeline) my browser crashed and I was unable to show it! I quickly […]
9 Nov 2014
Dynamics Customer Service (Parature) – Content for Partners
Like my last post, 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 Parature Customer Service. Below is a quick summary to get you started (Social Listening will follow in the coming weeks on...
3 Nov 2014
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: ...
13 Oct 2014
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...
8 Sep 2014
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...
18 Aug 2014
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...
13 Jul 2014
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...
29 Jun 2014
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...
16 Jun 2014
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...
2 Jun 2014
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 […]
19 May 2014
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...
21 Apr 2014
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...
7 Apr 2014
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...
10 Mar 2014
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...
24 Feb 2014
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...
10 Feb 2014
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...
20 Jan 2014
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...
23 Dec 2013
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 […]
16 Dec 2013
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