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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
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
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
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. […]
18 Nov 2013
CRM Demo Tips, Do’s and Don’ts
I have been doing software demonstrations since the day I started working over 13 years ago. Whether that was demo’s to internal stakeholders to provide them with project updates or to clients or prospects I have been learning techniques for improving demo’s ever since. I have had the privilege...
15 Apr 2013
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