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 .   Features: Analyse social data in an…


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…


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 this blog). I’ll be at…


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:   Website for Dynamics Marketing…


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 advise working unmanaged in development and managed in…


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 video &…


Announcing the Yammer network for survivors of disasters

I’m very excited that last week on Tuesday 29th July 2014 we announced the availability of the Yammer network for survivors of disasters at the White House Disaster Response Innovation and Recovery Day. I was honoured to be asked to talk at the White House for the announcement and I will remember the day for a…


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. For those times that…


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 available as separate install files files. This…


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 brings enhancements for organisation using CRM Online and SharePoint on-line by…