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 verticals / scenarios: Asset & Wealth Management, Corporate &…

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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…

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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….

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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 ID. In the next…

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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: https://aka.ms/emea13 to find out the latest, first! I’m expecting to get information early so stay tuned. I’ll try to…

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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…

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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…

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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…

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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 CRM is widely recognized…

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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…

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