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…

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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…

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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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Product, Project and Day to Day Prioritisation

In my opinion the ability to prioritise is one of the most important skills people should try to master. The problem with prioritisation is that it is not easy. We inherently don’t like making decisions, we also don’t like making sacrifices and sometime we do not want to face the ugly truth which is we can’t have everything we want,…

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XRM for Financial Services – Updated

A few months ago I wrote about XRM for Financial Services, today I am going to update this article. I will also write about the differences between XRM and Application Rationalisation. The image below I hope illustrates nicely a how a well defined CRM project can transform into to an XRM project and then to a…

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My Top Outlook Features

With the integration of Outlook and Microsoft Dynamics CRM it is difficult to delineate what is an Outlook feature and what is a CRM feature. A colleague of mine says CRM is not integrated with Outlook it is embedded in Outlook, I think that is a great way to think about it.  When I consider the challenges of user adoption in CRM projects I’m…

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CRM Workshop Questions and Requirements Gathering Techniques

Introduction As a follow on to my CRM Project Scoping post I wanted to provide some examples questions that I use to help me size and get an overall understanding of a CRM project. These discovery questions can help you understand not only the size or type of project but also some of the risks and issues of…

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Great Books for Software and Product Development

Product Development The PDMA Handbook of New Product Development (Kenneth B. Kahn) Link This was one of the first product management books I read. I still think its one of the best. It was this book that I first heard about Minimal Viable Product and it changed my thinking. Agile Product Management with Scrum: Creating Products That Customers…

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