Microsoft Dynamics CRM Windows 8 Concept Demo

Festival De Ritmo… A couple of months ago I saw a Windows 8 “CRM for Sales” concept demo produced by Reuben Krippner from the CRM product marketing team. Although it was just a standalone UI demo, it provided a good insight into where the CRM product engineering team were going with their planned “Orion” release…


CRM “Polaris” Beta Preview Programme

Tower Of Inspiration… If you are interested in additional information about the upcoming “Polaris” release of Microsoft Dynamics CRM, you can now sign up to the CRM Beta programme. This provides access to the Update Rollup 12 preview, recorded training sessions, preview documents, preview SDK etc. To register via the Microsoft Connect site, simply click…


***UPDATED*** CRM Online “Polaris” Release (Q4 2012) Details

The Attack On Rue Plumet… Earlier this week we made some training courses available within the Microsoft Partner Network (MPN) Partner Learning Centre, for the upcoming Q4 2012 release of CRM Online (codename “Polaris”). Microsoft Dynamics CRM December 2012 Service Update: SDK New Features (39mins) Microsoft Dynamics CRM December 2012 Service Update: Cross Browser and…


Microsoft Partners With Moxie Software.

Do You Hear The People Sing… Last week we announced a partnership with Moxie Software to provide deep integration between their multi-channel solutions and Microsoft Dynamics CRM. Available immediately both on-premises or in the cloud, the following Moxie products are now integrated with Microsoft Dynamics CRM: Knowledge Spaces – provides instant and accurate information for…


Why Won’t CRM 2011 Charts Display?

A Little Fall Of Rain.. This issue cropped up a couple of times in the last month, so I figured it was worth a quick post to help out anyone else who might come across it. No matter what we tried, we couldn’t get CRM charts to display on any PC at a particular customer,…


Windows 8 As A Demo Laptop

Master Of The House… Almost 2 years ago I took delivery of my current laptop, and after dabbling with Oracle VirtualBox, settled on using Windows Server 2008 R2 with Hyper-V as my base operating system for virtual machine demos. This configuration served me well for the last couple of years, but I’ve always had a…


Building A CRM Demo For Financial Services (Part 2)

Good Vibrations… Following on from my previous post Building A CRM Demo For Financial Services (Part 1), I thought I’d spend a bit of time looking at a specific piece of functionality related to customer on-boarding. Whether it be for retail banking, wholesale banking or wealth management, at the very least some kind of credit…


New Pre-Sales Technical Specialist Accreditation

Empty Chairs At Empty Tables… I was surfing the Microsoft Worldwide Partner Conference web site when I spotted a news article announcing a new pre-sales accreditation programme that is available for Microsoft Partners via the Microsoft Partner Network (MPN). The training is available for a number of MPN competencies, including CRM, and the best news…


Building A CRM Demo For Financial Services (Part 1)

Bring Him Home… For more than 6 years I have been selling Microsoft Dynamics CRM to a wide spectrum of customers in the financial services industry, and a significant part of my pre-sales role involves building and delivering demonstrations of our software to a variety of audiences, from senior business executives through to enterprise architects….


Demo Outlook Client Not Connecting

I Dreamed A Dream… The other day, one of my colleagues rebuilt their demo laptop with our corporate build of Windows 8 consumer preview. Taking advantage of the Hyper-V support now built into the latest version of our desktop operating system, he decided to create a brand new “All-In-One” CRM demo image complete with SQL…