CRM Pre-Sales “Top Tips” Part 1 – Demo Data

My Forbidden Lover… It’s approaching the end of another year, and now’s the time I start to sort through a bunch of stuff that has been at the bottom of my “To Do” list pretty much all year. I’ve been trying to get round to writing a series of articles about “best practice” for Microsoft…


CRM 2013 eLearning Course

Rebels Are We… Thanks to my Danish colleague, Jesper Osgaard, for spotting the availability of a new CRM 2013 eLearning course. You can find the course by searching for course number 80543AE “Introduction to Microsoft Dynamics CRM 2013” via the Microsoft Training Catalogue here – If you (or your company) already have access to…


Industry Templates For CRM 2013

Strike Up The Band… Last week at Microsoft Convergence EMEA 2013 we announced the imminent availability of a number of industry-specific templates for Microsoft Dynamics CRM 2013, providing additional functionality for businesses in sectors as diverse as Wealth Management and Local Government. The good news is that are now available for download, free of charge,…


MOCA or EXPRESSO. What’s Your Mobile CRM?

Est-Ce Que C’est Chic… Announced this morning at the Microsoft Dynamics Convergence 2013 EMEA conference, not only do we have the CRM 2013 Mobile Companion Apps (MOCA) for iPad and Windows 8, but we have now released the CRM 2013 Phone Apps for Windows Phone, iPhone and Android (affectionately known as EXPRESSO as a nod towards Mobile…


Next CRMUG Meeting – 28th November 2013

Dance, Dance, Dance (Yowsah, Yowsah, Yowsah)… Just a quick post to mention the next CRM User Group UK regional chapter meeting will be held on Thursday 28th November 2013 at the Microsoft Cardinal Place offices, in London (close to Victoria Station). If you have not joined the CRMUG, this is a really good opportunity to network…


CRM Social Insights With InsideView

Mr. Never In A Million Years… One of my favourite 3rd-party, add-on solutions for Microsoft Dynamics CRM is InsideView, and I have been using their social insight capabilities in most of my customer demos for a the last couple of years. What is social insight? Well, InsideView is a cloud service that scans thousands of…


Microsoft Dynamics Convergence 2013 EMEA

Promise Her The Moon… Just a quick post to remind you that the Microsoft Dynamics Convergence EMEA conference is taking place in Barcelona from 4th to 6th November 2013. I shall be there for all three days, speaking at the Financial Services Networking Breakfast on Wednesday 6th as well as manning the CRM Financial Services…


CRM 2013 UK Launch Events in November 2013

Blue Ocean… Just a quick post to let you know that we are running customer events here in the UK as part of the CRM 2013 global launch. There are three venues in London, Manchester & Edinburgh, with two events at each venue, one for Public Sector customers and the other for everyone else. Just click…


CRM 2013 Mobile Client For iPad

Ride Your Pony… Go check the App Store folks- This posting is provided “AS IS” with no warranties, and confers no rights. When not working with Microsoft Dynamics CRM, Simon can be found singing with The Chain Gang. Berkshire’s leading live Soul, Funk, Disco and Motown function band.


CRM 2013 On-Premise Downloads

Illumination Theory… Following on from my previous post, CRM Online Orion Is Now Live, the CRM 2013 on-premises RTM bits are now available from Microsoft Downloads. CRM 2013 Language Packs – here CRM 2013 Server – here CRM 2013 Email Router – here CRM 2013 Report Authoring Extensions – here CRM 2013 Client For Outlook -…