How Far Can You Take xRM?

Bonafide Funk… If you were wondering how you could use Microsoft Dynamics CRM for replacing large numbers of different apps (everything from Microsoft Access through to custom-built web applications), then this webinar is for you. The Welsh Government faced a significant challenge, needing to improve their service delivery for more than 200 business-related products and…


Microsoft Dynamics CRM In Financial Services

Private Eyes… This year, Microsoft Dynamics CRM was represented at Sibos 2013. Sibos is an annual conference, exhibition and networking event organised by SWIFT for the financial services industry, bringing together 7,000+ decision makers and subject-matter experts from financial institutions, market infrastructures, multinational corporations and technology partners (such as Microsoft). Given the reluctance of most…


Just How Big Is MarketingPilot?

Didjital Vibrations… To paraphrase the late, great Douglas Adams from his book Hitchhiker’s Guide to the Galaxy “MarketingPilot,” it says, “is big. Really big. You just won’t believe how vastly, hugely, mindbogglingly big it is. I mean, you may think it’s a long way down the road to the chemist’s, but that’s just peanuts to…


Thoughts on Convergence 2013

634-5789… Although I wasn’t able to be there in-person, all the sessions from this year’s Convergence conference in New Orleans were streamed live, enabling me to participate virtually. If you want to participate, you can access all the session recordings by signing up here. I haven’t watched all 26 CRM sessions, but of those I…


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…


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,…


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…


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….