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 – http://learning.microsoft.com. If you (or your company) already have access to…

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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,…

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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…

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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…

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CRM Online Orion Is Now Live

False Awakening Suite… The wait is over. CRM Online 2013 (formerly codenamed “Orion”) is available in our datacentres in EMEA, APAC and the AMERICAS (for more details see our full announcement here). If you want to test-drive this brand new release, you can simply create a brand new 30-day trial from our trial landing page here. No…

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CRM Online Operational Readiness Training

Book Of Thel… Just a quick post to let all our CRM Online partners know about a 1hr “Orion” operational readiness training session running this September. We are running this session multiple times to accommodate different time-zones, so you only need to register once. AMERICAS EMEA APAC English: September 19, 2013, 1:00 PM CST English:…

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***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…

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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,…

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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…

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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….

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