Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
Yammer Survivor Network
If you came to this site from the Observer / Guardian article then you can find more on the Yammer...
Date: 06/21/2015
Client360 Update for CRM 2015 Update 1
Please find the latest version of Client360 below, this resolves many of the issues that some of you...
Date: 06/15/2015
Microsoft Dynamics Contoso Insurance Video
On my last post I shared the video that Kevin made on natural user interaction, today I want to...
Date: 06/01/2015
Microsoft Dynamics CRM Online & Kinect Natural User Interaction Demo
At the partner event in March, we showed you a pretty exciting demo about the power of CRM Online as...
Date: 05/05/2015
A brief history of Microsoft CRM
Thank you to everyone for the great feedback and interest on my last post on Business Value...
Date: 03/09/2015
Business value and economic benefits with Microsoft Dynamics
One of the most satisfying parts of my job is going back to an implementation after the licences...
Date: 01/19/2015
One Dynamics, One Microsoft
Happy new year all! I have a few posts lined up for the start of the year and I will also be...
Date: 01/05/2015
Microsoft Social Listening – Content for Partners
Like my earlier posts on Customer Service (Parature) and Dynamics Marketing, two of my colleagues...
Date: 11/24/2014
My Session @ Convergence showing the Retail Banking Template (with Screenshots)
Thank you to all of you that came and watched the presentation last week. About two thirds of the...
Date: 11/09/2014
Dynamics Customer Service (Parature) – Content for Partners
Like my last post, two of my colleagues Gina Timm and Jessica love have put together some great...
Date: 11/03/2014
Dynamics Marketing – Content for Partners
Two of my colleagues Gina Timm and Jessica love have put together some great content and links that...
Date: 10/13/2014
CRM Solution Management and FinDemo
Recently I’ve had a number of conversations regarding ALM (application lifecylce management)...
Date: 09/08/2014
Retail Banking Template Demo Video
After a brief detour last week via the White House I am now back in London and pleased to be...
Date: 08/18/2014
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...
Date: 08/04/2014
Now Available On Premises: FinDemo A Core Financial Services Demo Pack
WPC starts this week and to start the week on a high I have decided to publish my core financial...
Date: 07/13/2014
Client 360 – Single View Component for Microsoft CRM
I have written about the Client 360 component before. This solution was built by one of my...
Date: 06/29/2014
Spring Wave: SharePoint, Outlook, Tablets, USD, SDK, CRM Online. Deconstructed
My last article “Microsoft CRM 2013 Spring Wave (SP1) Deconstructed” focussed on the...
Date: 06/16/2014
Microsoft CRM 2013 Spring Wave (SP1) Deconstructed
The latest version of Microsoft Dynamics CRM 2013 is now available online and on premises (SP1)....
Date: 06/02/2014
Microsoft CRM & Microsoft ERP Event List
We run a lot of events at Microsoft and so do our partners. However it is rare that everyone knows...
Date: 05/19/2014
Financial Services Demo (FinDemo) Update – Coming Soon
As I promised last time the core Financial Services demo (aka FinDemo) is being updated and along...
Date: 04/21/2014
Retail Banking Demo – Coming Soon
The team (thanks to Paul Mare and Marco Amoedo Martinez) and I are are in the process of releasing a...
Date: 04/07/2014
Tandem Skydive for Camille’s Appeal
For this week I have something a little different to tell you about. There are times when you hear...
Date: 03/24/2014
Convergence 2014 – Atlanta – My View
If you caught my with my last post on Convergence you will know that I am just back from Atlanta....
Date: 03/10/2014
Convergence 2014 – Atlanta March 4-7
Just over a week to go before Convergence 2014 in Atlanta and judging by the success we had with...
Date: 02/24/2014
UK Floods Hackathon – Feb 16! Calling all developers!
I have been working with the team here at Microsoft to help mobilise technical assistance and...
Date: 02/15/2014
CRM Implementation Best Practice with Microsoft Dynamics CRM
A lot of my time day-to-day is spent talking about product features and benefits and how these can...
Date: 02/10/2014
Client 360 – A Single Client View for Microsoft Dynamics CRM 2013
Continuing with the theme of the newly released Financial Services demo toolkit (aka FinDemo) I want...
Date: 01/20/2014
New Demo Builder with Financial Services Template is now Live
As I hinted last week my Core Financial Services Demo Pack which is now publicly available to...
Date: 12/23/2013
Financial Services Templates and Demo Solution Pack for Microsoft CRM
As this is probably the last post of the year I thought I would take the opportunity to thank you by...
Date: 12/16/2013
Embedding Power View Reports in CRM 2013 – The Easy Way
I recently rebuilt my demo to coincide with the launch of CRM 2013 and this means I needed to...
Date: 11/18/2013
Financial Services Business Process Template
My financial service business template is now Live! Some of you saw this during the CRM 2013 Beta...
Date: 11/08/2013
Convergence EMEA November 2013
So we are days away from Convergence and this time it is in EMEA! I will be speaking and will do a...
Date: 10/30/2013
Real-time language translation with Microsoft CRM, Bing & North52
I was going to write about Convergence EMEA November 2013 to give you a heads up on a couple of...
Date: 10/28/2013
CRM 2013 Posts, Activities & Notes Control
It has been an exciting few weeks at Microsoft recently, the launch of CRM 2013 is in full swing and...
Date: 10/21/2013
Power Map (GeoFlow) for Microsoft Dynamics CRM
Continuing with the theme of Analytics and Visualisations this week we are going to take a look at...
Date: 10/07/2013
Microsoft Dynamics CRM and Data Mining
As you have probably already gathered I’m a big fan of Analytics and Visualisations so when my...
Date: 09/23/2013
Microsoft CRM – Leading by Example
Continuing with the financial services theme I wanted to write about some of the most successful...
Date: 09/09/2013
CRM & User Adoption
My last post, CRM for Asset Management, proved to be very popular as was CRM for Investment Banking,...
Date: 08/26/2013
CRM for Asset Management – An Overview
This is a part of a series of articles on CRM for Financial Services. Recently I wrote about CRM for...
Date: 08/12/2013
Mark and Marco’s Seattle & Tech Ready Adventure!
One of the best things about working for Microsoft is the ability to further ones own knowledge. The...
Date: 07/29/2013
Microsoft Dynamics CRM and Tagging
The team over at xRM Consultancy have just released another add-on for Microsoft Dynamics CRM. Hot...
Date: 07/15/2013
Building a Hyper-V Environment for CRM Demonstrations
This blog post is really a prequel to two posts I wrote earlier this year: How to do a CRM Demo and...
Date: 07/01/2013
Product, Project and Day to Day Prioritisation
In my opinion the ability to prioritise is one of the most important skills people should try...
Date: 06/17/2013
XRM for Financial Services – Updated
A few months ago I wrote about XRM for Financial Services, today I am going to update this article....
Date: 06/03/2013
CRM Working Lunch – Financial Services
Last month I was a guest on “Working Lunch” a thirty minute UK Financial...
Date: 05/27/2013
Opportunity & Deal Analytics with Microsoft Dynamics CRM
Microsoft Dynamics CRM gives me great capabilities out of the box such as the ability to manage my...
Date: 05/20/2013
A CRM Timeline Component
Those that know me, know how much I like visuals, visualising information in a meaningful way can...
Date: 05/13/2013
Webinar: Mobile and Tablet Experiences for Financial Services Institutions
Last week my team and I put together a Webinar on the topic of Mobile CRM and Tablet Experiences for...
Date: 05/06/2013
My Top Outlook Features
With the integration of Outlook and Microsoft Dynamics CRM it is difficult to delineate what is an...
Date: 04/29/2013
CRM in Investment Banking – A summary
CRM in Investment Banking Last weeks blog about demo tips proved to be very popular, I was given a...
Date: 04/21/2013