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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 help businesses achieve their goals with our product(s). Increasingly however, I spend more of my time talking about CRM implementation best practis...

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Microsoft Dynamics CRM and Data Mining

As you have probably already gathered I’m a big fan of Analytics and Visualisations so when my colleague Manuel Altermatt told me he was doing some work on CRM and Data Mining and wanted to do a  guest post I jumped at the chance! You can co...

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The Microsoft Platform Slide

A few people have been asking about this slide that I presented last week, so I thought I share it publicly here. The download link for the source file is at the bottom of this page. It describes at a high level how the various elements of the Mic...

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Agents and the future of Business & Apps

An illustrative guide: How conversational UIs and agents simplify complex tasks, demonstrating the transformative impact of AI on user experience, efficiency and application design. There are many developments in the industry regarding agents, whi...

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Back to the future (of SaaS)

A colleague and I recently collaborated on ideas for a customer meeting we had coming up. Special thanks to Steve Everett for the initial idea and the subsequent narrative we developed. We aimed to address why, despite many technological advanceme...

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My Convergence 2013 Summary

Last week my project scoping document proved to be very popular so I’m going to add more articles like this in the future. This week however, I decided to summarise what I felt were the key points from this years Convergence 2013. I will pub...

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Product, Project and Day to Day Prioritisation

In my opinion the ability to prioritise is one of the most important skills people should try to master. The problem with prioritisation is that it is not easy. We inherently don’t like making decisions, we also don’t like making sacri...

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XRM for Financial Services

I recently put together a presentation on Microsoft Dynamics CRM as a platform. I can’t share the entire deck, but I have been able to pull out three slides for this article. The concept of  Microsoft Dynamics CRM as a platform has been arou...

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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 Microsoft Customers and Partners via Demo Builder: http://demobuilder.cloudapp.net. This demo pack is a great place to start building out your Financial ...

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