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Recent Posts
Taking your Power-BI-in-Dynamics demo to the next level, literally
Analytics --which I'll use generically to cover dashboards, reports, and visualization -- can be the source of two of the biggest mistakes I see in demos: Showing a bunch of analytics without ever...
A presentation about Microsoft Dynamics that was given to a healthcare organization during the height of COVID around a highly competitive, yet basic, CRM project.
Here are some little Customer Service bits not worth a blog post of their own: Agents: hopefully you've already read and implemented my ideas for agents. Cases: if your top topic isn't a case...
A bunch of little bits you can sprinkle throughout a demo of Microsoft Dynamics Marketing, with examples for segments, events, lead scoring models, emails, Power BI, and more.
Presales discovery questions for Microsoft Dynamics Customer Engagement solutions
A list of suggested Presales discovery questions for Dynamics Customer Engagement, or CRM, solutions including Marketing, Sales, Customer Service, Field Service, and Customer Insights.
Setting your demo of the Microsoft Dynamics Marketing Outbound Marketing customer journey designer to one of the most popular rock songs of all time.