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.
Month: October 2021
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.