Marketing Lists vs Views

Yesterday while I was driving home from CRMUG in Chattanooga, TN, I was listening to the CRM MVP Podcast Episode 58 hosted by the fantastic Forms Pro guru Megan Walker. In this episode (which I highly recommend giving a listen to!) Megan talks about her top 10 favourite things about Forms Pro. I found this … Continue reading Marketing Lists vs Views →

Dynamics 101: The Core Records – Leads, Contacts and Accounts

At its most basic level, Dynamics Customer Engagement is a tool that allows you to maintain a virtual Rolodex – it’s a central location where you can easily look up an Account, see all the Contacts related to that Account and if there are any potential Leads related. You get a complete picture of your … Continue reading Dynamics 101: The Core Records – Leads, Contacts and Accounts →

My first weekend D365 event and why you should attend one!

This weekend I had both the pleasure of attending and the absolute honour of speaking at a D365 Saturday event in my favourite European city - Amsterdam! As with all community events, it was attended by some of the best and the brightest in the Dynamics community with talks ranging from the inspirational to full … Continue reading My first weekend D365 event and why you should attend one! →

The Many Faces of Dynamics CE

Are you completely new to Dynamics and have no clue where to start? Perhaps you've started a new job that uses Dynamics 365 to manage their Customer Relationships or you're wondering what all the fuss is about? Do all these conversations about Entities and Modules and Relationships and Records have you as confused as this … Continue reading The Many Faces of Dynamics CE →