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MarkMargolis

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

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