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MarkMargolis

CRM Demo Tips, Do’s and Don’ts

I have been doing software demonstrations since the day I started working over 13 years ago. Whether...

Author: Mark Margolis Date: 04/15/2013

CRM Workshop Questions and Requirements Gathering Techniques

Introduction As a follow on to my CRM Project Scoping post I wanted to provide some examples...

Author: Mark Margolis Date: 04/08/2013

2-way SMS Messages with Microsoft Dynamics CRM 2011

Recently I had to do a demo of Microsoft Dynamics CRM 2011 Online for a customer to show how CRM...

Author: Mark Margolis Date: 03/31/2013

My Convergence 2013 Summary

Last week my project scoping document proved to be very popular so I’m going to add more...

Author: Mark Margolis Date: 03/25/2013

A Sample CRM Project Scoping / Initiation Document

Over the years I have found that the biggest challenge in any CRM project is not the technology...

Author: Mark Margolis Date: 03/18/2013

A Sample Microsoft CRM 2011 Demo Script

Last December we put together an event here in London, for that event I wrote a demo script which I...

Author: Mark Margolis Date: 03/11/2013

Microsoft Dynamics CRM Licencing Simplified

I have to start with a warning: Firstly: The following is a guide only, it is intended to give you...

Author: Mark Margolis Date: 03/03/2013

Great Books for Software and Product Development

Product Development The PDMA Handbook of New Product Development (Kenneth B. Kahn) Link This was one...

Author: Mark Margolis Date: 02/24/2013

Microsoft Dynamics Windows 8 Concept Application- Renewing the developer licence

A quick tip and slight deviation from my normal schedule of a Monday morning post: Recently my...

Author: Mark Margolis Date: 02/20/2013

The Developer Desktop

I often get asked by clients as they embark on a development project with Microsoft Dynamics CRM...

Author: Mark Margolis Date: 02/17/2013

XRM for Financial Services

I recently put together a presentation on Microsoft Dynamics CRM as a platform. I can’t share...

Author: Mark Margolis Date: 02/10/2013

Power View with CRM 2011 and CRM Online – Demo Setup Instructions

The following article will give you step by step instructions on how to build and demo a Power View...

Author: Mark Margolis Date: 02/03/2013

Charts and Visualisations for Microsoft Dynanmics CRM 2011

I am a strong believer that the user interface and user experience of any application has to be at...

Author: Mark Margolis Date: 01/27/2013

Office 365 and Microsoft CRM Email Router Pemissions (PowerShell)

This article describes how to set up Office 365 and the CRM Email Router. There are two excellent...

Author: Mark Margolis Date: 01/21/2013

The Microsoft Products and Services Portfolio has just been updated

The Microsoft Products and Services Portfolio has just been updated. I’m always fascinated by...

Author: Mark Margolis Date: 01/11/2013

Update Rollup 12 for Microsoft Dynamics CRM 2011 is available from today

Update Rollup 12 is now available to download for on premise customers. Main features are: Multi...

Author: Mark Margolis Date: 01/10/2013

CRM 2011 & SharePoint iFrame Error

This is not really an error but it is also most definitely not the behaviour you want. If you get...

Author: Mark Margolis Date: 01/07/2013

Happy New Year!

So it’s a new year and I could not let another one go by without another blog on the internet,...

Author: Mark Margolis Date: 01/02/2013

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