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Customer Engagement

3 Keys to Customer Engagement Success (Part 1)

After over two decades of designing, building, and deploying Customer Relationship Management (“CRM”) and Customer Engagement (“CE”) systems, I’ve found recurring themes on what makes some projects more successful than others.  For this blog, I’ll use the newer term Customer Engagement (“CE”) to refer to any CRM or CE system…

After over two decades of designing, building, and deploying Customer Relationship Management (“CRM”) and Customer Engagement (“CE”) systems, I’ve found recurring themes on what makes some projects more successful than others.  For this blog, I’ll use the newer term Customer Engagement (“CE”) to refer to any CRM or CE system…

Compare Microsoft Dynamics 365 Sales Licenses

If you have been around Microsoft for more than about 15 minutes, you already know that Software Licensing can be very confusing.  In this article, I will try to simplify and compare the Microsoft Dynamics 365 Customer Engagement (“CE”) Sales License Types.  To avoid any confusion, please note that Microsoft…

If you have been around Microsoft for more than about 15 minutes, you already know that Software Licensing can be very confusing.  In this article, I will try to simplify and compare the Microsoft Dynamics 365 Customer Engagement (“CE”) Sales License Types.  To avoid any confusion, please note that Microsoft…

Walk Thru: Build a Power Portal to Collaborate with Clients

One of my favorite aspects of consulting is the constant challenge of a new requirement, especially when I get to learn something new.  In this case, I was asked to set up a Customer Power Portal that would allow contacts to be assigned Tasks which they would update, upload documents…

One of my favorite aspects of consulting is the constant challenge of a new requirement, especially when I get to learn something new.  In this case, I was asked to set up a Customer Power Portal that would allow contacts to be assigned Tasks which they would update, upload documents…

Microsoft Dynamics 365 – Special Offer

New Customers can receive a 100% discount for Dynamics 365 in the first 4 months with a minimum 1-year commitment. To qualify you must be net new to either Dynamics 365 Sales Professional or Dynamics 365 Customer Service Professional. • Offer available through June 30, 2021 • No minimum or…

New Customers can receive a 100% discount for Dynamics 365 in the first 4 months with a minimum 1-year commitment. To qualify you must be net new to either Dynamics 365 Sales Professional or Dynamics 365 Customer Service Professional. • Offer available through June 30, 2021 • No minimum or…

DC @ DC | sa.global at DynamicsCon

DynamicsCon is a free online event with sessions coming up on March 16-18, 2021. DynamicsCon sessions are selected by the community through an online voting process. The conference strives for a fun, relaxed atmosphere where anyone is welcome to attend. Attending live is ideal, as you can chat with presenters…

DynamicsCon is a free online event with sessions coming up on March 16-18, 2021. DynamicsCon sessions are selected by the community through an online voting process. The conference strives for a fun, relaxed atmosphere where anyone is welcome to attend. Attending live is ideal, as you can chat with presenters…

Training:  An Afterthought or the Most Important Element?  10 Tips to Make Your Customer Engagement Implementation a Success

As I entered the consulting world this year, I was excited to learn all I could.  Expectedly, my learning curve was steep, but I also noticed an area consistent with my previous background experience – training.  New clients would partner with us and those with previous partners often had the…

As I entered the consulting world this year, I was excited to learn all I could.  Expectedly, my learning curve was steep, but I also noticed an area consistent with my previous background experience – training.  New clients would partner with us and those with previous partners often had the…

DC Digest – 2020 Edition 11

Dear Friends,  It’s hard to believe that the holiday season is upon us.  In many ways, it feels like the year has blown by, and in other ways, it feels like the longest year ever.  Nevertheless, it is here, and I LOVE IT!  Perhaps because there are so many lists to be…

Dear Friends,  It’s hard to believe that the holiday season is upon us.  In many ways, it feels like the year has blown by, and in other ways, it feels like the longest year ever.  Nevertheless, it is here, and I LOVE IT!  Perhaps because there are so many lists to be…

DC Digest – 2020 Edition 10

For those I haven’t communicated with before I’d like to introduce myself: I’m Michael Luehr (think fishing lure) – based out of our Chicago office and I’m our Microsoft 365 Practice Manager. If you would have told me in 2012 that I would someday be working directly with Jon &…

For those I haven’t communicated with before I’d like to introduce myself: I’m Michael Luehr (think fishing lure) – based out of our Chicago office and I’m our Microsoft 365 Practice Manager. If you would have told me in 2012 that I would someday be working directly with Jon &…

Dynamics 365 CRM/CDS Storage Pricing & Enforcement

Storage for Dynamics 365 environments has been a hot topic for us over the past few months. Microsoft announced the new storage pricing a good while ago, but have just recently started enforcing limitations on customers that are consuming more storage than their subscription, which is putting pressure on everyone…

Storage for Dynamics 365 environments has been a hot topic for us over the past few months. Microsoft announced the new storage pricing a good while ago, but have just recently started enforcing limitations on customers that are consuming more storage than their subscription, which is putting pressure on everyone…

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