Customer Engagement

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…

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…

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…

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…

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…

Redmond joined DC in mid-November as its Microsoft Dynamics 365 Customer Engagement Practice Manager. For DC President Jonathan Stypula, the pairing makes perfect sense.

Redmond joined DC in mid-November as its Microsoft Dynamics 365 Customer Engagement Practice Manager. For DC President Jonathan Stypula, the pairing makes perfect sense.

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…

The Editable Grid control is a handy tool within Dynamics CRM that allows users to edit a record in line in a list view without needing to open the form. Although enabling the editable grid is pretty straight-forward, there are some things to know that will help you provide the…

The Editable Grid control is a handy tool within Dynamics CRM that allows users to edit a record in line in a list view without needing to open the form. Although enabling the editable grid is pretty straight-forward, there are some things to know that will help you provide the…

Having inconsistently formatted phone numbers in D365 is a huge bummer and remembering how to format a phone number for your new contact in Uzbekistan is even worse!  (It is +998 66 905 23 45 by the way.) There have always been clever ways to come up with methods for…

Having inconsistently formatted phone numbers in D365 is a huge bummer and remembering how to format a phone number for your new contact in Uzbekistan is even worse!  (It is +998 66 905 23 45 by the way.) There have always been clever ways to come up with methods for…

[This post has been updated with the latest methods for Dyn365CE 9.0+. Originally Posted April 26, 2018] Dynamics 365/CRM has come a long way since the 4.0 and 2011 days when JavaScript was the only way to meet most custom requirements. We now have business rules, roll-up fields, calculated fields,…

[This post has been updated with the latest methods for Dyn365CE 9.0+. Originally Posted April 26, 2018] Dynamics 365/CRM has come a long way since the 4.0 and 2011 days when JavaScript was the only way to meet most custom requirements. We now have business rules, roll-up fields, calculated fields,…