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