Bill has been in the IT industry for 23 years and specifically consulting on CRM for 21 years. He has been involved in various industries including manufacturing, public sector and professional services. He has worked in all facets of CRM deployments from both the client and consulting side including sales and delivery. Bill has been involved with Dynamics 365 (formally Microsoft CRM) since its inception in 2003. Bill is a highly knowledgeable resource on the entire Dynamics 365 suite including Field Service and also very strong in the process design needed to implement the tool.
Clive Humby, UK mathematician and architect of Tesco’s Clubcard, famously said in 2006, “Data is the new oil. It’s valuable, but if unrefined it cannot really be used. It has to be… [transformed into][...]
Simultaneously improving customer satisfaction and resource productivity is a challenge. In the past, if you spent a lot of time with a customer to make them happy, your productivity decreased, or vic[...]
Exporting data from Excel to Dynamics 365 has always been a nifty functionality available. With recent updates that have been made, there are some capabilities surrounding this functionality that have[...]
Empowering field technicians on the road. The Field Service mobile application gives field technicians the ability to pull real-time customer information while on the road. Work order mobility equips [...]
Despite Dynamics 365’s CRM for Outlook having talks of being deprecated, Microsoft in recent months, has decided to continue developing this app and keep it within the application. Managing customer i[...]
A complete field service management solution provides the best approach for enhanced customer communication and optimized scheduling services. Have you ever called your cable service provider, waited [...]
You could get many different opinions on what field service means to an organization. It helps them manage their field teams. It helps them schedule resources. It helps them coordinate processes both [...]