David has an extensive track record within the CRM marketplace and has been involved in the CRM industry since it began. His knowledge has established him as a leading expert in Microsoft Dynamics CRM. David leads Sales Support, Corporate Adoption Programs and Solutions for prospective and current customers.
Accurate data management is a fundamental process for equipment dealers, especially between multiple systems. There are different types of methods that can be applied when managing records in Dynamics[...]
With the new Dynamics 365 Customer Engagement release (the July release) now available, I wanted to highlight what Microsoft has improved around UX Enhancements and summarize the introduction of a new[...]
Curious about the new Dynamics 365 release (the July release)? Microsoft has continued to enhance the Customer Insights capabilities in the solution. You may have seen customer insights in preview bef[...]
The Microsoft R&D Team took 3 days last week (June 20, 21 and 22) to present and summarize everything that they are working on for the next release of the Microsoft Dynamics 365 Customer Engagement pl[...]
One of the biggest challenges in providing a great customer experience is giving employees the full picture of the relationship with a client that they are trying to serve. When asking a question, [...]
Digital Transformation, is already disrupting most industries and companies. Those who are out in front leveraging new strategies and tactics to improve customer acquisition, retention and loyalty w[...]
When we look at the lead qualification process in Microsoft Dynamics 365, there is a standard outcome for a lead that includes creating a new Account, Contact and Opportunity when a lead is “Qualified[...]
Microsoft Dynamics CRM Users that want to get their Contacts into CRM easily from a stack of business cards can do so in 3 easy steps. To start, you can leverage a number of Card Scanners that can be [...]
Being able to quote your products and services at the “Market” or “Right” price can be a challenge. Knowing how you have priced products in the past should be easy. Have you ever asked yourself these [...]
We have from time to time run into organizations that are using custom fiscal calendars to manage their businesses. One of the most common is the 4-4-5 calendar that organizations in the Manufacturing[...]
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