22nd-Sept-2018 – Auckland, New Zealand Today I delivered the session titled “Dynamics 365 Top 20 Tips & Tricks”. The PowerPoint presentation is available for download at the link below. https://app.box.com/s/0gvi11qd9t4pgk55daa0hmc2rum5gwu9
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C5 Insight will be presenting 4 strategic CRM sessions at CRMUG Summit’s pre-conference academy. Topics will including planning, roadmaps, process design, journey mapping and user adoption. These sessions are designed for
The very nature of how businesses or organisations operate means that the sheer volume of sensitive or confidential data that can grow over time presents a genuine challenge from a
Tested on:Dynamics 365 version 9.0.2, Field Service solution version 8.x, PSA solution version 3.x, Unified Interface, Microsoft Flow Enabling field technicians to generate additional sales on their service calls is
As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to
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