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Customer Engagement

Dynamics 365 RSO Troubleshooting

Resetting the Optimization Schedule Sometimes the Resource Scheduling Optimization (“RSO”) engine will fail, or the optimization requests will stop generating. This seems to sometimes happen when a system update occurs or occasionally for no obvious reason at all. To reset the Optimization Schedule: Navigate to the Resource Scheduling Optimization app…

3 Keys to Customer Engagement Success (Part 1)

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…

Walk Thru: Build a Power Portal to Collaborate with Clients

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…