Dynamic Consulting

Products

Customer Engagement

DC Digest – 2021 Edition 4

Welcome to our April newsletter dear readers!  Depending on where you are as you read this, I hope Spring has sprung!  For me, the weather is starting to warm up, and plants are beginning to bud while birds and animals are bustling around, getting ready for their new year.  Some of you might be…

Customer Engagement Success

3 Keys to Customer Engagement Success 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…

Compare Microsoft Dynamics 365 Sales Licenses

If you have been around Microsoft for more than about 15 minutes, you already know that Software Licensing can be very confusing.  In this article, I will try to simplify and compare the Microsoft Dynamics 365 Customer Engagement (“CE”) Sales License Types.  To avoid any confusion, please note that Microsoft…

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…

DC @ DC | Dynamic Consulting at DynamicsCon

DynamicsCon is a free online event with sessions coming up on March 16-18, 2021. DynamicsCon sessions are selected by the community through an online voting process. The conference strives for a fun, relaxed atmosphere where anyone is welcome to attend. Attending live is ideal, as you can chat with presenters…

Training:  An Afterthought or the Most Important Element?  10 Tips to Make Your Customer Engagement Implementation a Success

As I entered the consulting world this year, I was excited to learn all I could.  Expectedly, my learning curve was steep, but I also noticed an area consistent with my previous background experience – training.  New clients would partner with us and those with previous partners often had the…