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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…

Operating During a Pandemic? Upgrade your Budgeting in Dynamics 365 for Finance and Operations!

During times of global economic uncertainty, financial leaders turn to a budget to better control costs and compare actuals to forecasted revenues and expenses. Most budgeting processes are performed near year-end, compiled in Excel, and closely held within an Organization’s Accounting and Finance Departments. Sure, compiling a budget in Excel…

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…

Moving my MCP ID

Recently, I changed employers after many years with the same company and found that getting settled takes a bit of work.  Besides the standard company benefits elections and other onboarding, I needed to move my MCP ID (Microsoft Certified Professional) from my previous company to the new one.  This is…