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Knowing as Much as the Customer

Has it ever seemed like your customers know more about your company then your company knows about them? Today’s customer is more well-educated than ever before. It is up to your company to proactively stay informed about your customers if you want to continue to build the relationships necessary for your business to thrive. The tools your company uses to achieve that goal could be the key to success. 

Executive Buy-in to the Customer Experience

For any major investment to become successful, it takes total buy-in from all parties. It is not enough anymore to see each customer as a one-way transaction. The customer-business relationship is about the full 360-degree commitment. 

Customer Experience Management

“If you don’t know who the customer is, if you don’t have the foundation of data and knowledge, you don’t have anything.” – Michael Fauscette

Data's Role in Content Marketing

In the world of marketing, increased viewership could mean opening the door to more conversations. More conversations could lead to new clients, long-term relationships and new revenue. However, the debate continues: What type of content should your company be publishing to serve as seeds for those conversations?

Embedding PowerBI Report into CRM Form

With the last spring wave update, Microsoft gave us the ability to embed PowerBI visualizations into CRM dashboards. If we want to display a report on a CRM form, we don’t have a native support to do that just yet.

However there are multiple approaches that allows us to embed a PowerBI report via an iFrame. In this blog post, I’m going to elaborate on the easiest approach and discuss its pros and cons.

The Art of Stay Interviews

The Art of Stay Interviews

On the popular television show, Undercover Boss, corporate CEOs seek information from their employees without the guise of speaking to the executive. These executives want to learn how to improve their companies for the future. What if you knew how to achieve this goal without the disguise? 

Subtleties of the Microsoft Dynamics CRM 2016 Upgrade

Here are 2 observations from our Microsoft Dynamics CRM 2016 upgrade experience (from Online 2015 to Online 2016) that might be helpful to you:

Duplicate detection rules got published – In our initial CRM installation, we had unpublished all existing duplicate detection rules, being not yet ready to employ them.  The upgrade process published the duplicate detection rules, so we needed a post-deployment step to unpublish them again.