My previous post Test Driving a New Course introduced Managing Customer Engagement with Microsoft Dynamics 365 from Microsoft Learning. Here I discuss my journey traversing the remainder of the course. Managing Customer Engagement focused on the capabilities of the Sales and Customer Service modules of Dynamics 365 and briefly discussed Field Service, particularly in the … Continue reading Course Results
The publication of the recent report by the UK's Royal Academy of Engineering and PETRAS on the internet of things (IoT) is timely in the context of the ongoing furore surrounding tech giants collecting, and indeed farming1, our data. The Royal Academy of Engineering and PETRAS report follows on from the Blackett review -- four years ago … Continue reading IoT and that…a new etiquette?
or: Decoding MS-Speak It seems that the fairly recent change in targeted audience for Dynamics 365 has prompted Microsoft to develop a free online course. Managing Customer Engagement with Microsoft Dynamics 365 from Microsoft Learning is weighted towards sales, which admittedly isn't really my bag, but the course content seems to be well thought out … Continue reading Test driving a new course
Using my first Dynamics trial simply as an open-ended exercise in exploration, quite a few things are worth noting before getting into customising the solution to meet your needs. What you can see Playing with the dummy data and adding your own allows you to appreciate the work that has gone into the development of … Continue reading Getting Dynamic with Dynamics
Activating my 30-day trial was a reasonably stress-free experience, despite a brief connection glitch. There are a number of different paths over the interweb to reach the setup screen, but a quick search will find what you need. Dynamics is very sales-orientated so only this module is initially selected to activate, but selecting the complete … Continue reading 365 Go…
My investigation into Dynamics 365 is already exciting. This product has a sleek UI converging across all the MS Office products, closely resembling OneDrive and Office 365 -- no surprise there -- and newer versions of Office on the desktop. It looks a lot like LightSwitch too. At the moment, I'm absorbing training videos from … Continue reading 365 Investigation
Continuing from the previous post, looking at my past experience it would seem that FMPro would be an ideal fit to meet my needs for a single user CRM on the desktop. Overall, FileMaker is the best rapid application development tool I've used to date, and has always been a great developer experience. One bugbear: … Continue reading …and a new beginning
The time has finally come for me to admit it. I don't want to but it must be faced. My beautiful, homegrown CRM -- including Timesheets and Invoicing modules -- is no longer fit for purpose. There it is. The reasons behind this issue are many and varied. For dull but intricate reasons the backend … Continue reading a natural end…
Microsoft has evolved over the years, but it still has much to answer for: pop-up alerts to which you inadvertently respond whilst typing in another application, installing updates just when you really need to use your PC, and let us not forget Vista. Microsoft Office has been vastly improved in recent incarnations, not least its reviewing, … Continue reading Will you proof my document?
Have you ever wondered why many aspects of your desktop are not as configurable as one might expect...and do you remember Windows 3.1? Once upon a time, long ago, we were unofficial IT support for the accident-prone switchboard operator at a medical Royal College. One afternoon the luckless lady asked for help with her screen. … Continue reading Support in the dark