Dynamics 365 – The New RapidStart is Here!

Those of you who follow me, know that we have a product called RapidStart for Dynamics 365. Well, not “we” actually, RapidStart LLC is a separate company owned by my wife. So I guess I should say, “she” has a product called RapidStart for Dynamics 365. Anyway, that product has just …

Dynamics 365 – Dropping the “C” from “CRM”

A tweet caught my eye the other day, it was a quote from Richard Branson that went something like, “If you look after your staff, they’ll look after your customers. It’s that simple.” I could not shake this from my brain, so I thought I would try and crystallize my …

Dynamics 365 – The Plan is The Plan

When Microsoft launched Dynamics 365, they launched an entirely new licensing model based on Apps and Plans. The community became aware of this deconstruction, before they were made aware of the pricing, which led to some early speculation on how it would roll out… then in November, the associated pricing …

Dynamics 365 – SMB Apps Myth-Busting

My flight home to Tampa from Seattle, following the Worldwide Dynamics Partner Advisory Council meeting, is a relatively short hop compared to that of many of the other partners in the group, but nevertheless, it feels long to me. But it is a perfect time to write up what little …

Dynamics 365 – Needs More Cowbell!

Hey, what do you think about that cool new Insights feature in Dynamics 365? Which one? Yes, it seems that the Microsoft cloud team has a new favorite word. On its own, or in conjunction with another word, “Insights” is all the rage, and well on its way to being …

Dynamics 365 – The Irresistible Force meets the Immovable Channel

You’ve heard of the old 80/20 rule I’m sure… 20% of your sellers generate 80% of your sales, or 20% of your customers generate 80% of your service tickets, etc.. You get the idea. For Microsoft Dynamics, the ratio is more like 99/1, as in 1% of the partner channel …

Dynamics 365 and the Adobe Marketing Cloud

Last week we heard Satya Nadella and Shantanu Narayen announce a new partnership between Microsoft and Adobe. Basically Adobe will be making Azure their platform for certain products, including the Adobe Marketing Cloud, leading to a lot of speculation about the future of Microsoft Dynamics Marketing (MDM). I will now …

Dynamics 365 – Sorry Customer, No Soup for You!

Here’s an interesting one, customer wants to buy CRM Online, but they are a Syndicated End Customer of a Syndicated Partner. The Syndicated partner does not offer CRM Online. See below for Microsoft Support’s response on how to solve this problem.

Dynamics 365 – How Partners will Succeed Post-CRM

Someone recently commented that my last post was an “Apocalyptic” view of the future of the Microsoft partner. Similar, and much better supported views, similar to mine, were also expressed by Matthew King in his recent post here, albeit not partner specific. Regardless, I decided to go a little more …

Dynamics 365 – A Light at the End of the Tunnel?

So a lot has been said recently about Dynamics 365, ranging from high praise to all-out hysteria. NDAs have been violated, pumping bits and pieces of information out, mostly around pricing. And lot’s of partners have been complaining, including yours truly (hopefully constructively). But as I continue to dig deeper …

Dynamics 365 – Leading from Behind

My head has been swimming. I spent the entire weekend re-watching the “Airlift” presentations that Microsoft gave us last week on the new Dynamics 365. There were about 50 of them, each on a new feature or capability of the new platform. Even though I am left with more questions …

For CRM, Partial Adoption is Total Failure 

Who could argue with the concept of keeping your finger on the pulse of your customers? From the CEO, to the VP of Sales, to the Sales Manager, right down the line to the sales team… everybody has a desire… a requirement actually… to know what is happening with their …

GulfShore Bank deploys Dynamics CRM Online “Rapidly” (Press Release)

Forceworks is pleased to announce a new Case Study of GulfShore Bank’s CRM deployment Tampa, FL – GulfShore Bank recently completed the deployment of Dynamics CRM Online utilizing the RapidStart CRM model developed and executed by Forceworks. “The combination of getting up and moving forward quickly and under budget was very …

Forceworks added to Microsoft’s Power BI Red Carpet Program (Press Release)

Forceworks, is pleased to announce their acceptance into Microsoft’s Power BI Red Carpet Program Tampa, FL – The Power BI Red Carpet program is a new invitation only Microsoft program for a few selected Microsoft partners intended to help them develop and grow their practices through accelerated development of solutions …

Unpacking our Dynamics CRM Online RapidStart for Community Banks

Forceworks recently launched our latest RapidStart offering for Dynamics CRM online for Community Banks. We have the formal press release and the specific product page, but I thought I would do a deeper dive into the problems we are attempting to solve for a Community Bank. Today is a challenging …

The Secret to Integrating Outlook with your custom built software

Some time ago we were approached by a company who had a custom-built suite of web-based financial reporting and fundraising products that they offered to major alternative asset firms.  It was a complicated application originally built in ColdFusion and later transitioned to Adobe Flex, on the Flash platform, with Lifecycle …

Data Security and why trust matters when picking a Microsoft Cloud Partner

While there will always be a few brave souls who will take on new technologies all on their own, most people will seek out assistance when it comes to new things. Especially when these things are business-critical. It reminds me of that saying “the doctor who operates on himself, has …