Microsoft vs. its Partners

The recent shift to cloud technologies, has placed Microsoft at odds with many of its long-standing partners. It’s really amazing when you think about it. I do not recall ever seeing a ship the size of Microsoft, so quickly turn on a dime and steam ahead in a whole new …

Jessica Mordue joins Forceworks (Press Release)

Tampa, Florida— August 18 2014 — Forceworks, is pleased to announce the addition of Jessica Mordue as Director of Client Services. Jessica brings 14 years of business process improvement and SaaS administration experience to the Forceworks team. Jessica will be overseeing deployments of Microsoft Dynamics CRM Online, and Forceworks’ RapidStartTM …

Forceworks Wins coveted Microsoft Partner of the Year Award (Press Release)

Tampa, Florida – July 22, 2014 – Forceworks, in only their third year as a Microsoft Partner, picked up their first Partner of the Year Award for East Region – Compete at Microsoft’s Worldwide Partner Conference this week in Washington D.C. Forceworks, based in Tampa, FL, was formerly a Consulting Partner with …

Damn you Microsoft!!!

I can hear it, can you? A popular podcaster, Jason Calacanis has advised companies in the past to be wary of launching a technology product on top of someone else’s platform. Many great Facebook and Twitter apps have simply been knocked off by the platforms, and subsequently knocked right out …

Spoiler Alert! Your sales forecasts are B.S.

Salespeople are an optimistic bunch. Their steadfast conviction that every deal they are working on is going to close seems to fly in the face of their historical track records. As a person responsible for projecting your organizations sales, or worse, making decisions based on these projections, your risks are …

Microsoft Partner Teams Coming Soon

In the very near future, your client’s criteria for finding a Microsoft Partner for their organization is going to change. Instead of looking for a firm that has an in-house base of expertise across all of their needs, they might be more interested in whether you play well with others. …

Taking InsideView aka Social Insights for Dynamics CRM for a Spin

Microsoft recently announced a strategic partnership with InsideView to provide “Social Insights” capability to Dynamics CRM. This alone, is not news, there are many third-party features available for Dynamics CRM. What is news is that they have included the capability at no additional cost for Professional Licenses. Basically, it is …

Clone records in Dynamics CRM 2013

This one comes up a lot. With so many new Dynamics CRM 2013 users that are familiar with Outlook, I am often asked “Where is the Add new contact from same company button in CRM?”. This seemingly basic piece of functionality is noticeably absent from CRM. Fortunately, it is not …

Dynamics CRM Online 2013 Licensing Scenarios

In my last post I discussed the new Tiered pricing model for Dynamics CRM Online 2013. To recap; Microsoft has introduced three license levels: Professional @ $65/user/mon, Basic @ $30/user/mon and Essential @ $15/user/mon. I discussed the Partner’s new role as Licensing Consultant to help clients figure out what array …