In this episode, sponsored by KingswaySoft, Ben Vollmer from Microsoft joins us to untangle Employee Self Service (ESS) options. What is it, and what does it mean for CRM? Other topics in this episode: Updates from Envision FieldOne certification Recent tips of the day from crmtipoftheday.com The “forgotten three” and their enduring legacy George’s vacation to […]

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In this special episode (sponsored by Kingswaysoft), we feature Scott Durow, the brains behind the fantastic Ribbon Workbench. We get into the story behind the Ribbon Workbench, how it has changed over the years, and what is coming (goodbye Silverlight). Listen below or subscribe on iTunes.

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In this episode we dig deep into the Dynamics CRM Spring Release Preview Guide: Project Service is a big deal. The spring release includes what a professional services company needs to sell and deliver project service. Portals are here. This release includes options for Customer Service, Employee Self Service, Community, and Partner portals. How is George differentiating his WordPress portal from the […]

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