If you caught my with my last post on Convergence you will know that I am just back from Atlanta. This was my second convergence and my second opportunity to speak. I must say I thoroughly enjoyed the entire experience. I was expecting to speak at only the Financial Services session but after a call from Eric Boocock at 9AM on Wednesday I was delivering my second session a few hours later!

If you registered for Virtual Convergence then you can see the session here:

Microsoft Dynamics CRM: Impacting your business with Business Process Management – an introduction

Microsoft Dynamics CRM in Financial Services: Winning and retaining customers

All sessions are available via the Virtual Convergence website and I highly recommend taking a look. I wasn’t able to attend by I am reliably informed that Eric’s BI session was very good as was Jujhar’s Roadmap session.

For those of you looking for the KYC 360 Solution template you can find that here.

During my session I had some really good feedback on a particular slide that I presented so I am sharing this below:

MM KYC360 Slides

I use this slide is to set up the demo, to talk about the “ingredients” of the session. Key Points are:
Number of Windows – I talked about the flattening of the UI and the race against the proliferation of windows. As we get more flat screen in the office it seems some applications decided we needed more popups. Not with CRM 2013. It is designed with the user in mind and the customer at the centre of the experience.
Number of Entities – I talk about how the business process flow links “things” together. This is a real innovation. I Tell the training story about how when I conducted training sessions I used to end up drawing a data model diagram to explain how a CRM system works. This is just not the way to get people to use CRM. With CRM 2013 your users don’t need to understand the mechanics they can just start using the system and CRM 2013 will guide them through the process to more successful outcomes.
Hours to build – I talk about how CRM 2013 provides advanced configuration capabilities (vs customisation and development) so you can do so much more without writing a single line of code. This solution was done in less than a day and does not have a single line of code.
Number of Clicks – Reinforce the message of usability and adoption. Mass reduction in the number of clicks

Other highlights for me included:

  • Hearing directly from customers what they are doing and are planning to do with CRM over the next 12 months
  • Discovering how many partners and ISV’s have solutions and apps that provide amazing value. Azuqua was a stand-out one for me
  • Meeting colleagues from around Microsoft and spending time talking about trends and differences. It often at events such as this that it’s the only time I get to see people
  • Last but not least great opportunity to meet some of the MVP’s that I used to only know / see virtually. Great to really spend some quality time with them. In particular Mark Smith, Carsten Groth and Neil Benson all stopped by the Financial Services booth and so we got chance to catch up.

Below are some of my twitter highlights:

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