I’m Mark Margolis and this is my blog. I work at Microsoft and I am the UK Technical Lead for Microsoft Dynamics UK. Prior to this I was a CRM specialist in Financial Services. I am a passionate advocate of CRM and customer intelligence with over 14 years of product management, development and delivery of highly successful and award winning products to the financial services sector including:
- Mergermarket.com a market leading financial cloud based intelligence delivery system – Mergermarket was sold for nearly $200m
- A Hedge Fund CRM system voted best in class by Buy Side Magazine 2010
- Pegasus CRM a leading corporate and wholesale banking system
- DataShelter a data residency solution that came second at the Cloud Computing World Series Awards 2011
My experience includes working with Corporate, Commercial and Wholesale Banking, Investment Banking, Private Banking, Asset Managers, Hedge Funds, Fund Administrators and Brokers. I also have an obsession with good produce and good food, so amongst topics such as Software, CRM and Product Development you’ll probably find the odd topic on good food. Comments and feedback are very welcome. You can also find me on Twitter and LinkedIn.
I am also passionate about the use of technology for disaster response and preparedness. I’m particularly proud of my talk at the White House on the topic of Social Networks for survivors and the use of Microsoft Technology to improve peoples lives. http://aka.ms/ysn
With CRM Online (2013), I noticed that on the Case entity, the right side of the form is NOT editable (Recent Cases, Recent Activities, Similar Cases). I have two questions:
1. Do you know of a way to be able to move or remove any of these subgrids?
2. Do you know what specific criteria controls the “Recent Cases” and “Similar Cases”?
You should be able to edit, try another org or try creating a new form.
Mark – really enjoying the coverage/blog posts. Not seeing many food posts;)
I know, they told me it could mean they de-list me from the Dynamics Community if the content is non CRM! Who doesn’t want to know about food!
Greetings Mark, I trust that you are well. I also work in FSI and have a requirement for 360 degree on account info..i have only one question on the great work your doing, how does one go about getting the tiles on the form as you have done on client 360. Kindly assist!
You can use demo builder. Use the financial services template. I may make them available as a separate download soon.
Thank you for the response. Please I hope you do. Looking forward. when you say financial services template you mean the Microsoft Dynamics CRM Deal, Onboarding and Account Planning Process ? cheers
No you need to create an online org via demo builder. Ive got a link via my solutions page.
thank you for replying. I have an org and have reviewed the solution fully. I tried reverse engineering the tiles on the account and contact entities without the success that is evident in your work. Help!
Did you follow the client 360 configuration article on this blog?
Not Yet! Will it aid in my understand of how the tiles were created??