As the UK Technical Director for Microsoft Business Applications I have overall responsibility for Customer Experience, Customer Service, Finance & Supply Chain and the Power Platform.
I have many years in leadership roles including Sales, Pre Sales, CTO and Technology Leadership, Product & Programme Management, Business Analysis & Strategy with full software development lifecycle experience.
My role and that of my team is to:
1. Understand our customer’s key business needs
2. Help them achieve these needs with tangible business outcomes
3. Bring the value of the entire Microsoft cloud to help organisations transform their business and drive growth
Previously at Microsoft I held the role of UK Technical Director for Global Partner Solutions, I had responsibility for leading the transformation of the UK partner ecosystem. The mission was to deliver customer success through our partners by focussing on business outcomes, innovation and sustainable business models.
Prior to Microsoft I held various roles across 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
I am available for a variety of public speaking events including:
- Industry and technology trends and the Microsoft strategy.
- Delivering customer value through the sales process (sales & pre-sales primer).
- The role of technology for disaster response and preparedness. A personal story.
You can also find me on:
Bluesky
,
LinkedIn
and
Substack
Mark Margolis 
Mark,
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”?
Thank You!
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??