Mark Margolis

Cloud Software, CX, Product Development and probably AI

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Tag browsing: Demo’s & Slides

Retail Banking Demo – Coming Soon

Client 360 – A Single Client View for Microsoft Dynamics CRM 2013

New Demo Builder with Financial Services Template is now Live

Financial Services Templates and Demo Solution Pack for Microsoft CRM

Embedding Power View Reports in CRM 2013 – The Easy Way

CRM Demo Tips, Do’s and Don’ts

A Sample Microsoft CRM 2011 Demo Script

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  • Recent Posts

    • The Microsoft Platform Slide 2.0
    • Foundation principles Vs The pace of change
    • Agents, AI and the evolving messaging
    • Deal Planning & Qualification
    • Generative AI for UI

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