I am a 14-time Microsoft Dynamics 365 CE/CRM MVP (2006-2020) with deep experience in directing technical solutions teams, providing advanced technical consulting and support, and enabling partner readiness. With more than fifteen years of experience with Microsoft Dynamics, my passion is to solve problems for sales and marketing professionals as well as technical consultants and implementers. At heart, I am an evangelist for the technologies that I love, and I spend my days providing technical guidance, designing and implementing solutions, and sharing knowledge with my colleagues, customers and partners.
I have spoken about Dynamics to audiences in dozens of countries on four continents, authored books and articles, and worked with systems integrator and ISV partners from start-ups to global enterprises.
I am also the creator and manager of the D365 Global Events Calendar: https://www.d365calendar.com
Changing the Enrichment Segments in Customer Insights? Re-run Measures and Segments to See the Updated Customer Profiles
File this one away under lessons learned. Recently I was updating a demo environment of Customer Insights that I had originally set up to use one set of enrichment parameters. The original settings used Brands and Categories related to coffee retailers, but for the purposes of a new demo, I wanted to update the environment… Read more
A common question that comes up when you begin to discuss Customer Insights and its ability to unify and report on your customer data is: “Why can’t I just use Power BI for that?” I thought it might be helpful to provide some bullet points to help clarify how Customer Insights is differentiated from Power… Read more
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