Microsoft Dynamics 365 Partner

Steve Mordue

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Top Stories by Steve Mordue

Forceworks What can CRM do for SMB? (Part 3, Opportunities) In my last post, I discussed the concept of a Lead. The Lead was ultimately qualified (turned into) an Account, a Contact and an Opportunity. In this post I want to do a deeper dive into what an Opportunity is in CRM. First of all, an Opportunity does not represent a person or company, instead it represents a Deal. A Deal is whatever a deal is to you; a contract, order, engagement, assignment, case… whatever you sell to make money. An Opportunity record is a connected pane of information related to a particular deal. The Opportunity record is connected to anyone on your team that needs to be, so any activities undertaken by anyone are known to all. It is also connected to the related Account and any Contacts within that Account that are involved, including decision makers and influencers. It can also be con... (more)

Are you ready for the transition from Hardware-Centric to Software-Centric?

Forceworks Are you ready for the transition from Hardware-Centric to Software-Centric? Do you ever talk to an “Old” IT person? You know, like 40ish. Man, do they have some stories about how IT used to be back in the day. Things sure have changed a lot. You probably think to yourself “Man, they have no idea how things are now”. How about a “Middle-Aged” IT person? You know like 30ish. They have stories too, and things have changed a lot since then as well. You may be thinking “That guy is really losing touch”. It seems to come in waves… change that is. Well another wave is crashin... (more)

RIM Launches BlackBerry Business Cloud Services for Microsoft Office 365

Forceworks RIM Launches BlackBerry Business Cloud Services for Microsoft Office 365 Last week RIM launched the Blackberry Business Cloud Service for Office 365, this new service which is  managed by RIM extends Microsoft Exchange Online to BlackBerry smartphones and allows administrators to self-manage their Blackberry deployments in the Cloud. Quick Overview: Available to Office 365 Enterprise subscribers Hosted by RIM directly links to Exchange Online service BlackBerry Business Cloud Services offer mobile access to synchronised email, calendar, contacts, tasks and memo pads. ... (more)

Damn you Microsoft!!!

I can hear it, can you? A popular podcaster, Jason Calacanis has advised companies in the past to be wary of launching a technology product on top of someone else’s platform. Many great Facebook and Twitter apps have simply been knocked off by the platforms, and subsequently knocked right out of business. Calacanis himself fell victim as his business at the time was largely dependent on YouTube, and while Google did not knock off his content, they simply made a change to the search which orphaned his content… same result. And now here we have Microsoft. Talk about being dependen... (more)

Microsoft Software Asset Management Review

Have you received a notice from Microsoft about a Microsoft Software Asset Management Review? This is an ominous sounding undertaking. The minute you receive one of these letters from Microsoft, you already know whether you have a problem or not. This is really just a fancy title for an Audit to ensure that all Microsoft software in use has been paid for. For most organizations, this will not be a problem. Oh sure, there may be a few edge cases of software that was license crossed, but generally, if you have been playing it straight, this process should not present any more heada... (more)