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Microsoft Dynamics 365 Partner

Steve Mordue

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Latest Blogs from Steve Mordue
As some of you may know, we were formerly Salesforce Consultants, a product that was “Cloud” from day one. For us, cloud was not something we even thought about, until we pivoted to become a Microsoft Partner in 2011. Suddenly “Cloud” was a new thing? Huh?…...
I was looking at a thread in the Dynamics MVP mail list the other day, and one of the comments was that it would be nice if Microsoft would actually “slow down” the pace of development for Dynamics 365. Warning: Rip Currents For those that watch Dynamics 365, the pace ̷...
Yes, I know, Divorce is a nasty sounding word, and it does not seem applicable to your relationship with your Microsoft Partner… I mean you are not legally “Married”. But today, more than ever, your relationship with your Microsoft partner is feeling a lot more like a...
In Part 1 of this post, we followed a fictional first-person path to picking a Business Solutions (CRM) platform. It appeared that Microsoft Dynamics 365 was under strong consideration, when the topic of a Microsoft Partner was introduced. Let’s continue this fictional journey, a...
Selecting the best platform and partner for you to work with, is probably the most important determining factor to your success with Business Solutions. It really is the “make or break” ingredient, and selecting the wrong one(s), can lead to disaster. Here is a fictional fi...
In my last post, I wrote about Leads falling through the cracks, but the other extreme, presents some interesting challenges also. I had a call recently from a prospect who was looking to move up from spreadsheets, to a true CRM, and he was exploring Dynamics 365. Sure, we can … ...
We were working with one of our larger customers the other day on their Lead Import process. We noticed that many leads were failing to import. The person handling the importing said “Yeah, if I can’t figure out the issue, I just ignore those“. The Tip of the Spear Fo...
A “Meeting of the Minds” is probably the number one challenge in the SMB space, particularly with Business Solutions like Dynamics 365. Am I saying SMB customers are not smart enough to understand? Not at all, but I have learned that a nodding head, is not a good indication...
I just finished watching the live Microsoft Business Forward event, and it was pretty impressive. In addition to Satya Nadella giving us the Grand Vision, Microsoft also trotted out a few customers who had “Digitally Transformed” their businesses… big customers. But a...
Let’s get real for a minute. The typical SMB customer does not wake up every day thinking, “How can I spend more money with my Microsoft Partner?” They are more likely thinking, “How soon can I get rid of my Microsoft Partner?” The New Game If you have bui...
Let me preface by saying, I am not an ERP Guy. At our own firm, we use QuickBooks, even though we have access to Microsoft ERP software at no cost. Is QuickBooks better? Far from it, but is it good enough? A QuickBooks Alternative? When I first started seeing, what … The post Dyn...
A tweet caught my eye the other day, it was a quote from Richard Branson that went something like, “If you look after your staff, they’ll look after your customers. It’s that simple.” I could not shake this from my brain, so I thought I would try and crystallize...
Many of you may wonder why I would title a post “Dynamics 365 vs. SharePoint”, as though it were an either/or decision. But many customers, particularly in the SMB space, seem to grapple with “deciding” between the two. Pliers and the Screw If I worked at it lon...
Okay, maybe the Outlook thick client for Dynamics 365 hasn’t actually been deprecated by Microsoft… yet… but it should be. I think the last UI refresh was in 1972. So I am personally declaring it deprecated! Fully three quarters of our customer support issues for Dyna...
When Microsoft launched Dynamics 365, they launched an entirely new licensing model based on Apps and Plans. The community became aware of this deconstruction, before they were made aware of the pricing, which led to some early speculation on how it would roll out… then in Novemb...
Unless you’ve had your head in the sand, you know that Microsoft is developing versions of their Dynamics 365 business applications, that are geared for smaller businesses. Across the Dynamics Partner community, you are either very excited about this, or ambivalent, depending on ...
If you have been following along, you know that we were Salesforce Consultants for 10 years before we moved to Dynamics 6 years ago. We left Salesforce in the rear view mirror, and never heard from anyone related to them again… until recently. Hey, Watcha Got There? In the last &...
In my last post, I wrote about Evaluating Dynamics 365. In that post I glossed over the part about demos, because it felt like a bigger topic, that deserved a post of its own. I will start writing now, and we’ll both see if that is case shortly. A product … The post Dynamic...
A big part of the job for a Dynamics 365 Partner, is talking to customers about their business problems. They heard about Dynamics 365 somewhere, and are hoping that it is “the” Silver Bullet that will solve all of their issues. Maybe it is… and maybe it isn’t&#...
The other day I wrote a post about Account Based Marketing “ABM”. This was prompted by a short blog post I read on ABM, and it resonated with me as a pretty cool idea. I received a lot of responses from people “in the know”, and I quickly realized that … T...
When you have been around as long as I have, you will have seen “The Next Big Thing”, many times. An article caught my eye they other day about “Account Based Marketing”. Now, I don’t know if this is the next big thing or not, but it seemed interesting, an...
I got a call the other day from a customer who said that another partner told them that they should not use a solution like ours because “It can cause issues”. I thought, what a vague and crappy thing to say. I assume this partner was not a reseller of … The post Dyna...
You cannot go to a Microsoft partner event today without hearing about AppSource. It’s not that third-parties haven’t extended Microsoft products, like Dynamics 365, in the past, but those extension/solutions haven’t driven product sales, at least not in the way Micro...
I don’t know about you, but these feel like the most “disruptive” of times that I can recall, and I can guarantee that I am older than most people who read my posts. Companies like Uber are disrupting century-old, facility, asset and people heavy industries, like the ...
When we designed our RapidStart CRM solution for Dynamics 365, we had a pretty specific idea of how it would be used. It turns out, that when you eliminate the complexity of customizing Dynamics 365, customers get pretty creative. What have we Learned from Customers? If you give them a...
I first heard Microsoft floating the “Industry Focus” concept to partners shortly after Office 365 launched. It seemed pretty clear that this cloud shift was going to eliminate a lot of existing revenue for partners. I felt back then, that the “Industry Focus” c...
In Microsoft’s continuing quest to make Business Solutions easier, “Configuration over Code” is where they are making the most investment. “Coding” requires skills that most customers, and frankly most partners, do not have, which leads to additional costs...
My flight home to Tampa from Seattle, following the Worldwide Dynamics Partner Advisory Council meeting, is a relatively short hop compared to that of many of the other partners in the group, but nevertheless, it feels long to me. But it is a perfect time to write up what little …...
The most read post of mine was, and still is, this one that I wrote in 2013. It has been viewed more than 100,000 times even though it is so far out-of-date, it is probably completely wrong information today. While I understand that “technical” articles will always draw mor...
This is a continuation of my post “Dynamics 365 – A Partner’s Journey from Salesforce“, if you did not like that one, then you probably won’t like this one either. When we last left off, Microsoft had requested that we consider turning ourselves inside-out...
Most of the Microsoft Partners that focus on SMBs, are themselves SMBs. No SMB, whether Customer or Partner, can afford to pay for skilled people who mostly sit on the bench. The new, nimble SMB partner is more like a football coach, calling in Special Teams, or free agents as … ...
So it’s Christmas morning, gifts have been opened, and family won’t be arriving for several hours yet, so I go to write. As I think about the great year wrapping up for us, and look forward to the even more promising year to come, I find myself reflecting on our … The...
A couple of technologies floating out in my peripheral vision are going to require a greater focus. I think that both IOT and Bots are going to have a profound impact on more than just Dynamics 365 partners and users, but possibly the world as we know it. I realize … The post Dyn...
Microsoft likes to use the term “Hero Offer” for a particular subscription. It’s like the Sears Good, Better, Best approach. Usually the “Hero” offer, means that you are a hero to Microsoft if you sell it, not that is is the best solution for every custome...
Hey, what do you think about that cool new Insights feature in Dynamics 365? Which one? Yes, it seems that the Microsoft cloud team has a new favorite word. On its own, or in conjunction with another word, “Insights” is all the rage, and well on its way to being … The...
I am returning from a small Dynamics partner conference in Newport Beach. One of the recurring themes at this conference, particularly when a Microsoft representative stood before us, was pelting them with questions similar to: “When will Dynamics 365 be finished?”. I was n...
Dynamics 365 has launched. Whatever we may have been thinking about what it might be, is revealed. So we go back to work. Our work is helping Small and Midsized Businesses (SMB) succeed with Dynamics 365. Between Salesforce.com previously, and Microsoft Dynamics currently, we have depl...
As a traditional Microsoft partner, you can probably remember the good ol’ days. Steady, predictable, the kinds of things you could build a nice business on, in your own time. For customers, you were more like the utility company. Necessary, but unseen. But then the cloud crashed...
When it comes to Business Applications, like CRM and ERP, Microsoft has but a handful of competitors in the Enterprise space. The competitive landscape in the SMB space, on the other hand, is the Wild West. The SWOT Analysis A SWOT analysis is a study undertaken by an organization to &...
What is the first thing that comes to your mind when you hear the acronym SMB? Is it your lawn guy? Sure, he falls within the SMB (Small and Mid-sized Business) category. But, did you know Microsoft’s new Dynamics 365 Business Edition, could actually power a 3,000 person organiza...