Author Archives: Steven Jacobowitz

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About Steven Jacobowitz

An innovative transformative leader, driving organizational profitability. Creating a culture where mistakes are embraced as learning experiences. Together, let's forge a future of balanced growth and client satisfaction.

My Learning: How to Retain Employees.

Yesterday, I came across an amusing anecdote. An employee, let us call them Employee A, recently announced their intention to leave their current job. Surprisingly, the very next day, they were presented with a new job title and a slight salary increase to retain their services. Does this situation sound familiar to you? Have you ever encountered a similar strategy? Rather than addressing the underlying reasons behind an employee’s desire to leave, it seems that offering incentives to stay has become a customary practice. It is interesting to consider how long it will take for this information to disseminate throughout the organization. It appears that simply threatening to leave can result in a promotion and a raise. Continue reading

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My Learnings: How to Deal with Disappointment Constructively

Despite the best strategy, planning and execution, work and life falls apart sometimes, and leaders are often ill-prepared to deal with derailment. Recently I encountered a life changing event, and learned that the practice of self-compassion is the key to thriving during hard times. Here’s the steps I recommend you take when life takes a hard turn: Continue reading

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Lessons Learned: My negotiation journey for a new car:

With my car lease expiring in mid-July, time was running out. I visited the original dealership, determined to replace my current vehicle with a new lease. However, the new car I wanted came with a $16,000 price increase. Despite a discount based on the equity in my current car, the lease payments would be $325.00 more than what I was already paying. This presented a dilemma. Continue reading

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Dynamics 365 – New Feature Update Ability to View Documents from SharePoint

A new feature in the Dynamics 365 2019 Release Wave 2 is the ability to display the related SharePoint documents (when using the native Dynamics SharePoint integration) on the main form. Previously these documents could only be accessed via the related items menu. Continue reading

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Thinking about a New Work Opportunity?

If you are a Specialist in Dynamics 365 or a Sales Specialist in Dynamics 365 and looking for a great place to work.   I would suggest Avtex We have open positions for the following qualified individuls,  Feel free to … Continue reading

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Automating Surveys using Microsoft Forms Pro and Microsoft Flow (Part 2)

Sorry I was a little late with the post this week.  I had a few items on my plate and didn’t have the time to pay attention to this second part of the blog on Forms Pro and Microsoft Flow. … Continue reading

Posted in Configuring Dynamics 365 CRM, CRM Workflow, Dynamics 365, Dynamics 365 CRM, Forms Pro, MS Flow, Survey Creation, Workflow | Leave a comment

Automating Surveys using Microsoft Forms Pro and Microsoft Flow (Part 1)

Overview and creating your first survey. About 4 months ago, Microsoft announced it was going to sunset Voice of the Customer for survey creation and replace it with a new product call Microsoft Forms Pro. I have worked with both … Continue reading

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Assigning Images to Option Set Labels in Dynamics 365 CE

A few weeks ago, I was attending a demo with one of my colleagues @Amy Caine. As she was demoing, she presented the account record with an option set that contained images as the set members. I was totally amazed … Continue reading

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Turning off Use New Unified Interface Only Switch D365 CRM (Supported Method)

Describes how you can change the default of User The New Unified Interface Only by configuration. Continue reading

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Social Selling Index included within Linked in Sales Navigator:

What is your score and what does it measure? I have been using LinkedIn Sales Navigator for almost two years. Something I was always fascinated with is The Social Selling Index, (SSI). Prior to getting started with LinkedIn Sales Navigator … Continue reading

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