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.

Creating Customer Experience, Cognitive Computing an Enhancement or a Deterrent?

Yesterday I received a new copy of CRM Magazine by Destination CRM . There was a point of view story about cognitive computing called Cognitive Computing Energizes the Enterprise, by Oren Smilansky which I felt compelled to embellish in this … Continue reading

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Our Plans for Microsoft Ignite, Come Visit

By: Steven Jacobowitz Associate Partner, CoC Global Dynamics CRM, MSAccy, MBA/MIS, MCP, MCT IBM GBS Microsoft Dynamics   As we near Microsoft Ignite 2016 in Atlanta, I’m excited about the great capabilities we’ll be presenting at our booth, such as … Continue reading

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General Availability of Spring 2016 Wave of Dynamics CRM and New Connected Field Service Solution

General Availability of Spring 2016 Wave of Dynamics CRM and New Connected Field Service Solution STEVEN J. JACOBOWITZ | Today 5:00 AM ‎ | 1 View Folks – The Spring release of Microsoft CRM went live on Monday.  In keeping … Continue reading

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The 360-degree Path To Winning In Banking

November 26, 2015 4:52 am by Steven Jacobowitz Staying competitive in banking means gratifying customers with every interaction. But in today’s volatile marketplace, that can be easier said than done. Customers have more options for banking than ever. And the … Continue reading

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New Microsoft CRM 2016 Video Blog Found on Linked In

Good Morning Folks – I opened my Linked In this morning and found this Video Blog on the top of my view list.  Thought you might enjoy looking at what is coming up in MSCRM, (I guess they are calling … Continue reading

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Office 365 Groups and Microsoft CRM – An Exciting New On-line Functionality in Beta

This is exciting new functionality in Beta found at the Microsoft Office 365 / CRM site.

Office 365 Groups allows users to team and collaborate across your company.
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Posted in Configuration CRM 2015, CRM 2015 New Features, CRM 2015 Spring Release On-Line, CRM Announcements, CRM Integration, Office 365 Groups | Tagged , , | Leave a comment

Depreciation of Microsoft Silverlight in Microsoft Dynamics CRM and Microsoft Dynamics Marketing

 Good Morning – I just received this email from Microsoft today regarding the future state of Silverlight.  I thought it would be something everyone should consider going forward when customizing MSCRM and MDM. Thanks for reading, Microsoft Dynamics Marketing uses … Continue reading

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Constraining Parameters at the Attribute Level for Root Cause Analysis

How many times I have been asked to configure a scenario where as “If my user picks X in one field I only want Y options in the next field.” Please read on if you would like to understand how to constrain options without writing code. Continue reading

Posted in Configuration CRM 2015, CRM 2015 Requirements, CRM Configuration | Tagged , , | 1 Comment

Working with Business Process Flow Tips and Tricks Part 2:

This is my second post on Business Process Flows. Hope you all enjoy. Continue reading

Posted in Business Process Flow, CRM 2015 New Features, CRM 2015 Spring Release On-Line, CRM Configuration, CRM Workflow | Tagged , , , | Leave a comment

Working with Business Process Flow Tips and Tricks

Using Business Process Flows will assist your organization follow consistent processes throughout the application. Configured properly you can lead your users of the system into next best actions including launching workflows and business rules. Continue reading

Posted in Business Process Flow, CRM 2015 New Features, CRM 2015 Spring Release On-Line, CRM Workflow, Workflow | Tagged , , , , | 1 Comment