Dynamics Business Practice – David Kohar

FULL SHOW NOTES
https://podcast.nz365guy.com/46

• Journey into Dynamics CRM
• Stories from Ascentium
• The operating model of Zero2Ten
• Most interesting projects to consult on
• Championing the customers’ needs
• Identifying and building a customer’s vision
• Ensuring a satisfied customer
• Most successful way of connecting with your customers
• Selling ‘digital transformation’

Books Mentioned

CRM Chart Guy – https://crmchartguy.com/

Resources

• Cellar Tracker for Wine – https://www.cellartracker.com/
• Dynamics 365 App for Outlook – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/deploy-dynamics-365-app-for-outlook
• 2013 Wine – https://top100.winespectator.com/2013/

Microsoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoption

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Thanks for listening 🚀 - Mark Smith