LinkedIn Sales Navigator & Dynamics 365

LinkedIn & Dynamics 365

Microsoft’s acquisition of LinkedIn has brought new and exciting integration and opportunities for the Sales users within Dynamics 365 via Sales Navigator.  Finding the people/firms that you want to do business with and effectively managing those opportunities within Dynamics 365 is more powerful than ever.  In this article, we will look at the features of LinkedIn Sales Navigator, how to find and manage your lead lists, integration to Dynamics 365 and the companion features such as PointDrive. Continue reading “LinkedIn Sales Navigator & Dynamics 365”


Product Team provides Interactive Roadmap for Microsoft Dynamics CRM

The Microsoft Dynamics CRM Product Team has released an interactive roadmap to provide deeper insight to the future of the development of the product.  The roadmap is segmented into product areas for Dynamics Marketing, Microsoft Social Engagement, Dynamics CRM On-Premise and Online.  Each product area has sub categories to provide additional detail within its respective roadmap.  For example, in the screenshot below, Dynamics CRM Online is the product area, with sub categories of Sales, Service, Social, Mobile, Intelligence, and App Platform.

Items within each of these sub categories are segmented by Release Stage as follows:

  • What’s New
    • Items recently completed and released within the product, such as CRM App for Outlook for Dynamics CRM Online
  • In Preview
    • Items which are available within the product, but under a public preview term and not fully supported by Microsoft as a result, such as Cortana Integration for Dynamics CRM Online
  • In Development
    • Items currently underway which will either move next to “In Preview” or “What’s New”
  • Postponed
    • Items which were previously planned for development, but were postponed and possibly no longer to be developed by the product team.
  • Previously Released
    • Summary of items completed within the roadmap, such as Embedded OneNote for Dynamics CRM Online


It is my hope that this will provide greater insight to customers and partners alike for the future of the Microsoft Dynamics CRM platform.  Download the Release Preview Guide to review all of the details of the most recent release.

CRMHobbit’s Dynamics CRM Blog — 2012 in review

The stats helper monkeys prepared a 2012 annual report for this blog. Thank you very much for visiting in 2012, and I have some great things in store for 2013!!

Here’s an excerpt:

600 people reached the top of Mt. Everest in 2012. This blog got about 4,700 views in 2012. If every person who reached the top of Mt. Everest viewed this blog, it would have taken 8 years to get that many views.

Click here to see the complete report.

Walking to Mordor…

Welcome Readers!

My name is Shawn Tabor and this is the first post, beginning the journey that is blogging about CRM and related topics.  I do this with great trepidation as I really want this blog that entertains while providing useful information…and that is a daunting task to be sure.  I liken this adventure for me to that of Frodo’s quest to destroy the “One Ring” (for the uninitiated, see the Lord of the Rings) and all of the challenges that he encountered.  I see this as an extremely rewarding endeavor with many challenges ahead to provide informative posts that are engaging and not a regurgitation of what has already been said.

Some information about me:

  • I am a CRM consultant for a Gold certified Microsoft Dynamics CRM partner
  • I have a passion for CRM and Social Networking
  • I love the idea that someone could read my blog and gain knowledge or a perspective they may have not had otherwise
  • I am a HUGE Doctor Who fan
  • Much like a Hobbit, I am short with hairy feet…hence “CRMhobbit” 🙂

I would like to close my first post to the CRMhobbit blog with a “thank you” to those who I have found inspiration from to get this blog off of the ground.  If you have not done so already, please take the time to visit their blogs and follow them on Twitter.

Thank you to Julie Yack, Paul Greenberg, Ben Hosking, Jim Lomas, Laura Robinson, Jim Glass, Jr., Martin tenVoorde, Anne Stanton and Chuck Ingram!