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Dec 17, 2017

Here at the CRM MVP Podcast, we like to focus on topics that are rarely discussed out there, and sometimes we like to be the first podcast out there covering a topic in particular.

In this case, we managed to accomplish both conditions, we decided to dedicate an episode to the best practices and techniques you can leverage to become a "better customer", perhaps even "the perfect customer".

Let me explain what that means.

The perfect customer - in my eyes - is the organization that manages to accomplish the trifecta of value when it comes to Dynamics 365:

1. They manage to achieve their business objectives by implementing Dynamics 365 to help them get better in all 3 areas of the Customer Lifecycle: acquiring new customers, deliver products or services more efficiently to those customers, and extend the relationships they have with existing customers. This makes the Dynamics 365 customer happy.

2. By having a solution that helps them on their Customer Lifecycle you get User Adoption, which means license revenue and utilization, which makes Microsoft happy.

3. Having a great working relationship with their partner is the third element of "the perfect customer trifecta", where the expectations from the customer side, and the partner side line up perfectly. In other words, the customer receives exactly what they need when they need it, and the partner is 100% focused on providing that specific value. This makes the partner happy.

Whether you work for a Dynamics 365 partner or a customer, this episode will include best practices and tips on how to get the most value out of Dynamics 365 as a customer, how to find the best vendor for your specific organization and needs, and how to avoid pitfalls during your implementation.

Lastly, I would like to thank Chris for sharing the Glynlyon story and best practices during this episode. They are an amazing company and industry leader in academic solutions. You can learn more about them at