Joel Lindstrom is a Solution Architect and seven‐time Microsoft Dynamics CRM MVP. He has worked for Hitachi Solutions (formerly Customer Effective) for the past 8 years. In this role he has participated in hundreds of successful Dynamics CRM deployments, leading requirements gathering, design, configuration, integration, reporting, installation, and training.
Before working as a CRM consultant, Joel worked for Datastream Systems selling Asset Management software. Using multiple CRM systems in his job gave Joel an appreciation for CRM software, and how CRM system design choices can impact user experience. He is passionate about CRM user experience, as it drives user adoption of CRM.
Joel enjoys empowering users by making complex topics easy to understand. That is why he loves Dynamics CRM: it empowers customers to make the system fit their business processes without having to be developers. But with this power comes some considerations. It is very easy to configure a form in Dynamics CRM, but it is also very easy to configure a form badly.
By sharing lessons learned from many Dynamics CRM implementations, Joel's goal is to help others learn from mistakes that he and others have made and ensure that their deployments are successful. Joel blogs regularly at crmtipoftheday.com and blog.customereffective.com. He is a frequent speaker at Microsoft Dynamics conferences, like the CRMUG Summit and Microsoft Convergence. He also regularly tweets original Dynamics CRM content @JoelLindstrom.
Joel's first "mobile devices" were the original Diamond Rio MP3 player and a Palm Pilot in 1998. Since then he has used many different smartphones and tablets. With the release of mobile friendly Dynamics CRM interfaces, many Dynamics customers have expressed a variety of reactions. Some want to do everything on a mobile device and ditch laptops, without consideration of what using a business application in "touch first" mode really means to user experience, and others want to hold users back in the last century and ignore the BYOD revolution.
Joel was inspired to write this book after implementing CRM mobile apps in multiple deployments, in an effort to help others have realistic expectations of what works best on a mobile device. Each device type has its own strengths and limitations, and with proper expectations and best practices, it is possible to safely and successfully make mobile an integral part of your Dynamics CRM deployment.