Busy Barber Shop with power apps logo in foreground

It used to be that, if you wanted a CRM system you would buy a CRM product like Dynamics 365 Sales or Dynamics 365 Customer service. Both of which are fully formed, mature products with a huge, standard set of features baked right into the system. But things have been changing over the past couple…

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This week we’re unpacking another cool, yet, little known feature on Microsoft Dynamics 365. It’s called Recommendations and it’s  very easy to set up and use. Even more importantly…it will make you look great as the CRM administrator! Using Microsoft Dynamics 365 Recommendations it’s possible to make suggestions based on various criteria on a record. …

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Quiz Question

In times of uncertainty we could all use a helping hand. Here’s a great tip if you’re already using Dynamics 365 and you have a need to create forms, quizzes or surveys. Did you know that you also have free access to use Forms Pro? … Well, you’re not the only one, it seems a…

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remote worker drinking coffee

Different combinations of crisis have been pushing survival questions of not only businesses, but also the human race. None more so than the Coronavirus crisis situation, the phenomenon that will always be remembered as the catalyst that changed the way we live and work forever. In terms of business, this new world calls for a…

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It’s been a long time coming but a nice alternative to using goals to track sales trends and performance has finally arrived for the Dynamics 365 community. For those poor souls that ever had to experience the clunky, non intuitive setting up of goals in Dynamics 365, you’ll understand the elation that this news brings…

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Chalkboard that says... Time for yet another change to Microsoft Dynamics Licencing

We, at Rocket CRM love Microsoft (well…it is Valentines day, at the time of writing this update!). Although,we do sometimes get frustrated by their inconsistencies and constant changing of the goalposts. We previously wrote an article about Dynamics 365 Team Member licenses which got a lot of traction and has been read by thousands of…

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Dynamics 365 Marketing Send Now

Microsoft recently released a much needed and requested feature for the Dynamics 365 Marketing product called Send Now. With this feature, marketing users can “instantly” send a marketing email to one or more individuals. Dynamics 365 CRM users can do this without requiring knowledge of how to create a customer segments and customer journeys and…

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bundle of old subscription newspapers

D365 Marketing Subscription Lists One of the great features of D365 Marketing is the use of subscription lists. Subscription lists can be surfaced through D365 Marketing emails so that when a customers receives a marketing email, they can click on a link in the email and be presented with their current preferences in the form…

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Rocket CRM Business card in extended arm

From November 2019 you may have suddenly noticed a new button on your contact Quick Create form like the one below? The Scan Business Card option is a great addition for sales people who are too busy to type info into a CRM system, or those lucky enough to have a biz card scanning device…

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Graph and Process digrams for planning

Statistics show that the managed service market is growing and that it is going to continue to grow over the next few years. There are some very good reasons for this. Organisations are undergoing an unprecedented level of business transformation, either through growth or other structural changes, in order to streamline their business processes. There…

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