Posts by Sandip Purewal
Dynamics 365 new feature: Main Form Dialog
In this post we will take a sneak peek at the new Main Form Dialog feature that is sure to increase Dynamics 365 user adoption. Dynamics 365 Quick create forms allow the creation of new records for related tables. This option does (by definition) only ask for key column information to complete and create a…
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The Simple Sales CRM Solution from Rocket CRM
What is this Simple Sales CRM? Rocket Launch Sales is a cost-effective and simple sales CRM solution if you are looking for an easy way to manage the pipeline in your business. The concept is to keep CRM simple, achieve users buy-in, have a robust solution that provides real-time insights and reporting for management. What…
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My tips for training Dynamics 365 remotely
Delivering training ranges from on the job for new recruits to formal training to large groups, In this blog, I’ll be telling you about my tips for training Dynamics 365 remotely. In the current climate, training still needs to take place largely through remote working solutions and so delivery methods have to change to meet…
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11 Dynamics 365 features for greater user adoption
Dynamics 365 boasts a lot of out of the box functionality, in this post I have picked my top 11 Dynamics 365 Features that I think will massively increase user adoption. Keeping your Dynamics 365 CRM system simple whilst getting the best from the functionality available is not always easy. A good start is to…
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Dynamics 365 Word Templates in 9 easy steps
In this blog, I will demonstrate how to create Dynamics 365 Word Templates in 9 easy steps. Dynamics 365 natively integrates with the Microsoft 365 suite of products which includes Word. There are third party vendors (see link at bottom page) with products that extend the functionality available from Microsoft, especially for document creation, management…
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ClickDimensions: An Introduction and Overview
We recently asked one of our customers to give us an introduction to ClickDimensions, based on her experiences of the product. This post is based on what she told us: I have been in the CRM and Dynamics arena for around 4 years and a product I had heard a lot about is ClickDimensions. At…
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CRM Stakeholders: Management & Engagement – Part II
“It’s not the strongest of the species that survive, nor the most intelligent, but the ones who are responsive to change” – Charles Darwin This blog builds on from that taking a look at a practical method for managing CRM stakeholders once their position to change is understood. I cannot emphasise enough how important…
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Change Management: Leadership Tools and Applications – Part I
“…I wanted them to understand what it felt like to be in trenches, and if they don’t understand then they’re not going to respond when the war starts!” – Michael Jordan This quote is from a box set series I watched called The Last Dance based on one of my sporting hero’s Michael Jordan and…
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My Journey: The first 15 days as a Dynamics 365/ Power Platform consultant
One of my favourite quotes… For me this has applications in all aspects of life, however, I particularly employ this philosophy in the workplace. It signifies the use of having the right tools to do the job and also being able to use them effectively. It implies effective provision of those tools by employers and…
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