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Power Apps for the SMB Sector: The new CRM

The biggest change to how we run our business over the past year has been in the Power Apps for the SMB sector. 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,…

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Forms Pro

Forms Pro: The free survey tool for Dynamics 365

In times of uncertainty, we could all use a helping hand. Here’s a great tip if you’re already using Microsoft 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…

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Increase productivity with Microsoft Teams

Increase productivity with Microsoft Teams & Microsoft Dynamics 365

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, 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 new…

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How to track sales performance in Dynamics 365

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 Microsoft 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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Dynamics 365 Team Member License Update Feb 2020

We, at Rocket CRM love Microsoft Dynamics 365 (well…it is Valentine’s day, at the time of writing this update!). Although, we do sometimes get frustrated by their inconsistencies and constant changing of the goalposts, especially around the Dynamics 365 Team Member License. We previously wrote an article about Dynamics 365 Team Member licenses which got…

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Subscription lists in Dynamics 365 Marketing

Microsoft Dynamics 365 Marketing Subscription Lists One of the great features of Microsoft Dynamics 365 Marketing is the use of subscription lists. Subscription lists can be surfaced through Dynamics 365 Marketing emails so that when a customer receives a marketing email, they can click on a link in the email and be presented with their…

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Scan Business Card feature in Microsoft Dynamics 365

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 salespeople who are too busy to type info into a CRM system, or those lucky enough to have a biz card scanning device that…

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Dynamics 365 CRM for Non-Profits

After many years of promise and rhetoric, it seems we are finally arriving in the true digital era. Cloud subscription-based services are now the norm, Artificial Intelligence capabilities have become very real and are now being used in all kinds of systems to empower people to make smarter decisions and switched on organisations are realising…

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Sales Forecasting: Dynamics 365 New Feature

Note: Since this post was written Microsoft have updated this feature. We will be writing a new post to cover the updates soon. Microsoft have introduced another new (preview) feature in Dynamics 365 Customer Engagement apps. Sales Forecasting helps companies to project revenue over time periods based on opportunities being created by the sales team.…

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Dynamics 365 Team Licenses explained

Note: There are important changes to Microsoft Dynamics 365 Team member licenses taking place in April 2020. See our update here April 2019 Updated Blog: Flexible licensing is one of the strong features that make Microsoft Dynamics 365 such a compelling CRM choice. For those users that need it, a Plan license allows full access…

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