Choosing the best CRM

Choosing the best CRM for your business

We’ve seen countless times how businesses can be transformed through the power of modern CRM technology, and we want those who are going for growth after such a challenging time, to know about it. So, if you’re embarking on a CRM project as part of a wider digital transformation, you’re definitely not alone, as businesses…

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ClickDimensions Platinum Partner

Microsoft Dynamics Partner, Rocket CRM, recognised as ClickDimensions Platinum Partner.

We are proud to announce that Rocket CRM has recently been awarded Platinum Partner status by ClickDimensions, our chosen Microsoft Dynamics marketing software provider. ClickDimensions are the leading marketing technology and services provider for Microsoft Dynamics 365, offering digital marketing applications designed to drive growth and engagement.   As a partner of five years, we have seen our client base steadily…

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Main Form Dialog Feature Banner

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 Microsoft Dynamics 365 user adoption. Microsoft 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…

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Dynamics 365 Word Template creation

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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Busy Barber Shop with power apps logo in foreground

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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Track sales performance in Dynamics 365

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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Scan Business Card feature i

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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Interactive Dashboards Visual Filters

Interactive Dashboards inside Dynamics 365 Unified Interface

Dynamics 365 Interactive dashboards are now available for pretty much all record types in the Dynamics Unified Interface. If you’re used to the standard “classic” Dynamics dashboards, then you may be wondering what is an interactive dashboard. Well, I’m glad you asked because they are simple to create and are even simpler to use. A…

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