Main Form Dialog Feature Banner

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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Rocket Launch Sales Poster

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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Simple Office

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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Charities office

The Current Situation for charities The Covid 19 Pandemic has had a devastating effect on the whole world’s economy and the charity sector is no exception. However, in this particular situation, charities are a bit of an anomaly. While the not for profit sector has been hit massively by a vastly depleted income stream, it…

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Busy Barber Shop with power apps logo in foreground

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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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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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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