CRM Project
Is Dynamics 365 the right CRM for your business?
To say there is wide choice in CRM software is an understatement. The CRM market has seen huge growth in recent years, with numerous new players bursting onto the scene, as businesses level up their tech arsenal in this rapidly evolving digital world. Many of you reading will likely agree that CRM software is no…
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Where to start with your digital transformation – advice for businesses keen to catch up in the digital revolution
The digital transformation story is here to stay in 2022 It’s approaching two years since we packed up our office belongings and headed to the safety of our homes. Life pre-pandemic seems like a long time ago, but we can say with some level of confidence that we’ve adapted and settled into a new way of living, shopping and socialising pretty well. Adjustments in the…
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Things you should know about Microsoft Dynamics 365
Microsoft Dynamics 365 CRM Diving into the world of CRMs is a complex business. So many options, so much to consider, various people are required to make the right decision. Even the simplest of CRM systems requires good planning and a sound understanding of CRM software. So, if you’ve heard of Microsoft Dynamics 365 CRM…
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How we keep powerful CRM technology simple
It is human nature to create order from chaos and no one likes complexity when trying to run a business efficiently and profitably. So, when it comes to tackling CRM projects, sense says, solutions that allow us to create simplicity and order from something complex or in danger of becoming disordered is a smart move. And, let’s…
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Why a GOOD CRM partner is worth their weight in gold
Are you trying to decide between a custom-built or off-the-shelf CRM system for your business? If you go down the custom-built route, consider how a good CRM partner can help your business succeed, by implementing and managing your new CRM. If you choose a custom-built CRM, you’ll be hiring a CRM partner to manage and take the lead on this major project. As they will be doing all the heavy lifting, project management and will also be responsible for post-implementation support, you should be confident that they have what it takes…
Read MoreChoosing 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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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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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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