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 More
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…

Read More
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…

Read More
Rocket Launch Sales Poster

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…

Read More
My tips for training Dynamics 365 remotely

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…

Read More
Simple Office

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…

Read More
Charities office

How charities can create savings with low cost CRM

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…

Read More
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,…

Read More
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…

Read More