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CRM Project

Charity Volunteers

Dynamics 365 for Non-Profit Organisations and Charities

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 Crystal ball

Sales Forecasting: Dynamics 365 New Feature

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. In this extended post we take a look at the new preview feature. Background For a long time, Goals has existed as a…

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Team Members Sparrows

Microsoft Dynamics 365 Team Licenses explained

April 2019 Updated Blog: Flexible licensing is one of the strong features that makes Dynamics 365 such a compelling CRM choice. For those users that need it, a Plan license allows full access to pretty much everything under the sun! An App license gives access to a particular function set such as Sales, Service, Project…

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new-york-times-newspaper-1942

User Adoption Tool-tip: Interactive Tag Charts

What is a tag chart One of my favourite features of the new Unified Interface for Dynamics 365 is tag charts. Interactive tag charts have been around for a while, but you may not have heard of them until now, as they previously only appeared in the Interactive Service Hub. The Tag chart is an…

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Bananas in a row

What are leads in Dynamics 365?

Actually this is a very common question for people that are new to using Dynamics 365. When customers are first introduced to Dynamics 365 they often need guidance on the difference between leads and opportunities and how they both fit into the overall sales process. Furthermore what’s the difference between a lead and a contact…

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Busy control room steering CRM

CRM has gone Live…what next?

Post Go Live So, you’ve just been through the excitement of the CRM project Go Live. The legacy system has now been disabled so even the most hardened resisters to change are now being forced to use the new system. You, as the CRM administrator, are now to going to start really earning those CRM…

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Happy employee training

There is only one thing worse than training employees and losing them, and that’s not training them and keeping them

This great quote from business “guru” Zig Ziglar and really nails the importance of taking employee training seriously Effective employee training is key to a successful Dynamics 365 implementation. Time and time again we come across failed implementations that are technically and logically sound but ultimately were seen as failed projects. This is because insufficient…

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CRM Project planning

Sounds like a (CRM project) plan

A Critical part of your CRM project planning is the baseline plan for implementation. It is very important that everyone agrees and commits to the plan in order to manage everyone’s expectations and for it to be achievable. If you have been assigned to work on a CRM project for your organisation, you will have…

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