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
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
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
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…

Read More
Sales Forecasting Crystal ball

Sales Forecasting: Dynamics 365 New Feature

Note: Since this post was written Microsoft have updated this feature. We will be writing a new post to cover the updates soon. 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.…

Read More
neMicrosoft Dynamics Tag Charts

Improving user adoption with Microsoft Dynamics Tag Charts

What is a tag chart One of my favourite features of the new Unified Interface for Microsoft 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…

Read More
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…

Read More