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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Sales Forecasting Crystal ball

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.…

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new-york-times-newspaper-1942

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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Happy employee training

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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