ClickDimensions Web Analytics

Why B2B companies should be looking at their web analytics again & how ClickDimensions can add greater insights

As your customers, and potential customers, start to return to offices again post-Covid, it’s worth taking the time to look again at an often-overlooked aspect of ClickDimension’s functionality, Web Analytics. Let’s have a look at how this works and why it’s worth adding a little customisation and routinely querying and enhancing this data.    But firstly, why now? What’s Covid got to do web analytics? Let’s…

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Dynamics 365 Word Template creation

Dynamics 365 Word Templates in 9 easy steps

In this blog, I will demonstrate how to create Dynamics 365 Word Templates in 9 easy steps. Dynamics 365  natively integrates with the Microsoft 365 suite of products which includes Word.  There are third party vendors (see link at bottom page) with products that extend the functionality available from Microsoft, especially for document creation, management…

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Interactive Dashboards Visual Filters

Interactive Dashboards inside Dynamics 365 Unified Interface

Dynamics 365 Interactive dashboards are now available for pretty much all record types in the Dynamics Unified Interface. If you’re used to the standard “classic” Dynamics dashboards, then you may be wondering what is an interactive dashboard. Well, I’m glad you asked because they are simple to create and are even simpler to use. A…

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Duplicate Content

Dynamics 365 Duplicate Detection Rules: How do they work?

In a previous post, I talked about the principles of how to maintain clean data within your Microsoft Dynamics 365 Organisation. Today, I’m going to show you how to setup duplicate detection rules. First Things First Before you setup the rules, the first thing you need to do is to make sure duplicate detection is…

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Tips on good data management

Tips on good data management

In my previous post, I spoke about cleaning your data for your live CRM system, today I wanted to talk about how you manage & maintain the quality of your data once it’s in your new CRM system. Here are Rocket CRM’s tips on good data management. Define Data Entry Rules You need to define…

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better quality data

7 steps to better quality data in your new CRM system

One of the main reasons a CRM implementation fails is due to poor quality data, yet all it takes is a bit of preparation and the common issues that cause poor data can be avoided. In this post, let’s look at the process of cleaning and migrating your data into a new CRM system as…

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CrGDPR & Microsoft Dynamics

GDPR & Microsoft Dynamics – The Latecomers Guide (Part 3)

With an enforcement deadline of 25th May 2018 it is estimated that more than *50% of small businesses are not familiar with GDPR. With fines of up to €20,000,000 or 4% of global turnover GDPR demands to be taken seriously. The good news is that its not too late for companies to start to prepare…

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Street Scene GDPR Blog2

GDPR – The Latecomers Guide (Part 2)

EU data protection law is changing. The General Data Protection Regulation (GDPR) comes into force in the UK on 25 May 2018 replacing the Data Protection Act 1998. The regulation has been law since 2016 but its only now, as the enforcement deadline approaches, that a lot of us are waking up to the fact…

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Crowded street London

GDPR & Dynamics 365 – The Latecomer’s Guide (Part 1)

  GDPR is upon us, it affects everyone and the fines are huge!  It’s not the most glamorous of topics but the General Data Protection Regulation (GDPR) is going to affect every single EU citizen and beyond and as an organisations that have a database of any kind it’s very important to get on board…

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