Data
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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Report on Key Phrases using Power Apps/Dynamics 365, Power Automate & Power BI – Part 1
During the current pandemic, it’s more important than ever to understand what your customers are asking for. In the past, reporting on unstructured free-text data for SME’s has always been tricky. Users tend to enter information slightly differently and this causes issues when trying to create a standardised reporting. More often than not, someone has…
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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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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
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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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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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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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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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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