Data
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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Managing Your Data In Microsoft Dynamics 365
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. Define Data Entry Rules You need to define how people will enter the data in the system. As…
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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, I want to talk to you about the process of cleaning and migrating your data into a…
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GDPR – 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 – The Latecomers Guide (Part 1)
GDPR is upon us, it affects everyone and the fines are huge! Its not the most glamourous of topics but the General Data Protection Regulation (GDPR) is going to affect every single EU citizen and beyond and as an organisations that has a database of any kind it’s very important to get on board…
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