General
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
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…
Read More
ClickDimensions: An Introduction and Overview
We recently asked one of our customers to give us an introduction to ClickDimensions, based on her experiences of the product. This post is based on what she told us: I have been in the CRM and Dynamics arena for around 4 years and a product I had heard a lot about is ClickDimensions. At…
Read More
CRM Stakeholders: Management & Engagement – Part II
“It’s not the strongest of the species that survive, nor the most intelligent, but the ones who are responsive to change” – Charles Darwin This blog builds on from that taking a look at a practical method for managing CRM stakeholders once their position to change is understood. I cannot emphasise enough how important…
Read More
3 things that Membership Organisations need to do now in order to stay relevant
Membership organisations that want to continue to exist need to listen to and adapt to the evolving needs of their audiences. Membership organisations that don’t innovate will inevitably meet the same fate as a slowly sinking ship. We all know that there are difficult times ahead, as we attempt to start kickstart our normal lives…
Read More
Change Management: Leadership Tools and Applications – Part I
“…I wanted them to understand what it felt like to be in trenches, and if they don’t understand then they’re not going to respond when the war starts!” – Michael Jordan This quote is from a box set series I watched called The Last Dance based on one of my sporting hero’s Michael Jordan and…
Read More
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…
Read More
My Journey: The first 15 days as a Dynamics 365/ Power Platform consultant
One of my favourite quotes… For me this has applications in all aspects of life, however, I particularly employ this philosophy in the workplace. It signifies the use of having the right tools to do the job and also being able to use them effectively. It implies effective provision of those tools by employers and…
Read More
Power Apps for the SMB Sector: The new CRM
The biggest change to how we run our business over the past year has been in the Power Apps for the SMB sector. It used to be that, if you wanted a CRM system you would buy a CRM product like Dynamics 365 Sales or Dynamics 365 Customer service. Both of which are fully formed,…
Read More
We recommend that you use Recommendations in Dynamics 365
This week we’re unpacking another cool, yet, little known feature on Microsoft Dynamics 365. It’s called Recommendations and it’s very easy to set up and use. Even more importantly…it will make you look great as the CRM administrator! Using Microsoft Dynamics 365 Recommendations it’s possible to make suggestions based on various criteria on a record. …
Read More