General
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
Forms Pro: The free survey tool for Dynamics 365
In times of uncertainty we could all use a helping hand. Here’s a great tip if you’re already using Dynamics 365 and you have a need to create forms, quizzes or surveys. Did you know that you also have free access to use Forms Pro? … Well, you’re not the only one, it seems a…
Read More
Remote Team Productivity: MS Teams with Dynamics 365 and Power Apps
Different combinations of crisis have been pushing survival questions of not only businesses, but also the human race. None more so than the Coronavirus crisis situation, the phenomenon that will always be remembered as the catalyst that changed the way we live and work forever. In terms of business, this new world calls for a…
Read More
Team Member License Update Feb 2020
We, at Rocket CRM love Microsoft (well…it is Valentines day, at the time of writing this update!). Although,we do sometimes get frustrated by their inconsistencies and constant changing of the goalposts. We previously wrote an article about Dynamics 365 Team Member licenses which got a lot of traction and has been read by thousands of…
Read More
Taking a snapshot of a D365 Marketing subscription list
D365 Marketing Subscription Lists One of the great features of D365 Marketing is the use of subscription lists. Subscription lists can be surfaced through D365 Marketing emails so that when a customers receives a marketing email, they can click on a link in the email and be presented with their current preferences in the form…
Read More
Why choose managed service for Dynamics 365 ?
Statistics show that the managed service market is growing and that it is going to continue to grow over the next few years. There are some very good reasons for this. Organisations are undergoing an unprecedented level of business transformation, either through growth or other structural changes, in order to streamline their business processes. There…
Read More
Dynamics 365 for Non-Profit Organisations and Charities
After many years of promise and rhetoric, it seems we are finally arriving in the true digital era. Cloud subscription-based services are now the norm, Artificial Intelligence capabilities have become very real and are now being used in all kinds of systems to empower people to make smarter decisions and switched on organisations are realising…
Read More
Sales Forecasting: Dynamics 365 New Feature
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.…
Read More
Microsoft Dynamics 365 Team Licenses explained
Note: There are important changes to Team member licenses taking place in April 2020. See our update here April 2019 Updated Blog: Flexible licensing is one of the strong features that makes Dynamics 365 such a compelling CRM choice. For those users that need it, a Plan license allows full access to pretty much everything…
Read More
User Adoption Tool-tip: Interactive Tag Charts
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…
Read More