Sales
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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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…
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How to track sales performance vs quotas in Dynamics 365
It’s been a long time coming but a nice alternative to using goals to track sales trends and performance has finally arrived for the Dynamics 365 community. For those poor souls that ever had to experience the clunky, non intuitive setting up of goals in Dynamics 365, you’ll understand the elation that this news brings…
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Scan Business Card – Dynamics 365 New AI Feature
From November 2019 you may have suddenly noticed a new button on your contact Quick Create form like the one below? The Scan Business Card option is a great addition for sales people who are too busy to type info into a CRM system, or those lucky enough to have a biz card scanning device…
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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.…
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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…
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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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What are leads in Dynamics 365?
Actually this is a very common question for people that are new to using Dynamics 365. When customers are first introduced to Dynamics 365 they often need guidance on the difference between leads and opportunities and how they both fit into the overall sales process. Furthermore what’s the difference between a lead and a contact…
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Microsoft Dynamics 365 CRM sales entities simplified
At Rocket CRM, we like to think we are different. “In what way are you different?” I hear you ask (in my head!). We are different because we take a potentially complex system like Microsoft Dynamics 365 and we make it really simple for you and your users to understand and use. After years of…
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3 steps to creating a repeatable sales process for small businesses using Microsoft Dynamics 365
Success and growth in business comes from building repeatable and predictable processes. Microsoft Dynamics 365 has been used by big businesses and enterprise corporations for years to build repeatable yet complex requirements. With the rapid rise of Microsoft Dynamics 365 online, more and more small businesses are benefiting from this “best in breed”, low cost…
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