Sales
2022 Release wave 1 plans for Dynamics 365 and Power Platform April summary
For those of you familiar with the Dynamics 365 updates, also known as ‘release waves’, you’ll be eagerly awaiting this year’s new enhancements and features. For newer Dynamics 365 users, you may have heard us big up this aspect of the software either before you came on board or when you first switched your CRM…
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Is Dynamics 365 the right CRM for your business?
To say there is wide choice in CRM software is an understatement. The CRM market has seen huge growth in recent years, with numerous new players bursting onto the scene, as businesses level up their tech arsenal in this rapidly evolving digital world. Many of you reading will likely agree that CRM software is no…
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The Simple Sales CRM Solution from Rocket CRM
What is this Simple Sales CRM? Rocket Launch Sales is a cost-effective and simple sales CRM solution if you are looking for an easy way to manage the pipeline in your business. The concept is to keep CRM simple, achieve users buy-in, have a robust solution that provides real-time insights and reporting for management. What…
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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 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 Microsoft 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 feature in Microsoft Dynamics 365
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 salespeople who are too busy to type info into a CRM system, or those lucky enough to have a biz card scanning device that…
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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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Dynamics 365 Team Licenses explained
Note: There are important changes to Microsoft Dynamics 365 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 make Microsoft Dynamics 365 such a compelling CRM choice. For those users that need it, a Plan license allows full access…
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How to use Dynamics 365 Interactive Dashboards in the Dynamics 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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