Frequently Asked Questions

The most commonly asked questions relating to CRM, data and marketing software, delivered by Rocket CRM, a trusted Microsoft Dynamics 365 Partner.

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Dynamics 365 & Power Apps

We’ve got the answers to the most popular Dynamics 365 and Power Apps questions. As Dynamics 365 specialists, there isn’t much we don’t know about Microsoft’s powerful CRM offering.

Marketing automation software

We cover the basics and also answer software-specific questions relating to marketing automation software, including ClickDimensions and Dynamics 365 Marketing.

Data management

Anyone who is responsible for sales, marketing or data knows just how important managing and leveraging data well, is to business success and compliance. Discover data management best practice.

Dynamics 365 training

Tips and advice on Dynamics 365 training for staff to ensure you achieve success when implementing a new CRM system.

Managed services

What are CRM Managed Services, and what value can they add to your organisation? Have your questions answered here by CRM experts.

Dynamics 365 licensing

We simplify Dynamics 365 licensing to ensure you are fully informed and get the most value from Dynamics 365 and Power Apps licenses.

CRM software

We address some of the most common problems and answer the most popular CRM software related questions.

Data migration

Data migration is a vital component of any CRM project. Get the answers to the most regularly asked question.

Popular Questions

Marketing automation is the use of technology, skills and tools to manage marketing processes and multichannel campaigns by automating actions and communications and tailoring these communications to the audience’s exact needs. This hyper-personalised approach helps nurture and convert leads and strengthen existing customer relationships. Marketing automation activity can include email marketing, surveys, lead magnets and social media automation. There are countless marketing automation software solutions on the market, but when it comes to users of Dynamics 365, we feel ClickDimensions offers the best-in-class software with powerful analytics and expert support. Learn more about marketing automation and how it could benefit your business or charity.  
When you consider the benefits of engaging a managed service provider; reduced downtime, maximized use of the CRM software, improved operational efficiency due to maximizing the features of the CRM, managed service is very cost-effective. Costs can vary from supplier to supplier and larger IT consultancies will charge higher rates. Your monthly cost may also depend on the level of support you require in your subscription and the number of users and sometimes managed service pricing can also be calculated based on the number of devices. Find out more about Rocket CRM Managed Services.
Learning how to use and configure Dynamics 365 in a relatively short period is possible. As it is intuitively built and designed around the needs of a business, its employees and processes and its customers, learning your way around the CRM is easy. Dynamics 365’s simple and intuitive interface aids user adoption. As any business knows,s a CRM can only drive value and business growth if it is used correctly by the workforce. You should expect your Dynamics 365 partner to offer off-the-shelf or custom training to you and your workforce to ensure that whichever business area will be using and benefiting from Dynamics 365, they are competent in its use. Rocket CRM offer off-the-shelf or bespoke training for individuals, teams or organisations.
Microsoft Dynamics 365 is a cloud-based CRM system offering CE (customer engagement) functionality, including sales, marketing, and service modules. These modules can be used alone and seamlessly integrate integrated and other Microsoft products. The Microsoft Dynamics 365 ecosystems also include broader ERP applications too. Discover more about Dynamics 365.
CRM software helps businesses manage and leverage data for better sales, marketing and customer service activity. Leading CRM software such as Dynamics 365 helps businesses manage, access and utilise data quickly and accurately. Its unified data interface means that individuals across the organisation can gain better insight into the customer or leads needs and where they are in their buyer journey. This insight and customer knowledge can give a business a distinct advantage over those that aren’t as close to their customers. Real-time data and 360-degree views of the customer mean that sales, marketing, and customer service activities can be aligned, and marketing communications can be tailored and timely. When combined with powerful marketing automation software, CRM systems can leverage data to another level and deliver highly personalised and efficient digital marketing communications by streamlining, automating and tailoring email communications. In summary, CRM software helps businesses operate more effectively, flexibly, and agile.
CRM technology is incredibly beneficial in today’s data-driven world, as it gives companies the power to manage and leverage their lead and customer data more effectively. It can often be the key to unlocking a business’s untapped growth potential and giving it that all-important competitive edge. In short, it helps sales function better manage their sales pipeline. It helps sales teams prioritise work and focus on activities that will deliver greater sales results. CRM marketing tech assists the sales team by attracting, nurturing and converting leads better, and customer service platforms can transform the customer experience. Modern CRMs help businesses keep pace with customer demand and expectations as today’s consumers are accustomed to and expectant digital interaction with their suppliers and retailers. Read more about the benefits of CRM for SMBs.
Power Apps is an application built on the Azure cloud server, which is used to create data forms and apps with low or no code. Microsoft Power Platform is the collective term for a range of products, that includes Power Apps, as well as Power BI and Power Automate. All of these are fed and connected through a common data service (known as the Dataverse). It’s this integrated and unified data management that makes it super powerful and subsequently puts businesses in the driving seat when it comes to managing, analyzing, and leveraging their data across the organization. Discover more about the magic of Microsoft Power Apps.