Rocket CRM Blog
How to manage a CRM project – a charity’s experience As a Microsoft Dynamics 365 Partner, we work with many small businesses and charities, helping them implement, manage and improve their data management. Despite the differences amongst our customer base, many share similar challenges around CRM projects and data management. In this guest blog, we…
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We are proud to announce that Rocket CRM has recently been awarded Platinum Partner status by ClickDimensions, our chosen Microsoft Dynamics marketing software provider. ClickDimensions are the leading marketing technology and services provider for Microsoft Dynamics 365, offering digital marketing applications designed to drive growth and engagement. As a partner of five years, we have seen our client base steadily…
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At Rocket CRM, we help small and medium sized businesses improve the way they store and manage data with Microsoft CRM solutions. As any small business owner knows too well, growth and success can sometimes mean a precarious scaling up processes. As expansion and scale up can soon mean existing processes and tools quickly become…
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In this post we will take a sneak peek at the new Main Form Dialog feature that is sure to increase Dynamics 365 user adoption. Dynamics 365 Quick create forms allow the creation of new records for related tables. This option does (by definition) only ask for key column information to complete and create a…
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Everyone knows that here, at Rocket CRM, we are big fans of ClickDimensions and we couldn’t be more excited to test drive the new ClickDimensions online survey tool that forms part of the ClickDimensions digital marketing platform or Dynamics 365 and the power platform. The brand new survey tool is in beta right now, so…
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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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Delivering training ranges from on the job for new recruits to formal training to large groups, In this blog, I’ll be telling you about my tips for training Dynamics 365 remotely. In the current climate, training still needs to take place largely through remote working solutions and so delivery methods have to change to meet…
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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…
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No doubt, organisations are undergoing an unprecedented level of business transformation, with the digital transformation propelled by the effects of the pandemic. Statistics show that the managed service market is growing and that it is going to continue to grow over the next few years. This rising demand is resulting in an increasing reliance on…
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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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