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We recommend that you use Recommendations in Dynamics 365

By Iain Wicks - 4th May 2020

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. …

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Quiz Question

Forms Pro: The free survey tool for Dynamics 365

By Iain Wicks - 13th April 2020

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…

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remote worker drinking coffee

Remote Team Productivity: MS Teams with Dynamics 365 and Power Apps

By Iain Wicks - 5th April 2020

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…

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How to track sales performance vs quotas in Dynamics 365

By Iain Wicks - 15th March 2020

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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Chalkboard that says... Time for yet another change to Microsoft Dynamics Licencing

Team Member License Update Feb 2020

By Iain Wicks - 14th February 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…

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Dynamics 365 Marketing Send Now

Four reasons I wouldn’t use Dynamics 365 Marketing’s “send now” feature in a production environment.

By Iain Wicks - 5th January 2020

Microsoft recently released a much needed and requested feature for the Dynamics 365 Marketing product called Send Now. With this feature, marketing users can “instantly” send a marketing email to one or more individuals. Dynamics 365 CRM users can do this without requiring knowledge of how to create a customer segments and customer journeys and…

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bundle of old subscription newspapers

Taking a snapshot of a D365 Marketing subscription list

By Iain Wicks - 6th December 2019

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…

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Rocket CRM Business card in extended arm

Scan Business Card – Dynamics 365 New AI Feature

By Iain Wicks - 11th November 2019

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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Graph and Process digrams for planning

Why choose managed service for Dynamics 365 ?

By Iain Wicks - 23rd October 2019

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…

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Charity Volunteers

Dynamics 365 for Non-Profit Organisations and Charities

By Iain Wicks - 5th June 2019

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…

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