Rocket CRM Blog

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11 Dynamics 365 features for greater user adoption

By Sandip Purewal - 26th October 2020

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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Dynamics 365 Word Template creation

Dynamics 365 Word Templates in 9 easy steps

By Sandip Purewal - 7th October 2020

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 user on laptop

ClickDimensions: An Introduction and Overview

By Sandip Purewal - 29th September 2020

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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Charities office

How charities can create savings with low cost CRM

By Iain Wicks - 20th September 2020

The Current Situation for charities The Covid 19 Pandemic has had a devastating effect on the whole world’s economy and the charity sector is no exception. However, in this particular situation, charities are a bit of an anomaly. While the not for profit sector has been hit massively by a vastly depleted income stream, it…

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crowd piece of art

CRM Stakeholders: Management & Engagement – Part II

By Sandip Purewal - 12th August 2020

“It’s not the strongest of the species that survive, nor the most intelligent, but the ones who are responsive to change” – Charles Darwin   This blog builds on from that taking a look at a practical method for managing CRM stakeholders once their position to change is understood. I cannot emphasise enough how important…

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3 people sitting on a bench looking at a wall of photos of peoples faces

3 things that Membership Organisations need to do now in order to stay relevant

By Iain Wicks - 14th July 2020

Membership organisations that want to continue to exist need to listen to and adapt to the evolving needs of their audiences. Membership organisations that don’t innovate will inevitably meet the same fate as a slowly sinking ship. We all know that there are difficult times ahead, as we attempt to start kickstart our normal lives…

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technicolour Basketball cartoon

Change Management: Leadership Tools and Applications – Part I

By Sandip Purewal - 10th July 2020

“…I wanted them to understand what it felt like to be in trenches, and if they don’t understand then they’re not going to respond when the war starts!” – Michael Jordan This quote is from a box set series I watched called The Last Dance based on one of my sporting hero’s Michael Jordan and…

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Focusing on the word Focus in an open Dictionary

Report on Key Phrases using Power Apps/Dynamics 365, Power Automate & Power BI – Part 1

By Kyle Mckie - 29th June 2020

During the current pandemic, it’s more important than ever to understand what your customers are asking for. In the past, reporting on unstructured free-text data for SME’s has always been tricky. Users tend to enter information slightly differently and this causes issues when trying to create a standardised reporting. More often than not, someone has…

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Axe in Wood Abe Lincoln Quote

My Journey: The first 15 days as a Dynamics 365/ Power Platform consultant

By Sandip Purewal - 5th June 2020

One of my favourite quotes… For me this has applications in all aspects of life, however, I particularly employ this philosophy in the workplace. It signifies the use of having the right tools to do the job and also being able to use them effectively. It implies effective provision of those tools by employers and…

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Busy Barber Shop with power apps logo in foreground

Power Apps for the SMB Sector: The new CRM

By Iain Wicks - 1st June 2020

The biggest change to how we run our business over the past year has been in the Power Apps for the SMB sector. It used to be that, if you wanted a CRM system you would buy a CRM product like Dynamics 365 Sales or Dynamics 365 Customer service. Both of which are fully formed,…

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