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Dynamics 365 new feature: Main Form Dialog

By Sandip Purewal - 7th February 2021

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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New York Yellow Cabs in the snow

ClickDimensions Online Survey Tool – new feature!

By Iain Wicks - 11th December 2020

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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Rocket Launch Sales Poster

The Simple Sales CRM Solution from Rocket CRM

By Sandip Purewal - 4th December 2020

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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My tips for training Dynamics 365 remotely

My tips for training Dynamics 365 remotely

By Sandip Purewal - 12th November 2020

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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Simple Office

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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