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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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Sales Forecasting Crystal ball

Sales Forecasting: Dynamics 365 New Feature

By Iain Wicks - 13th May 2019

Microsoft have introduced another new (preview) feature in Dynamics 365 Customer Engagement apps. Sales Forecasting helps companies to project revenue over time periods based on opportunities being created by the sales team. In this extended post we take a look at the new preview feature. Background For a long time, Goals has existed as a…

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Team Members Sparrows

Microsoft Dynamics 365 Team Licenses explained

By Iain Wicks - 25th April 2019

April 2019 Updated Blog: Flexible licensing is one of the strong features that makes Dynamics 365 such a compelling CRM choice. For those users that need it, a Plan license allows full access to pretty much everything under the sun! An App license gives access to a particular function set such as Sales, Service, Project…

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User Adoption Tool-tip: Interactive Tag Charts

By Iain Wicks - 18th March 2019

What is a tag chart One of my favourite features of the new Unified Interface for Dynamics 365 is tag charts. Interactive tag charts have been around for a while, but you may not have heard of them until now, as they previously only appeared in the Interactive Service Hub. The Tag chart is an…

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Interactive Dashboards Visual Filters

Interactive Dashboards inside Dynamics 365 Unified Interface

By Iain Wicks - 22nd February 2019

Dynamics 365 Interactive dashboards are now available for pretty much all record types in the Dynamics Unified Interface. If you’re used to the standard “classic” Dynamics dashboards, then you may be wondering what is an interactive dashboard. Well, I’m glad you asked because they are simple to create and are even simpler to use. A…

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Two String men arm wrestling

Dynamics 365 for Marketing vs ClickDimensions (part 2)

By Iain Wicks - 11th January 2019

  This is the second part of a two-part post comparing the user experience of Microsoft Dynamics 365 for Marketing versus ClickDimensions in a basic functional area. In part-one we went through the experience of creating an email template with Dynamics 365 for Marketing. ClickDimensions The ClickDimensions experience is as follows; The first step is…

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ClickD vs D365 for Marketing Announcement

Dynamics 365 for Marketing vs ClickDimensions (part 1)

By Iain Wicks - 11th January 2019

Introduction For users of Microsoft Dynamics the obvious choice for digital marketing has, for years, been to use ClickDimensions. This is due to the fact that ClickDimensions is entirely designed and built around Dynamics 365 and it sits, natively, right within the Dynamics interface. In spring 2018 Microsoft  launched their own marketing product suite to…

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Microsoft Project Online and Dynamics 365 PSA

By Kyle Mckie - 7th January 2019

At Ignite in September, Microsoft had various talks about the roadmap for Microsoft Project and Dynamics 365 Project Service Automation but one of the things they announced that seems to have flown under the radar a bit is the unification of the Microsoft Project and Dynamics 365 Project Service Automation platforms. If you didn’t see…

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D365 Colour Run

Dynamics 365 for Marketing: How to create an Event (part 3) – Passes, Registrations and Feedback

By Iain Wicks - 19th September 2018

This final post in our three-part series on creating and managing an event with Microsoft Dynamics 365 for Marketing will look at creating Passes (tickets) for an event. We will take a look at how to customise the registration experience with our own set of bespoke questions and how to deal with the allocation of…

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Dynamics 365 for Marketing Event Audience

Dynamics 365 for Marketing: How to create an Event (part 2) – Sessions, Tracks, Speakers and Sponsors

By Iain Wicks - 9th September 2018

Sessions, Tracks, Speakers and Sponsors There’s a lot more to putting on an event than just a date and a venue. In the last blog post we looked at how to create a basic event in Dynamics 365 for Marketing. In this blog post we are going to flesh out that event a little and…

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