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Dynamics 365 for Marketing First Run Experience

By Kyle Mckie - 19th February 2018

In our previous post, we ran through an overview of Dynamics 365 for Marketing and what was included with the release. In our next post in the series, we will run through the first run experience. Before we begin A couple of key things before we start going through the first run experience, Dynamics 365…

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Bananas in a row

What are leads in Dynamics 365?

By Iain Wicks - 12th February 2018

Actually this is a very common question for people that are new to using Dynamics 365. When customers are first introduced to Dynamics 365 they often need guidance on the difference between leads and opportunities and how they both fit into the overall sales process. Furthermore what’s the difference between a lead and a contact…

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Announcing D365 for Marketing

Dynamics 365 for Marketing…here at last !

By Iain Wicks - 8th February 2018

Microsoft have finally released Microsoft Dynamics 365 for Marketing. This release is a public preview and not yet a full release. The release comes with a full set of documentation so that the self-starters among the community can dive straight in and start to learn the product. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/help-hub Prerequisites If you want to get started…

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Busy control room steering CRM

CRM has gone Live…what next?

By Iain Wicks - 25th January 2018

Post Go Live So, you’ve just been through the excitement of the CRM project Go Live. The legacy system has now been disabled so even the most hardened resisters to change are now being forced to use the new system. You, as the CRM administrator, are now to going to start really earning those CRM…

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balance risks high wire walking

Risk Management in CRM Projects: What you don’t know can kill your project

By Iain Wicks - 2nd January 2018

The first thing to say is that all projects have risks. There might be a risk of not completing the project on time, a risk of never realising the expected benefits because the scope and requirements keep changing or simply because they weren’t defined clearly enough in the first place. Risks can take multiple forms…

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Happy employee training

There is only one thing worse than training employees and losing them, and that’s not training them and keeping them

By Iain Wicks - 11th December 2017

This great quote from business “guru” Zig Ziglar and really nails the importance of taking employee training seriously Effective employee training is key to a successful Dynamics 365 implementation. Time and time again we come across failed implementations that are technically and logically sound but ultimately were seen as failed projects. This is because insufficient…

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Duplicate Content

Dynamics 365 Duplicate Detection Rules: How do they work?

By Kyle Mckie - 30th November 2017

In a previous post, I talked about the principles of how to maintain clean data within your Microsoft Dynamics 365 Organisation. Today, I’m going to show you how to setup duplicate detection rules. First Things First Before you setup the rules, the first thing you need to do is to make sure duplicate detection is…

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Microsoft Dynamics 365 handed to you by Rocket CRM

Microsoft Dynamics 365 CRM sales entities simplified

By Iain Wicks - 26th November 2017

At Rocket CRM, we like to think we are different. “In what way are you different?” I hear you ask (in my head!). We are different because we take a potentially complex system like Microsoft Dynamics 365 and we make it really simple for you and your users to understand and use. After years of…

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Change Management

Change Management in CRM Projects: The other side of the coin

By Iain Wicks - 17th November 2017

Imagine a CRM project as a coin, on one side is the Project Management and on the other side is Change Management. Both are equally important for a CRM project to succeed however we often still tend to only focus on one side of the CRM project coin. The problem is that all too often…

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Define Your Dynamics 365 Data Entry Rules

Managing Your Data In Microsoft Dynamics 365

By Kyle Mckie - 10th November 2017

In my previous post, I spoke about cleaning your data for your live CRM system, today I wanted to talk about how you manage & maintain the quality of your data once it’s in your new CRM system. Define Data Entry Rules You need to define how people will enter the data in the system. As…

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