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