Rocket CRM Blog
Sometimes with managing cases in Microsoft Dynamics 365, users want to automate sending an email to a customer and present them with some basic buttons so that the customer can choose whether to close a case without the need to reply directly to the email. In this post, I’m going to show you how we…Read More
We often hear the term “paperless” office and if you are an organisation that historically deals with a lot of physical documents you might be considering moving some of those forms to the cloud as part of a digital transformation project. Using Dynamics 365 to create customised input forms with digital signatures can help you…Read More
Flexible licensing is one of the strong features that makes Dynamics 365 such a compelling CRM choice. A Plan license allows access to everything under the sun! An App license gives access to a particular function set such as Sales, Service, Marketing, Projects and Field Service. There is a third level of licensing, which we…Read More
Imagine, as an account manager, you start typing a really useful email to a client about some updates to your products and then you think…hang on, this would be useful to send to all my clients as a personalised email. So, you then spend the next 60 minutes cutting and pasting the email text into…Read More
Once you have your Dynamics 365 for Marketing trial set up then the next thing you will want to do is to start creating some segments of contacts to work with. In this blog we will take a look at how to create a segment in Dynamics 365 for Marketing as well as some of…Read More
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…Read More
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…Read More
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…Read More
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…Read More
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…Read More
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