Rocket CRM Blog
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…Read More
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…Read More
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…Read More
Event Management in Dynamics 365 for Marketing Dynamics 365 for Marketing is Microsoft’s business application designed to meet the marketing requirements of a company or organisation in the small to medium sized enterprise sector. It was launched earlier in 2018 and is shaping up to be a great fit, alongside other Dynamics applications such…Read More
The first point of contact someone has with a business is usually a visit to the website followed by an interaction with an employee of the company. Both of these touch-points give you the opportunity to provide a first-class customer experience. In the first part of our two-part article looking at 10 simple features of…Read More
We hear you … “We’ve done digital transformation”…. “We’ve updated our privacy statements for GDPR”…. “We’ve disrupted until we end up being the norm again”…. The next big thing Refreshingly, the next big thing in business seems to be paradoxically looking back to old school values and is based around something that never gets old.…Read More
One of the things I get asked about a lot especially around the service desk functionality in Microsoft Dynamics is how to take system generated emails such as automated alerts and have them log as cases in Microsoft Dynamics. In the past, this used to involve a lot of extra work – possibly plugins to…Read More
A crowded marketplace We happen to be a company that works within the world of CRM. The CRM marketplace like many other IT based industry sectors is very dynamic and fast moving. A company wanting to make an impact in this already very crowded sector has to work hard to get noticed. Every industry has…Read More
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
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