Rocket CRM Blog

Rocket CRM
Focusing on the word Focus in an open Dictionary

Report on Key Phrases using Power Apps/Dynamics 365, Power Automate & Power BI – Part 1

By Kyle Mckie - 29th June 2020

During the current pandemic, it’s more important than ever to understand what your customers are asking for. In the past, reporting on unstructured free-text data for SME’s has always been tricky. Users tend to enter information slightly differently and this causes issues when trying to create a standardised reporting. More often than not, someone has…

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Axe in Wood Abe Lincoln Quote

My Journey: The first 15 days as a Dynamics 365/ Power Platform consultant

By Sandip Purewal - 5th June 2020

One of my favourite quotes… For me this has applications in all aspects of life, however, I particularly employ this philosophy in the workplace. It signifies the use of having the right tools to do the job and also being able to use them effectively. It implies effective provision of those tools by employers and…

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Busy Barber Shop with power apps logo in foreground

Power Apps for the SMB Sector: The new CRM

By Iain Wicks - 1st June 2020

The biggest change to how we run our business over the past year has been in the Power Apps for the SMB sector. It used to be that, if you wanted a CRM system you would buy a CRM product like Dynamics 365 Sales or Dynamics 365 Customer service. Both of which are fully formed,…

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We recommend that you use Recommendations in Dynamics 365

By Iain Wicks - 4th May 2020

This week we’re unpacking another cool, yet, little known feature on Microsoft Dynamics 365. It’s called Recommendations and it’s  very easy to set up and use. Even more importantly…it will make you look great as the CRM administrator! Using Microsoft Dynamics 365 Recommendations it’s possible to make suggestions based on various criteria on a record. …

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Quiz Question

Forms Pro: The free survey tool for Dynamics 365

By Iain Wicks - 13th April 2020

In times of uncertainty we could all use a helping hand. Here’s a great tip if you’re already using Dynamics 365 and you have a need to create forms, quizzes or surveys. Did you know that you also have free access to use Forms Pro? … Well, you’re not the only one, it seems a…

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remote worker drinking coffee

Remote Team Productivity: MS Teams with Dynamics 365 and Power Apps

By Iain Wicks - 5th April 2020

Different combinations of crisis have been pushing survival questions of not only businesses, but also the human race. None more so than the Coronavirus crisis situation, the phenomenon that will always be remembered as the catalyst that changed the way we live and work forever. In terms of business, this new world calls for a…

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How to track sales performance vs quotas in Dynamics 365

By Iain Wicks - 15th March 2020

It’s been a long time coming but a nice alternative to using goals to track sales trends and performance has finally arrived for the Dynamics 365 community. For those poor souls that ever had to experience the clunky, non intuitive setting up of goals in Dynamics 365, you’ll understand the elation that this news brings…

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Chalkboard that says... Time for yet another change to Microsoft Dynamics Licencing

Dynamics 365 Team Member License Update Feb 2020

By Iain Wicks - 14th February 2020

We, at Rocket CRM love Microsoft (well…it is Valentines day, at the time of writing this update!). Although,we do sometimes get frustrated by their inconsistencies and constant changing of the goalposts, especially around the Dynamics 365 Team Member License. We previously wrote an article about Dynamics 365 Team Member licenses which got a lot of…

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Dynamics 365 Marketing Send Now

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

By Iain Wicks - 5th January 2020

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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bundle of old subscription newspapers

Taking a snapshot of a D365 Marketing subscription list

By Iain Wicks - 6th December 2019

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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