Rocket CRM Blog
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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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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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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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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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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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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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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One of the main reasons a CRM implementation fails is due to poor quality data, yet all it takes is a bit of preparation and the common issues that cause poor data can be avoided. In this post, I want to talk to you about the process of cleaning and migrating your data into a…
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A Critical part of your CRM project planning is the baseline plan for implementation. It is very important that everyone agrees and commits to the plan in order to manage everyone’s expectations and for it to be achievable. If you have been assigned to work on a CRM project for your organisation, you will have…
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In my previous Microsoft Flow post, I explained how you could import data submitted via a web form. In this post, I plan to enhance what we’ve already built in Microsoft Flow and include an approvals process. The basic idea is that when a web form is submitted, Microsoft Flow will send an approval request.…
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