Rocket CRM Blog

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CRM Stakeholders: Management & Engagement – Part II

By Iain Wicks - 12th August 2020

“It’s not the strongest of the species that survive, nor the most intelligent, but the ones who are responsive to change” – Charles Darwin   This blog builds on from that taking a look at a practical method for managing CRM stakeholders once their position to change is understood. I cannot emphasise enough how important…

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3 people sitting on a bench looking at a wall of photos of peoples faces

3 things that Membership Organisations need to do now in order to stay relevant

By Iain Wicks - 14th July 2020

Membership organisations that want to continue to exist need to listen to and adapt to the evolving needs of their audiences. Membership organisations that don’t innovate will inevitably meet the same fate as a slowly sinking ship. We all know that there are difficult times ahead, as we attempt to start kickstart our normal lives…

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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 Iain Wicks - 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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Recommendations feature in Dynamics 365

How to use Business Rules & 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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Forms Pro

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 Microsoft 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…

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Increase productivity with Microsoft Teams

Increase productivity with Microsoft Teams & Microsoft Dynamics 365

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, 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 new…

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Track sales performance in Dynamics 365

How to track sales performance 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 Microsoft 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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Dynamics 365 Team Member

Dynamics 365 Team Member License Update Feb 2020

By Iain Wicks - 14th February 2020

We, at Rocket CRM love Microsoft Dynamics 365 (well…it is Valentine’s 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…

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