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10 Simple features of Microsoft Dynamics 365 that will help your CX Strategy- Part 2

By Iain Wicks - 1st July 2018

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…

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Customer Experience in a Restaurant

10 Simple features of Microsoft Dynamics 365 that will help your CX Strategy – Part 1

By Iain Wicks - 23rd June 2018

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.…

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Microsoft Flow & Parserr Automation

Microsoft Flow and Parserr – It can’t be that simple, can it?

By Kyle Mckie - 11th June 2018

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…

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Rocket CRM Different

Differentiation: How to make your business stand out in a crowded market place

By Iain Wicks - 9th May 2018

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…

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Microsoft Flow Test Runs

Microsoft Flow – Send an email with options buttons

By Kyle Mckie - 3rd May 2018

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…

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woman holding tablet

Adding a digital signature box on Dynamics 365 forms

By Iain Wicks - 30th March 2018

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…

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business woman on clickdimensions

InboxCast – The ClickDimensions feature that puts marketing power in the hands of mere mortals

By Iain Wicks - 27th February 2018

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…

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Dynamics 365 for marketing: creating a segment

By Iain Wicks - 20th February 2018

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…

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Dynamics 365 for Marketing Welcome Screen

Dynamics 365 for Marketing First Run Experience

By Kyle Mckie - 19th February 2018

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…

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Bananas in a row

What are leads in Dynamics 365?

By Iain Wicks - 12th February 2018

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…

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