Rocket CRM Blog

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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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Rocket CRM Business card in extended arm

Scan Business Card – Dynamics 365 New AI Feature

By Iain Wicks - 11th November 2019

From November 2019 you may have suddenly noticed a new button on your contact Quick Create form like the one below? The Scan Business Card option is a great addition for sales people who are too busy to type info into a CRM system, or those lucky enough to have a biz card scanning device…

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Graph and Process digrams for planning

Why choose managed service for Dynamics 365 ?

By Iain Wicks - 23rd October 2019

Statistics show that the managed service market is growing and that it is going to continue to grow over the next few years. There are some very good reasons for this. Organisations are undergoing an unprecedented level of business transformation, either through growth or other structural changes, in order to streamline their business processes. There…

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Charity Volunteers

Dynamics 365 for Non-Profit Organisations and Charities

By Iain Wicks - 5th June 2019

After many years of promise and rhetoric, it seems we are finally arriving in the true digital era. Cloud subscription-based services are now the norm, Artificial Intelligence capabilities have become very real and are now being used in all kinds of systems to empower people to make smarter decisions and switched on organisations are realising…

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Sales Forecasting Crystal ball

Sales Forecasting: Dynamics 365 New Feature

By Iain Wicks - 13th May 2019

Note: Since this post was written Microsoft have updated this feature. We will be writing a new post to cover the updates soon. Microsoft have introduced another new (preview) feature in Dynamics 365 Customer Engagement apps. Sales Forecasting helps companies to project revenue over time periods based on opportunities being created by the sales team.…

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Team Members Sparrows

Microsoft Dynamics 365 Team Licenses explained

By Iain Wicks - 25th April 2019

Note: There are important changes to Team member licenses taking place in April 2020. See our update here April 2019 Updated Blog: Flexible licensing is one of the strong features that makes Dynamics 365 such a compelling CRM choice. For those users that need it, a Plan license allows full access to pretty much everything…

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User Adoption Tool-tip: Interactive Tag Charts

By Iain Wicks - 18th March 2019

What is a tag chart One of my favourite features of the new Unified Interface for Dynamics 365 is tag charts. Interactive tag charts have been around for a while, but you may not have heard of them until now, as they previously only appeared in the Interactive Service Hub. The Tag chart is an…

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Interactive Dashboards Visual Filters

Interactive Dashboards inside Dynamics 365 Unified Interface

By Iain Wicks - 22nd February 2019

Dynamics 365 Interactive dashboards are now available for pretty much all record types in the Dynamics Unified Interface. If you’re used to the standard “classic” Dynamics dashboards, then you may be wondering what is an interactive dashboard. Well, I’m glad you asked because they are simple to create and are even simpler to use. A…

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Two String men arm wrestling

Dynamics 365 for Marketing vs ClickDimensions (part 2)

By Iain Wicks - 11th January 2019

  This is the second part of a two-part post comparing the user experience of Microsoft Dynamics 365 for Marketing versus ClickDimensions in a basic functional area. In part-one we went through the experience of creating an email template with Dynamics 365 for Marketing. ClickDimensions The ClickDimensions experience is as follows; The first step is…

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ClickD vs D365 for Marketing Announcement

Dynamics 365 for Marketing vs ClickDimensions (part 1)

By Iain Wicks - 11th January 2019

Introduction For users of Microsoft Dynamics the obvious choice for digital marketing has, for years, been to use ClickDimensions. This is due to the fact that ClickDimensions is entirely designed and built around Dynamics 365 and it sits, natively, right within the Dynamics interface. In spring 2018 Microsoft  launched their own marketing product suite to…

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