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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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Microsoft Project Online and Dynamics 365 PSA

By Kyle Mckie - 7th January 2019

At Ignite in September, Microsoft had various talks about the roadmap for Microsoft Project and Dynamics 365 Project Service Automation but one of the things they announced that seems to have flown under the radar a bit is the unification of the Microsoft Project and Dynamics 365 Project Service Automation platforms. If you didn’t see…

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D365 Colour Run

Dynamics 365 for Marketing: How to create an Event (part 3) – Passes, Registrations and Feedback

By Iain Wicks - 19th September 2018

This final post in our three-part series on creating and managing an event with Microsoft Dynamics 365 for Marketing will look at creating Passes (tickets) for an event. We will take a look at how to customise the registration experience with our own set of bespoke questions and how to deal with the allocation of…

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Dynamics 365 for Marketing Event Audience

Dynamics 365 for Marketing: How to create an Event (part 2) – Sessions, Tracks, Speakers and Sponsors

By Iain Wicks - 9th September 2018

Sessions, Tracks, Speakers and Sponsors There’s a lot more to putting on an event than just a date and a venue. In the last blog post we looked at how to create a basic event in Dynamics 365 for Marketing. In this blog post we are going to flesh out that event a little and…

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Event for Dynamics marketing

Dynamics 365 for Marketing: How to create an Event (Part One)

By Iain Wicks - 1st September 2018

  Event Management in Dynamics 365 for Marketing Dynamics 365 for Marketing is Microsoft’s business application designed to meet the marketing requirements of a company or organisation in the small to medium sized enterprise sector. It was launched earlier in 2018 and is shaping up to be a great fit, alongside other Dynamics applications such…

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Smiling Man behind bar

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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