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Define Your Dynamics 365 Data Entry Rules

Managing Your Data In Microsoft Dynamics 365

By Kyle Mckie - 10th November 2017

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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7 Steps to Better Quality Data in Your New CRM System

By Kyle Mckie - 30th October 2017

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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CRM Project planning

Sounds like a (CRM project) plan

By Iain Wicks - 26th October 2017

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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Microsoft Flow Notification IOS

Microsoft Flow – Approvals with Microsoft Dynamics 365

By Kyle Mckie - 17th October 2017

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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London Skyline GDPR

GDPR – The Latecomers Guide (Part 4)

By Iain Wicks - 14th October 2017

The new GDPR legislation will have a significant impact on firms of all sizes. Don’t leave it too late to start preparing. One of the first things you need to do is to assess your processes and what security you have in place to protect personal data. In the first two posts in this series…

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Rocket CRM announces partnership with ClickDimensions

By Iain Wicks - 13th October 2017

We are very pleased to announce that Rocket CRM has signed a partnership with leading marketing automation software experts ClickDimensions. ClickDimension’s Marketing Automation suite for Microsoft Dynamics 365, empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritise the best leads and opportunities. Embedded natively inside Microsoft Dynamics 365,…

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Crowd of Lego people GDPR

GDPR – The Latecomers Guide (Part 3)

By Iain Wicks - 9th October 2017

With an enforcement deadline of 25th May 2018 it is estimated that more than *50% of small businesses are not familiar with GDPR. With fines of up to €20,000,000 or 4% of global turnover GDPR demands to be taken seriously. The good news is that its not too late for companies to start to prepare…

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Microsoft Flow to Dynamics 365 Overview

Microsoft Flow: Import web forms into Dynamics 365

By Kyle Mckie - 4th October 2017

In my previous post about Microsoft Flow, I ran through the basics of a Flow and why you should use it with Dynamics 365. In this post, I plan to run through how you can automatically create a Lead in Dynamics 365 by making some simple changes to your existing web form email output. Before…

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Microsoft Flow Templates

Microsoft Flow: What is it and why should I use it with Dynamics 365?

By Kyle Mckie - 2nd October 2017

Microsoft announced the general availability of Microsoft Flow about a year ago and since then have been pushing out regular updates to the toolset as well as to the list of connectors. They’ve positioned it as a power user’s integration tool rather than a System Administrator/IT provided solution and it’s easy to see why. The…

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Street Scene GDPR Blog2

GDPR – The Latecomers Guide (Part 2)

By Iain Wicks - 27th September 2017

EU data protection law is changing. The General Data Protection Regulation (GDPR) comes into force in the UK on 25 May 2018 replacing the Data Protection Act 1998. The regulation has been law since 2016 but its only now, as the enforcement deadline approaches, that a lot of us are waking up to the fact…

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