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Blog

All about data and Microsoft Dynamics 365

How to Move to Microsoft Dynamics 365 Unified Interface

Dynamics 365 Dashboard

If you’re a Dynamics 365 user, Microsoft may have told you they are automatically updating your system to the Unified Interface What is the Unified Interface? The Unified Interface is […]

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Business Card Scanning Slashes Inputting Time in Dynamics 365

The new business card scanning feature in Dynamics 365 makes inputting contact data easy. As a Microsoft Dynamics 365 Sales user, you’ll know how much time you can waste inputting […]

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Simplifying Microsoft’s Dynamics 365 Licencing – Oct 2019

Base and Attach apps

A clear guide to Microsoft’s new pricing structure, introduced in October 2019

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5 Reasons Why Business Central Beats Sage

Is Sage the weak link?

Five Reasons Why Business Central Beats Sage Sage and Microsoft boast a strong portfolio of systems to run your business with As businesses grow, they often find Sage 50 doesn’t […]

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Duplicate Detection Rules Disabled After Hotfix

Duplicate Detection Dynamics 365

Microsoft Dynamics 365 Tips Have you noticed that your duplicate detection rules have been disabled without your knowledge? We’ve discovered that the rules are disabled whenever a new version of […]

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Automate Welcome Emails With Dynamics 365

What happens when someone completes the sign up form on your website? Have you ever put yourself in the shoes of a customer and filled out the form? I bet […]

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PowerWebForm – Assigning Ownership of leads

Creating a new field in the Lead entity

Are you using PowerWebForm to collect new leads from your website? Wouldn’t it be great you could assign leads to a specific user in your organisation, rather than to the […]

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Supercharge Your Mail Merges

Do you send important emails and documents to your customers? Yes. Did you know the world’s most powerful mail merge system does this: Merge any field in your system to […]

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Are You Sure About Your Sales Figures? Do You Want to be?

Lost confidence in your sales figures?

Can you confidently report on each stage of your sales pipeline? Let’s say your pipeline has the following stages: Qualify Discuss Propose Negotiate Close Are you sure you know How many leads do […]

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How to Manage Service Level Agreements. Properly

Service guarantee certificate

Do you agree levels of service with your customers? Good customer service is no longer good enough, the best businesses deliver excellent service on time, every time… your customers expect this.

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So, You Think Dynamics 365 is Not for Small Businesses?

Boom!

It’s happened again… Another small business owner I met lost hours of their life fixing a spreadsheet. They couldn’t understand how costs on the Excel estimate were different to the […]

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Get These Right and Your CRM Project Will Fly

Customer

The failure rate in CRM projects is high – 6 out of 10 fail within a year How can you make sure you’re in the 4 out of 10 – […]

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Are Your Colleagues Actually Using the New CRM?

microsoft organisational insights

The reason many CRM systems and projects fail is because of poor user adoption. Ask yourself, right now, who is actually using your CRM? Are you confident in your answer? […]

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Wondering How to Access Your Business Documents Wherever You go?

Wondering How To Access Files?

“I need that document!” I’m guessing you place a lot of value on documents – contracts, quotes, orders and even a manufacturing schedule or a project plan. As a business […]

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7 Signs You’re Ready for the Great Data League

Great data with Dynamics 365

So you’ve assessed whether your data is good, bad or downright ugly. Hopefully you’re heading towards the good data league or are there already! Where do you go from there…? […]

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Business case (17) , Data management (14) , Productivity (13) , CRM culture (13) , Integrations (13) , User adoption (12) , Reporting (11) , Outlook (9) , CRM introduction (8) , Business growth (8) , Customer service (7) , Support (6) , Mobile working (6) , Marketing (6) , Training (5) , Tips (5) , GDPR (5) , Project management (5) , Licencing (4) , Sales (3) , Knowledge management (2) , Finance (2) , Business Central (1)
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Ditch The Paper : E-Signatures Save You Time And Money

Take Reporting to the Next Level With Power BI

Is it Time to Run my Business in the Cloud?

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