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Sorting your business systems. Properly

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Blog

All about data and Microsoft Dynamics 365

Microsoft Dynamics 365 – choose the right apps for your business

As we discussed before, one of the main benefits of the update from Dynamics CRM to Dynamics 365 is that businesses only pay for the apps they need. So a […]

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Demystifying Microsoft Dynamics 365 Pricing Options

Microsoft Dynamics is a large product with many options. Microsoft have done lots to simply pricing and let you pay for only what you need, however we thought we could help […]

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Dynamics 365 has arrived… 

Dynamics 365 - Applications

That’s right, Microsoft Dynamics 365 is finally here and we couldn’t be more excited about the capabilities this product can offer. Dynamics 365 brings many new features which help growing […]

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Microsoft Dynamics 365 App for Outlook

If you’ve read our earlier post, Microsoft Dynamics 365 Introduction  then you’ll now be aware of the exciting news about Dynamics 365 which will be replacing Dynamics CRM from the 1st […]

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What is Dynamics 365? An Introduction

You may have seen the term Dynamics 365 banded about and wondered what everyone is talking about. Phrases like Dynamics 365 – bringing CRM and ERP together and transforming the face […]

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Are you missing out on insightful management information because of your current database?

“I don’t have access to all the database fields I need for my reports”

“Our reporting system isn’t very flexible and it doesn’t tell me what I need to know”

“I have to go back to our supplier each time I want a slight variation on a report, I want to do it myself!”

These are just some of the common issues we hear when discussing databases and reporting with business owners and managers […]

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Is your prospect database stifling growth?

Prospects are the lifeblood of business. Without prospect generation there would be no conversions and no fulfilment. In short, your business is powerless without this crucial heartbeat in place. We’re […]

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Empowering your people through the CRM knowledge base

Good communication is a key ingredient in the success of your business. The quality of knowledge sharing between members of your team when delivering customer service influences the quality of […]

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5 top tips to maximise your CRM opportunity data…today!

Enquires and opportunities are at the heart of everything you do to grow your business. Maintaining good opportunity data provides more accurate reporting and increases your confidence in understanding your […]

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CRM User adoption – Why your business needs the best Outlook and CRM integration

Successful Customer Relationship Management (CRM) depends on two key things in a business, a deeply embedded culture of the importance of excellent customer relationship management and the right software tools to make this culture a reality in the day to day operations of a business […]

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Track your CRM emails from Outlook on Windows or Mac, and your mobile and Outlook for the web with Microsoft Dynamics CRM 2016

If you demand the best from technology to support team collaboration and placing the customer relationship at the heart of your business, then you’ll likely want to integrate all your […]

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ETHICS Series: Mapping your business processes for a more efficient and effective system

How can you replace an existing system with a new system when you don’t know exactly how the existing system works?

Mapping business processes is a part of requirements analysis, and is one of the most difficult but most important tasks of implementing an information system. Its difficulty is based on the size and complexity of the system being implemented, and the ability of users to specify their requirements. A system with multiple shared databases crossing different functional areas or global locations will clearly be a complex implementation, compared to a simpler implementation where a system with a single database is operated in one department […]

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The key to your success and happiness – embracing technology to stay organised

What’s the main thing within your business that gives you that feeling of worry in the pit of your stomach? For me, it hits at times when I’m not as […]

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3 Top Tips to Setting and Monitoring Business Goals – The Key to Your Sustainable Growth

Success in business and life is a continuous journey. As with any journey, it’s important to set relevant destination points or markers along the way, to help guide you to […]

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How to modify Global Search results to improve productivity in Microsoft Dynamics CRM

If you’re an existing user of Microsoft Dynamics CRM you may find it useful to modify the 3 fields displayed in the global search results. It helps users get access to the information they need quicker, which improves productivity […]

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Recent posts

  • Simplifying Microsoft’s Dynamics 365 Licencing – Oct 2019
  • 5 Reasons Why Business Central Beats Sage
  • 10½ Secrets of CRM #1 – AMS TV 79
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Topics

Business case (17) , CRM culture (13) , Data management (13) , Productivity (12) , User adoption (12) , Integrations (11) , Reporting (9) , Outlook (8) , CRM introduction (8) , Business growth (8) , Marketing (6) , Customer service (6) , Training (5) , GDPR (5) , Mobile working (5) , Support (5) , Tips (4) , Project management (4) , Sales (3) , Licencing (3) , Knowledge management (2) , Finance (2)
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Recent posts

Simplifying Microsoft’s Dynamics 365 Licencing – Oct 2019

5 Reasons Why Business Central Beats Sage

Duplicate Detection Rules Disabled After Hotfix

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