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Blog

All about data and Microsoft Dynamics 365

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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12 Ways To Improve Your Data Quality

Is Your Data Good, Bad or Ugly?

Data Quality is everything. Good data oils the wheels of your business. Poor data grinds it to a halt. So, is your data good, bad, or ugly?? Good quality data: […]

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Stop! Don’t Add Yet Another Spreadsheet Into Your Business

Stop - don't add yet abother Excel spreadsheet into your business

We’ve all been there – you need to capture some new data quickly… This time it’s contract renewal data. You turn to Excel. It’s a brilliant tool. It’s easy to […]

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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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Recent posts

  • Dynamics 365 Marketing : What’s New – April 2021
  • What is Omnichannel for Dynamics 365 Customer Service?
  • How a Web Portal Will Streamline Your Business
  • How Ecommerce Integration Changes The Way We Think About Business

Topics

Business case (17) , Integrations (15) , Data management (14) , Productivity (14) , CRM culture (13) , User adoption (12) , Reporting (11) , Outlook (9) , Customer service (9) , CRM introduction (8) , Business growth (8) , Marketing (7) , Mobile working (6) , Support (6) , Training (5) , Tips (5) , GDPR (5) , Project management (5) , Licencing (4) , Sales (3) , Knowledge management (3) , Finance (2) , Business Central (2)
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Recent posts

Dynamics 365 Marketing : What’s New – April 2021

What is Omnichannel for Dynamics 365 Customer Service?

How a Web Portal Will Streamline Your Business

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  • Interested in trying Dynamics 365? If you have Office 365 at your company, you can start a trial for free. It's eas… https://t.co/Cau2xyYhI6 April 14, 2021 3:50 pm
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