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Blog

All about data and Microsoft Dynamics 365

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 365

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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Are your users really using your systems, or is there untapped potential in your teams?

It’s a thought provoking question, but if you use systems and processes to run your business, are any of the following true? Your team are not following processes consistently You’re […]

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Microsoft Dynamics CRM 2016 wins CUSTOMER Magazine Product of the Year Award

Microsoft Dynamics CRM 2016 has been named as a Product of the Year by TMC, a global, integrated media company and publisher of CUSTOMER Magazine. The 2016 CUSTOMER Product of […]

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Your business flows better when communication flows better

Running a small business is hard. Fact. When you’re starting up you’re balancing the need to find and get new customers, against the need to deliver your product or service, […]

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Is spreadsheet and database spread limiting your business growth?

Current Systems

Excel, Word, other databases, contact systems, and sales management systems. Each time one of these becomes a key part of your business it can make business growth more difficult. We […]

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How To: Personalise your Dynamics CRM Online Screens

CRM Online 2015 theme reference - AMS Theme

One of the great features of the Spring Update 1 for CRM Online 2015 (released May 2015) was the ability to personalise the look of CRM to your business. This […]

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ETHICS Series: Maximising the fit between people and technology in your business

Understanding the needs of people and your business

Become more efficient and effective, improve employee engagement and grow your business the sustainable way…too good to be true? Start reading our series of articles on ETHICS to find out more

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Play my game Captain Gigya of the Badgeville Elite – Gamification

Green screen programming lines

Every once in a while in the present, you look back with fond memories on something you experienced in the past. It may be an event, a film, a book, […]

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Customer records – data, data, everywhere!

Is your customer and business data spreading everywhere?

Is your customer data spread across files, documents, spreadsheets, subscriber and mailing databases, your CRM, finance and quoting system?

How many times do you store customer email or name, is it the same in each system?

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Customer lifecycle – what do Amazon do?

What steps does the customer take on their journey with your business?

It’s worth taking the time to sit down and think about the journey a customer has with your business as part of the customer life cycle.

Who do they speak to and when? What correspondence do they receive? We use Amazon as a case study.

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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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