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?
So, you’ve decided that you need a CRM and that Dynamics is the system for you – good choice. So can I go ahead and
Why CRM projects fail and how to stop it happening in the future You may have heard about failed CRM projects. Why does this happen?
Mark from All My Systems describes some of the ways you can use Dynamics 365 to save time and get clever with your day-to-day tasks
Keep field staff connected Many people ask us how their remote, field-based staff could access their CRM system. This is a key question because
Use templates and automation to save writing out customer details again and again
How to give great customer service by using systems to keep in touch with customers once the sale has been made.
Listen to what Mark has to say about how too many spreadsheets can affect your company growth
Businesses lose thousands by not having adequate systems in place to follow up leads. Here Mark gives you some ideas about how to improve your
Update: This blog refers to Organisational Insights, which has now been replaced by Analytics in the Power Platform Admin centre – find out about this
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
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
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 […]
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
Synchronise your WooCommerce orders with Dynamics 365
Synchronise Shopify orders and customer records with Dynamics 365
Synchronise Magento orders and customers with Dynamics 365
Add and synchronise transactions from Xero to Dynamics.
Synchronise QuickBooks accounting data with Dynamics
Lightening fast quote screen for Dynamics
Integrate any of the leading eSignature suppliers with Dynamics
Let users view and edit data without needing a costly Power Apps Portal
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Integrating Your Ecommerce Store With Dynamics
Many companies operate an online store separately from their CRM / ERP system. As your company grows and sales increase, the admin burden of maintaining
How To Embed Power BI Reports in Dynamics
In our previous post we looked at the built-in reporting options available in Dynamics. These are a great starting point, but you may find that
Reports in Dynamics 365 : An Introduction
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