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We love all things CRM and Online, and this is our area to publish articles, help guides and general information on the CRM Industry, Dynamics CRM in particular, and related Customisation and Development information.

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Imagine if your system could automatically derive the meaning from an incoming document, invoice, photo or even handwritten notes and pass this meaning into the system to help automate the transaction and drive the next step in your workflow. We are excited to be exhibiting at the London Law Expo in October 2018 and demonstrating how Cognitive.... More

CRM and Cognitive Services

Paul McQuillan | 17/09/2018 12:00:00

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We are exhibiting at the London Law Exhibition to discuss how the Cloud can make increasingly powerful functionality available to Law Practices, and how this can help connect us with ‘future-tech’ innovations such as deeper Machine Learning and AI – with a particular focus on how Cognitive Services can improve our automation of Document Management in CRM. We are.... More

London Law Expo

Paul McQuillan | 14/09/2018 08:30:00

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Trust is the cornerstone of any successful transaction between two businesses, but as the old world of in-person relationships changes to instant online interactions, how do we confirm trust to do quicker and more efficient business. In the past – Institutional Trust Previously important transactions such as transferring money or signing a new agreement would be.... More

How Trust Online is Evolving

Paul McQuillan | 10/09/2018 08:30:00

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Digital Disruption is everywhere, uprooting established business models, turning giants into also-runs, minnows into giants; but how do we do it, and what benefits should small-to-medium sized businesses be looking to achieve? Many businesses see the potential of digital and their competitor companies changing with it – but do not have the knowledge, time or in-house experience to plan.... More

How to implement a Digital Disruption Strategy

Paul McQuillan | 10/08/2018 10:00:00

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The Global and Relevance Searches make searching Dynamics much easier over pre-2013 versions – as the Search is always available in the top-right of Dynamics. (where as in previous versions we were restricted to searching within an Entity which meant a two-step process of picking which Table we wanted and then searching it.) Any keyword typed into this Search.... More

Customising the Global or Relevance Search in Dynamics

CRM Consultancy | 29/07/2018 09:54:07

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Technology opens new opportunities and has made innovation crucial to all businesses. As a result, everyone wants to deliver on innovation but how can we put this into practise? Being an innovative business, changing and adapting to new technology can be difficult, particularly for SMEs where combining future planning with business as usual can be a challenge..... More

The Three Channels of Business Innovation

Paul McQuillan | 25/05/2018 12:00:00

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At this point, almost everyone will have heard about GDPR to a varying degree – but from my experience over the last few months, there are still a number of myths or misconceptions concerning the change in regulation. Over the last 2 years of helping clients prepare for GDPR, and particularly the last 6 months of ‘get ready for.... More

GDPR– what is it really about..

CRM Consultancy | 23/05/2018 10:00:00

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We are living in an increasing collaborative and connected world where data is more valuable than ever. This has led to the new GDPR Regulations coming into effect from May which redefine our relationship with data, and establish the Customer as the ultimate controller over their Personal Data shared with a Company. In a practical sense, this means.... More

Workspace for GDPR Requests

CRM Consultancy | 09/05/2018 10:00:00

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CRM Systems are often used to connect different departments or teams together, and a helpful tool for this is the ability to send Automatic Email Notifications from the system to a particular User or Users. Often this can take the form of a key event that then triggers an Email Notification - so for example, we may send a.... More

How to Create and Use Email Templates in Dynamics

CRM Consultancy | 26/04/2018 16:00:00

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Depending on how we utilise CRM, we will potentially have Marketing Lists that are associated with various contacts, as this allows us to manage and tailor marketing activities towards specific groups. The Advanced Find in Dynamics is a useful tool here in assisting us to manage data into or out of marketing lists, as we can add and remove.... More

Populating a Marketing List in Dynamics

Joanna Garton | 18/04/2018 08:00:00

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When we look at Data Management we have increasingly powerful tools with Machine Learning and connections to Online Services such as LinkedIn - however our end users are ultimately still human, and in the words of Alexander Pope “To err is human”, in which user error can result in duplicate records.  Similarly 3rd Party Integrations with external sources/applications,.... More

Avoiding Duplicates in Dynamics

Joanna Garton | 16/04/2018 09:30:00

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Dynamics 365 is a great platform for data management and compliance as the system comes with a full Audit Trail of recorded changes to a record – this is crucial for compliant environments to see who has changed a record, or whether a particular update has come from an automated Workflow, Portal or other System Logic. Figure.... More

Organisational Sights in Dynamics

Paul McQuillan | 11/04/2018 16:00:00

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We will be presenting a seminar on why GDPR should not be seen as merely a regulation, and instead as a cultural change in how we regard and manage personal data, why this change is important, and how GDPR intersects with CRM around User Adoption. Wednesday, 21st March Theatre 15 - 1.15pm .... More

Meet us at the London B2B Expo

Paul McQuillan | 20/03/2018 08:00:00

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When we think of a Data Breach, we tend to think of malicious hackers tunnelling their way into systems to steal or access data.  However for many companies the most likely Data Breach is the simple tool we use every day, Email. Email is obviously a great tool for fast communication that is instantly accessible and easy.... More

Delivering Data Breaches by Email

Paul McQuillan | 09/03/2018 08:00:00

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We are exhibiting at the British Legal Technology Forum to discuss the implications of GDPR on the Legal Sector. Looking forward to discussing our experiences over the years of working on Case Management in the Property and Legal Sectors, particularly how Document Management impacts with GDPR to ensure any individual or personal data we hold in documents is secure,.... More

British Legal Technology Forum

Paul McQuillan | 08/03/2018 15:00:00

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