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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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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

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

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

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

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

The General Data Protection Regulation (GDPR) is coming into force from May 2018 and poses a new challenge to any CRM System to help a business operate in a compliant fashion under the new regulations for data storage, processing and handling. Dynamics CRM and SharePoint provide a great platform to ensure a business is GDPR Compliant - however like.... More

Implementing GDPR with Dynamics CRM

Paul McQuillan | 28/02/2018 09:00:00

Data is more important than ever - and so how we store and use data is under increasing scrutiny. In a way, the last 15 years have seen a kind of 'data wild west' where companies could collect, use and store data in any way they like without worrying unduly about the consequences. But with increasing interconnectedness and.... More


Paul McQuillan | 26/02/2018 09:00:00

One of our aims in 2018 is publicising some of our work over the last 2 years and particularly the Apps we have built for Dynamics to build better productivity – and how the combination of Dynamics 365 and Apps can help SMEs achieve their potential. To summarise this message in a (hopefully!) snappy one page article, we feature.... More

CRMCS in Elite Business

Paul McQuillan | 14/02/2018 08:00:00

Dynamics CRM has always had a great integration with Outlook to help track Emails, Appointments and Contacts between day to day Outlook and CRM. However this could involve a bit of a clunky installation into Outlook, and this could be a group for Security under Group Policy and obtaining Local Admin rights – alongside introducing a challenge for ongoing.... More

Distributing Dynamics 365 App for Outlook

Paul McQuillan | 09/02/2018 12:00:00

Xperido is great for building new Templates, and is simple for building a template for a Letter or Quote that uses a basic layout for the Quote Record + Loop of Quote Line Records. (or potentially just the Contact Record for a Letter) However Xperido is capable of building much more complex Templates and Reports, but this takes some.... More

Amending an Xperido Dataset

Paul McQuillan | 08/02/2018 12:30:00

When working with Security in Dynamics CRM, we can sometimes hit the problem of ‘why am I seeing this record?’ This is where a record appears to a User, but it is not immediately obvious why the User has access to see the record – particularly when the User is limited to only viewing records they own, or that.... More

Sharing in Dynamics

Paul McQuillan | 07/02/2018 18:00:00

There are many reasons for the recent collapse of Carillon that I will let better minds pore over – but one common theme that is referred to over and over appears to be the age old problem of: Aggressively Chase and Win Contract A. Salespeople / Managers get healthy compensation for ‘successfully’ winning.... More

Carillon’s Collapse and IT Projects

Paul McQuillan | 24/01/2018 11:23:00

Now we are well into January and the nights starting to get lighter, we can look forward at the technological trends that will be coming into play over 2018. Personally I've always been sceptical when seeing 'in an ever changing world' style statements in Tech Specifications, but it's probably not hyperbole to say that today Technology is now changing.... More

2018 Tech Trends

Paul McQuillan | 22/01/2018 11:00:00

Dynamics 365 gives us a new Outlook App that allows us to perform common CRM actions directly from an Email in Outlook – and this is a brilliant tool for promoting efficiency and performing day to day tasks quickly. One of these actions is raising a New Case from an Email, and when doing this we are presented with.... More

Dynamics App for Outlook, Customising the Quick Create Form

James Binnie | 02/11/2017 15:00:00

We have extensive experience of integrating Document Management between Dynamics and SharePoint – however we recently worked with a client that wanted to store Images in SharePoint alongside Documents, and so we looked at using Picture Libraries integrated into CRM. Our Document Management App typically allows us to create and access SharePoint Document Libraries from records within Dynamics. .... More

SharePoint Image Galleries in CRM

James Binnie | 06/06/2017 10:00:00


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