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Blog by CRM Consultancy

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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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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When we think of reports we can sometimes think of big static spreadsheets of month-end data, and whilst these have their place, this kind of reporting can leave companies exposed to regular fixed reports that prevent drill-down or deeper analysis of the data. Often we see the requirement to provide clients with a more deeper look that empowers decision.... More

Dynamic Dashboards

CRM Consultancy | 21/12/2016 13:00:00

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Whilst we live in an increasingly connected world using Portals, Email and Social Media to connect with our customers, sometimes nothing betters a well printed and formatted Letter or Report – particularly for communicating Client Updates or Contractual Information. This can be a problem for Dynamics CRM as the in-application Mailmerge Tools can be limiting, particularly for.... More

XperiDo for Dynamics CRM

CRM Consultancy | 16/11/2016 13:15:00

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If you have worked with Dynamics CRM over time, then you will remember just how big an improvement CRM 2011 was over CRM 4 – bringing Dashboards, a new (back then!) and improved Office 2010 Interface, Field Level Security and the concept of Solutions amongst others. (In fact, back in 2010, I wrote a series of excitable blog.... More

Upgrading Dynamics CRM 2011 to CRM 2016 (v8)

CRM Consultancy | 25/08/2016 10:00:00

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At its heart Dynamics CRM is an endlessly customisable platform, and this freedom allows Partners such as ourselves to take the existing Service Module of CRM and build towards a true Asset Management System for tracking complex assets and managing Case Handler Diaries. Service Management within CRM allows for the creation of Process flows, Business Rules and.... More

Asset Management CRM

CRM Consultancy | 17/11/2015 16:52:12

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The Service Module of Dynamics CRM provides a strong customisable platform for Case Management and Service Ticketing - particularly when combining the powerful functionality for Activity Tracking through CRM and Outlook. However adding a front-facing Customer Portal provides the ability for the Customer to review their Case, the history of activities, and interact with the Agent online..... More

Ticket Tracking in CRM

CRM Consultancy | 17/11/2015 00:08:05

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Exchanging Contracts is usually the culmination of a Property Sale, only being followed by the relevant Solicitors drawing down the funds to then complete the sale and transfer keys to the new property owner. As such at the point of Exchanging Contracts, any remaining queries, expenditure and paperwork should be complete so that the relevant Solicitors for the Purchaser.... More

Exchange Authority in CRM

CRM Consultancy | 04/11/2015 13:48:27

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When a property is struggling to sell on the open market, or the seller needs a quick turnaround, then the best course of action may be to place the property into an auction – this connects the seller with a ready market of potentially cash-buy or other fast-moving purchasers. This process involves a number of related.... More

Property Auctions in CRM

CRM Consultancy | 02/11/2015 09:30:00

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Since the very inception of CRM Systems, we have had the concept of tracking Sales Opportunities and so the concept of recording the current Sales Stage for each Opportunity as part of the current Pipeline. However when we look at more complex Sales Environments where different types of Opportunities may have radically different Sales Processes, we may.... More

Tracking Product Sector Specific Sales Opportunities

CRM Consultancy | 01/11/2015 20:27:23

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