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CRM blog by CRM Consultancy

This is the area for the dark arts of development, and in particular, web and mobile development. Dynamics and all CRM is all about business rather than technology, but having a good grasp of the technical components running behind the scenes of Dynamics and the Cloud makes for better technical consultancy which we find leads to better business decisions

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Duplicate data in any CRM system can make a single view of the customer difficult and crucially hinder user adoption. In a way, duplicate data fits a similar fashion as the ‘broken window’ theory of policing, small doses are often unavoidable but letting the problem pile up can result in the failure of the project. Fortunately Dynamics 365.... More

Correcting Duplicate Data in Dynamics

Paul McQuillan | 20/02/2019 10:00:00

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In earlier versions of Dynamics we were restricted to only showing fields from that entity at a time – however from CRM 2015 onwards, we have being able to add Quick View Forms into our design of a Form for an Entity. This allows us to ‘peek’ into a related Record and see a (read-only) view of that related.... More

Quick View Forms

Paul McQuillan | 08/02/2019 13:00:00

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Roll-up Fields in Dynamics allow us to perform a SUM or COUNT of Child Records that then ‘rolls-up’ to a Parent Record. The most obvious example of this could be a simple COUNT of the Number of Opportunities recorded in CRM for a particular Client – so we could then view a simple Number in the Account Form that.... More

Creating a Simple Rollup Field

Paul McQuillan | 08/02/2019 08:30:00

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Modern Systems often remove the need to click SAVE before confirming the changes we have made to a Record. Dynamics 365 defaults to this option and this means when viewing a Form for a Record we can observe the following: Saves any Changes automatically when we navigate away from the screen. Saves.... More

Dynamics Auto-Save

Paul McQuillan | 28/12/2018 14:00:00

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One area that can be confusing when looking at Dynamics Workflow is how Actions fit into the Synchronous/Asynchronous Workflow Model – as at first glance, they appear similar to Workflows and Dialogs. This article is aimed at discussing why Actions exist and what they can be used for, with links to real-world examples and how to put these uses.... More

Actions in Dynamics

Paul McQuillan | 24/12/2018 08:00:00

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We working with Documents in Dynamics we will want to see not just the Documents connected with a particular Record, but all the Documents connected to that Record or any of the Record’s Child Records – the traditional ‘roll-up’ view. The most typically example is where we have a Company Record in our CRM and want to see all.... More

Using DocMan for a Documents Roll-up View in Dynamics

CRM Consultancy | 18/10/2018 08:30:00

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The security models in Dynamics and SharePoint work under quite different models, and this means there is no out-of-the-box integration to keep Security for Documents in-sync with Security in CRM. So we often have a common requirement to bring the two systems together and have a manageable security model between the two. DocMan enables functionality in Dynamics that.... More

Using DocMan to integrate Security from Dynamics to SharePoint

CRM Consultancy | 12/10/2018 13:00:00

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Tracking Metadata for your Documents in SharePoint is invaluable – it allows you to see key facts about a Document at a glance, control Document Workflow and make searching for Documents quicker and easier On the other hand, remembering to manually set the Metadata for a Document in CRM or Word is a chore. And as with anything.... More

Using Cognitive Services and DocMan for automatic Document Recognition

CRM Consultancy | 05/10/2018 15:00:00

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In our previous article we looked at how we can import New Data into Dynamics from a Spreadsheet Template. Using Dynamics 365 we can also import series of Updates into CRM from a Spreadsheet already populated with the existing set of data. So if we export the Spreadsheet from Dynamics, we can export this for re-import, and so.... More

Importing Updates into Dynamics from a Spreadsheet

CRM Consultancy | 04/10/2018 11:30:00

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It is a common requirement to need to take data into Dynamics from an external source such as an Excel Spreadsheet – fortunately Dynamics allows us to do this out of the box using the standard Data Import Functionality. However Dynamics has two ways this can be implemented as we can either export a Template to populate with entirely.... More

Importing New Records into Dynamics via Spreadsheet

CRM Consultancy | 04/10/2018 10:00:00

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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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