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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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Dynamics 365 Marketing gives excellent Insights on each Contact or Customer Journey involved in a Campaign. We can see this by opening our Action or a Contact to see the timeline of engagement we have had: The Insights that Dynamics 365 Marketing shows for a Contact included in our Marketing Activities through Segmentation. .... More

Reporting on Marketing Interactions with Dynamics 365 Marketing

Paul McQuillan | 02/04/2020 10:00:00

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Within SharePoint Online we can create Modern Team Sites, and these can be integrated into Microsoft Teams to support multiple channels of collaboration in Teams. This can be driven from Dynamics 365 using DocDrive365 – so that each record in Dynamics results in a New Team, or contributes to an Existing Team. The following steps aim to show.... More

Creating a Microsoft Teams Site from DocDrive365

Paul McQuillan | 26/03/2020 10:00:00

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This page is aimed at providing a useful set of links and resources for Teams working remotely and the advice and support that is available to businesses and teams that may be useful in changing circumstances. Free Subscriptions or Offers for Remote Working Tools Tech providers are stepping in to provide free subscriptions of their services.... More

Remote Working and Covid-19 Support

Paul McQuillan | 23/03/2020 10:00:00

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Using the Dynamics App for Outlook we can track Emails to various records in Dynamics or Power Apps. Initially this allows us to track emails to the main entities in Dynamics: Opportunities, Cases and other main transactional or contact entities. Using the Dynamics App for Outlook - What can I track an Email against? However.... More

Track Emails in Dynamics 365 to Custom Entities

Paul McQuillan | 02/01/2020 14:00:00

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We exhibited at the Future Lawyer Week for its inauguration in the USA to discuss Legal Technology and the mixture of challenges and opportunities that advancing technology presents for Legal Practises. Our focus at CRMCS is the application of the Microsoft Cloud for Organisations and Case Management in the Legal and Asset Management Sectors – however we always take.... More

Future Lawyer Week USA

Paul McQuillan | 02/12/2019 08:00:00

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Since we started developing DocMan there was always a challenge to how quickly we can install and release to a Customer. We wanted to get away from the bad old world of ‘big integrations’ that could cost a large chunk of Consultancy Time and limit the agility for how a Customer’s handles their Document Management. We aimed to.... More

DocMan Wizard

Paul McQuillan | 20/11/2019 08:00:00

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We are going international, bringing our Manchester ‘Bee Industrious’ approach to CRM, B2B and Document Management to NYC on the 21st November 2019 with the Future Lawyer Summit USA. Our mission is to help Asset Management and Legal Organisations advance their knowledge beyond Office 365 and take better advantage of the opportunities presented by the Microsoft Cloud, and are.... More

CRMCS and DocMan in New York

Paul McQuillan | 11/11/2019 10:00:00

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Often businesses know why they need a good CRM or ERP System and why having this in the Cloud opens up new opportunities. But Documents can be overlooked and not handled in the same way. Given that everyone stores Documents in some shape or form, this can be an expensive oversight. Whilst the level of.... More

Why use a Document Management Solution?

Paul McQuillan | 07/11/2019 14:00:00

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Many Dynamics Solutions have a key transactional entity that will contain a number of useful Views. However whenever we browse to this Entity, we will be presented with the Default View for that Entity – and so the User must complete a 2nd click to open the View that they may be interested in. This can make our.... More

Opening a specific View directly from the SiteMap in Dynamics

Paul McQuillan | 05/11/2019 11:00:00

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So you’ve started using Dynamics CRM, got stuck in, set up all your customisations, fields and forms, and started using your system in live across the business – then great, the hard part is over! But – what happens when you want to make changes, or conduct Training outside of your live environment. For this, you need a.... More

Get in the Sandbox

Paul McQuillan | 21/10/2019 16:00:00

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Using Dynamics 365, we can create new Word Documents from Templates we have built and stored in CRM. These templates can pull data from the CRM Records into the new Word Document and so auto-populate the Document with useful information from CRM – this can be particularly useful for producing Letters, Orders or Contractual Documents based on the Address,.... More

Generating New Documents to SharePoint in Dynamics

Paul McQuillan | 14/10/2019 08:00:00

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DocMan for Dynamics tracks events in CRM to integrate these into SharePoint in the correct fashion. This can help keep storage between the two cloud systems up to date with new records being created, renamed or deleted. The most notably event is when a new Record is created in Dynamics, this then creates a new Area in SharePoint.... More

Integrating Changes in Dynamics to SharePoint

Paul McQuillan | 14/10/2019 08:00:00

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We were pleased to demo DocMan at the Future Lawyer Week in May 2019, and covered how we think Apps in the Microsoft Cloud will increasingly become the basis of Corporate and Legal Solutions. Both Apps built internally by Citizen Developers, Consultants and PowerApps working together -  and Commercial Apps built by Developers such as ourselves to provide specific.... More

Presenting DocMan at Future Lawyer Week

CRM Consultancy | 03/06/2019 11:30:00

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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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