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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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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

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

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

Anonymous | 18/04/2018 08:00:00

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

Anonymous | 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

  • "Paul has made a real difference to how my team of 24 people record and store valuable customer data and sales opportunities. Highly recommended."

    James, Operations Director

  • "Understanding your business allows us to advise when to implement aspects of CRM and, likewise, when not to."

    Paul McQuillan, Managing Director

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    Grahame, Chief Operating Officer

  • "James worked well with us to help connect CRM with Outlook and relate how this might benefit our team using CRM for Property Care."

    Natalie, Property Care Supervisor

  • "Matt was really good with helping us run User Testing on the new Compliance Module of our CRM System."

    Tom, Compliance Administrator

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