Support Portal ContactGet in touch

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.

If you have any feedback on any article, or would us to link out to your article or blog than please drop us an email to let us know.

For all things Code, Cloud and Servers, we also blog Technical Articles aimed at CRM and Web Developers here.

Flows in Power Automate give us the option to run regular scheduled workflow that is not dependent on a Trigger or Event – a Power Platform version of the traditional Windows Server Scheduled Task. This is a decent improvement on how Dynamics 365 previously used Wait or TimeOut Conditions in Workflow to affect ‘wait-until-X-then-do-Y’ type logic. Historically we.... More

Building a New Scheduled Process using Flow

Paul McQuillan | 19/05/2020 10:00:00

Read
I’ve been interested in Microsoft Teams since starting to replace Skype for Business in 2018, as the platform allows us to better achieve some of the objectives I’ve seen businesses interested over the last decade – primarily the easier ability to build a living breathing platform that better connects a business and makes it easier to advance in a joined.... More

Why Teams matters to CRM?

Paul McQuillan | 17/05/2020 15:00:00

Read
For Dynamics Users, Microsoft are slowly moving their cloud from version 9 to the Unified UI. This will change at a pre-set date, or if you are feeling brave as a business you can embrace the change earlier – but as we know, in business change is never easy. NorthEdge Capital was one such company, looking to upgrade.... More

Upgrading NorthEdge Capital to the Unified Interface in Dynamics

Paul McQuillan | 30/04/2020 09:00:00

Read
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 | 29/04/2020 18:30:00

Read
Working with Dynamics 365 many will be comfortable designing Entities and Fields, and then enhancing with Workflow to automate Activities or Data in the solution. The Workflow Engine in Dynamics 365 has been around for a long while now, dating back to 2005 with v3 of what was then, MSCRM. (before it became Dynamics CRM, then Dynamics 365, and.... More

Flow – Getting stuck in for Dynamics 365

Paul McQuillan | 28/04/2020 11:11:00

Read
Dynamics 365 as Microsoft’s CRM Platform has always had a flexible Database Structure, allowing us to add new Fields, Entities and Forms through a simple user interface. This is crucial to CRM as every business has its own requirements for how it tracks common Sales, Service and Marketing concepts – particularly as different businesses have different Sales Stages and.... More

Common Data Service – when is CRM not CRM?

Paul McQuillan | 20/04/2020 17:00:00

Read
We worked with Cosmonauts to run a Webinar dedicated to discussing common problems and useful strategies for working with Microsoft Teams and CRM. We had some great speakers providing great information from their experience with CRM and Power Platform Projects. The full video can be viewed here, and we’ve collected several of the key points below: Power.... More

Teams, Documents & CRM, a Microsoft Dynamics Talk

Paul McQuillan | 15/04/2020 10:00:00

Read
Microsoft Teams can suffer from' ‘bloat’ if too many Teams get created for too many purposes. This has historically been a problem for SharePoint where just too many Sites get created for Users to be able to relate to, and so end up conversely making information harder to find. We can manage this problem by having a purpose.... More

Using DocDrive365 for Teams Governance

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

Read
When we work on a Project or Client Engagement, we will often want to define a group of Team Members that need to collaborate on the Project and be kept up to date for Documents, Updates and Notifications – this can be for a temporary working team to achieve a particular outcome (such as a Sales Team for an Opportunity),.... More

Using Microsoft Teams with Dynamics

Paul McQuillan | 09/04/2020 10:00:00

Read
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

Read
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

Read
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

Read
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

Read
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

Read
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

Read

Read more from CRM Consultancy

View the archive now
  • "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

  • "Dynamics 365 and CRMCS have made a real lasting difference to our business, allowing us to replace older systems that were holding back our performance."

    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

Prefer to go old-school?

Write to us using the below addresses.

Head Office
CRM Consultancy
61 Oxford Street
Manchester
M1 6EQ

London Office
CRM Consultancy London
Grosvenor Avenue
London

Content © CRM Consultancy.