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.

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
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

Read
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

Read
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

Read
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

Read
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

Read
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

Read
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

Read
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

Read
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

Read
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

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.