CRMCS Blog

At CRMCS we're passionate about Dynamics 365 and how CRM can transform organisations. Welcome to our area here, where we publish articles, help guides and general information about the CRM Industry.

This is where you'll find everything related to cloud, servers and code – plus technical articles to help CRM and Web Developers.

As an organisation at the forefront of Dynamics and CRM, we welcome your feedback on our articles. Or, if you'd us to link back to one of your own articles, please feel free to get in touch by email.

Attend CRMCS’s second Webinar Event on Tuesday 29th September at 15:30 - 17:00 GMT+ 1 Discover what's new in the world of Dynamics 365, SharePoint and Microsoft Teams..... More

Webinar: Discover How CRMCS Have United Dynamics 365, SharePoint and Microsoft Teams To Create Sales Excellence

CRM Consultancy

Read Story

We were tasked by a client to look at what levels of Database Encryption (Encryption at Rest) were in place and also how we could fill in any gaps. Here in the UK we would be talking about the sensitive personal information covered by.... More

TDE Database Encryption with On Premise Dynamics

James Binnie

Read Story

Since GDPR came into effect 2 years ago, many companies have had to make changes to their ways of working. Companies must now gain consent from people in order to collect their personal data, and must also delete data that is not being used for its original purpose. While it is generally a positive thing for.... More

Part 2: Let’s get GDPR Compliant with Microsoft Power Automate

CRM Consultancy

Read Story

Let’s explore the Top 5 Dynamics Marketing Features and see how they can help you to get the most out of your CRM! 1. Insights 2. Customer Journey 3. Marketing Emails 4. Marketing Forms and Pages 5. Segments       1. Insights .... More

Dynamics 365 Marketing: Top 5 Best Features

CRM Consultancy

Read Story

Puma Investments is a financial services group which offer a range of award-winning investments across private equity, property finance and quoted equities . They needed a marketing platform to support their demands, whilst getting the best out of Dynamics 365. After researching Dynamics 365 for Marketing (“D4M”) they came to us to guide them on their D4M journey..... More

Dynamics Day in the Life - Puma Investments

CRM Consultancy

Read Story

At the moment we are working with a charity who collect Gift Aid on donations. The donor has to sign a Gift Aid declaration so that the charity can claim this back on their behalf. These declarations expire after some time, so one goal our CRMCS Consultant Jess wanted to achieve here was to .... More

Part 1: Using a Scheduled Power Automate to Trigger Expiry Date Reminders

CRM Consultancy

Read Story

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

Dynamics Day In The Life: Upgrading NorthEdge Capital to the Unified Interface in Dynamics

Paul McQuillan

Read Story

Moneypenny is the leading outsourced communications provider, working with some of the biggest names in business to offer Telephone Answering, Outsourced Switchboard, Live Chat and a range of business support services. Their ethos and approach means they are always looking for opportunities to use leading technology to improve how they support clients – which is why making the most.... More

Dynamics Day in the Life - Moneypenny Release Management

Paul McQuillan

Read Story

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

Read Story

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

Read Story

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

Read Story

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

Read Story

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

Read Story

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

Read Story

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

Read Story

Contact Us

Want expert advice or a demo?

Get in touch now and see how we can help your business grow.

  • Name
  • Email Address
  • Phone Number
 
Close

Understanding Your Challenges

Our strong understanding of CRM and emerging technologies within the Microsoft environment means we deliver the right solutions for you.

Proven Real-World Solutions

As a leader in the field of Dynamics solutions, our pedigree developing and delivering real-world solutions is unsurpassed.

Long Term Support

We provide support beyond our design, implementation and 'go-live' delivery using Sprints and continual updates to our AppSource apps.

CRMCS | Design by Thinktank Marketing | Citrus-Lime Limited

To improve your experience today and in the future, this site uses cookies. Read our full Privacy Policy & Cookie information here I Understand