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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.

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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 | 07/08/2020 10:59:00

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 | 31/07/2020 09:55:00

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 | 21/07/2020 13:09:00

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 | 10/07/2020 10:57:00

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 | 30/04/2020 15:38:00

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

We have extensive experience of integrating Document Management between Dynamics and SharePoint – however we recently worked with a client that wanted to store Images in SharePoint alongside Documents, and so we looked at using Picture Libraries integrated into CRM. Our Document Management App typically allows us to create and access SharePoint Document Libraries from records within Dynamics. .... More

SharePoint Image Galleries in CRM

James Binnie | 06/06/2017 10:00:00

When we think of reports we can sometimes think of big static spreadsheets of month-end data, and whilst these have their place, this kind of reporting can leave companies exposed to regular fixed reports that prevent drill-down or deeper analysis of the data. Often we see the requirement to provide clients with a more deeper look that empowers decision.... More

Dynamic Dashboards

CRM Consultancy | 21/12/2016 13:00:00

Whilst we live in an increasingly connected world using Portals, Email and Social Media to connect with our customers, sometimes nothing betters a well printed and formatted Letter or Report – particularly for communicating Client Updates or Contractual Information. This can be a problem for Dynamics CRM as the in-application Mailmerge Tools can be limiting, particularly for.... More

XperiDo for Dynamics CRM

CRM Consultancy | 16/11/2016 13:15:00

If you have worked with Dynamics CRM over time, then you will remember just how big an improvement CRM 2011 was over CRM 4 – bringing Dashboards, a new (back then!) and improved Office 2010 Interface, Field Level Security and the concept of Solutions amongst others. (In fact, back in 2010, I wrote a series of excitable blog.... More

Upgrading Dynamics CRM 2011 to CRM 2016 (v8)

CRM Consultancy | 25/08/2016 10:00:00

At its heart Dynamics CRM is an endlessly customisable platform, and this freedom allows Partners such as ourselves to take the existing Service Module of CRM and build towards a true Asset Management System for tracking complex assets and managing Case Handler Diaries. Service Management within CRM allows for the creation of Process flows, Business Rules and.... More

Asset Management CRM

CRM Consultancy | 17/11/2015 16:52:12

The Service Module of Dynamics CRM provides a strong customisable platform for Case Management and Service Ticketing - particularly when combining the powerful functionality for Activity Tracking through CRM and Outlook. However adding a front-facing Customer Portal provides the ability for the Customer to review their Case, the history of activities, and interact with the Agent online..... More

Ticket Tracking in CRM

CRM Consultancy | 17/11/2015 00:08:05

Exchanging Contracts is usually the culmination of a Property Sale, only being followed by the relevant Solicitors drawing down the funds to then complete the sale and transfer keys to the new property owner. As such at the point of Exchanging Contracts, any remaining queries, expenditure and paperwork should be complete so that the relevant Solicitors for the Purchaser.... More

Exchange Authority in CRM

CRM Consultancy | 04/11/2015 13:48:27

When a property is struggling to sell on the open market, or the seller needs a quick turnaround, then the best course of action may be to place the property into an auction – this connects the seller with a ready market of potentially cash-buy or other fast-moving purchasers. This process involves a number of related.... More

Property Auctions in CRM

CRM Consultancy | 02/11/2015 09:30:00

Since the very inception of CRM Systems, we have had the concept of tracking Sales Opportunities and so the concept of recording the current Sales Stage for each Opportunity as part of the current Pipeline. However when we look at more complex Sales Environments where different types of Opportunities may have radically different Sales Processes, we may.... More

Tracking Product Sector Specific Sales Opportunities

CRM Consultancy | 01/11/2015 20:27:23


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  • "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

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