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.

Article by Jessica Corbett, CRMCS Dynamics 365 Consultant PowerApps provides the framework to integrate data seamlessly across different Microsoft apps in real time, rather than having to export and import data, or copy data across manually. One effective application that I worked on was using automated Flow (Power Automate) to integrate Forms with Dynamics. .... More

Using Power Automate to Integrate Microsoft Forms with Dynamics 365

CRM Consultancy

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Prioritising leads in Dynamics 365 Marketing through Lead Scoring is an intelligent method for assessing when it is the right time to chase leads and convert them into new business. Lead Scoring looks at demographics, firmographics alongside actions, aggregating individual factors to prioritise the most important leads for your.... More

Dynamics 365 Marketing: Lead Scoring and Sales Acceptance

CRM Consultancy

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We would like to say a huge thank you to all attendees and registries for your interest in furthering your B2B sales excellence with @Cosmonauts and @PJ Valves. Throughout this partner exclusive webinar, attendees heard from host Timo Karakashev, Cosmonauts Founder & CEO, Dan Munro PJ.... More

Thank You for Attending Our Webinar - Achieving B2B sales excellence with Dynamics 365 & Microsoft Teams

CRM Consultancy

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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