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CRM blog by CRM Consultancy

This is the area for the dark arts of development, and in particular, web and mobile development. Dynamics and all CRM is all about business rather than technology, but having a good grasp of the technical components running behind the scenes of Dynamics and the Cloud makes for better technical consultancy which we find leads to better business decisions

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The recently introduced Microsoft Teams Live Events for Dynamics 365 Marketing, opens up new collaboration opportunities, for delivering online streaming events. You can engage and analyse participant actions, pre, during and post-event, using real-time analytics, from within Teams. Here’s the CRMCS quick-start guide to help you correctly.... More

CRMCS Quick Start Guide: How To Produce a Microsoft Teams Live Event

CRM Consultancy | 03/11/2020 14:55:00

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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 | 27/10/2020 11:47:00

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I have recently been working on a number of projects using PowerApps Portals. PowerApps Portals are a brilliant way of essentially setting up a little window into your CRM database to people outside your organisation. Portals give you the ability to give external contacts a real-time view into any records you want to share. This can be really.... More

Designing and Developing Microsoft Power Apps Portals

CRM Consultancy | 13/10/2020 11:56:00

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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 | 06/10/2020 11:18:00

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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 | 28/09/2020 11:07:00

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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 | 04/09/2020 09:41:00

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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

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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 | 31/07/2020 09:55:00

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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 | 21/07/2020 13:09:00

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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 | 10/07/2020 10:57:00

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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 | 11/06/2020 16:26:00

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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

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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

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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

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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

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