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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Recently you may have started to receive emails from the Microsoft Power Platform that read something like this “Immediate action required: Out of database capacity”. This means that you have exceeded your quota for storage in Dynamics 365. This is a combination of all the instances that sit in your organisation e.g., live and.... More

HOW TO: Manage Your Dynamics 365 Database Size (Video Included)

CRM Consultancy | 24/08/2021 13:20:00

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For many years, ClickDimensions was the only reputable marketing solution for Dynamics 365. It allowed organisations to manage all of their marketing needs within Dynamics 365, even when it was Microsoft CRM. However in 2018, Microsoft released Dynamics 365 Marketing as a 1st Party App that comes into competition with ClickDimensions..... More

Dynamics 365 Marketing vs ClickDimensions

CRM Consultancy | 23/07/2021 14:11:00

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With remote working expected to become the "new norm" for most businesses, having the right technology in place is critical. But have we all considered what factors our businesses should consider when selecting from the market's plethora of options? Whether your office chose Microsoft Teams, Zoom, Meet, Slack or another platform, the pandemic forced your organisation.... More

It’s time to pause, reflect and acknowledge a new era of inclusivity and collaboration.

CRM Consultancy | 23/07/2021 13:54:00

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    Following on from Part 1 - Balancing CRM and Asset Management Scopes – Asset Management Hub How do you build a reliable Asset Management system? Why is getting the basics.... More

Part 2 - How to get the most from a Technology Expert – Asset Management Hub

CRM Consultancy | 14/07/2021 12:36:00

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Welcome to the Property & Asset Management Hub, bringing together our extensive working-knowledge of the Property & Asset Management sector. To help you learn, develop, implement and maintain market-leading Dynamics 365 solutions and introduce scalable case and Asset Management solutions. Our expertise enable Property and Asset Management companies to process and automate complex, large-scale information.... More

Property & Asset Management Hub

CRM Consultancy | 14/07/2021 11:07:00

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Part 1 - Balancing CRM and Asset Management Scopes   CRMCS hosted a Webinar focused on Asset Management that uncovered how this industry can benefit most from using the Microsoft cloud. Our main speaker was Masoud Asgarpour, Digitalisation Manager at Ingka.... More

Part 1 – Balancing CRM and Asset Management Scopes - Asset Management Hub

CRM Consultancy | 01/07/2021 08:54:00

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PowerApps Portals provide you with the tools to allow external users to view and interact with your CDS data in their local language. Using Microsoft's vast array of language packs and a bit of extra customisation detailed in this article, you can open up possibilities for connecting with more people, from more places. .... More

Creating a Multi-Lingual PowerApps Portal

CRM Consultancy | 30/06/2021 11:40:00

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There is currently no out-of-the-box functionality for scheduling an appointment in a Dynamics Teams meeting. I'm sure this will be available in the near future, but for now, we can use Flow to create a Teams Meeting with the same information and pass the newly created Teams URL.... More

Microsoft Teams - Adding a Microsoft Teams URL to a Dynamics Appointment

CRM Consultancy | 18/05/2021 12:41:00

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If you've been using Dynamics 365 for Marketing to send out surveys, you may have noticed that the survey button vanishes when you receive the email. Although it may be obvious, you must include the survey in the Email Elements section of the customer journey. Here is our marketing email with the Survey.... More

Dynamics 365 Marketing – Customer Voice Survey Not Appearing In Emails?

CRM Consultancy | 18/05/2021 11:50:00

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This is a feature that Microsoft began rolling out last year and is extremely useful for understanding Dynamics and Database Structures – but the challenge with features in the Cloud is keeping up with new functionality or options that are sent to us ‘down the pipe,' so it is good to get this knowledge shared more widely. .... More

Using SQL Management Studio to connect to the Dynamics DB

CRM Consultancy | 18/05/2021 11:34:00

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Before getting into the Builder itself, I find it very useful to look at the established Sales Insights App for Dynamics – as this works in many similar ways and gives a view of what a potential end-point looks like. But the real weight is in the Power Apps Maker and getting into the AI Builder proper. .... More

Getting started with the Power Platform AI Builder.

Paul McQuillan | 23/04/2021 10:00:00

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This Power Apps Portal Hub features focused & technical articles on the functionality offered by Power Apps Portals – Introducing what it can offer, and to help you get the best from your suite. .... More

Power Apps Portal Information Hub

CRM Consultancy | 08/03/2021 16:31:00

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Once our Portal Apps Portal is connected to Azure B2C, we can use our B2C Tenant as the middle-man to allow our Users to log in via their existing credentials with a number of other general Apps or Services. This can be particularly useful to allow Users to log into our Portal using their existing.... More

Part 5 - Power Apps Portals: How To Connect Azure B2C With Linked-In

Paul McQuillan | 26/02/2021 16:31:00

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When we configure an App or Website to authenticate via Azure B2C – this will give us a vanilla Log In and Sign-up Page. We will often want to customize this page and define the appearance according to our intended content and not just the default. .... More

Part 4 – Power Apps Portals: Styling Azure B2C for Power Apps Portals

Paul McQuillan | 25/02/2021 16:30:00

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User Flows define how our contacts will be able to gain access to our portal and make changes to their own user info (like with password resets).  To set these up, we need navigate to our ‘User flows’ tab, under the ‘Policies’ section in our Azure B2C Tenant Initially for a new B2C Tenant.... More

Part 3 – PowerApps Portals: Azure B2C and Power Apps Portals – User Flow for Signup and Signin

Paul McQuillan | 24/02/2021 16:30:00

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