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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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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 | 10/07/2020 12:17:00

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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 set up an automatic.... More

Using a Scheduled Flow to Trigger Expiry Date Reminders

CRM Consultancy | 10/07/2020 10:23:00

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With the increasing demand to make Dynamics collaborate better with Teams and SharePoint, CRMCS has introduced Microsoft AppSource approved DocDrive365. Make Dynamics work better for you with DocDrive365 - the first intelligent document management app for collaboration between Dynamics, Teams & SharePoint. Document tracking, storage and automation is so much easier with DocDrive365 - simply.... More

CRMCS launches new AppSource approved DocDrive365

CRM Consultancy | 19/06/2020 13:57:00

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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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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

Upgrading NorthEdge Capital to the Unified Interface in Dynamics

Paul McQuillan | 30/04/2020 09:00:00

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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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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 | 20/04/2020 17:00:00

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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 | 10/04/2020 10:00:00

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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 | 09/04/2020 10:00:00

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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 | 26/03/2020 10:00:00

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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 | 23/03/2020 10:00:00

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Using the Dynamics App for Outlook we can track Emails to various records in Dynamics or Power Apps. Initially this allows us to track emails to the main entities in Dynamics: Opportunities, Cases and other main transactional or contact entities. Using the Dynamics App for Outlook - What can I track an Email against? However.... More

Track Emails in Dynamics 365 to Custom Entities

Paul McQuillan | 02/01/2020 14:00:00

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