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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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Trust is the cornerstone of any successful transaction between two businesses, but as the old world of in-person relationships changes to instant online interactions, how do we confirm trust to do quicker and more efficient business. In the past – Institutional Trust Previously important transactions such as transferring money or signing a new agreement would be conducted in.... More

How Trust Online is Evolving

Paul McQuillan | 10/09/2018 08:30:00

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Digital Disruption is everywhere, uprooting established business models, turning giants into also-runs, minnows into giants; but how do we do it, and what benefits should small-to-medium sized businesses be looking to achieve? Many businesses see the potential of digital and their competitor companies changing with it – but do not have the knowledge, time or in-house experience to plan.... More

How to implement a Digital Disruption Strategy

Paul McQuillan | 10/08/2018 10:00:00

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The Global and Relevance Searches make searching Dynamics much easier over pre-2013 versions – as the Search is always available in the top-right of Dynamics. (where as in previous versions we were restricted to searching within an Entity which meant a two-step process of picking which Table we wanted and then searching it.) Any keyword typed into this Search.... More

Customising the Global or Relevance Search in Dynamics

CRM Consultancy | 29/07/2018 09:54:07

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Technology opens new opportunities and has made innovation crucial to all businesses. As a result, everyone wants to deliver on innovation but how can we put this into practise? Being an innovative business, changing and adapting to new technology can be difficult, particularly for SMEs where combining future planning with business as usual can be a challenge..... More

The Three Channels of Business Innovation

Paul McQuillan | 25/05/2018 10:00:00

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At this point, almost everyone will have heard about GDPR to a varying degree – but from my experience over the last few months, there are still a number of myths or misconceptions concerning the change in regulation. Over the last 2 years of helping clients prepare for GDPR, and particularly the last 6 months of ‘get ready for.... More

GDPR– what is it really about..

CRM Consultancy | 23/05/2018 10:00:00

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We are living in an increasing collaborative and connected world where data is more valuable than ever. This has led to the new GDPR Regulations coming into effect from May which redefine our relationship with data, and establish the Customer as the ultimate controller over their Personal Data shared with a Company. In a practical sense, this means.... More

Workspace for GDPR Requests

CRM Consultancy | 09/05/2018 10:00:00

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CRM Systems are often used to connect different departments or teams together, and a helpful tool for this is the ability to send Automatic Email Notifications from the system to a particular User or Users. Often this can take the form of a key event that then triggers an Email Notification - so for example, we may send a.... More

How to Create and Use Email Templates in Dynamics

CRM Consultancy | 26/04/2018 16:00:00

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Depending on how we utilise CRM, we will potentially have Marketing Lists that are associated with various contacts, as this allows us to manage and tailor marketing activities towards specific groups. The Advanced Find in Dynamics is a useful tool here in assisting us to manage data into or out of marketing lists, as we can add and remove.... More

Populating a Marketing List in Dynamics

Anonymous | 18/04/2018 08:00:00

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When we look at Data Management we have increasingly powerful tools with Machine Learning and connections to Online Services such as LinkedIn - however our end users are ultimately still human, and in the words of Alexander Pope “To err is human”, in which user error can result in duplicate records.  Similarly 3rd Party Integrations with external sources/applications,.... More

Avoiding Duplicates in Dynamics

Anonymous | 16/04/2018 09:30:00

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Dynamics 365 is a great platform for data management and compliance as the system comes with a full Audit Trail of recorded changes to a record – this is crucial for compliant environments to see who has changed a record, or whether a particular update has come from an automated Workflow, Portal or other System Logic. Figure.... More

Organisational Sights in Dynamics

Paul McQuillan | 11/04/2018 16:00:00

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We will be presenting a seminar on why GDPR should not be seen as merely a regulation, and instead as a cultural change in how we regard and manage personal data, why this change is important, and how GDPR intersects with CRM around User Adoption. Wednesday, 21st March Theatre 15 - 1.15pm .... More

Meet us at the London B2B Expo

Paul McQuillan | 20/03/2018 08:00:00

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When we think of a Data Breach, we tend to think of malicious hackers tunnelling their way into systems to steal or access data.  However for many companies the most likely Data Breach is the simple tool we use every day, Email. Email is obviously a great tool for fast communication that is instantly accessible and easy.... More

Delivering Data Breaches by Email

Paul McQuillan | 09/03/2018 08:00:00

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We are exhibiting at the British Legal Technology Forum to discuss the implications of GDPR on the Legal Sector. Looking forward to discussing our experiences over the years of working on Case Management in the Property and Legal Sectors, particularly how Document Management impacts with GDPR to ensure any individual or personal data we hold in documents is secure,.... More

British Legal Technology Forum

Paul McQuillan | 08/03/2018 15:00:00

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The General Data Protection Regulation (GDPR) is coming into force from May 2018 and poses a new challenge to any CRM System to help a business operate in a compliant fashion under the new regulations for data storage, processing and handling. Dynamics CRM and SharePoint provide a great platform to ensure a business is GDPR Compliant - however like.... More

Implementing GDPR with Dynamics CRM

Paul McQuillan | 28/02/2018 09:00:00

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Data is more important than ever - and so how we store and use data is under increasing scrutiny. In a way, the last 15 years have seen a kind of 'data wild west' where companies could collect, use and store data in any way they like without worrying unduly about the consequences. But with increasing interconnectedness and.... More

GDPR and CRM

Paul McQuillan | 26/02/2018 09:00:00

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    James, Operations Director

  • "Understanding your business allows us to advise when to implement aspects of CRM and, likewise, when not to."

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  • "Matt was really good with helping us run User Testing on the new Compliance Module of our CRM System."

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