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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 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

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


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

One of our aims in 2018 is publicising some of our work over the last 2 years and particularly the Apps we have built for Dynamics to build better productivity – and how the combination of Dynamics 365 and Apps can help SMEs achieve their potential. To summarise this message in a (hopefully!) snappy one page article, we feature.... More

CRMCS in Elite Business

Paul McQuillan | 14/02/2018 08:00:00

Dynamics CRM has always had a great integration with Outlook to help track Emails, Appointments and Contacts between day to day Outlook and CRM. However this could involve a bit of a clunky installation into Outlook, and this could be a group for Security under Group Policy and obtaining Local Admin rights – alongside introducing a challenge for ongoing.... More

Distributing Dynamics 365 App for Outlook

Paul McQuillan | 09/02/2018 12:00:00

Xperido is great for building new Templates, and is simple for building a template for a Letter or Quote that uses a basic layout for the Quote Record + Loop of Quote Line Records. (or potentially just the Contact Record for a Letter) However Xperido is capable of building much more complex Templates and Reports, but this takes some.... More

Amending an Xperido Dataset

Paul McQuillan | 08/02/2018 12:30:00

When working with Security in Dynamics CRM, we can sometimes hit the problem of ‘why am I seeing this record?’ This is where a record appears to a User, but it is not immediately obvious why the User has access to see the record – particularly when the User is limited to only viewing records they own, or that.... More

Sharing in Dynamics

Paul McQuillan | 07/02/2018 18:00:00

There are many reasons for the recent collapse of Carillon that I will let better minds pore over – but one common theme that is referred to over and over appears to be the age old problem of: Aggressively Chase and Win Contract A. Salespeople / Managers get healthy compensation for ‘successfully’ winning.... More

Carillon’s Collapse and IT Projects

Paul McQuillan | 24/01/2018 11:23:00

Now we are well into January and the nights starting to get lighter, we can look forward at the technological trends that will be coming into play over 2018. Personally I've always been sceptical when seeing 'in an ever changing world' style statements in Tech Specifications, but it's probably not hyperbole to say that today Technology is now changing.... More

2018 Tech Trends

Paul McQuillan | 22/01/2018 11:00:00

Dynamics 365 gives us a new Outlook App that allows us to perform common CRM actions directly from an Email in Outlook – and this is a brilliant tool for promoting efficiency and performing day to day tasks quickly. One of these actions is raising a New Case from an Email, and when doing this we are presented with.... More

Dynamics App for Outlook, Customising the Quick Create Form

James Binnie | 02/11/2017 15:00:00

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 | 06/06/2017 10:00:00

In the bad old days of systems, the need for a new report would be sketched out and have to be sent to the Developers, when often this ‘report’ was simply a handy spreadsheet of data that needed to be produced from the system. Often when approaching new CRM Projects, we would be warned ‘we have hundreds of reports’.... More

How to use the Advanced Find in Dynamics

CRM Consultancy | 06/03/2017 14:00:00

Dynamics CRM manages information and data entry using different Forms per Type of Record – so we have a Contact Form that controls the format and way that a user might enter information about a Contact for example. This provide a great flexible way of allowing a User to enter information about a record, how this is fundamentally ‘free-form’.... More

Dialog’s in Dynamics CRM

CRM Consultancy | 10/02/2017 14:00:00

When we have a Customer Account in CRM, this will typically be owned by a particular Salesperson who will be responsible for managing the relationship with this Account. This relationship may consist of different Contacts, Opportunities, Orders or Service Cases – and the Salesperson (or Account Manager at this point) may be responsible for all of them. But.... More

Cascading Rules in CRM

CRM Consultancy | 06/02/2017 09:00:00

It’s that time of the year where we both review our work over the previous year alongside look forward and peer into our crystal ball at the trends and technology that will affect business, projects and CRM over the next year. 2016 has been a tumultuous year, both politically and in seeing how automation and the expanding scope of.... More

Happy New Year

CRM Consultancy | 02/01/2017 18:00:00

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 | 21/12/2016 13:00:00

  • "Paul has made a real difference to how my team of 24 people record and store valuable customer data and sales opportunities. Highly recommended."

    James, Operations Director

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

    Paul McQuillan, Managing Director

  • "Dynamics 365 and CRMCS have made a real lasting difference to our business, allowing us to replace older systems that were holding back our performance."

    Grahame, Chief Operating Officer

  • "James worked well with us to help connect CRM with Outlook and relate how this might benefit our team using CRM for Property Care."

    Natalie, Property Care Supervisor

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

    Tom, Compliance Administrator

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