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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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
CRM Consultancy | 02/01/2017 18:00:00
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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
CRM Consultancy | 21/12/2016 13:00:00
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Whilst we live in an increasingly connected world using Portals, Email and Social Media to connect with our customers, sometimes nothing betters a well printed and formatted Letter or Report – particularly for communicating Client Updates or Contractual Information. This can be a problem for Dynamics CRM as the in-application Mailmerge Tools can be limiting, particularly for.... More
CRM Consultancy | 16/11/2016 13:15:00
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CRM is a Web-based Application, which means that any change to our Password using Active Directory or the Password Reset screen will take place immediately. However the CRM for Outlook Addin actually takes a cache or snapshot of your Password and saves this on your local Workstation. This means that whenever we change our CRM Password, this must.... More
CRM Consultancy | 07/11/2016 16:00:00
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It is becoming increasingly well known that Dynamics 365 will be shaking up the world of CRM with the introduction of a truly Cloud CRM based approach. Cloud CRM means knitting or integrating a solution from many different cloud components, each working over the web to contribute to the overall solution. Microsoft are continuing to embrace this model.... More
CRM Consultancy | 01/10/2016 09:30:00
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If we want to completely empty a Table or Entity within Dynamics CRM, we can use the Bulk Delete Tool to run a task over time to systematically remove the unwanted records. This can be useful if we want to start from a clean slate, or if we intend to refresh the data held in CRM from.... More
CRM Consultancy | 26/08/2016 10:00:00
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If you have worked with Dynamics CRM over time, then you will remember just how big an improvement CRM 2011 was over CRM 4 – bringing Dashboards, a new (back then!) and improved Office 2010 Interface, Field Level Security and the concept of Solutions amongst others. (In fact, back in 2010, I wrote a series of excitable blog.... More
CRM Consultancy | 25/08/2016 10:00:00
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When it comes to creating a custom Entity in Dynamics CRM, the possibilities are quite possibly endless. One of the reasons for writing this blog comes from an initial setting that is mandatory for all customer Entities – Ownership. As shown below there are only 2 settings to choose from, Organization or User or Team, both have valid uses depending.... More
James Binnie | 12/07/2016 17:28:02
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True Management Reporting involves not just giving a User a simple static Report – but instead providing the series of tools that allows a User to sit above the stream of data and ask questions key to their business and the Key Performance Metrics they needs to be testing against. Qlikview is a brilliant tool for this.... More
CRM Consultancy | 18/05/2016 13:17:00
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Small Businesses often experience the requirement for an Application or Service to help them manage Invoicing, Suppliers and simple ERP Processes. Madeira from Microsoft is the internal codename for a new Service that will do just that, providing a Cloud-First platform to help basic ERP operations for 10 – 100 employee businesses. This will be positioned.... More
CRM Consultancy | 21/04/2016 18:00:00
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Dynamics CRM is a very flexible platform and so offers a number of methods for Management Reporting, each with their own advantages and disadvantages. This post is dedicated to reviewing some (but not all) of the more common reporting options, with a particular focus on Dashboard Reporting for interactive reporting – and looking how we can.... More
CRM Consultancy | 13/04/2016 10:30:00
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Scribe has been the product of choice for Dynamics CRM Integration since 2006 and v3 being released in UK, and over the years we’ve used and partnered with Scribe in a wide range of Projects for both Integration and Data Migration. So it’s great to see Scribe and their Cloud offering being recognised by Gartner as an Enterprise ready.... More
CRM Consultancy | 11/04/2016 12:23:34
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For many CRM Consultants and Developers working with Dynamics CRM, their first experience of the product will have been v3.0 which was released back in 2016 – as the release was a vast improvement over the earlier v1.2 which had some very rough edges, and so lead to the product becoming much better established in the industry. Whilst the.... More
CRM Consultancy | 07/04/2016 16:00:00
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As Dynamics CRM is a web-based application, we can open various screens by simply providing a URL Link – so we might provide a Salesperson with a quick link to open a new Opportunity Record via the following: https://mycrm.crmcs.co.uk/main.aspx?etn=opportunity&pagetype=entityrecord Opening this link will then directly browse into the New Opportunity Form which can.... More
CRM Consultancy | 07/04/2016 11:36:23
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The newest release of Dynamics CRM has hit the ground running in 2016 by being awarded Product of the Year from Customer Magazine. To us at CRMCS, this appears to be a great development for Dynamics CRM – as whilst the product has regularly been received exceptionally well with Developers, Decision Makers and Solution Builders; it’s great to see.... More
CRM Consultancy | 08/02/2016 17:59:46
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