photo of people leaning on wooden table

#D365ForHousing – Its not all about Tech

I’m on a mission to bring together people and processes from across the Housing and Public sector and package them up in Microsoft Dynamics 365 for FREE!  #D365ForHousing is the Affordable.Innovative.Collaborative way of doing just that!

I’ve already worked with a variety of housing professionals to create a number of modules including..

  • Person
  • Property
  • Tenancy
  • ASB
  • Complaints

While these modules get you up and running quickly there is still one key element you MUST consider…people!

More than just great Tech!

These modules are brilliant, but worth nothing if no one uses them. Using a CRM system can be a very different experience for a colleague who’s used to putting war and peace into a notes box. They’ll need to

  • Understand and categorise the contact
  • Log how the contact came in
  • Decide whether the query can be resolved/know who to send it on to if it can’t

All this while navigating around a new system and taking on a lot of information from the customer.

Over the last few years I’ve written a number of blogs on how you can make life easier for the project team and your users. I’ve picked a few of the key ones below. It would be great to get your thoughts/opinions…

#D365ForHousing – How to get up and running with the FREE solutions

I’ve put together this short blog to show you how to make the most of the solutions I’ve created. First you’ll need to set up a 30 day trail of Dynamics 365 before downloading the FREE #D365ForHosuing solutions (once you’ve registered on the website). As always it would be great to hear if there’s a…

woman writing in paper

7 Key Roles For Your CRM Project Team

You’ve identified everyone’s needs/wants and the strategy CRM will be driven by…it’s now time to create the dream team! This blog explores the key roles you’ll need to get your system up and running and tips on building your team. So how do you get the ball rolling? First you’ll need to Identify who needs…

Want to Avoid A Painful CRM Project Post Mortem?

Prevention is better than cure, so why wait until its all gone Pete Tong (wrong) before taking action? A project post mortem is carried out after the event when the damage has been done, we may sometimes take that learning into the next piece of work/project or, as in many cases, the paperwork gets put…

2 BE or Not 2 BE That’s the CRM Process Question

In this blog ill walk you through process maps. Why you need them and things to consider. Process mapping might sound boring…but by understanding how your current processes work, you’ll identify improvements and the work required to move it into CRM. There are hundreds of websites and books which go into detail about process/customer journey…

9 Things To Consider When Creating a CRM Specification (spec)

Now you’ve got a handful of processes, owned by a key team, you’re in a good position to start writing the spec. In this blog I’ll cover 9 things you should consider. A good spec. lets suppliers and colleagues know exactly what the new system will look and feel like. It also helps the testing…

7 Things to Consider When Bringing Data into CRM

One of the biggest selling points of CRM is the ability to create a single view of the customer, data is key to making this happen. This blog covers things that you should consider during and after your implementation. It’s probably not a good idea to simply move all data from one system into CRM…

11 Tips for delivering CRM to a team

A few tips for working with a team to deliver CRM Sit with them: Get a deep understanding of how they work and what they expect from CRM. This could be via process mapping or shadowing. Identify what they need to report: This will help show CRM has been a success Identify any improvements to…

7 Tips for Planning a Dynamics 365 Deployment

I’ve written a few blogs around user adoption and how to engage users throughout the whole process (6 Ways to Form a CRM Habit; 13 Ways to Get CRM Buy in). But how do you plan your deployment during this process? Here’s 7 things to help get the ball rolling: Migration: How much storage is…

3 Easy Ways To Improve CRM Design

Many of the world’s largest corporations use a CRM system as the foundation for their business and sales development. In each of these companies, only a few people understand how it operates. CRM systems handle interactions with customers and, therefore, has a long lasting effect on a company’s image. To that end, CRM design might…

Case Management -#D365ForHousing

The #D365ForHousing solutions will help the housing sector save £000’s, drive efficiencies and enable colleagues to work anywhere. It’s important to use it in a consistent way and make the most of (out of the box) functionality that your Dynamics 365 license fee pays for…. After all why re-invent the wheel? We know contact should be logged…

5 Dynamics 365 Training Tips – #D365ForHousing

You’ve designed a user friendly interface, automated as many processes as possible, tested the system to destruction and told everyone its on its way. Now its time to train the users. Here’s 5 tips to help you deliver your session. The culture of using Dynamics 365 within housing Using CRM is different to your standard…

14 Tips to Support Your CRM Go Live

I’ve put together a few tips to help go live run smoothly. It can be a daunting time, but if you start planning early you’ll keep everyone in the loop and manage any weird  and wonderful things that happen on the big day. When will you go live? Be realistic, you don’t want to be…

6 Ways To Help Form a Dynamics 365 Habit – #D365ForHousing

“Does Dynamics 365 have functionality that enables it to become a habit for users?” Lack of user adoption has killed many an implementation. More than a decade and a half of research on Customer Relationship Management (CRM) systems has churned out consistently troubling failure rates for CRM implementations. Since Gartner’s 2001 study found a 50%…

Need help? Here’s how I can support your Dynamics 365 journey:

  • Provide you with FREE Dynamics 365 modules that users love (Once you’ve registered) –#D365forhousing has already delivered several great modules (see above) including complaints, lettings and ASB
  • Support your implementation of Dynamics 365 – Deliver an application that’s adopted, delivers a return on your investment and doesn’t break the bank. My focus is Outcome, not Income.
  • Provide ongoing support – I’ve teamed up with a Microsoft partner to deliver a great service as your system grows.

If this sounds good, or you’re not sure where to start please get in touch.

2 comments / Add your comment below

Leave a Reply

%d bloggers like this: