There’s tonnes written about workflows in Dynamics 365. All businesses have processes they follow and many of these could be built within Dynamics. In this blog I’ll run through 2 of the key processes that come out of the box with Dynamics 365 Business Process Flows Workflows This will be helpful for those in the…
All posts by Chris Roberts
About Chris Roberts
I've been involved with Microsoft Dynamics since 2011 (version 4, 2011, 2016 Dynamics 365 online). I've delivered multiple solutions and trained a large number of people from end users to administrators. I also enjoy writing about user adoption and getting the most out of the software
4 Tips On Setting Up Your Dynamics 365 portal
A portal is a great place to acquire customers, educate and support. The portal enables you to expose Dynamics 365 data to the internet. With a Dynamics 365 subscription you get one that’s easy to set up. In this blog I’ll explain: The different types of portal available How to set it up How to…
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%…
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. Using CRM is different to your standard system where you may add a note covering…
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…