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Author: Chris Roberts

  • 4 Tips On Setting Up Your Dynamics 365 portal

    4 Tips On Setting Up Your Dynamics 365 portal

    Mar 16, 2019
    D365, Microsoft Dynamics 365, Portal

    A portal is a great place to acquire customers, educate and support. The portal enables you to expose Dynamics 365… Read more

  • 5 Dynamics 365 Training Tips – #D365ForHousing

    5 Dynamics 365 Training Tips – #D365ForHousing

    Jun 13, 2018
    D365, Microsoft Dynamics 365

    You’ve designed a user friendly interface, automated as many processes as possible, tested the system to destruction and told everyone… Read more

  • Want to Avoid A Painful CRM Project Post Mortem?

    Want to Avoid A Painful CRM Project Post Mortem?

    Jun 6, 2018
    #D365ForHousing, D365, Microsoft Dynamics 365, Processes

    Prevention is better than cure, so why wait until its all gone Pete Tong (wrong) before taking action? A project… Read more

  • 7 Things to Consider When Bringing Data into CRM

    7 Things to Consider When Bringing Data into CRM

    May 24, 2018
    #D365ForHousing, D365, Microsoft Dynamics 365

    One of the biggest selling points of CRM is the ability to create a single view of the customer, data… Read more

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

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

    May 16, 2018
    #D365ForHousing, D365, Microsoft Dynamics 365, Specification

    Now you’ve got a handful of processes, owned by a key team, you’re in a good position to start writing… Read more

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