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Author: Chris Roberts

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

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

    May 9, 2018
    #D365ForHousing, D365, Microsoft Dynamics 365, Processes

    In this blog ill walk you through process maps. Why you need them and things to consider. Process mapping might… Read more

  • 7 Key Roles For Your CRM Project Team

    7 Key Roles For Your CRM Project Team

    May 2, 2018
    #D365ForHousing, CRM, D365, Housing, Microsoft Dynamics 365, User Adoption

    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… Read more

  • 11 Tips for delivering CRM to a team

    11 Tips for delivering CRM to a team

    Apr 18, 2018
    #D365ForHousing, D365, Microsoft Dynamics 365

    A few tips for working with a team to deliver CRM Sit with them: Get a deep understanding of how… Read more

  • Give your Dynamics users an APPetite for adoption

    Give your Dynamics users an APPetite for adoption

    Apr 11, 2018
    Microsoft Dynamics 365

    Over the years many users have asked me for crm forms that just show the fields they need. This is… Read more

  • 14 Tips to Support Your CRM Go Live

    14 Tips to Support Your CRM Go Live

    Mar 26, 2018
    #D365ForHousing, D365, Deployment, Housing, Microsoft Dynamics 365, Training, User Adoption

    I’ve put together a few tips to help go live run smoothly. It can be a daunting time, but if… Read more

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