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#D365ForHousing – Its been a brilliant first few months

#D365ForHousing – Its been a brilliant first few months

FREE (to the Housing and Public Sector) Solutions added, 13 Organisations Subscribed and the opportunity to speak at the first Virtual D365UG -UK User Group Meeting. Here’s what’s happened since #D365ForHousing kicked off at the end of January 2020. What is #D365ForHousing? Its a great way for Housing Associations (and other public bodies) across the…

Dynamics 365 for housing, Why not?

Dynamics 365 for housing, Why not?

I really enjoyed this years Housing Technology conference, but I was surprised by the number of housing associations who still haven’t started or question starting their crm journey. Part of this is obviously down to cost but a large portion also appears to be down to a lack of understanding about where to start. But…

3 of the best – a CRM systems comparison for small businesses

3 of the best – a CRM systems comparison for small businesses

I wanted to look at crm solutions available to small businesses and complete a comparison of each. My first love is Dynamics 365, so I’d like to apologise for the Dynamics centric language I use throughout this blog. I decided to spin up free trials of Zoho – (See other reviews) SugarCRM Salesforce These products…

5 Minutes To Get The Power (App)

5 Minutes To Get The Power (App)

In this blog I’ll show you how even a non techie like me can get a PowerApp up and running within a few minutes. The plan is to create an app that: Allows me to view contact data in Dynamics 365 Edit the data using the app Return the changes back into Dynamics 365 PowerApps…

7 Tips for Planning a Dynamics 365 Deployment

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…

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