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…

2 Ways To Go With The Dynamics (process) flow

2 Ways To Go With The Dynamics (process) flow

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…

4 Tips On Setting Up Your Dynamics 365 portal

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…

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