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 … Continue reading Dynamics 365 for housing, Why not?
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 365Edit the data using the appReturn the changes back into Dynamics 365 PowerApps are brilliant. … Continue reading 5 Minutes To Get The Power (App)
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 … Continue reading 7 Tips for Planning a Dynamics 365 Deployment
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 FlowsWorkflows This will be helpful for those in the process … Continue reading 2 Ways To Go With The Dynamics (process) flow
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 availableHow to set it upHow to design oneHow … Continue reading 4 Tips On Setting Up Your Dynamics 365 portal