Case Management -#D365ForHousing

Case Management -#D365ForHousing

The #D365ForHousing solutions will help the housing sector save £000’s, drive efficiencies and enable colleagues to work anywhere. It’s important to use it in a consistent way and make the most of (out of the box) functionality that your Dynamics 365 license fee pays for…. After all why re-invent the wheel? We know contact should be logged…

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…

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…

6 Ways To Help Form a CRM Habit

6 Ways To Help Form a CRM Habit

“Does CRM have functionality that enables it to become a habit for users?” Lack of user adoption has killed many an implementation. More than a decade and a half of research on Customer Relationship Management (CRM) systems has churned out consistently troubling failure rates for CRM implementations. Since Gartner’s 2001 study found a 50% CRM…

5 Top CRM Training Tips

5 Top CRM Training Tips

You’ve designed a user friendly interface, automated as many processes as possible, tested the system to destruction and told everyone its on its way. Now its time to train the users. Here’s 5 tips to help you deliver your session. The culture of using CRM Using CRM is different to your standard system where you…

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