Managing Arrears – The new FREE #D365ForHousing Module

Managing Arrears – The new FREE #D365ForHousing Module

The arrears module provides a new way of managing the arrears process!……staying on top of arrears within a traditional housing management system usually involves writing lengthy notes about what you did to try and collect money from the customer. However, this means that anyone else who picks up the case has to read through a…

5 ways the #D365ForHousing complaints module meets the new Housing Ombudsman code

5 ways the #D365ForHousing complaints module meets the new Housing Ombudsman code

In July 2020 the Housing Ombudsman released their new Complaint Handling Code. Shortly after this I launched the #D365ForHousing Complaints module (developed with the help of others across the sector). This Microsoft Dynamics 365 Module is FREE to everyone in the Housing and Public Sector. How does this module help meet the Complaint Handling Code?…

The Messy Middle

The Messy Middle

Things not going to plan with your Dynamics deployment/update/upgrade? You could be caught in the messy middle….and having conversations that go something like this: Client: That’s not what I expected. Partner: Here’s the spec/agreement, we’ve delivered exactly what you asked for. The thing is both parties are right. The housing association may ask for something…

HELP! I’ve got to Implement Dynamics 365 – #D365ForHousing

HELP! I’ve got to Implement Dynamics 365 – #D365ForHousing

Been asked to implement Dynamics 365 (or any application for that matter)? I still remember the mix of pure fear and excitement as I was given the opportunity to do just this over 10 years ago (although it was CRM 4 back then) at AmicusHorizon (now Optivo). My background was customer service and although I love…

The Microsoft #D365 Implementation Guide – #D365ForHousing

The Microsoft #D365 Implementation Guide – #D365ForHousing

Today, during the Microsoft Business Applications Summit, Microsoft launched Success by Design – a vision for what’s possible with #Dynamics365, #PowerPlatform and Microsoft Cloud. Click on the picture to download it for FREE.  But if you’re not sure where to start I’m here to help you throughout your Dynamics journey. Here’s how: Help you implement your Dynamics 365 system…

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