#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…

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…

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…

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