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 365Edit the data using the appReturn the changes back into Dynamics 365 PowerApps are brilliant. … Continue reading 5 Minutes To Get The Power (App)

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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 … Continue reading 7 Tips for Planning a Dynamics 365 Deployment

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 FlowsWorkflows This will be helpful for those in the process … Continue reading 2 Ways To Go With The Dynamics (process) flow

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 … Continue reading 6 Ways To Help Form a CRM Habit

7 Things to Consider When Bringing Data into CRM

One of the biggest selling points of CRM is the ability to create a single view of the customer, data is key to making this happen. This blog covers things that you should consider during and after your implementation. It’s probably not a good idea to simply move all data from one system into CRM … Continue reading 7 Things to Consider When Bringing Data into CRM