Microsoft Dynamics 365

Quote Manager is a flexible and easy to use Quoting environment natively built in Dynamics 365. Quote Manager gives the salesperson the ability to generate the quote as quickly as they would in EXCEL whilst keeping all the data in the Dynamics 365 system.In Dynamics 365...

Microsoft Dynamics CRM (now known as Dynamics 365) is a Customer Relationship Management (CRM) software solution that manages all interactions with customers, prospects, stakeholders, and all other contacts for your company.  What does Microsoft Dynamics 365 CRM? Microsoft Dynamics 365 CRM delivers the latest generation of intelligent end-to-end business applications...

  Reusing quotes Reusing quotes in Dynamics 365 is a great time saver. We can revise or clone an existing quote or, you can save a quote to be used as a quote template. But what the the difference and when should you use these three...

How Charities and Advocacy providers can use Dynamics 365 to streamline their operations?For charities, advocacy providers, carers and residential homes, data and the safe and easy management of it are critically important. If information and contact data is not managed properly, and, for instance, spread across multiple spreadsheets...

The New Face of Microsoft Dynamics "It's all to do with the training: you can do a lot if you're properly trained" That is a quote from Queen Elizabeth II, and probably most people would agree with the sentiment of the statement. Firstly, what is "training" -...

"It's all to do with the training: you can do a lot if you're properly trained" That is a quote from Queen Elizabeth II, and probably most people would agree with the sentiment of the statement. Firstly, what is "training" - one definition from Wikipedia says...

Is SaaS the way to go? Most businesses have implemented a CRM system at some time, but if this was a few years ago, maybe 2017 is the time to look at changing it. Over the years, technology advances have changed the functionality of CRM systems...

What You Really Want Is A Solution Everyone Is Happy To Use – Anywhere,  Anytime! The success of any CRM project is often measured in terms of “does it meet the spec” – whatever that spec was in the first place. How often does the success gets...

The importance of good data quality Most people would agree that one of the key points, and benefits, of a Customer Relationship Management (CRM) system, is to be able to get good quality data out in the format you need and when you need it. Maybe...