CRM Dynamics Blog

Articles, tips, best practices and insights about the world of Microsoft Dynamics 365.

Case study | NYAS (National Youth Advocacy Service) Company profileNYAS (National Youth Advocacy Service) is a national children’s rights-based charity, providing advocacy and legal representation to care-experienced children, young people and vulnerable adults. NYAS has a network of 200 salaried staff, 550 volunteers and 350 self-employed...

Case study | GLLS (Green LED Lighting Solutions) “Last month, for example, we did 277 quotes, which was excellent, that’s a 300% increase over the results we were getting from using the previous tool.” Company profile GLLS (Green LED Lighting Solutions) is a US-headquartered company that provides energy-efficient,...

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...

To maximise the benefits of your email marketing campaigns you have to stand out from the crowd! In this article, you will find some tips that you can implement to improve your audience engagement rates. Audience engagement   Audience engagement is a vital success metric for any business...

  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...

With the new ClickDimensions version 10.5, custom fonts can be added to email templates. Custom fonts can improve the appearance of your emails, create and sustain brand image and increase the click rate of emails.This article will show you how to easily add custom fonts...

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...

How to Automate Birthday Emails?Sending an Automated Email to a Contact on their birthday - this can certainly be achieved with Dynamics 365 and ClickDimensions Marketing Automation platforms. However, it is not as simple as it might first seem.Here we compare two different methods of...

Microsoft Dynamics CRM provides an ideal platform to support customer centric interactions including quote and order mangement. We compare the key requirements of the quoting process for 3 major Quote Solutions. Firstly, the out of the box capability provided by Microsoft. Secondly, a leading quote tool specialist...