CRM Dynamics Blog

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

DKIM (Domain Keys Identified Mail) is an email verification method which can be added with encrypted signatures in the email's header. To put it in a simple vivid way, DKIM signing is like signing a letter with invisible ink – showing that you are the...

There are some important differences between the sales process and sales methodology. We examine what these differences are and how these differences effect the value sales teams can get from using Microsoft Dynamics. ...

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....

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...