Looking for a CRM solution in 2020? Microsoft have put a CRM deal on the table (until June)

Reading time: 2 - 4 minutes

Are you looking for a CRM solution in 2020? Sales Professional fundamentally allows a sales and customer service operative to manage accounts and revenue opportunities in a central place.

Do you need a Knowledge Base within Dynamics 365 Customer Service?

Reading time: 3 - 5 minutes

One of the questions we get asked a lot about is whether a Knowledge Base within Dynamics 365 Customer Service would benefit an organisation, so let’s have a look at the pros and cons!

The future of Customer Service with Bots and Live Chat

Reading time: 3 - 6 minutes

Moving into the future of Customer Service, can you tell the difference in traditional support help desk, automated bots and live chat?

Hiding multiple fields with JavaScript in business process flows

Reading time: 2 - 3 minutes

We recently had a request from a client to modify their business process flow and it seemed worthwhile to share our experience and the lessons learned in this scenario.

The new Business Card Scanner in Dynamics 365 CRM

Reading time: 1 - 2 minutes

A brand-new function called Business Card Scanner is now available to everybody via the mobile app, following the roll-out of Microsoft Dynamics 365 October Wave 2.

Managing permissions in Dynamics 365 CRM through ‘Append and Append To’

Reading time: 2 - 3 minutes

When you’re editing security roles, you’re often presented with Append and Append To and, even after working in this industry for many years, I still have to think about which one I should use when setting up a relationship.

Samples in Dynamics 365 CRM

Reading time: 2 - 4 minutes

I’ve previously written blog posts about some standard functions that aren’t in Dynamics 365, which could be of use to Manufacturing & Distribution markets, such as non-conformance. Samples is another topic of discussion I think you’ll like… 

Publish modules to the "off-canvas" position.