Mon - Fri 8am - 6pm
Reading time: 3 - 5 minutes
Has the scenario ever arisen, when a client or multiple clients have wanted you to automatically send an email with an attachment from CRM, such as sales literature, to a customer to save staff a large proportion of their working day manually processing this on a day-to-day basis?
Reading time: 3 - 6 minutes
If anyone has ever taken a Microsoft exam in either Dynamics 365 or, going back further, Dynamics CRM, you'll be familiar with the concept of a question which gives you a couple of sentences about a situation and then some possible solutions to sort it out. Some of these are sensible but, if you've been in this situation before, you'll be familiar with the voice in your head shouting "What! They'd all work!"; obviously you don't actually say it as you'd get kicked out as you're not allowed to speak but you get the gist.
Reading time: 4 - 8 minutes
The more you work with CRM, the more you come to rely on Advanced Find. Most of the time, it’s likely to be a fairly low level search for something like Accounts in Swindon, Contacts called Steve or Cases that ware modified in the last week. But, it can also go into tremendous depth for something like Accounts in Swindon who have an associated Contact called Steve who’ve had a Case modified in the last week. Discover how you can make the most out of Advance Find within Microsoft Dynamics 365 CRM.
Reading time: 2 - 3 minutes
With four main licensing options to choose from when it comes to Microsoft Dynamics 365 Sales (AKA Microsoft Dynamics 365 CRM), how do you make sure you’re picking the best one for your business? In this episode of Tecman Talks Dynamics, that’s exactly what Liam, Jason and Kelly are discussing. Learn more about the key differences between the subscription options, what the costs are and what limitations you need to weigh up when making your decision.
Reading time: 1 - 2 minutes
In this episode of Tecman Talks Dynamics, we’re discussing how the world of CRM has changed over the years. From the challenges faced historically, why we think the product is changing, and how to make sure your Microsoft Dynamics 365 CRM set up is a success from the very beginning.
Reading time: 2 - 3 minutes
In this episode of Tecman Talks Dynamics, Liam is joined by Jason and Jon to help you navigate choosing a Microsoft Dynamics 365 CRM or Microsoft Power Platform partner. Whether you’re looking to move Microsoft partners or you’re wanting to move to a Microsoft Dynamics 365 CRM or Power Platform solution, there are some important points to consider when making your decision.
Reading time: 2 - 3 minutes
We’re back chatting about Microsoft Dynamics 365 CRM in our newest episode of Tecman Talks Dynamics. Liam, Jason and Zak are exploring everything you need to know about Microsoft Dynamics 365 Marketing.