Cost Effective, Back to Basics Essentials CRM for the SMB Marketplace 20. September 2018 Mike Blog, Business, CRM, CRM News, Managed Service, Sales (0) After spending 20 years in the industry working with business applications, and the last 10 years helping organisations implement CRM platforms and solutions, there have been many changes, but the fundamental need for CRM has not significantly changed in the last two decades. The available technology seems to move in spurts and then leaps and bounds, but for most privately owned businesses a lot of the innovation is misplaced. [More]
MyACTIVITYCalendar Blog 5 - The satisfying function of 'Drag and Drop' for Microsoft Dynamics 365 7. September 2018 Mike Add-On, Blog, Business, Cloud, CRM, Customer, Dynamics, Sales, Solution (0) One of the most well used capabilities to improve productivity is drag and drop for activities. This is great as users can simply drag and drop an activity to reschedule – either at another time, date or combination of both day and time slot. [More]
MyACTIVITYCalendar Blog 4 - Customise your CRM with Configurable Calendars for Microsoft Dynamics 365! 6. September 2018 Mike Add-On, Blog, Business, CRM, Customer, Dynamics, Sales, Solution (0) In this 4th blog, I thought it would be good to highlight another aspect of MyActivityCalendar that makes this such a user friendly enhancement to help boost productivity in Dynamics 365. [More]
MyACTIVITYCalendar Blog 3 – Making it Easier to Manage Cases in Dynamics 365 5. September 2018 Mike Add-On, Bing, Blog, Business, CRM, CRM News, Dynamics, Solution (0) In today’s blog we are going to take a look at using this entity based activity calendaring to view activities related to Dynamics 365 Cases. [More]
MyACTIVITYCalendar Blog 2 – Using Entity Activity Views to Help Verify Sales Pipeline 4. September 2018 Mike Add-On, Blog, Business, Cloud, CRM, Dynamics, Sales, Solution (0) In yesterday's blog we looked at how easy it was to view activities using different calendar views. Today we are going to focus some attention on another aspect of MyACTIVITYCalendar that really delivers something rather unique to users of Dynamics 365... [More]
What is happening to the world of CRM? 3. September 2018 Alistair Blog, Business, CRM, CRM News, Hosted, Managed Service (0) As some of you may know I have spent the last 20 years working in the CRM market place, and there have been very many changes over that time. [More]
MyACTIVITYCalendar Blog 1: Discover how to get ahead of the game with different activity views! 3. September 2018 Mike Add-On, Blog, Business, Cloud, CRM, Dynamics, Sales, Solution (0) Another week and another great productivity enhancement from MyCRM to showcase.. MyActivityCalendar [More]
Get the low-down on MyGEOMap - Day 5: The MyGEOMap Round Up! 17. August 2018 Poppy Add-On, Bing, Blog, Business, CRM, Customer, Dynamics, Sales, Solution (0) Last but not least we're officially into our last MyGEOMap blog of the week... [More]
Get the low-down on MyGEOMap - Day 4: Managing Opportunities on a map! 16. August 2018 Poppy Add-On, Blog, Business, Cloud, CRM, Dynamics, Sales, Solution (0) It's officially Day 4 of our MyGEOMap blogs this week, once again this week has flown by! Thursday is dedicated to managing Opportunities. [More]
Get the low-down on MyGEOMap - Day 3: Route Planning on a Map within Dynamics 365 15. August 2018 Poppy Add-On, Bing, Business, CRM, Customer, Dynamics, Sales, Solution (0) We're half way through our MyGEOMap blogs this week. Wednesday we are dedicating to Route Planning [More]