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]
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]
Turn on the heat with MyGEOMap, and keep your cool by better managing cases in Dynamics 365 8. August 2018 Mike Add-On, Bing, Blog, Business, CRM, Customer, Dynamics, Managed Service, Sales, Solution (0) Well this summer really has been scorching hot, and although things seem set to be cooling off a little... [More]
Microsoft Dynamics 365 – MyPDFCreator; helping you to keep your cool this summer! 8. August 2018 Mike Add-On, Blog, Business, CRM, Dynamics, Managed Service, Sales, Solution (0) Whilst many are blissfully loving it, this summer really hasn't been too easy in the workplace... [More]
MyGeoMap and Managing Opportunities; See it to Sell it! 31. July 2018 Mike Bing, Blog, Business, CRM, Customer, Dynamics, Sales, Solution (0) Dynamics 365 and CRM provide excellent assistance to help sales people navigate the road towards a sale... [More]
Instantly improve your day by visualising your appointments on a map, and get organised for once! 25. July 2018 Mike Add-On, Bing, Blog, Business, CRM, Dynamics, Sales (0) The old saying a picture paints a thousand words is never really argued against for good reason [More]