I'll audit your CRM 2011, 2016 or Dynamics 365 environment. The report will provide detail on: General configuration - Business Units, Security Roles, Teams, Queues, Global Search Processes -...
Never used Dynamics before? I'll provide general navigation around the product and discuss how it can be used I'll cover: General Navigation Customer Records Account Records The Sales Process We'll...
During this engaging online session we'll cover the D365 CE Admin Centre where I'll show you how to: Navigate around the different settings Administration - Systems settings Security - Users,...
Further conversation is required to completely understand your requirements. I will create a data entry form accessible by mobile phone or tablet and directly linked to your Dynamics 365 software....
Are you getting an error, unwanted behavior or the system is just slow when you perform a particular action? I can assist on getting to the root of the problem. Is the issue only reproducible on the...
I have a need Does your business need new functionality or report? Perhaps just a better or more secure way of doing things? New regulations/audits demand changes? Whatever the reason, you would...
A Teams conversation is required to completely understand your requirements. During a discovery session, I will be able to narrow your business processes and propose valuable opportunity related to...
Microsoft announce retirement of the legacy web client If you use Dynamics 365 Sales or Customer Service then you need to know you must move to the Unified Interface by December 2020. Yet, this...
I will provide 1 hour of Consultancy for Dynamics 365 CRM customization, development or training Further hours can be requested and provided using a Custom Extra once the order is underway. In this...
If you are using Dynamics 365 Customer Engagement (D365CE), it's likely you have background workflows running within your environment. Power Automate has significant advantages over the classic...
I will provide 2 hours initial consultancy where I can assist you with CRM entity/form design, plugins, workflows, JavaScript or integrations using Microsoft Flow. I can either help with what you...
Using Net Promoter Score (NPS), you can assess customer loyalty for your product, service or organisation. Microsoft Forms Pro is now the survey feedback tool they provide (Voice of the Customer was...