CRM blog

Articles and Insights

The CRM Knowledge blog

Welcome to our blog section, dedicated to providing you with the latest tips and tricks for CRM, including Microsoft Dynamics 365. Whether you're a CRM beginner or an experienced user, we're here to help you make the most of your CRM system. CRM Knowledge is passionate about helping you navigate the intricacies of CRM, enabling you to enhance your skills and drive success in your business. Through our informative and practical articles, we aim to empower you with the knowledge and tools to optimise your CRM experience.

Best Practices for D365 Views

Discover the key to unlocking the full potential of Dynamics 365 views with our latest blog. We delve into advanced strategies and best practices for optimizing user experience, overcoming data limitations, fostering collaboration, and streamlining view management. From enhancing insights and efficiency to empowering collaborative decision-making, our comprehensive guide offers valuable insights and expert tips to elevate your Dynamics 365 experience. Whether you're a seasoned user or just getting started, don't miss this opportunity to maximize the power of your data management system.

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Advantages of Outsourcing Your Microsoft CRM Support

Discover the transformative benefits of outsourcing your Microsoft CRM support and training needs to CRM Knowledge. In today's competitive business landscape, effective customer relationship management is non-negotiable for sustainable growth and success. Learn how our expert support services and comprehensive training programs can empower your business to streamline operations, enhance customer relationships, and maximize your CRM investment. With support packages starting at just £250 a year, now is the perfect time to unlock your business's full potential.

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8 Essential Questions Every Business Should Be Asking

Are you maximizing the potential of your CRM support provider? In today's fast-paced business environment, having the right CRM support is crucial for driving growth, enhancing customer relationships, and staying ahead of the competition. But with so many options available, how do you know if your CRM support provider is truly meeting your needs? In our latest blog post, we delve into the essential questions every business should be asking their CRM support provider. Whether you're evaluating your current provider or searching for a new one, this comprehensive guide will arm you with the knowledge and insights you need to make the most informed decision for your business. From customization and data security to scalability and training resources, we cover it all. Plus, as an added bonus, we're excited to announce a special end-of-financial-year offer: 10 support hours for just £75/hour! This exclusive offer is our way of helping you maximize the value of your CRM investment and propel your business to new heights. So if you're ready to unlock the full potential of your CRM support, dive into our blog post and discover the key questions you need to be asking. Don't miss out on this opportunity to elevate your CRM strategy and drive business success. Let's make this year your best one yet!

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Maximising D365 Sales and PowerApps for Lasting Connections

In today's fast-paced business landscape, putting the customer first isn't just a buzzword – it's a strategic imperative. But how can organizations practically implement this principle within their CRM systems? Our latest blog explores the practical applications of customer-centricity in CRM, focusing on the powerful capabilities of Microsoft Dynamics 365 Sales and PowerApps. Discover how custom entities, relationship management, and seamless integration empower organizations to prioritize the customer at every touchpoint. From tailoring CRM experiences to tracking customer feedback and preferences, to fostering meaningful relationships through personalized engagements, our blog offers actionable insights to elevate your CRM strategy. Whether you're a seasoned CRM user or just beginning your journey, our blog provides valuable guidance for unlocking the full potential of customer relationships. Don't miss out on the opportunity to revolutionize your approach to CRM and drive business success. Read our latest blog today and take the first step towards CRM excellence with Microsoft Dynamics 365 Sales and PowerApps.

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A Sneak Peek at D365 Customer Service Features for 2024

In our latest blog, we unveil a wave of groundbreaking features designed to revolutionize how businesses deliver exceptional customer experiences. From enhanced outbound dialing experiences to achieving FedRAMP certification for heightened security, each feature offers a unique opportunity to streamline workflows and elevate service standards. Whether you're seeking early access previews or exploring functionalities in public release, our comprehensive guide provides insights into the latest advancements tailored to meet the evolving needs of customer service teams. Join us as we delve into the details of each feature, showcasing their key highlights and benefits for organisations.

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Microsoft's D365 Sales Features for 2024

the latest features set to revolutionise sales processes. From enhanced opportunity analysis and seamless opportunity closure to personalized customer engagements and AI-driven insights, discover how these advancements can elevate your sales strategy and drive business growth. Whether you're seeking to optimise your pipeline management, streamline workflow efficiency, or gain valuable real-time insights, our in-depth analysis provides valuable insights into the capabilities of Dynamics 365 Sales. Stay ahead of the curve and unlock the full potential of your CRM system by staying informed about the latest features and updates.

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Investing in Talent, the Future of Technology Apprenticeships

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What's New with D365 Customer Service?

Service in our latest blog. From unified routing in your inbox to enhanced email attachment experiences, Copilot advancements, multilingual support, and default real-time analytics, this blog unveils the game-changers that empower your customer service operations. As we conclude our January mini-series, discover how staying informed is key to mastering these innovations. Explore more with our expert-led webinars, included in our subscription plans. Elevate your service game—read on to revolutionize your Dynamics 365 experience.

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Peter Clements

Peter is the founder and chief consultant at CRM Knowledge. With an impressive background spanning over 20 years, Peter has established himself as a leading expert in CRM systems, particularly specialising in Microsoft Dynamics 365.Throughout his career, Peter has been dedicated to providing great support, training, and consulting services in the realm of CRM. His in-depth knowledge and hands-on experience with D365 have made him a trusted advisor for countless businesses seeking to optimise their customer relationship management processes.