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.


New Year, New Strategies with the Future of CRM

Explore the dynamic future of Customer Relationship Management (CRM) in our latest blog post, uncovering intelligent solutions and ethical practices shaping businesses in 2024. From predictive analytics revolutionising sales strategies to an emphasis on data security and customer trust, discover how CRM is redefining success in the digital age. Don't miss out on the insights that promise to elevate your business strategies for the new year and beyond.

Read more

Navigating Customer Retention with CRM

Embark on a journey to revolutionise your business strategies in 2024 by delving into our latest blog on customer retention and CRM mastery. Discover advanced insights that transcend specific platforms, exploring the pivotal role of Dynamics 365 and other CRM tools. From efficient data management to personalised customer engagement, proactive issue resolution, and the integration of loyalty programs, this blog unveils a comprehensive guide to building enduring customer relationships. Learn how to leverage CRM for targeted marketing, seamlessly manage multi-channel communication, and stay ahead of 2024 trends. Don't miss out on the strategies that could redefine your success – read on to elevate your customer retention game!

Read more

Exploring the Microsoft Teams and D365 Collaboration

Embark on a journey where collaboration meets efficiency! Our latest blog unravels the dynamic partnership between Microsoft Teams and Dynamics 365, offering a backstage pass to a seamless blend of communication and productivity. From real-world success stories to practical tips, discover how this integration is reshaping the way teams work. Ready to elevate your business game? Dive in now and don't forget to claim your free 45-minute consultation for personalised insights.

Read more

Tailored Client Portals with Power Pages

Dive into the transformative realm of client portals and uncover the game-changing advantages of Power Pages. From streamlined communication and efficient document management to the seamless integration of tailored solutions, our blog explores how Power Pages redefine client interactions. Join us as we share real-world examples, highlight our expertise, and showcase the impact of customised portals on business efficiency and client satisfaction. Ready to elevate your approach to client engagement? Read on and unlock the potential of Power Pages!

Read more

Small Business, Big Impact: PowerPack and Ongoing Support

Explore our exclusive partnership with PowerPack, a game-changing CRM solution. In this blog, we take you behind the scenes to reveal how we've been learning the system and why we're convinced it's the perfect fit for small and medium-sized businesses (SMBs). Discover how this partnership enhances CRM management and ongoing support to elevate SMBs to new heights. Join us on this journey towards CRM excellence and business growth.

Read more

Why CRM Implementations Fail and How to Ensure Success

Unlock the secrets to a swift and successful CRM implementation in just 7 days! Dive into our latest blog to discover how to overcome common pitfalls that have plagued CRM projects. We'll share insights on addressing unclear objectives, selecting the right CRM software, improving data quality, and managing resistance to change. Learn how our well-defined process and tailored training can save you time and resources while ensuring CRM success. Don't miss out on real client success stories that showcase the transformative power of Swift CRM Implementation. Ready to streamline your CRM journey? Read the full blog now!

Read more

The Proactive CRM Advantage

In our latest blog, we explore the dynamic world of small and medium-sized businesses and the key to achieving sales success. Dive into the unique challenges SMBs face, the comprehensive components of our Sales Success service, and the importance of a proactive CRM strategy. Discover how ongoing support can boost your revenue, competitiveness, and efficiency. Plus, learn how to take the next step with a free 45-minute consultation to unlock your SMB's true potential. Join us on the journey to redefine what success means for your business.

Read more

Stay Ahead with D365 Release Wave 2 Updates

Dive into the world of Dynamics 365 Release Wave 2 updates, where we uncover hidden treasures and provide a glimpse into the future. Discover features you've yet to explore and get ready to be inspired for what's to come. Your CRM journey starts here – unlock the full potential of Dynamics 365 with us!

Read more


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.