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.

Swift - Get Up And Running With D365 In Just 7 Days

Experience the power of Swift, a groundbreaking solution that revolutionises Dynamics 365 implementation. In this blog, we delve into the 7-day plan, showcasing how Swift fast-tracks your business transformation journey. With tailored solutions, comprehensive training, and unmatched support, Swift helps you harness Dynamics 365's capabilities in record time. Explore the benefits of Swift and witness rapid ROI as you drive growth, enhance customer experiences, and gain a competitive edge. Don't miss this opportunity to accelerate your Dynamics 365 implementation with Swift!

Read more

The Human Touch: Human Consultants and AI in a Transformed CRM Landscape

Unlocking the true potential of customer relationship management (CRM) requires more than just relying on artificial intelligence (AI). In this insightful article, we delve into the vital role of human consultants in CRM support. From their in-depth understanding of business processes and customization abilities to their unmatched relationship-building skills and strategic guidance, human consultants bring a human touch that AI cannot replicate. Discover why the synergy between human intelligence and AI technologies is essential for driving meaningful customer relationships and long-term business success.

Read more

The Power of Subscription: Unlocking the Benefits of CRM Support

In the dynamic world of customer relationship management (CRM), businesses constantly seek reliable support to streamline their operations and enhance customer interactions. At CRM Knowledge, we understand the challenges businesses face and offer a game-changing solution through our subscription service for CRM support. In this blog, we will explore the numerous benefits of becoming a subscription customer and how it can revolutionise your CRM experience.

Read more

Elevate Your Digital Marketing with Email Marketing Processes and Automation in D365 Marketing

Unleash the power of email marketing automation in D365 Marketing and take your digital marketing game to new heights! Discover the secrets to streamlining your campaigns, personalizing content, and achieving impactful results. Our latest blog post is your ultimate guide to revolutionizing your email marketing strategies. Explore the key system settings, customer segmentation techniques, interactive templates, and more. Get ready to elevate your digital marketing success and unlock the full potential of email marketing with D365 Marketing.

Read more

A Complete Guide to Case Management and Service Optimisation

Discover how Microsoft Dynamics 365 (D365) Customer Service can revolutionize your case management process. From centralizing customer information and efficient case generation to service level agreements, queue management, email automation, and intuitive dashboards, D365 equips you with the tools to deliver exceptional customer experiences. Request a personalised demo today to see how D365 Customer Service can optimize your processes, increase efficiency, and build lasting customer relationships.

Read more

From Canvas to Model-Driven: A Complete Overview of the Four Power Apps

Dive into the world of Microsoft's Power Platform and discover the four powerful app types it offers: Canvas Apps, Model-Driven Apps, Portal Apps, and Virtual Agent Apps. This comprehensive blog provides an in-depth exploration of each type, highlighting their unique features, benefits, and real-world applications. If you're looking to unleash the full potential of Power Apps and revolutionize your business, this is a must-read resource that will guide you in choosing the perfect app type for your specific needs.

Read more

Supercharge your digital marketing with Click Dimensions

Welcome to our exciting blog, where we dive into the incredible potential of ClickDimensions as a game-changing digital marketing tool. Get ready to discover how ClickDimensions can supercharge your conversions through captivating email marketing, unlock invaluable insights with advanced email tracking, capture leads effortlessly with customisable web forms, streamline your event management like never before, and automate your campaigns for unparalleled success. As your trusted silver partner of ClickDimensions, we are here to empower you in harnessing this cutting-edge solution and revolutionizing your digital marketing strategy.

Read more

Better Data Management in D365

In this article, we explore helpful tips and techniques for better data management in Power Platform and Microsoft Dynamics 365 (D365). Topics covered include backing up Power Platform environments, copying reference data, exporting and re-importing data to Excel, auditing data changes, importing new data, importing linked customer data, updating data in a table, bulk data deletion, updating data using processes, and managing data duplication. By implementing these strategies, businesses can enhance data quality, maintain data integrity, and maximize the effectiveness of their CRM system.

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.