CRM blog

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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.

7 Essential Tips for Mastering D365 Rules and Flows

In this blog, we'll provide you with valuable tips and tricks for creating effective rules and flows in Dynamics 365 CRM. Learn how to optimise your workflows by using conditions wisely, testing before deployment, selecting the right triggers, combining multiple actions, leveraging templates and custom connectors, and implementing error handling. By following these strategies, you can automate your business processes, save time, reduce errors, and improve overall efficiency in Dynamics 365 CRM.

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The Role of Tables in Data Modelling for D365 and Power Platform

Get ready to dive into the world of data modelling with our latest blog on tables and entities in D365 and Power Platform. In this blog, you'll discover the fundamental concepts behind tables (formerly known as entities) and how they structure and organise data. We'll explore the versatility of tables, their relationships, and additional functionalities they offer beyond data storage. Whether you're a beginner or an experienced user, this blog will equip you with the knowledge to build a robust and flexible data model that aligns with your business needs. So, join us on this data modelling journey and unlock the true potential of your CRM system.

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Getting started with D365 Forms

Forms are an essential tool for businesses to collect and manage data. In D365, forms provide a simple and efficient way to manage data, streamline business processes, and improve user experience. In this guide, we will explore the basics of D365 Forms, the different types of forms, and how to make changes to them.

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Mastering D365 Views

Welcome to our blog on Dynamics 365 Views! In this article, we'll take you on a journey to explore the world of views and how they can make your life easier. Whether you're a seasoned user or just getting started, we've got you covered. Get ready to discover what users really need from views, the power of FetchXML, the ins and outs of data limits, and the difference between System, Public, and Personal views. We'll also walk you through the key components of any view, share tips on preparing and sharing personal views, and even help you manage views from deactivated users or across different environments. So, buckle up and get ready to revolutionise your data management with D365 views!

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Putting the Customer First

In today's business world, building strong customer relationships is crucial for success. Microsoft Dynamics 365 Sales and PowerApps based on Dataverse provide amazing tools to manage these relationships effectively. This blog takes you through the customer functionality of these platforms, showing you how to put the customer at the centre of your processes.

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Microsoft Customer Voice top 5 tips

Microsoft Customer Voice, the ultimate feedback management solution. Collect, analyse, and act on customer feedback effortlessly. In this blog we explore our top 5 tips for using Microsoft Voice to its best ability.

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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.