Articles By: Caltech CRM

WHAT ARE THE OPTIONS FOR SEEING A DYNAMICS 365 DEMO?

When considering whether and how to use CRM, a tailored Dynamics 365 demo with specialist CRM consultants can save you hours. Demos can be helpful if you are assessing whether to adopt Dynamics 365, or if you are already using the technology but wish to adapt additional applications now or in the future. A demo …

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CRM TRAINING FOR NEW AND EXISTING DYNAMICS 365 USERS

Whether you are new to Dynamics 365 or have been using it for a while, tailored CRM training sessions can help your teams get the most from the sales and customer service apps. If your site is new, your people will need to understand how to tap into its many features in order to improve …

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How to create Connections and Connections Roles in Dynamics 365

Connections in Dynamics 365 enable you create and view the relationships between multiple records across multiple entities.  These could be Accounts, Contacts, Quotes, and Cases etc. From any entity you can see an overview of its relationships, helping drive better sales and marketing. The connections functionality is also available to use on custom entities that …

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Tips on creating a microsoft crm business case

Every microsoft crm system has to have a compelling business case. Why are you undertaking a microsoft crm project? What do you want to achieve?  How will you measure ROI? Here we provide some useful tips on creating a strong business case for your project.   Tip #1 – Keep it brief Keep your microsoft …

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Data Migration Tips & Tricks

The data migration process which is so important to the success of your new CRM solution can be a real headache. It’s important to understand how to do it properly to minimise hassle or problems. As specialist CRM consultants, we have helped hundreds of companies to get their data migration process right. Here are some …

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The Role of CRM in Digital Transformation

We are working with a number of companies in the midst of digital transformation, helping them to use Microsoft Dynamics CRM to build better and more consistent relationships with their customers. Whether you’re B2B or B2C, your customers are now highly skilled when it comes to technology. In this demanding environment, CRM technology like Microsoft Dynamics …

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How to make your CRM implementation a success

There are common potential points of failure within all CRM implementations. The key is to understand these issues and to put plans in place to mitigate risks at the outset, and to be able to recognise the warning signs before it’s too late. In this article, we look at 3 key success factors when preparing …

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Dynamics 365 v. 9 New Functionality – Virtual Entities

Virtual entities were introduced in Dynamics 365 (Online) version 9.0.  Virtual entities sound quite futuristic but put simply they enable integration of data stored in external systems without the need of custom code and data replication.  This blog describes the benefits of using virtual entities, how to use them and what to think about when …

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Top Tips for Implementing CRM Growth Hacking

10 Free Videos!  Are you looking to implement CRM but just don't know where to start?  Do you want to grow your business using CRM strategies but just are not sure how to drive the deliverables and outcomes?  Implementing CRM correctly will drive business success and efficiencies.  But to do this successfully you will need …

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Implementing Dynamics 365 Enterprise Edition

Have you ever started or are you considering a CRM implementation and thought, where do I start and what do I need?  Because a CRM or Dynamics 365 system engages so many of your teams, it is important to ring fence your project and fully understand what you want the system to do, in terms …

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