Articles By: Rockton Software

Need Decision Maker Buy-In on a Business App? We can help!

You’ve seen a demo of a Rockton product and you are SOLD! But your decision maker may not be up to speed yet. Sometimes it may require a little more information on the benefits, support, features, and functionality to get things moving forward.  We can help make your work simpler and easier® and that includes getting the decision maker buy-in. Featured Products  Recurring Billing  …

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Global Company looks to Rockton for Automating their Recurring Billing

Technology and automation go hand and hand. It's all about increasing productivity by reducing the time it takes to do a particular task. With CMC Group, Inc. they knew they needed a way to automate their recurring billing, manual was not an option. CMC Group, Inc., established in 1980 as a small label distributor.  Over …

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Top 10 Billing Best Practices for Dynamics 365

Sending invoices to your customers should be a simple process within Microsoft Dynamics 365. Just send it and it’s paid. Unfortunately, the billing process can be a bit strenuous at times. It’s important to hold on to those valued customers by providing excellent customer service and making sure invoices and payments are on time.   …

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Gone Phishing: Best Practices to Protect your Outlook Account

At a recent company retreat, we were reminded of the importance of cyber security. This topic doesn’t directly relate to Microsoft Dynamics CRM in a software sense, but it does aid in the Customer Relationship Management department. You and your team need to protect yourselves in order to protect those you do business with.   …

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Recurring Billing: A Breadth of Fresh Air

As you’re evaluating Rockton’s latest development for Dynamics 365, Recurring Billing, you will see that it can manage all of your recurring invoices, automate reminders sent to your customers regarding their upcoming or past due payments, and even handle penalty calculation. While those aforementioned features are the star of the show, did you know there …

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It’s Time to Address the Obstacles to System Enhancements

What is the biggest obstacle when it comes to system enhancements?   Some say cost, others may say time. What about the commitment? Then there’s the whole fear of change in general. As end users ourselves, we understand these valid concerns. That’s why we’ve addressed all of these challenges when launching our latest product developments …

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New Tax Processing App in D365 for Sales (CRM)

Put away the calculator and let taxes calculate themselves!   Sure, you can enter taxes in Microsoft Dynamics 365 for Sales (formerly CRM), but wouldn't it be nice if you didn't have to calculate them too? With the Rockton Software Tax Processing app, the taxes are calculated for you. This means your taxes will be …

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From Manual to Automatic: Billing Process Improvement

We know that you are busy and don’t have time to spend on mundane, repetitive billing processes that take up valuable time. Whether your company sends bills weekly, monthly, or whatever interval it may be, our Recurring Billing app could be the enhancement you’ve been looking for!   Step 1: Generate Invoices Recurring Billing makes …

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CRM Package Deployer For The Win!

A few years back I wrote about beginning to work with the CRM Package Deployer out of the CRM SDK tools folder. Check out the article here.  Back then, we were liking the flexibility of being able to deploy multiple solutions with sample data and not needing to write our own installer.  We have continued …

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What’s next for CRM in Dynamics 365?

The times, they are a changin’!   With last year’s re-branding of Dynamics CRM to be included with the multiplex that is now Dynamics 365, we were all given a ticket to ride yet another Microsoft roller coaster. Using Microsoft CRM internally and developing solutions for this platform, our team has paid close attention to …

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