United Kingdom – CRM

Latest Discussion Posts

  • Hi Mike, Will drop you an email separately, apologies I can't write salesy stuff on this forum. Regards, Rohit ------------------------------ Rohit Kanwara www.zapbi.com Data Management + Analytics ------------------------------

  • Hi, We're in the process on migrating an on-premise CRM 2011 database to Dynamics 365 (9.1) using SSIS with the KIngswaySoft toolset. At the moment I'm *the* Dynamics guy, and running the show from a dev/data/documentation/support perspective. My bosses ...

  • Hello all, We had a great event at Microsoft Paddington yesterday - one of the biggest ever!  We hope we can continue to build on these events and bring you bigger, better, more in the future! Slides from three of our sessions are attached. Thank you ...

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  • You may well be right @Phil Kermeen and at first I looked at Canvas apps for the whole thing, however we are up against a deadline and don't have time to learn a whole new approach (IMHO canvas ​apps are quite hard to understand!) Have abandoned the ...

  • This has powerapps written all over it, a nice little canvas app.... ------Original Message------ Although we have plenty of experience with the classic forms, we are just dipping our toe into the UUI / mobile app experience. We are putting together ...

  • Although we have plenty of experience with the classic forms, we are just dipping our toe into the UUI / mobile app experience. We are putting together a simple model-driven app for our staff to use when at a conference we are running in three weeks ...

  • ​Hi. We've upgraded to the latest on-premise version of D365 and are using the D365 App for Outlook. Initially when opening the App for Outlook the Windows Security pop-up appeared followed by another pop-up requiring sign-in to the server which then launched ...

  • ​Hi Katia, I don't think that we're allowed to promote ourselves on the community platform so I'll send you a separate message. Andrew ------------------------------ Andrew Wolfe Head of CRM Practice Technology Services Group United Kingdom ------ ...

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  • As a system, CRM facilitates the steps required for any given sales or marketing campaign, and organises all of the communications and knowledge about customers and contacts associated with the organisations being managed. Rather than being defined ...