Category Archives: CRM

All articles relating to CRM and CRM systems and technology.

Channel Live 2017 – Birmingham

Event:  Channel Live Birmingham – September 2017 Outline: The UK’s only ICT trade specific event Date: 12 – 13 September 2017 Location: NEC Birmingham Enrolment : Register here Meet QGate: Visit us at Booth 402 Channel Live 2017 , Birmingham Join the UK’s only ICT trade specific event and take advantage of the exhibition, thought leadership and […]

GDPR and CRM system compliance

This is an article about CRM and GDPR compliance. We are starting to receive questions from customers asking if their Dynamics 365 / CRM system is GDPR compliant. Right now, (July 2017) the likely answer in most cases will be no. Why is my CRM system not compliant? As it stands at the time of […]

How do you comply with GDPR if you have duplicate records?

Hint – you probably don’t The General Data Protection Regulation will come into force in May 2018! We’ve all heard about this, and hopefully your GDPR project is in full swing to ensure compliance before the deadline is here. As stated in the many blogs you’ve probably read on this subject, GDPR is all about […]

CRMUG UK London – July 2017

Event: CRMUG UK London – July 2017 Outline: Attend this in-person learning and networking opportunity with Microsoft Dynamics 365 users in your area. Learn best practices, tips and tricks, and proven results from individual experiences to get the most out of your company’s investment. Date: Thursday, 13 July 2017 Location: Microsoft UK Paddington Office 2 […]

Last Activity Date in Dynamics 365 – Rollup field vs Workflow

Dynamics 365 has lots of great features but one thing it does not have is the ability to easily see when the last activity was for a case.  Staying in touch with your customers is essential for providing the best customer service and making sure SLA’s are met.  Luckily, its easy to get the last […]

Resources for understanding GDPR (and getting on with it)

Disclaimer: the content of this blog does not constitute and cannot be seen as legal advice, and should not form the basis upon which any person or organisation takes a decision or reaches a conclusion in regards to their rights and/or obligations. #GDPRCountDown The Global Data Protection Regulation comes into force exactly one year from […]

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Innovation Expo – the online Dynamics conference

  Event: Innovation Expo Outline: Organised by MSDynamicsWorld, this will be the premier online event for the Microsoft Dynamics community Date: 14 June 2017, from 8am to 8pm EST Location: Global – Online Enrolment: Free to attend, subject to registration here  Meet QGate: QGate will be sponsoring this event, with an online booth where you can […]

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10 Top Tips for Good Data Quality

All businesses have data quality, the goal is to have good data quality.  Below is a list of the top tips we believe can help you reach that goal. Data Entry Standards Having an agreed set of guidelines, for adding data into a CRM system and/or other business systems, is a key starting place for […]

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Data Entry Standards – Guidelines and Examples

Introduction If you are planning to implement a CRM system this is the perfect time to look at data entry standards!  The success of the CRM system will be greatly enhanced by considering how your business is best served by its customer data.  Ideally you carry out this review before the data is loaded and […]

10 Reasons Why Duplicate Data is Harming Your Business

Why you Should Make Duplicate Data Top of your Agenda.   The issue of duplicate data may not be high on your agenda especially when it is seen by senior management as a timely and idle investment. However, from our experience of working with data and helping our customers to reduce duplicates we would strongly […]