Monthly Archives: August 2018

Preparing for CRM – Requirements (Part 5 of 5)

Preparing for CRM – Requirements Now you know what you want to achieve (and the processes/data required to do so) you’re in a great position to draft your Requirements. Depending on your planned approach to procuring a system and potentially selecting a partner or putting a team together to implement, ensure you share the information […]

Preparing for CRM: Priorities (Part 4 of 5)

Preparing for CRM – Priorities Microsoft Dynamics 365 is one of the most customisable products of its kind on the market. This is both a gift and a curse.  As you run through your processes you’ll find brilliant new ways of working faster and smarter.  Fantastic – but this can start to increase the scope […]