Category Archives: CRM

All articles relating to CRM and CRM systems and technology.

GDPR Subject Access Request

Article 15 – The data subject shall have the right to obtain from the controller confirmation as to whether or not personal data concerning him or her are being processed, and, where that is the case, access to the personal data and the following information (…) Is the Subject Access Request something new? As with […]

Are you ready for CRM?

Implementing a CRM solution  often requires an exercise in examining (and challenging) how you currently work, the systems that support that work, and the expectations of your clients or business partners. Are you ready? How do you get ready for CRM? QGate specialises in implementing Enterprise-class CRM solutions that work and they do so by […]

CRMUG Reading

Event: CRMUG UK Reading – March 2018 Outline: Learning and networking opportunity for Microsoft Dynamics 365 users. Learn and share best practices, tips and tricks to get the most out of Dynamics 365. Date: Thursday, 01 March 2018 from 09:30am to 5:00pm Location: Microsoft UK Building 3 Thames Valley Park Reading, RG6 1WG Enrolment : […]

eXtreme 365 Dubrovnik 2018

Event: eXtreme 365 Dubrovnik Outline: Where the Microsoft Dynamics 365 community comes together to forge relationships, gain real-world knowledge and dive deep into current and future technologies Date: 19-22 March 2018 Location: Dubrovnik, Croatia Enrolment: Register here Welcome to eXtreme365 We are excited to be attending the next eXtreme365, in Dubrovnik, next March. This event is focused exclusively on […]

Infor CRM 8.4 is out

What’s new in Infor CRM 8.4 Infor has released version 8.4 of Infor CRM (former Saleslogix). Here’s a summary of what’s new: Marketo integration Linkedin Sales Navigator integration Real time pricing and availability for opportunities Dated exchange rates BOD processing performance improvements Multiregional addresses CRM + CPQ’s enterprise quoting   You can download the full release notes here. […]

CRMUG Summit EMEA 2018

Event: CRMUG Summit EMEA – April 2018 Outline: The event for all users of Microsoft Dynamics 365 in the EMEA region. Learn from your peers and share your knowledge, while networking with amazing professionals. Date:  24-26 April 2018 Location:  The Convention Centre, Dublin, Ireland Enrolment : Register here. Early Bird ends 31 January  QGate’s session Demystifying […]

QGate launches intelli-CTi for Microsoft Dynamics 365 V4.0

QGate proudly announces a new Version of their Computer Telephony Integration Solution – intelli-CTi This new version of QGate’s intelli-CTi for Microsoft Dynamics 365 has launched on 26 October 2017, with immediate availability. This release coincides with a new dedicated website and help center, where full details of the all the latest product updates, information, […]

CRMUG | D365UG Summit 2017 – Nashville

Event:  CRMUG | D365UG Summit 2017 Outline: Join the world’s largest event for Microsoft Dynamics 365 users. Date: 10 – 13 October 2017 Location: Nashville, TN Enrolment : Registration now closed. Meet QGate: Booth #714 – during expo hours Partner Showcase (Thursday, 12 October at 10am – Hermitage E): Duplicate Data – Prevention, Cure & […]

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 […]