Category Archives: Microsoft Dynamics CRM

Microsoft Dynamics 365 Licensing

Microsoft Dynamics 365 Licensing – October 2018 Updates Microsoft have released new licensing guidelines for Dynamics 365 in October 2018 including changes to: Team Member licenses Marketing app pricing Customer Service license offerings Portal allowance. All these changes will be in effect for new users of the affected apps from 1st October 2018. For some […]

Announcing the QGate CRM Success Program

QGate CRM Success Program:  9 steps to a successful CRM project Please raise your hand if you’re panicking due to being tasked with implementing and deploying a new CRM (Customer Relationship Management) System into your organisation? When your boss opens up a discussion with “we’d like you to head up the new CRM implementation project” […]

What is CRM?

What is CRM? and  Why Does it matter? CRM… Get the message! What is CRM?  It stands for Customer Relationship Management and  is an approach to enable effective communication with existing and potential customers. Traditionally… Messages communicated between sender and receiver can often be mis-directed, uncaptured, lost, delayed or mis-interpreted. Resulting in a failure to […]

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 […]

Dynamics 365 for Sales – What Can You Do With It?

What is Dynamics 365 for Sales? Dynamics 365 for Sales is intended to help boost your sales by guiding salespeople through the journey of prospect to established customer, and marketers to create lead generation campaigns and monitor where leads are coming from. Unify your sales team, provide insights to your managers, and keep on track […]

Preparing for CRM: Processes (Part 1 of 5)

Preparing for CRM This series of blog articles will take you through the steps required to prepare for your new CRM system.  They will be published weekly and link from this article, so bookmark this page to easily find the full series.  Part 2 can be found here:  Preparing for CRM:  Data. Pre-Planning your CRM […]

What is Dynamics 365 for Marketing?

Dynamics 365 for Marketing is Microsoft’s new marketing automation tool aimed at organisations that need more than basic email marketing. Built on the same platform as Dynamics 365 for Sales, it is the natural option for customers to use to align their sales and marketing efforts. As with the other Dynamics business applications, this tool […]