Top 5 Things Your CRM Administrator Needs to Know!
Are you and your organization new to Dynamics 365? Are you feeling a little overwhelmed with all the information and learning materials, but don’t know where to start? At CRM Dynamics an HSO Company we recognize that “with great power comes great responsibility” and this is especially true if you are chosen as the Administrator […]
Creating Solution to Make Minor Changes
Creating Solutions are an important way to track changes and manage customizations in your CRM via Power Apps. By using custom solutions to make changes, you are creating a paper-trail of sorts of the components you have customized and maintaining a clean back-end for your entire team.Solutions can contain one or more apps and other […]
Set up a Subscription Center in Dynamics 365 Marketing
Email marketing continues to be one of the strongest approaches used to connect with prospects and customers, as there is no channel with a wider reach. Businesses can do a lot of with emails– sell products, increase brand awareness, improve cart abandonment rate, or even share a story. All in all, because email is one of the most […]
How to manage people in a CRM implementation
We all know change can be difficult for many people, especially when it comes to a technological implementation. Without a plan, it’s common for employees and even Senior Leadership to feel overwhelmed with the change— leading people to revert to an old way of doing things, or worse, the changes being totally scrapped.Change Management allows […]
What can a Sport and Event Management CRM Solution do?
Planning sporting events, galas or fundraisers is no small feat— from the logistics of your event day, ticket sales, sponsorships, and to billing, it can feel next to impossible to manage without the help of technology. That’s why we’ve combined our deep knowledge of Dynamics 365 and Sports & Events to create a Blueprint solution […]
Adding a New User in Dynamics 365
Employees come and employees move on, it’s the circle of corporate life as we all know it. With every new employee there’s no shortage of systems to get set up in the onboarding process– and setting up a new user in Dynamics 365 CRM is definitely near the top of that list.You have likely come […]
