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What is the difference between Dynamics 365 and Power Platform?

With so many different product names and offerings, it can be difficult to know which solution you need. In this article, we explore the difference between two popular Microsoft products...

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Security Audit – Custom Workflows actions

This article is a quick rundown of creating custom workflow actions to send users notifications when a new security event has occurred in your system using XRM’s custom Security Audit...

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What are the 3 main areas in Dynamics CRM?

In this blog, Simon Jackson, Managing Director of XRM, provides a top-level overview of the three main areas of Dynamics CRM. He also shares some best practice guidance on getting...

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5 ways Jersey service providers are responding to the JFSC’s new filing requirements

Over the past few months, I’ve spoken to service providers across the financial services industry in Jersey about how they’re dealing with the changes to significant persons reporting and confirmation...

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Power Platform and UI Flows – Did it just do that?

We recently had a need to perform an online form submission and we wanted to schedule it to be submitted every day.   So, being all things Power Platform, we immediately thought this was a...

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3 critical factors for successful CRM user adoption

According to Forrester, the most concerning threat in CRM projects is slow user adoption (49%). That’s a major challenge faced by organisations. So why is this the case? End user...

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How to Scope a CRM Project

Innovative companies know that using CRM as part of a business strategy, helps them build and strengthen customer, partner, and supplier relationships. Now that you have decided to deploy your...

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Planning a Successful CRM Project

Whether you are already using a CRM system, or you are considering a CRM system for the first time, your business goals and objectives should be identified to ensure that...

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Microsoft Dynamics 365 – Beyond Sales and Marketing

Imagine a single system where you can take the pulse of your whole business from one dashboard. Not just business development and marketing but every process throughout your whole client...

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Introducing Microsoft Dynamics 365 Unified Interface

Is your organisation using Dynamics 365 (online)? Change is coming!   Microsoft has created a new User Interface for Microsoft Dynamics 365 that impacts every user.  It’s called the Unified Interface,...

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Get in Touch

Whether you'd like to talk about a project, or just want to chat through some ideas, we'd love to hear from you.
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XRM
8 Caledonia Place
St Helier
Jersey
JE2 3NG

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01534 505010

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sales@xrm.je

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