Insights Articles
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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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How to stop duplicate detection rules unpublishing in Dynamics CRM / 365
What is Duplicate Detection in Microsoft Dynamics CRM? Duplicate detection in Microsoft Dynamics is designed to help maintain data integrity. Duplicate detection rules can be configured for any entity and...
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