December 16th, 2019 / admin / 0 comments
We appreciate that it’s not always easy to define exactly what you want from your CRM solution. Indeed, when we ask clients what they want their system to do, their...
Read moreDecember 16th, 2019 / admin / 0 comments
As 2019 draws to a close we would like to wish all of our customers and associates a very Merry Christmas and a happy and prosperous New Year. We hope you...
Read moreDecember 16th, 2019 / admin / 0 comments
When a new CRM solution has been signed, sealed and delivered, it’s all too easy to think that the hard work is over. However, there’s no sitting back to relax...
Read moreDecember 2nd, 2019 / Catherine / 0 comments
If you are using a Dynamics 365 sales professional license and are looking to move to a Dynamics 365 sales enterprise license you can port the license over. It was...
Read moreNovember 27th, 2019 / Catherine / 0 comments
Customer expectations are higher than they have ever been before. Whether you’re serving consumers or other businesses, your target audience is highly likely to be well-informed, discerning and used to...
Read moreNovember 27th, 2019 / Catherine / 0 comments
Technology never stands still, and that is certainly true for Dynamics 365. It’s not always easy to keep up-to-date with developments so here we recap on what we believe were...
Read moreOctober 25th, 2019 / Catherine / 0 comments
In the latest in our series on Caltech CRM people, we introduce you to Account Manager, Danny Kendall Tell us about your role at Caltech CRM I help customers get the best...
Read moreOctober 7th, 2019 / Catherine / 0 comments
All Microsoft Dynamics 365 customers will need to migrate to the Unified Interface by 1st October 2020. Here, we explain what the Unified Interface is and what steps you need to...
Read moreOctober 7th, 2019 / Catherine / 0 comments
If you’re not getting everything you need from your relationship with your current CRM provider and are ready to make the switch, employing Caltech CRM as your CRM consultants of...
Read moreOctober 7th, 2019 / Catherine / 0 comments
Microsoft began depracation of the Dynamics 365 web client interface last month. By 1st October 2020, it will no longer be available, so all customers will need to migrate to...
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