Author Archives: Catherine

01
February

news

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Caltech I.T. Limited Celebrates 2 decades in business
February 1st, 2019 / Catherine / 0 comments Last weekend Caltech I.T. Limited officially celebrated its 20-year anniversary. Prior to setting up the company, Phil was one of the key technology advisors for Business Link in Leeds where his role encompassed talking to companies, understanding what they were trying … Continue reading →...

23
January

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Microsoft Dynamics 365 April 2019 release notes
January 23rd, 2019 / Catherine / 0 comments Microsoft has provided release notes for the updates that will be rolled out from April 2019 for Microsoft Dynamics 365.  There are hundreds of new features across all apps, Sales, Customer Service, Marketing, Portals and more, and Microsoft is also … Continue reading →...

11
January

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Microsoft Dynamics CRM Case Management
January 11th, 2019 / Catherine / 0 comments The Case / Service management entity in Dynamics CRM and Dynamics 365 offers management of your customer service management, incidents or support tickets.  It’s a great way to manage your service requests or cases and manage them using technology to … Continue reading →...

13
November

microsoft-dynamics-365

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Do you need help for Dynamics 365?
November 13th, 2018 / Catherine / 0 comments Do you need help for Dynamics 365?  if so take a look – our free site audit gives you a chance to review what we could do for you. We have been working with Dynamics 365 since 2010 and with … Continue reading →...

09
November

microsoft-dynamics-crm-features-and-news

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Working with Leads in Microsoft Dynamics 365 v. 9
November 9th, 2018 / Catherine / 0 comments We have been working with CRM solutions since 1999 and with Dynamics CRM, or Dynamics 365 as it’s now known, for over a decade.  We have clients using the leads entity in Dynamics 365 and some clients who do not.  … Continue reading →...

19
October

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October 2018 release for Microsoft Dynamics 365 On Premise v.9.0.2
October 19th, 2018 / Catherine / 0 comments October 2018 release Microsoft Dynamics 365 On-Premise v.9.0.2 – find out more. October has arrived and with it, Microsoft has released a new update to Microsoft Dynamics 365 for On-Premise, v.9.0.2, specifically customer engagement apps!  Exciting stuff I hear you … Continue reading →...

18
October

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Multi-select option sets in Microsoft Dynamics 365
October 18th, 2018 / Catherine / 0 comments Multi-select option sets in Microsoft Dynamics 365 are released to Dynamics 365 Online (CRM to those legacy customers).   Read my post here to find out more! By Tom Hau.   In the new release of Dynamics 365 Version 9, there have … Continue reading →...

10
October

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reschedule your Microsoft Dynamics 365 upgrade
October 10th, 2018 / Catherine / 0 comments Are you looking to reschedule your Microsoft Dynamics 365 upgrade but are not sure where to start?  Or perhaps you have been contacted by Microsoft about an update to your Dynamics 365 instance and are not sure what to do.  … Continue reading →...

04
October

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Reasons why Sales teams need a CRM
October 4th, 2018 / Catherine / 0 comments 8 Reasons why Sales teams need a CRM! Introduction CRM isn’t new to salespeople Indeed, the reasons why sales teams need a CRM is well documented and sales managers know what the benefits are of using a CRM system.  One … Continue reading →...

16
August

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Adding and removing new users on Dynamics 365 Online
August 16th, 2018 / Catherine / 0 comments As Dynamics 365 value-added resellers we support many customers with Dynamics 365 Online. One of the things we have noticed some organisations need guidance with is adding and removing new users on Dynamics 365 Online. You can move a license … Continue reading →...