Connections in Dynamics 365 enable you create and view the relationships between multiple records across multiple entities, these could be Accounts, Contacts, Quotes, and Cases etc. From any entity you...

Placing CRM technology at the heart of your organisation can help you win more profitable customers whilst serving existing customers better. Working with Caltech’s CRM specialists, we can help you...

Every microsoft crm system has to have a compelling business case. Why are you undertaking a microsoft crm project? What do you want to achieve? How will you measure ROI? Tip...

The data migration process which is so important to the success of your new CRM solution can be a real headache. It’s important to understand how to do it properly to...

Our CRM specialists work with many organisations on an ongoing basis, helping them get the best out of Microsoft Dynamics 365. We aim to build long-term partnerships with all our customers...

We are working with a number of companies in the midst of digital transformation, helping them to use CRM to build better and more consistent relationships with their customers. Digital transformation...

We have been implementing CRM solutions for more than 20 years. We asked a few of our CRM specialists to share their best pieces of advice for creating and managing...

Whether you’re a small business or a large-scale enterprise, there are lots of reasons to choose Microsoft Dynamics CRM, now re-named Microsoft Dynamics 365 for Customer Engagement (CE). Reason #1 -...

All too often, CRM implementation gets de-railed because the scope of the project grows. This is hardly surprising, given the wealth of capability offered by a platform like Microsoft Dynamics...

Want to know why Caltech makes the perfect Microsoft Dynamics CRM consultant? We are 100% focused on CRM – it’s what we live and breathe. We have been working with...