Posts by David Phillips
How To Add The D365 App Add-on to Outlook
How To Add The D365 App Add-on to Outlook Welcome to this, the third in a series detailing your most-asked questions about Microsoft Dynamics 365, Power Platform and Dataverse! So far, we have described the changing face of Modern Advanced Find and shown you how to create new columns in Power Apps. Now, Cloud9’s experts…
Read MoreYour Guide To Creating New Columns in Power Apps
Your Guide to Creating New Columns in Power Apps Welcome to this, the second in a series detailing your most-asked questions about Microsoft Dynamics 365, Power Platform and Dataverse! In our first blog post, we described the changing face of Modern Advanced Find; now, Cloud9’s experts Dan, Jim and Yolandi are on hand to help…
Read MoreWomen in tech – our CEO shares her thoughts
Women in tech. It’s a vital topic. We recently sat down with Carlene Jackson, Cloud9 Insight’s founder and CEO, to query her thoughts on the matter. The results are enlightening; her responses point towards unity across tech sectors – aspirations that welcome not just women into tech, but everyone. What are the additional barriers…
Read MoreYour Guide To Modern Advanced Find in Dynamics 365
Modern Advanced Find for Microsoft Dynamics 365 – a new, more powerful, intuitive way to find data. A fundamental change. Of all the features in Dynamics 365 Release Wave 2, the all-new Advanced Find experience, Modern Advanced Find is one of the most exciting, and it works better than ever. Now, you may be…
Read MoreCRM for Professional Services: Improve the experience for your customers by using CRM tech to harness data
CRM for Professional Services: Improve the experience for your customers by using tech to harness data How well do you know your audience? The many ways customers experience brands, products and services plays a vital role in how they are judged, but what does ‘customer experience’ actually mean when it comes to professional services? Simply…
Read MoreA Fresh Perspective: Cloud9 Insight’s Nine-Day Working Fortnight
Heard of the four-day working week? How about the nine-day working fortnight? If you could provide your employees with extra time to create valuable memories with family and friends, pursue their purpose and still arrive highly motivated and revitalised on Mondays, ready to deliver exceptional customer experiences… wouldn’t you do it too? You’d be mad…
Read MoreThree proven ways to create Intellectual Property and build value for your business
Three proven ways to create Intellectual Property and build value for your business Take a second to consider what you’ve created that makes your business unique. In our media-driven digital work, intellectual property (IP) is everywhere, and while we might imagine that it only pertains to entertainment brands and recognisable characters, the…
Read MoreThe Seven Deadly Sins (when implementing your CRM software)
What particular risks might a small or medium-sized business encounter while undertaking a Customer Relationship Management (CRM) project? In over a decade of helping businesses implement Microsoft’s Dynamics 365 CRM system, we’ve seen most of the challenges you could conceivably imagine threatening the smooth delivery of a project. We like to be prepared – so…
Read MoreManaging risk when implementing a CRM project – the dos and don’ts
Risk – it’s a fact of everyday life in any sized business and certainly something the SMBs we work with think about a lot. There are all sorts of risks – from key colleagues leaving your business and customers deserting you to regulatory transgressions or even legal problems. And much more besides. Here, we set…
Read MoreDynamics 365 Solutions: how we solved a client CRM challenge
Welcome to our brand new technical series for Micrososoft Dynamics 365 consultants. In these detailed articles, we will set out how we’ve approached and solved a challenge for clients by applying novel thinking to knotty problems. Our intention is to share best practice to promote excellence and collaboration in the national Dynamics 365 community. …
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