United Kingdom – D365/CRM

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  • Well, we're also taking into account that certain functionality will now be able to be licensed per app, rather than having the full CE license required (so a saving on that) ------------------------------ EY Kalman Senior Manager PwC -------------- ...

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    New license Model

    How are you all dealing with the fact that accounts in D365 will now take someone from a team license to a sales pr license costing £10/moth/user more? ------------------------------ Selina Taylor CRM Application Manager RNLI ----------------------- ...

  • Thanks for your question Richard, the #Integration  that dotdigital has built works across both the base level Shopify and also Shopify Plus.​ You can view the technical documentation on this below: https://support.dotdigital.com/hc/en-gb/articles/115000061490-Shopify-connector-Installation-and-setup ...

  • Thanks for that Jas, but am I right your Shopify #Integration  requires a Shopify "Plus" subscription, rather than one of the lower levels? That looks quite pricey for a small charity looking to start small and learn before investing big.​​ ------------------------------ ...

  • Hi All,  It depends on what you are looking to do with the information within Shopify i.e. are you looking to trigger new leads in CRM from new registrations in Shopify or action previous purchase history from Shopify in your marketing campaigns?  Disclaimer, ...

  • Hi Selina, we don't use Shopify (yet) but we are looking at a number of options for implementing an online shop. Happy to share thinking and research with you and others if that would be useful. How are you looking to build the integration with your ...

  • Morning all Does anyone currenty use Shopify as their 3rd party commerce platform please? ------------------------------ Selina Taylor CRM Application Manager RNLI ------------------------------

  • Hello all, slides from @Rowland Dexter 's popular session on ClickLearn are attached. Thanks to Rowland and QGate for presenting. Cheers, Andrew.​ ------------------------------ Andrew Bibby Dynamics 365 Consultant & Project Adviser Evesham, UK - ...

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  • As a system, CRM facilitates the steps required for any given sales or marketing campaign, and organises all of the communications and knowledge about customers and contacts associated with the organisations being managed. Rather than being defined ...