6 Power App Best Practices
Oct18

6 Power App Best Practices

While Power Apps is part of most Microsoft 365 subscriptions, some users may not know how to take advantage of it. Explore six best practices for Power Apps and how to get started. Power Apps has many options to connect and interact with content through the Microsoft 365 suite, including Microsoft Lists, SharePoint webpages and InfoPath forms…and of course D365. Yet, to build in Power Apps,… Continue Reading Chris...

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Creating accessible canvas apps
Oct05

Creating accessible canvas apps

An accessible canvas app will allow users with vision, hearing, and other impairments to successfully use it. Here are a few Microsoft guidelines to increase usability for all users, regardless of their abilities. Use the Accessibility Checker to help review potential accessibility issues in your app. Layout and colour Common sense and uncomplicated design helps apps be more… Continue Reading Chris Roberts’s...

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The Messy Middle
Sep29

The Messy Middle

Things not going to plan with your Dynamics deployment/update/upgrade? You could be caught in the messy middle….and having conversations that go something like this: Client: That’s not what I expected. Partner: Here’s the spec/agreement, we’ve delivered exactly what you asked for. The thing is both parties are right. The housing association may ask for something but only focus… Continue Reading Chris Roberts’s Article on...

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Do we need customer portals? – #D365ForHousing
Jul15

Do we need customer portals? – #D365ForHousing

Don’t get me wrong I’m not saying we shouldn’t have a smart, convenient, cost effective way for customers to access services. But should it always involve working on our terms? By that I mean visiting a URL that we set using a password and username we provide to access services we decide to surface. Are there alternatives out there? The answer is yes, one of them is the CRM bot by Artur… Continue Reading Chris...

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Microsoft Field Services – #D365ForHousing
Jun15

Microsoft Field Services – #D365ForHousing

A number of organisations within the sector are looking at (or have implemented) field services to help manage and schedule repairs. But what is field services, what functionality could the sector make the most of and what are some of the challenges. What is Field Services? Field Service Management refers to using a resource (eg: colleagues/contractors) to fulfil tasks away from the… Continue Reading Chris Roberts’s...

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UK government signs new three-year Memorandum of Understanding with Microsoft (DTA 21)
May18

UK government signs new three-year Memorandum of Understanding with Microsoft (DTA 21)

What is DTA 21? DTA 21 is the new three-year Memorandum of Understanding (MOU) between Microsoft and the Crown Commercial Services (CCS) which provides Special Pricing and Special Terms to eligible UK Public Sector Customers (replaces existing DTA). The arrangement begins on 1 May 2021 and runs through to 30 April 2024. What products are included? Microsoft 365 plans, Microsoft 365 E5… Continue Reading Chris Roberts’s...

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HELP! I’ve got to Implement Dynamics 365 – #D365ForHousing
May17

HELP! I’ve got to Implement Dynamics 365 – #D365ForHousing

Been asked to implement Dynamics 365 (or any application for that matter)? I still remember the mix of pure fear and excitement as I was given the opportunity to do just this over 10 years ago (although it was CRM 4 back then) at AmicusHorizon (now Optivo). My background was customer service and although I love tech I was not a ‘techie’. To say I felt out of my depth was an… Continue Reading Chris...

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The Microsoft #D365 Implementation Guide – #D365ForHousing
May04

The Microsoft #D365 Implementation Guide – #D365ForHousing

Today, during the Microsoft Business Applications Summit, Microsoft launched Success by Design – a vision for what’s possible with #Dynamics365, #PowerPlatform and Microsoft Cloud. Click on the picture to download it for FREE.  But if you’re not sure where to start I’m here to help you throughout your Dynamics journey. Here’s how: Help you implement your Dynamics 365… Continue Reading Chris Roberts’s Article on...

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The Data Maturity Roadmap – #D365ForHousing
Apr07

The Data Maturity Roadmap – #D365ForHousing

As digital strategies are implemented, improved and developed it’s never been more important to think about how you manage data. It’s the foundation of everything we do in the housing sector, fundamental to the Social Housing White Paper and is critical to the success of so many important strategic initiatives from implementing/maintaining Dynamics 365 to providing proactive services, IoT… Continue Reading Chris Roberts’s...

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Dynamics 365 + Teams, a match made in heaven?   #D365ForHousing
Mar16

Dynamics 365 + Teams, a match made in heaven? #D365ForHousing

For the last year Microsoft Teams has become second nature to many of us. Its enabled us to connect with customers and colleagues everywhere. In this blog I’ll show how Teams can be used with Dynamics 365. Dynamics sits quite nicely as an app within teams. It has some good functionality like being able to start a conversation (within teams) about a particular case/opportunity and can make… Continue Reading Chris...

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Disrupting Dynamics 365 in Housing – #D365ForHousing
Jan20

Disrupting Dynamics 365 in Housing – #D365ForHousing

For nearly a year I’ve worked with colleagues across our industry to disruptive the way we implement Dynamics 365……#D365ForHousing. This project provides FREE modules (see below) to anyone who registers (which is also free). Here’s how this can disrupt how we implement, maintain and improve Dynamics 365. Why am I doing this? I’ve worked in Social Housing since 1999 (and met lots of… Continue Reading Chris...

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5 ways the FREE #D365ForHousing complaints module meets the new Housing Ombudsman code
Dec30

5 ways the FREE #D365ForHousing complaints module meets the new Housing Ombudsman code

In July 2020 the Housing Ombudsman released their new Complaint Handling Code. Shortly after this I launched the #D365ForHousing Complaints module (developed with the help of others across the sector). This Microsoft Dynamics 365 Module is FREE to everyone in the Housing and Public Sector. How does this module help meet the Complaint Handling Code? In short, lots of ways. I’ve listed… Continue Reading Chris Roberts’s...

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#D365ForHousing – Lettings
Nov05

#D365ForHousing – Lettings

The Lettings module in Dynamics 365 is now live and available for FREE to all housing and public sector organisations! The 3rd key end to end process (following complaints and ASB) is here, saving our sector £000’s more by using out of the box functionality. Here’s a link to a larger version of the process Ok, so what does the module include? I’ve moved to the Sales App within… Continue Reading Chris...

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#D365ForHousing – Its not all about Tech
Sep15

#D365ForHousing – Its not all about Tech

I’m on a mission to bring together people and processes from across the Housing and Public sector and package them up in Microsoft Dynamics 365 for FREE!  #D365ForHousing is the Affordable.Innovative.Collaborative way of doing just that! I’ve already worked with a variety of housing professionals to create a number of modules including.. PersonPropertyTenancyASB Complaints While… Continue Reading Chris...

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#D365ForHousing – 7 Months in!
Sep01

#D365ForHousing – 7 Months in!

What is #D365ForHousing? A great way for Housing Associations (and other public bodies) across the world to implement Dynamics 365 (One of the worlds best CRM systems). I launched this initiative at the end of January 2020 and I’m on a mission to: Save our sector money on implementation costsReduce the reliance on legacy systemsHelp our colleagues provide a great (consistent)… Continue Reading Chris Roberts’s Article...

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#D365ForHousing – Anti Social Behaviour is here!!
Aug03

#D365ForHousing – Anti Social Behaviour is here!!

Hot on the heals of the complaints module, launched a couple of weeks ago, is Anti Social Behaviour (ASB). Thanks to Marcus Fernandes for working his magic on this. This is the second core module to join the #D365ForHousing family. From today you can now download the: PersonPropertyTenancyComplaintsASB All FREE to the Housing and Public sector. These complete processes are worth… Continue Reading Chris Roberts’s Article on...

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#D365 For Housing – Complaints is Here!!!
Jul22

#D365 For Housing – Complaints is Here!!!

The complaints module in Dynamics 365 is now live and available for FREE to all housing and public sector organisations! This is a landmark occasion for #D365ForHousing. From today you can now download the Person, Property, Tenancy and Complaints modules. This gives you a complete process worth £000’s using just out of the box functionality. Ok, so what does the module… Continue Reading Chris Roberts’s Article on...

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Case Management -#D365ForHousing
Jun30

Case Management -#D365ForHousing

The #D365ForHousing solutions will help the housing sector save £000’s, drive efficiencies and enable colleagues to work anywhere. It’s important to use it in a consistent way and make the most of (out of the box) functionality that your Dynamics 365 license fee pays for…. After all why re-invent the wheel? We know contact should be logged correctly but when should it be added as an… Continue Reading Chris...

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#D365ForHousing – How to get up and running with the FREE solutions
May27

#D365ForHousing – How to get up and running with the FREE solutions

I’ve put together this short blog to show you how to make the most of the solutions I’ve created. First you’ll need to set up a 30 day trail of Dynamics 365 before downloading the FREE #D365ForHosuing solutions (once you’ve registered on the website). As always it would be great to hear if there’s a quicker/easier way to go through this process. Step 1 – Setting up a trial Follow… Continue...

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#D365ForHousing – Anti Social Behaviour (ASB) Session – Your Chance to Get Involved
May14

#D365ForHousing – Anti Social Behaviour (ASB) Session – Your Chance to Get Involved

We’re doing some great things with Microsoft Dynamics 365. Next up is Anti Social Behaviour (ASB). I’m running a session where housing associations will get together and walk through the ASB process/procedures they follow. After that I’ll work with some techie people to see how we can build it (for Free) in Microsoft Dynamics 365. You’ll be involved in the design of the product and… Continue Reading Chris...

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#D365ForHousing – Its been a brilliant first few months
Apr30

#D365ForHousing – Its been a brilliant first few months

FREE (to the Housing and Public Sector) Solutions added, 13 Organisations Subscribed and the opportunity to speak at the first Virtual D365UG -UK User Group Meeting. Here’s what’s happened since #D365ForHousing kicked off at the end of January 2020. What is #D365ForHousing? Its a great way for Housing Associations (and other public bodies) across the world to implement Dynamics 365 (One… Continue Reading Chris...

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Dynamics 365 for housing, Why not?
Sep21

Dynamics 365 for housing, Why not?

I really enjoyed this years Housing Technology conference, but was surprised by the number of housing associations who still haven’t started or question starting their crm journey. Part of this is obviously down to cost but a large portion also appears to be down to a lack of understanding about where to start. But what … Continue reading Dynamics 365 for housing, Why not? Continue Reading Chris Roberts’s...

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3 of the best – a CRM systems comparison for small businesses
Jul03

3 of the best – a CRM systems comparison for small businesses

I wanted to look at crm solutions available to small businesses and complete a comparison of each. My first love is Dynamics 365, so I’d like to apologise for the Dynamics centric language I use throughout this blog. I decided to spin up free trials of Zoho – (See other reviews)SugarCRMSalesforce These products were in … Continue reading 3 of the best – a CRM systems comparison for… Continue Reading Chris...

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