#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...
#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...
#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...
#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...
#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...
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...
#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...
#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...
#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...
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...
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...