Who are Citrus Lime? Citrus Lime offer a cutting-edge Retail Systems, as well as the expertise and knowledge to drive all their customers forward to develop and grow their businesses. Founded in 1999, they started out as a pure tech company. Over the years they’ve developed and tailored their techy skills to meet the needs of the independent retailer within the industries they love. Our Story CRMCS supported Citrus Lime in moving from on-premises to…
Our three-step guide will help you create the solution you require. We’ll take you from basic advice to advanced techniques. All our video guides have been created by our very own Cloud Developer, Conor Lowe. Part 1 | Getting started with Power Automate Exploring the world of Microsoft’s no-code / low-code applications that can be used by anyone, from a novice business user to an IT professional. To begin, sign in to make.powerautomate.com with your…
Shaw & Co are award-winning corporate finance experts offering advisory services to UK SMEs on funding, buying, and selling businesses. We have created this article to explain how CRMCS worked with Shaw & Co on a DocDrive365 project. Shaw & Co’s vision was to configure a functionality where DocDrive365 would create a Microsoft Team or a Folder per Account depending on which of the 2 was selected by the user. DocDrive365 is our in-house document…
Changes are coming to Microsoft 365 licencing which we want to make you aware of. At the moment your Microsoft licencing is paid for on a monthly basis at a fix price with the flexibility of increasing and de-creasing the licence count on a monthly basis with a 12-month commitment. In October 2021 Microsoft announced they would be looking to make changes to the licence subscriptions and over the past 6 months have made multiples…
Our customers are evolving and changing every minute. They are purchasing tech, wanting low code/ no code solutions, or have decided to ‘level up’ their business. How we keep up with their journey is one major barrier to success but luckily change is the only constant in our line of work. If you’re finding that your CRM data can’t keep up, is missing, outdated or incomplete resulting in poor data quality, mismanaged relationships, professionals spending…
Omnichannel is an add on to Dynamics Customer Service that allows users to interact with customers in real time. It’s aimed at any companies who deal with a high volume of support queries and want to take their customer service to the next level through the use of live chat, voice and other great featuresThe chat functionality enables the user to communicate with a customer, whilst being able to view any of their data in…
Power Pages is a new feature which is currently in preview from Microsoft, it allows you to build a low-code website which directly links with your Power Platform and data. There has been previous applications released by Microsoft in the past which are similar to this called Dynamics 365 Power and Power App Portals but they both required a fair level of coding knowledge along with Dynamics 365 knowledge making it difficult for non-technical individuals…
At CRMCS, we focus many of our articles on how to build PowerApps and Dynamics.
Our DocDrive365 IP focuses on how to engage SharePoint content, specifically documents and Metadata, within Power Apps and Dynamics.
This series of articles in our monthly newsletter is going to look at how we develop new web parts in SharePoint that can help us integrate Dynamics and DocDrive365 into our Intranets – so we can start thinking of SharePoint, Teams and Dynamics as a single solution for business; and not lose the benefits of these Applications when a business or partner only focuses on Dynamics or only focuses on SharePoint.
Hopefully this article will provide you with a good feel for what is possible.
Imagine if your system could automatically derive the meaning from an incoming document, invoice, photo or even handwritten notes and pass this meaning into the system to help automate the transaction and drive the next step in your workflow. We are excited to be exhibiting at the London Law Expo in October 2018 and demonstrating how Cognitive Services can do just that – how this technology can be used with CRM and SharePoint to bring Machine Learning…
We were pleased to demo DocDrive365 at the Future Lawyer Week in May 2019, and covered how we think Apps in the Microsoft Cloud will increasingly become the basis of Corporate and Legal Solutions. Both Apps built internally by Citizen Developers, Consultants and PowerApps working together – and Commercial Apps built by Developers such as ourselves to provide specific functionality to the Cloud. In our case, using the DocDrive365 for Dynamics App to integrate Dynamics…
