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Ready to transform your business with Dynamics 365 or Power Platform? We'd love to hear from you.
Contact Information
Location
Quadrant Court, 49 Calthorpe Road, Birmingham, West Midlands B15 1TH
Phone
+44(0)121 828 3984Business Hours
Quadrant Court, 49 Calthorpe Road, Birmingham, West Midlands B15 1TH
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Frequently asked questions
What industries do you work with?
We work across diverse sectors including Finance, Accounting, Insurance, Events, Non-profit, Equine, Petcare, Languages, Law, and Local Councils.
How long does a typical CRM implementation take?
Implementation timelines vary based on complexity, but typical projects range from 2-6 months. We'll provide a detailed timeline during our initial consultation.
Do you provide training for our team?
Yes! We offer comprehensive training programs for end-users and administrators to ensure your team can maximize the benefits of your new system.
Can you help migrate from our current CRM?
Absolutely. We specialize in migrations from on-premise Dynamics CRM to cloud-based Dynamics 365, including data and functionality migration.
Investigation Tasks (Taz)
<ul><li><p><strong>Identify what process creates/populates Required Role:</strong></p><ul><li><p>plugin(s), custom action(s), integration, flow, business rule.</p></li></ul></li><li><p><strong>Check whether creating Required Role also creates a corresponding Role record:</strong></p><ul><li><p>Compare Created On timestamps between Required Role and matching Role record (if present).</p></li></ul></li><li><p><strong>Review PCF / UI configuration for Required Role table:</strong></p><ul><li><p>why Search/navigation is disabled or non-functional.</p></li></ul></li></ul><p></p>