James Shek


Thinking about switching to a CRM system

Finding it hard to convert leads and engage customers? See how a CRM can help  

Keeping track of customer details is a challenge as your business grows. Your sales process becomes more inefficient as your team is forced to wade between Excel spreadsheets and repeating tedious tasks. CRM software helps your business manage customer information and relationships. It assists in all the areas of the customer journey from marketing and sales to customer services while streamlining administrative processes.  

How can a CRM system help you?  


Marketing can help you create personalised customer experiences across all touchpoints to strengthen relationships.  

A good CRM allows you to interact with customers in real-time using live data about transactions, behaviours and demographics. You can use this information to create effective marketing campaigns for your business by highlighting how your products or services fulfil specific needs or retarget specific customers. 

It should also show which stage the lead is in, whether they are just inquiring or almost converting to a customer. Knowing this empowers your team to make the correct decision on how to approach each lead. 


With a CRM, you can optimise your sales process to give your customers a stress-free experience.  

It can connect with eCommerce product data forming the core of your business. This enables you to group products into categories making it easier for your sales team to find information quickly when a customer contacts you.  

Some CRM systems can even generate documents with all the product lines from a customer’s enquiry email or give you the ability to create your own template for documents such as quotes, proposals and pricing. This saves you time and effort because there is no need to create them each time a lead goes through the customer journey.  

Looking to pull reports? A CRM solution collects data about the performance of your sales team. You can drill down and see how many leads were converted or the number of cases solved. This will help you keep on track of your wider goals.  

Customer Service  

The customer journey doesn’t stop after the purchasing stage, a good CRM solution can help turn them into loyal customers through case handling features.  

CRM’s can often create a case when a customer contacts the business and provide information regarding past interactions, quotes, orders and invoices all at your fingertips. This gives a complete picture of the customer, so the sales team knows all the details before the interaction.  

Microsoft Dynamics 365  

Microsoft Dynamics 365 is a modular solution allowing you to focus on your needs and expand as your business grows. Dynamics 365 Sales module helps the sales team build strong relationships while the customer service module empowers your team to provide excellent customer service. 

If you want more information about Dynamics 365, click HERE to find out more.  

If you need help in choosing your CRM or want more information about how your business can use it, contact us HERE and Monpellier will be happy to help.  


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Shopify and Microsoft Business Central 

Enhance your eCommerce with Shopify and Microsoft Business Central 

A Shopify connection is now available in Microsoft Dynamics 365 Business Central. This connection allows complete visibility of your entire business in one place.  

What is Shopify 

Shopify is an eCommerce cloud-based solution using the software as a service model that businesses can use to create online stores for your website or for your POS system. You can manage your product listings, inventory, payments and shipping from anywhere if you have an internet connection. So why should businesses have Shopify connected to Business central? 

Benefits of connecting with Business Central 


You can synchronise customer details improving visibility into their order history, order status, billing and payments. Since Business Central has a CRM function, you can log and track interactions with all customers, so you understand your customers even better. 


You can enlist various products in Business Central and Shopify will display them on your eCommerce store. Manage data such as images, descriptions, variants, prices and more for all your products and further processing of essential documents in Business Central 


You can synchronise and fulfil all Shopify web orders no matter if customers are registered or a guest. View all the details of the customer’s order in Business Central, including address, product and quantity, payment options, shipping method and more. Input tracking numbers and automatically update the order status to inform customers of the progress. 

Connection with Business Central 

Shopify is available only for Business Central online and not on-premise deployment. The app will be preinstalled for new customers, but existing customers can install the app from the AppSource. 

There isn’t any need to separate your online store from the rest of your business. With this new connection, you can run your processes from one place with access anytime and anywhere.  

For more information on this feature or any other Business Central questions, contact us today and Monpellier will be happy to help. 



How businesses can move to a paperless future

The benefits of going paperless – Monpellier’s tips and tricks  

Why switch to paperless? Documents, reports, statements, there is no end to the number of traditionally paper-based processes that any business needs on a daily basis. However, storing countless documents takes space, effort and time to sort and find. Cloud technologies reduced the consumption of paper storing documents all in one place enabling you and others to share and edit.  

Monpellier goes through the benefits of going paperless and how businesses can cut out paper. 

Benefits of being paperless 

Faster Access to Information 

Cloud technology enables employees to quickly and easily access any document, from any device with an internet connection. This makes it significantly faster to search for the document in a well-organised cloud storage system, rather than a filing cabinet.  

Reduced cost 

It is not just the cost of paper you are saving. You save money by not having to spend on a printer, toner cartridge, postal and even physical storage space. This will increase your economical efficiency as you spend your money on things that matter.  

Simplify Disaster Recovery 

All your documents can be destroyed in a disaster such as a fire or a flood. A way to mitigate this is to have extra copies of all documents stored off-site. Although this is possible, it is much simpler to store digital copies of documents with a cloud storage solution. 

Tips for moving to a paperless future 

Digitise Paper Documentation 

There is no shortcut to scanning documents manually and then storing them either digitally either on-premises or using a cloud storage solution. So, it is beneficial to define the goal and the scope of the digitisation process. You can choose to only digitise paper documents created after a certain date to make this task more manageable. Your businesses should also consider how to categorise and manage digital documents ensuring it is easy for employees to find documents.  

Make use of Cloud Storage 

Cloud solutions enable employees to quickly and easily access files means it is perfectly suited for remote or hybrid work. Also, businesses only pay for the storage needed, making it possible to move from a CAPEX to an OPEX model. Cloud storage enables simple disaster recovery and reduces the risk of a cyberattack if the solution is set up correctly.  

Implement an eSignature Solution 

82% of businesses still rely on paper agreements and contracts that are manually processed by employees. To eliminate this, businesses can implement an eSignature solution to eliminate the need for paper contracts. A comprehensive eSignature solution also enables businesses to streamline other processes and even track the status of a document in real time, reducing the chance of delays during projects and creating better customer experiences.  

Educate Employees 

It is essential that employees have training on how to use the technologies and the importance of reducing reliance on paper. For this reason, it is advisable for businesses to take a phased approach. Implement one technology at a time, whilst supplying adequate training and documentation around how to use the technology effectively.  

How we can help  

For businesses to make the move to a paperless future, technology will play a significant role. To ensure success, businesses can implement the tips listed but also need the right tools.  

Drawing from our years of experience, we can recommend the best technology solutions for your specific needs, and then implement them to help you take the next steps towards a paperless future.  

Contact us today by clicking here. 


Boost your customer experience with Microsoft Dynamics 365  

Three ways Microsoft Dynamics 365 can enhance customer experience   

Customer experience is how customers perceive their interaction with a company. A good customer experience means positive, memorable interactions. While all businesses aim for a good customer experience, tailoring specific adverts and interactions can mean the difference between customers choosing your company and choosing a competitor.  

Here are Monpellier’s tips on how Dynamics 365 can boost your customer journey at every point.  


Understanding Customers  

Understanding your customer is the first step to providing excellent service. Many customers will interact with your advertisements, social media posts and email newsletter. By tracking and storing their data such as demographics, interests, and parts of the website they have visited, you can deliver a personalised customer experience.  

For example, if the data reveals they are interested in a certain topic, then you can tailor your newsletter or content to cover it. Doing this makes the customer feel understood and cared for resulting in a higher chance of a conversion.  

Microsoft dynamics 365 gathers data from multiple sources allowing businesses to create individual profiles for all customers. Gain insights into their interest, and past interactions, and tailor your marketing methods to specific people.  


Market At the Right Time  

There are many reasons why an audience may leave after adding a product to a basket. Finding out the reasons is part of optimising the customer journey but retargeting the audience can push them to buy.  

For example, if a customer viewed a product but decided to buy, as a marketer, you may send them a follow-up advert. Another way to retarget is to send an automated email with a special discount (if they are signed up to receive marketing materials).  

You can create and automate email campaigns on Dynamics 365. It features a low code/no-code platform so anyone can design and automate emails such as welcome emails, retargeting emails, and newsletters. Add dynamic text such as the recipient’s name to personalise the email. Create different segments to market to the most relevant audience in your email list. 


Effective Communication  

Microsoft Dynamics 365 has the bonus of Virtual Agents. Virtual Agents uses chatbots to handle easy-to-answer questions to help speed up response times and free up your support staff for more complicated enquires. Dynamics 365 provides context with past contacts and current issues for the live agent. Live agents can make use of the transcript for instant reference and seamlessly connect with colleagues for further support without leaving the call. 

Customer experience is essential for business success and reputation. With the extensive features of Microsoft Dynamics 365, your business can better understand your customers throughout the customer cycle stages, guiding them at each point.  

If you want more information about Microsoft Dynamics 365, click HERE to find out more. 

Considering switching to Dynamics 365? Don’t hesitate to contact our experienced consultants HERE. 


Cloud-based solutions – How to protect your data

Security is one of the main reasons businesses are hesitant to move to a cloud-based solution. In 2021 IT Governance reviewed which sectors had the most data breaches and the two biggest culprits were Healthcare/ Health Sciences and the Public sector. But no sector was safe! So, as we continue to store more and more data in the cloud what steps can be taken to maximise security?  

Here are our top 3 features to look for when choosing your cloud solution. 



Encryption is one of the oldest yet most effective ways to increase security. Encryption scrambles the transmitted data in a way that only authorised devices can understand the information. The set of rules to scramble the message is called a key and given to those authorised devices to understand the encrypted message.  

Encryption is effective because even though a cybercriminal can “listen” to the messages transmitted between devices, they cannot understand the message itself. 


Access levels and permissions 

Security threats do not just come from outside your business, employees can also be a threat. Although there is a lower chance of employees accidentally accessing sensitive data such as customer details and other employees’ details, prevention is better than a cure.  

You can reduce the risk of employees accessing sensitive data by having dedicated security roles within your business.  


Multifactor authentication 

Multifactor Authentication is a more secure way of confirming your identity rather than simply using a username and password. There are three common kinds of factor: 

  • Something you know – Like a password, or a memorized PIN.  
  • Something you have – Like a smartphone, or a secure USB key.  
  • Something you are – Like a fingerprint, or facial recognition. 


Next Steps 

All the cloud solutions Monpellier offer come with an array of security measures as standard. To discuss the cloud-based solutions we offer or understand the security measures mentioned further please don’t hesitate to book a free consultation with one of our solution experts HERE 


What technologies enable effective collaboration? 

Top 3 technologies for successful collaboration

Collaboration within the workplace changed when the pandemic hit. Many had to work from home and businesses faced a growing pressure to keep productivity levels high. Businesses turned to technology to increase collaboration and keep their businesses agile. Cloud technology and third-party hosting services have continued to evolve, making them more accessible to SMEs. 

Here are Monpellier’s top tools for effective collaboration  


Virtual meeting rooms  

Following the pandemic virtual meetings have become a part of everyday life and according to Microsoft’s daily Team’s usage reports they are here to stay.  

All virtual meeting software should have a chat function, a whiteboard function to jot ideas down, a file-sharing function and breakout rooms. Also, businesses should consider security features and connections with other apps to make sure their virtual meetings are as productive as possible.  

One example of such software is Microsoft Teams. It features breakout rooms, a whiteboard function and integration with Microsoft Word and Excel. Businesses can use Microsoft Teams to hold meetings and share files for everyone to collaborate on.  


Cloud computing  

The days of emailing colleagues for the most up to date version of a document are gone. Cloud computing enables employees to access documents stored in one place. Employees can organise the workspace through different folders and lists, so documents are easy to find. People can access, edit and share documents without the need for multiple copies, saving time while increasing collaboration.  

Microsoft has a selection of options for document storage including One Drive and SharePoint. 


Customer Relationship Management  

Collaboration isn’t just internal, being able to collaborate with your clients and audience can develop lasting relationships. 

A good CRM can improve customer service by integrating all communication such as phone calls, emails and social media. As well as gaining more customers, a good CRM retains existing customers by building a detailed profile of their preferences. Combining this with data about how they behave empowers your business to drive customer engagement.  

Microsoft Dynamics 365 CRM features functions such as sales, marketing and insights for a deeper understanding of the customer. Dynamics 365 CRM also has AI to predict the best customer to reach out to and the best actions to take. Furthermore, it integrates with Microsoft Teams linking chats to different sale records for improving customer experience and training new staff.   


Microsoft Teams, SharePoint, One Drive and Dynamics 365 CRM can all help improve collaboration in your business.  If your business is looking to implement virtual collaboration solutions, we can help you understand your options, and pricing and help you choose a solution that is right for your needs.  

If you want to know more about the different software mentioned, click on the links for SharePoint and Microsoft Dynamics 365. Or if you want to speak with our expert consultants, click here and see how we can help.  


Three areas Pegasus CIS can help your construction business 

Manage your employees, stock and reporting with Pegasus CIS  

Managing your construction finances and contractors can be challenging, add to that a lack of skilled workers, increased material costs and the pressure to adopt modern methods of construction, and your business could be at boiling point.  

Contract costing solutions such as Pegasus CIS can help with all aspects of contracting while following HMRC’s Construction Industry Scheme.  

Monpellier will explore three areas CIS can help your construction projects.  

Manage your employees, contractors, and subcontractors  

You may want to employ a contractor on top of your usual employees or even a subcontractor for your construction project. You can see their working contracts, timesheets and their payment terms all within CIS to make sure monthly return reports are correct to avoid penalties.   

It also has a subcontractor ledger that includes the requirement from HMRC Construction Industry Scheme. It can verify subcontractors manually or automatically. After verification, Pegasus CIS recognises if they are paid in net or gross.  

Manage your stock  

Pegasus CIS allows you to see and manage your entire stock from all your warehouses. You can reserve stock for an upcoming project and set a period to deliver stock to the site which helps with project timings. Everyone can see the all the information regarding stock meaning fewer mix ups and saving time.

Along with this function, it automatically manages your finances. Relevant cost of the stock will be given to that project including VAT, storage holding cost etc.  

All these functions are managed within the Pegasus CIS Stock Control module.  

Manage your reporting  

You can export data to Microsoft Excel with Pegasus XRL saving time over manual data entry. This also allows you to further analyse and create graphical representations to understand the data better. 

The Pegasus XRL function appears on Excel as a button within the main menu banner. Clicking on this will activate the XRL wizard suggesting bespoke reports and analysis so you can create detailed reports about projects. 

These are just three areas in which Pegasus CIS can help your construction projects run smoother. If you want more details about the functions of Pegasus CIS, please follow the link HERE  

If you have any questions, feel free to contact us HERE and we will be happy to help  



How does Microsoft Power Platform utilise Identity and Access Management?

Features of Microsoft Power platform’s Identity and Access Management System 

Microsoft Power Platform integrates IAM (identity and access management) for employees to work productively. It is essential that they have access to the files and tools required to do their job, but it is also possible for an employee to have too much access, which can lead to major security issues. IAM is the process of managing and authenticating user identities and what they can access.  

In this article, we will discuss the basics of IAM, and how the Microsoft Power Platform utilises this.  


What is Identity and Access Management? 

Identity and Access Management contains processes, policies, tools to define and manage roles and access rights of both users and devices. 

The users may include customers, employees and contractors while the devices may include computers, mobile phones, servers, IoT devices, etc. The IT systems include SaaS applications, on-premises applications and file storage.  

The goal of IAM is to ensure that users’ identities are authenticated, and they can access the right tools necessary to work effectively. 


How does Identity and Access Management work within Power Platform? 

IAM solutions typically manage three tasks: identification, authentication, and authorisation. 


The user will be identified by entering their login credentials which are stored within Azure AD then Microsoft will check security groups and permissions to identify who is trying to login. 


Microsoft Power Platform uses multi factor authentication handled within Azure AD to ensure you are the correct user. 

Azure AD multi-factor works by requiring two or more authentication methods. This includes something the user knows such as a password, along with a trusted device such as personal phone, or biometrics such as fingerprint or face scan. The users can choose different methods on how they can authenticate themselves. 


Finally, Microsoft Power Platform will manage the authorisation of a user’s access. In the admin centre, administrators can create different groups so employees can have the right access for development work. Administrators can view and manage all resources created within the environment and manage different users.  

When solutions from Power Apps, Power BI. Power Automate and virtual agents are published, different security groups can be set for the end-user, which is similar to the development stage. The management of the company may have total control over the solution whereas employees can only view certain data. 


How Monpellier can help your business 

Microsoft Power Platform has a comprehensive Identity and Access Management solution for employees to work productively and abide by data laws. Monpellier can create a cloud-based solution for your business that has a complete and customisable IAM.

To find out more about the Microsoft Power Platform, click here 

Or contact one of our consultants here to see how we can help your business.  


Microsoft Dynamics 365 Business Central – construction

4 Construction phases Microsoft Business Central can manage 

The UK construction industry has been hit with new building legislations, increasing inflation and material transport issues in 2022. However, managing these changes smoothly can help minimise project disruptions.  Microsoft Dynamics 365 Business Central can be your all-in-one construction ERP solution to ensure prompt and informed decisions. 

In this blog, Monpellier will cover 4 areas MSD365BC can help your construction business. 

1. Planning

Set key performance indicators and budgets during the planning and designing phase of a project so you can keep track of progress and cash flows within Business Central. 

Vital documents such as building layouts, risk assessments, examinations reports, and much more can be stored in Business Central. Set permissions for increased privacy so clear and consistent information can be accessed by relevant people remotely. 

2. Scheduling 

Microsoft Business Central integrates with third-party apps to add visual elements to scheduling and provide additional time management tools. Set up different jobs needed throughout the project with descriptions, start dates and end dates, the project owner as well as equipment and materials needed.  

Team members can access Business Central and mark when a task is finished which will notify the rest of the team. They can also request time off which can be approved by the project manager remotely.  

3. Logistics 

Business Central handles purchasing and delivery of both building materials and equipment. Assign serial and lot numbers to materials, then log the time of arrival to the site and amount. Register details of fixed assets and log movements to and from storage allowing complete management of logistics. 

Combine this with the schedule set during the planning stage to make sure the correct materials and equipment arrive on time. Set alerts if late arrivals occur, or incorrect equipment and materials arrive on site. 

4. Reporting 

Automate document generation by setting template designs based on your company’s brand guidelines. Then use data from schedules, logistics reports, or finances to fill out and complete various documents. Choose your output format and share it automatically by email or a link to your cloud storage system to save time and effort. 

Microsoft Dynamics 365 Business Central could be the solution you have been looking for to unify your processes and data.  

Find out more information about Business Central here 

Interested in finding the right solution but unsure of what software is right for you? View our contact information, here and speak to one of our specialist consultants today. 


Transform your manufacturing processes with Power BI

Top 5 ways to improve efficiency and management with Microsoft Power BI 

Manufacturers are facing increasing costs so many organisations are looking to Industry 4.0 and other ways to increase productivity and help mitigate rising costs. Data management tools such as Power BI can help accelerate productivity by giving your business access to insightful data, giving you the means to make impactful decisions.  

Monpellier has gathered together our top 5 reasons Power BI can transform your manufacturing process.  

1. Inventory Management 

Inventory management is at the heart of every manufacturing business. With the use of inventory codes and material locations, Power BI gives your manufacturing business insight into a multitude of data including quantities, stock arrival times, storage availability and information on stock that hasn’t moved in prolonged periods of time.  

2. AI  

Power BI ‘s AI predictive modelling helps with project timings and efficient production line management. Input past service records of all machines into the database and Power BI can use AI to predict the next scheduled maintenance, saving time and money. 

3. Project Management  

Monitor when tasks are completed to keep track of progression through various stages of production and get notified about unexpected delays. Use past project times, the materials used, machines used, staff involved alongside AI modelling to predict project times. 

4. Cash Flow Visualisation 

Connect sales and cost data to create various charts to understand where costs arise and potential areas that could be reviewed to reduce costs.  

5. Equipment Monitoring  

Machine maintenance and downtime can be costly. With IoT sensors and Microsoft Power BI manufacturers can analyse the live feeds and update the correct people with possible issues and ultimately give more accurate utilisation results.  

For more information about Power BI, click here or contact us for a free consultation with one of our experts.