Cloud9 Monthly client newsletter - August

Published: 12 Sep 2022

We've launched another Dynamics 365 solution that could be just what you are looking for to manage your projects.

Project Lite extends the sales process to provide project management functionality seamlessly from within Dynamics without the need for any other tools. The best bit is that there is no additional licence on top of Dynamics 356 for Sales. Watch our short demo below.

We're also inviting people to join our webinar on our Dynamics 365 for Investment Management and KYC (Know Your Customer) solutions – even if you're already using Dynamics, this promises to be a good spend of 30 minutes for you and/or a colleague!

As ever, please contact me by hitting reply if you have any questions or if I can help in any other way.

Happy reading!

Pauline Durand

The New Project Management App for Dynamics 365

We've built and launched Project Lite – a brand new project management tool that lives inside Dynamics 365 for Sales. It aims to fill the gap left by Project Service Automation for SMB customers. 

Project Lite extends the sales process to provide project management and tracking. In doing so, the app offers seamless data flow from lead through to project delivery and completion without the need for integration or another solution.

Users have a simple overview of all their projects, including RAG statuses, project stages, and any other information that they would like to see.

Within the project, there is a customisable process bar and also configurable data capture, which will store a timeline of all of the project-related comms.

We're hugely excited about bringing this much-needed solution to market! You can find out more by watching our two-minute demo video. If you have any questions, please email our Sales Director, Curt Bean, and we'll be delighted to provide more information.

Watch Video

WEBINAR: How a single view of your customer can transform your Investment Management business to accelerate growth

Why not join Cloud9 Insight’s experts as we provide actionable tips – using real case studies – of how your Investment Management business can deploy Customer Relationship Management (CRM) technology to better manage your client relationships, track funds and investments and support regulatory KYC requirements to accelerate growth.

Click on the button below to find out more about the live event – or to register.


Cloud9 Insight nominated in top cloud computing awards

Cloud9 Insight has been shortlisted in CRN's Channel Awards in the Cloud Service Provider of the Year.

The entries will now go onto the second stage of judging where the winners will be decided before being announced at a glittering ceremony on Thursday 10 November.

The news comes just days after Cloud9 CEO Carlene Jackson (pictured above) was included in the longlist for Computer Weekly's Most Influential Women In Tech 2022.

The winner of that honour will be announced at Computer Weekly’s annual 'Diversity in Tech' event, in London on the 19 October 2022.

Stay tuned for updates on both!





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