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Would your company’s customer service benefit from Case Management? Microsoft Dynamics 365 for Customer Service is a powerful system to unify the way people experience your business. It makes information available across engagements so that your agents can offer the consistency and personalization your customers expect (and require). In this post we will give an overview of how Case Management works and the high level benefits that it offers.
The Dynamics 365 App for Outlook was released in 2016 as a new way to sync data between Dynamics 365 (CRM) and Outlook. Since then, it has been an extremely useful tool for businesses. Even though the application has evolved over time and has made some improvements, there are still issues that you may run into while using the application. Here, we will help resolve the majority of these issues.
Setting up the native SharePoint integration in Dynamics 365 can greatly benefit your organization. SharePoint allows users to store files, organize them, and provide ease of access to their colleagues. SharePoint offers much more storage space then D365 Sales, so you do not need to worry about your D36-5 instance running out of storage, thereby incurring steep costs to increase storage limits. This blog will walk you through the step-by-step process on how to set up your D365 SharePoint so you can make the integration as smoothly as possible.
This article discusses how Goal Management in Dynamics 365 works. Goal Management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in no time at all. Additionally, since Goals are native to the system, they work seamlessly with workflows, business rules and other various Dynamics 365 functions. As you read this article, notice how Goal’s features can benefit your business.
What are the differences between Microsoft Dynamics CRM 365 on-premise vs online? There are a number of significant differences and each model should be carefully examined in deciding the best model for your business. Read this article to see which one would be the best fit for your company.
During the recent Microsoft Business Applications Summit, Microsoft announced the availability of the “2019 Release Wave 2 Plan”. The Release Plan covers all of the upcoming updates for Dynamics 365 and the Power Platform (PowerApps, Microsoft Flow, and Power BI). For many CRM users the breadth of areas to keep up with can be overwhelming at times. So, here is a high-level overview to help set the stage.
As of January 21, 2019, Microsoft published the April ’19 Release Notes. While the breadth of the updates is quite astounding and it will take a while to absorb everything, here we would like to highlight a couple of things that may seem simple, but have impacted the overall user experience for quite a while.
When it comes to choosing a CRM software solution, you might be tempted to go with the company that boasts the greatest market share. But the 2017 Gartner Magic Quadrant for Sales Force Automation has concluded that Microsoft Dynamics 365 for Sales is “the best bet” when it comes to a CRM. Here we look at 7 reasons why Dynamics 365 CRM is the best choice for your company compared to Salesforce.com
During a recent focus group with our CRM Super User Team, it was discovered that any time the Inside Sales Team is working on Qualifying a Residential Lead, they ignore several Company-specific fields on the Lead form that are not relevant. As a spectacular System Administrator, you know you can eliminate this pain point and increase user adoption for this user group by creating a simple Business Rule. This post reviews the components of a business rule and walks through a brief example scenario so you can see just how easy it is for a System Administrator to use the drag and drop Business Rule canvas.
- 5 Questions: Can You Benefit from Case Management in Microsoft Dynamics 365? by Cullen Hunter, Crowe
Case management includes the process of identifying, recording, analyzing, monitoring and resolving an information-centric work item. It includes the collection of appropriate data, the adherence to internal processes, and the related communications required to resolve a case. Does your organization need case management? This article asks 5 questions to determine if your organization can benefit from case management and discusses areas where we have seen improvements when companies implement case management with Microsoft Dynamics 365.
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By CRM Software Blog Writer, www.crmsoftwareblog.com