A Successful Remote Workforce with Microsoft 365 CRM

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Set Your Remote Workforce Up for Success with Cloud-Based CRM Tools from Microsoft

 

Until recently, only a handful of organizations had transitioned the better part of their workforce to working remotely. The idea of setting up virtually every employee to work from home was out of the question.

Now, suddenly, organizations throughout the country have had to do just that. A fully remote workforce is no longer optional: it’s become completely essential if businesses want to continue to operate in the face of COVID-19.

But transitioning to a remote workforce isn’t easy. You need the right suite of digital tools to make it happen: tools that can facilitate online meetings, give employees remote access to the documents they need, and enable collaboration across departments — all within a secure and fully compliant online environment.

Fortunately, Microsoft offers a complete cloud-based CRM software suite that can empower your organization’s employees to work from home efficiently and effectively. Below, we’ll take a look at what a successful remote workforce might look like and how an individual employee can access the tools they need, including Microsoft Dynamics 365 CRM.

How an Employee Starts Their Day When Working Remotely

 

When your employees are coming into a physical office space on a daily basis, they’ll likely be receiving some portion of daily updates, news, and tasks face-to-face from their supervisor and fellow team members. But with a fully remote workforce, none of this can be taken for granted. That’s why it’s important to provide employees with an online interface that both ensures wide adoption of the cloud-based tools you want them to use and also makes it clear what tasks they need to focus on.

Imagine an employee sits down to start their workday from home and launches Microsoft Edge. By providing your employees with a customized company intranet homepage, you can ensure that they have quick access to the tools they need. Within Microsoft Edge, all it takes is a single click to display a menu of all the essential Microsoft 365 Apps, including important customer management tools like Dynamics 365 CRM. By customizing your company’s intranet navigation, you can ensure that employees find what they need without having to click through multiple pages and menus.

Effective Collaboration with Microsoft 365

 

With Microsoft’s full suite of cloud-based software tools, employees can perform all of their essential job tasks remotely — all while collaborating effectively.

From your company’s intranet page, employees can quickly navigate directly to their department’s secure SharePoint page. Here, they’ll have access to the latest department news, their team’s essential documents, team calendar, and more. Team members can share documents via SharePoint, too. This feature makes it easier for employees to find important files for ongoing projects, eliminating the need to search through their Outlook inbox for a file attached to an archived email.

Employees can navigate to relevant Microsoft 365 apps directly from SharePoint, including apps like Dynamics 365 CRM and Microsoft Teams. Thanks to the robust feature set of Teams, collaboration has never been easier. Team members can send and receive messages, take part in video meetings, access shared documents, and more — all from the Teams interface.

Your Guide to a Successful Remote Workforce

 

JourneyTEAM has created a detailed webinar demonstrating some of Microsoft 365’s powerful features for CRM and more. In addition to showing you how employees can work remotely with Microsoft’s cloud-based software solutions, the webinar discusses best use cases, strategies for maximizing employee adoption, and more.

Watch the Webinar, “What A Successful Workforce Should Look Like”:

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Get Started Working Remotely with Microsoft 365

 

Are you looking to transition your workforce to work remotely? Need help getting set up with the Microsoft 365 enterprise-level suite of software? JourneyTEAM is here to help. During this challenging time, we can give your organization access to six months of Microsoft Teams at no charge. Click here to learn more.


Article by: Dave Bollard – Head of Marketing | 801-436-6636

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com

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