Displaying items by tag: dynamics365crm

Are you looking for a CRM solution in 2020? Sales Professional fundamentally allows a sales and customer service operative to manage accounts and revenue opportunities in a central place.

Dropped in Dynamics 365 CRM

Your team needs to move their focus from simply working through the case load in front of them in Dynamics 365 Customer Service to creating the Knowledge Base to help create a shift in culture.

Dropped in Dynamics 365 CRM

One of the questions we get asked a lot about is whether a Knowledge Base within Dynamics 365 Customer Service would benefit an organisation, so let’s have a look at the pros and cons!

Dropped in Dynamics 365 CRM

Moving into the future of Customer Service, can you tell the difference in traditional support help desk, automated bots and live chat?

Dropped in Dynamics 365 CRM

We recently had a request from a client to modify their business process flow and it seemed worthwhile to share our experience and the lessons learned in this scenario.

Dropped in Dynamics 365 CRM

A brand-new function called Business Card Scanner is now available to everybody via the mobile app, following the roll-out of Microsoft Dynamics 365 October Wave 2.

Dropped in Dynamics 365 CRM

When you’re editing security roles, you’re often presented with Append and Append To and, even after working in this industry for many years, I still have to think about which one I should use when setting up a relationship.

Dropped in Dynamics 365 CRM
12 November 2019

Samples in Dynamics 365 CRM

I’ve previously written blog posts about some standard functions that aren’t in Dynamics 365, which could be of use to Manufacturing & Distribution markets, such as non-conformance. Samples is another topic of discussion I think you’ll like… 

Dropped in Dynamics 365 CRM

 So what processes are cross-industry compatible that aren’t already included in Dynamics 365? The first one that immediately springs to mind is product non-conformance.

Dropped in Dynamics 365 CRM

As with most releases within Dynamics, Microsoft gives us some nice shiny new features to play with, but they also take a few things away. This blog post will look at the areas of Dynamics 365 Customer Engagement that could start to be problematic if you’re using them.

Dropped in Dynamics 365 CRM
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