Dynamics 365 Customer Service is used by Organizations for a variety of reasons Tracking Completion of Task Requests, Recording and resolving Complaints, Managing and Monitoring Service issues

While some of these reasons may be simple to work on and complete, others may be long-drawn, requiring multiple people to work on it and have it pass through various stages before closure.

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The article assumes that you are a Dynamics consultant and does not try to technically guide you, but guides you so that you can quickly implement without missing key components 

There are 3 main areas to focus on when setting up Case Management on Dynamics.

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Dynamics 365 Portals are shipped with every Dynamics tenant* along with multiple ready to use templates which can be quickly configured and customized to suit business needs to build and extend channels of communication and Collaborate with specifically invited customers, partners or employees.

Click on the link to view complete blog: Transform Your Business in 4 ways with Dynamics 365 Portals

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While each Organization must find its own trigger, I’ve laid out some common underlying set of reasons which resonate across Organizations 

1) Productivity

• Repeated and redundant Tasks of creating, updating and maintaining data, especially when it is worked on by multiple groups within and outside the organization is done away with.  

Click on the link to view complete blog: Top 10 Reasons to Invest in a Dynamics 365 Portal

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The article assumes that you are a Dynamics consultant and does not try to technically guide you, but guides you so that you can quickly implement without missing key components 

There are 3 main areas to focus on when setting up Case Management on Dynamics.

Read the rest of entry »

Microsoft recently announced that Microsoft Dynamics CRM will be discontinued on November 1st, replaced by Dynamics 365. Dynamics 365 represents an evolution of Dynamics CRM that will combine customer relationship management tools with enterprise resource planning (ERP) capabilities and predictive artificial intelligence in a cloud-based environment

As you can imagine, this is an exciting step for today’s on-the-go businesses. Over the coming weeks, IOTAP will be sharing what we’ve learned about the many changes that have been incorporated into the new Microsoft Dynamics 365 product. To begin, here’s an overview of the changes that will roll out on November 1st.

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The pain point of any industry is the ability to track and integrate all the information about their prospect or existing customer. It is a challenge for the organization to track the communication of different employees from sales, pre-sales, technical and support division in the organization interacting with the same customer. Availability of all the information at one place can make your team more agile and responsive to your customer. This can be a key to customer satisfaction.

If we focus only on Event Management organizations conducting Events and Exhibitions, CRM platform is more than just a database. CRM serves as a facilitator and a solution to one of their biggest problem (Managing multiple Customer Communications from different locations).

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