The Benefits of Using Dynamics 365 Customer Insights
Bring Together Transactional, Behavioral, and Demographic Data to One Platform Dynamics 365 Customer Insights is Microsoft's customer data platform (CDP) that helps deliver personalized customer experiences and is a leading performer in tracking customer data. The platform's capabilities provide insights into who your customers are and how they engage with your platform. Unify customer data …
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It’s time to ditch your Dynamics CRM VPN
It’s time to ditch your Dynamics CRM VPN. Time for some spring clean-up. For most Microsoft Dynamics CRM users who are using an in-house server-based CRM, your IT team has had to set up extra steps to provide secure remote access to your CRM users. This added access is often in the form of a …
Using Microsoft’s Custom PCF Controls to Enhance User Experience
JourneyTEAM Senior Developer Josh Buahin discusses how to use Custom PCF Control to improve both the front- and back-end experience for developers and employees. Microsoft’s Custom PCF Control (PowerApps component framework) was designed to empower both developers and app-builders to create code components for canvas and model-driven apps. By enhancing the overall experience, users are …
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Create a Seamless Omnichannel Customer Service Experience Using Microsoft Dynamics 365
Only a few decades ago, if a customer wanted to contact a company, they really only had one option: the phone. Today’s customers have a myriad of options available: phone calls, texting, email, live chat, social media—the list is endless. With a number of channels available, it’s not only crucial for companies to remain active …
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Dynamics 365 User Adoption Reports
User adoption is critical for any CRM deployment, our Dynamics 365 User Adoption Reports provide full analysis of user activity across all main areas of Dynamics 365 CRM (Customer Engagement). Like any other important business goal, businesses must "inspect what they expect". Our Dynamics 365 User Adoption Reports provide full analysis of user activity including: …
What You Should Know About Microsoft 365 Business Apps - Part 1
Microsoft Dynamics 365 is the latest version of Microsoft’s business applications. It includes Microsoft Dynamics 365 CE/CRM (Customer Relationship Management) applications, and ERP (Enterprise Resource Planning) applications. As Microsoft has updated, separated, and renamed its Dynamics suite of products over the years, this article will provide an overview of the main components, or modules of …
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Why choose Dynamics 365 as your CRM system in 2022?
Are you dealing with unmanageable spreadsheets and disconnected processes? Or perhaps your current CRM system is clunky and creates more problems than efficiencies? Disconnected processes often lead to duplicated efforts and create a lack of transparency throughout businesses. If your information is siloed, team members may struggle to find the data they need, and the …
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Best Practices for Customer Service to Prioritize Support Requests in CRM - Part 2
What type of customer should get the highest priority support? All customers are important, but the loudest or highest touch doesn’t always equate to the most important customer to your business. There are two main factors to be considered when prioritizing support interactions. The type of issue The type of customer As I explained in …
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Best Practices for Customer Service to Prioritize Support Requests in CRM
How does your organization prioritize customer service in support interactions? Responding to customers quickly is important, especially when the customer is in crisis. However, you would be surprised how many organizations don't have a methodology to rate the priority of support requests or a system to record them. Many teams I see simply track cases …
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The Functionalities of Microsoft Dynamics 365: Five Real-World Examples
From data flows and email flows to customer entitlements and multiple lookups, one company demonstrates the power and versatility contained in Dynamics 365. One of the biggest attractions to today’s CRM solutions is their ability to connect data from across an organization. From purchasing history and customer needs to current pricing and payment information, this …
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