Why do we like the Outlook client in Microsoft Dynamics 365? The Outlook client eliminates the need to navigate and log into additional programs to access Microsoft Dynamics 365. You have full Dynamics 365 functionality and data, plus additional features. This saves a significant amount of time by eliminating the manual process of re-entering data. […]
continue reading...Posts Tagged ‘Crowe’
Overview of Case Management in Microsoft Dynamics 365 for Customer Service
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 your agents can offer the consistency and personalization your customers expect (and require). One area that we feel is especially powerful for our clients is Case Management. Would your company […]
continue reading...How to Create a Better Online Customer Experience with Live Assist in Microsoft Dynamics 365
Are your customers frustrated? Are they waiting on hold, then asked to repeat their information over and over again? Live help should be just one click away. Surveys show that the communication channels that have the highest customer satisfaction levels are live chat followed by voice/phone support. Can your customer service agents chat, co-browse and […]
continue reading...4 Ways Relationship Assistant in Microsoft Dynamics 365 Can Make Your Life Easier
Don’t we all wish we had a personal assistant to help keep us organized? If you have ever missed an important deadline, let a sales opportunity slip through your fingers or inadvertently ignored a critical email you know an assistant could have helped. Few of us can afford a personal assistant, but all Microsoft Dynamics […]
continue reading...7 Characteristics of a Successful Ongoing CRM Implementation Mindset – Part 2
In our previous blog, we outlined the many changes that have affected the CRM industry, including ever changing customer and user expectations. We stressed the importance for organizations to adopt a new mindset of continuous improvement and new approaches to managing their CRM technology and processes investments over time. But how can that actually be […]
continue reading...Why CRM Must be an Ongoing Program, Not a Technology Implementation – Part 1
Define, Build, Test, Deploy, Support….Upgrade. Do it all again in a few years. Historically companies have allocated time and money to a CRM effort as a “one-time, big event.” Once live, the resources and dollars allocated were reduced to the bare minimum to simply maintain and support the CRM system until the next major upgrade. […]
continue reading...Time Tracking in Dynamics 365 – So Easy, Your Team Will Love It
What is worse than the mundane task of time entry? The frustrating task of trying to collect and approve time from an entire team. The “timesheet police” at a consulting company have a thankless job. Fortunately, the right time entry tool for your Microsoft Dynamics 365 system can actually make life easier for everyone. Easy […]
continue reading...How Property Managers Can Save Time and Money with Microsoft Dynamics 365
I believe that Project Management companies should think outside of the box. When it comes to time management, property managers need all the help they can get. After all, multi-tasking, on the spot decision-making, coordination with tenants and vendors, and facility maintenance require organization. Active property managers might wonder where all their time was spent […]
continue reading...User Design UX improvements in Microsoft Dynamics 365 Version 9 Customer Engagement Apps
These days technology system improvements are not only about practical new functionality. It is also about making enhancements that help you to enjoy using the system even more. This is a new emerging specialty called User Experience Design (UX). UX is the process of enhancing user satisfaction by improving the usability, accessibility, and pleasure provided […]
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