Everyone in the banking industry is following the news, you see the statistics and the predictions. There is no doubt that there are going to be problems in your loan portfolio. Smart lenders should be asking: Have my policies and procedures kept pace with the changes of the last decade, and am I prepared to […]
continue reading...Posts Tagged ‘Crowe’
How Microsoft Dynamics 365 Helps Remote Workers Enhance Customer Relationships
One of the main benefits of Microsoft Dynamics 365 is that the information stored in your ERP (Enterprise Resource Planning) / CRM (Customer Resource Management) solution will be accessible wherever and whenever your teams are conducting business. That has proved valuable in this time of quarantine and remote working. Even with the disruptions caused by […]
continue reading...The Tool Every Retail Banker Should Use To Serve Customers
There’s a tool owned by everyone from school children to executives. We’d like to make the case that retail bank employees can up their game and add value for their customers by using it for every interaction. What is this amazing tool? It’s your tablet. Picture this: A customer visits your bank branch for the […]
continue reading...Ways Microsoft Dynamics 365 Can Strengthen Your Customer Relationships When Everyone is Working Remotely
With Microsoft Dynamics 365, your information is accessible anytime, anywhere, on any device. Just because the office is closed doesn’t mean your ability to service existing customers or manage your pipeline of future customers should be affected. Here are a few specific ways we feel that Microsoft Dynamics 365 is an asset during this time: […]
continue reading...12 Reasons Banks Should Evaluate Crowe CRM for Banking, Especially Now
I had intended to write about the 11 reasons banks should consider Crowe CRM for Banking. Then the pandemic hit and reason number 12 quickly became evident. Crowe CRM for Banking powered by Microsoft Dynamics 365 empowers bank staff with the tools and information they need to efficiently deliver high-quality, personalized service - for all […]
continue reading...How to Create, Send, Collaborate and Analyze Surveys in Microsoft Forms Pro for Dynamics 365
Microsoft Forms Pro is a simple yet powerful enterprise survey tool that lets you capture, analyze, and act on customer and employee feedback. You can: Create professional surveys no matter your skill set Integrate data with Office 365 and Dynamics 365 Improve customer engagement with decisions based on AI-driven insights To get a sense of […]
continue reading...Crowe Releases Free Pandemic Response App
In our conversations with clients in the last few weeks, it has become apparent that even the best equipped organizations need better data and tools for an efficient response to the unique challenges presented by the COVID-19 pandemic. Crowe has been working around the clock to release a free Pandemic Response app to help organizations […]
continue reading...Navigating and Troubleshooting the Outlook App in Dynamics 365 Customer Engagement
What is the Outlook App for Microsoft Dynamics 365? The Outlook App allows users to track emails, tasks, appointments and contacts that are already created in Outlook to Microsoft Dynamics 365. It cuts out the need to navigate and log into additional programs to add records in Dynamics 365. This eliminates the manual process of […]
continue reading...Custom Workflows & Actions in Dynamics 365 Customer Engagement: Key Takeaways
Dynamics 365 workflows involve a series of steps and rules that automate a business process or task. Actions in Dynamics 365 are a type of process. Actions open a range of possibilities for composing business logic. Before Actions, the primary way to implement business processes was limited to plug-ins or custom workflow activities. Let’s look at […]
continue reading...Top Ten CRM Software Blog Posts for 2019
What topics were the most popular with CRM Software Blog readers in 2019? Take a look: Overview of Case Management in Microsoft Dynamics 365 for Customer Service by Ryan Plourde, Crowe Would your company’s customer service benefit from Case Management? Microsoft Dynamics 365 for Customer Service is a powerful system to unify the way people experience […]
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