Search

Dynamics 365 Customer Service Case Management – A Ticketing Application too!

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.

Click on the link to view complete blog: Dynamics 365 Customer Service Case Management – A Ticketing Application too!

Read the rest of entry »

Setting up a Simple Case Management system on Dynamics

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.

Click on the link to view complete blog: Setting up a Simple Case Management system on Dynamics

Read the rest of entry »

Understanding SharePoint 2019

2019 features can be clubbed under the below segments

  1. Modern Experience
  2. File / Folder feature enhancements
  3. Cloud tools integration – Power Tools

Read the rest of entry »

Transform Your Business in 4 ways with Dynamics 365 Portals

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

Read the rest of entry »

Top 10 Reasons to Invest in a Dynamics 365 Portal

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

Read the rest of entry »

Microsoft PSA License Changes

Dynamics PSA has seen an enormous adoption and development in the past 2-3 years when it was launched. With some major releases integrating the app with the CDN services and releasing impressive UI changes, PSA has hit some high points with an adoption 

While PSA as a stand-alone SKU, provides an end-to-end project management solution, when used as a part of the Customer Engagement plan, becomes the critical Delivery link between Sales and Invoicing. 

Click on the link to view complete blog: Microsoft PSA License Changes

Read the rest of entry »

Setting up a Simple Case Management system on Dynamics

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.

Click on the link to view complete blog: Setting up a Simple Case Management system on Dynamics

Read the rest of entry »

Framework For Business to Evaluate Tools For Business Process Automation

Business process automation (BPA) is the automation of manual paper-based processes using tools and technology. BPA can help an organization reduce cost and increase efficiency.

Once a decision to implement business process automation has been taken, choosing the right tool is the next significant consideration. While there are many tools available for BPA, and a discussion around these is imminent; the criteria for evaluating these tools must first be identified...

Click on the link to view complete blog: Framework For Business to Evaluate Tools For Business Process Automation

Read the rest of entry »

How to Select Business Process Automation Software

Plus, which BPA software do we recommend?

Business process management (BPM) and Automation (BPA) software are one of the fastest-growing fields in technology, with estimates for company expenditures on BPA/BPM software ranging fromUS$13.5 to US$23 billion in the next few years. These figures are likely low-end estimates as well, given the wide-scale digital transformation occurring across industries and the speed at which companies are looking to technology to give them a competitive edge...

Click on the link to view complete blog: How to Select Business Process Automation Software


Read the rest of entry »

Big Changes for MS Dynamics CRM: Here’s What You Need to Know About Dynamics 365

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.

Read the rest of entry »

Pages: Previous12NextReturn Top