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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.
2019 features can be clubbed under the below segments
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
While each Organization must find its own trigger, I’ve laid out some common underlying set of reasons which resonate across Organizations
Click on the link to view complete blog: Top 10 Reasons to Invest in a Dynamics 365 Portal
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.
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...
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
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.