dynamics 365

Configure SMS Channel in Omnichannel for Customer Service

In our previous blog post we configured chat channel in Omnichannel for Customer Service. In this blog post we will configure SMS channel by integrating with a Twilio trial account. SMS channel allows your organization to connect to customers by using text messages. It enables your support to reach situations and locations where even chat [...]

Configure Chat Channel in Omnichannel for Customer Service

In our previous blog post we set up the Omnichannel for Customer Service on Dynamics 365 Online instance. In this blog post we will configure a chat channel, so that a customer or an anonymous visitor can initiate a chat with your customer service agents. This helps them to quickly get their issues resolved or [...]

Set Up Omnichannel for Customer Service

In our previous blog post we talked about what is Omnichannel for Customer Service. In this blog post we will see how to set up Omnichannel for Customer Service. Overall we will see: What are the prerequisites for provisioning Omnichannel for Customer Service How to enable Omnichannel for Customer Service subscription How to set up [...]

Introduction to Omnichannel for Customer Service

Omnichannel for Customer Service is a Microsoft Dynamics 365 add-on that extends Dynamics 365 Customer Service. It enables organizations to instantly connect and engage with their customers across multiple channels like Chat, SMS, WhatsApp, Facebook, Twitter and so on. It also provides agents and supervisors a highly productive app that allows them to engage with [...]

What Is The Dynamics 365 App For Outlook?

Learn how your company can optimize this workplace staple with Dynamics 365. I’ve know what Outlook is but what makes it different with Dynamics 365? With the Outlook App for Dynamics 365, users can easily access CRM, add data (i.e. cases, opportunities, leads and contacts) and access dashboards. This is a massive productivity gain for [...]

How to see a 50% reduction in emails to customer service with Dynamics 365

Emails. Let’s talk about why customer service gets so many. Most customer service teams are feeling “email anxiety”. Yes, this is a real thing. They are gone for ten minutes and twenty new emails come in. It takes a considerable amount of time to manually respond or forward n to the correct person. Companies today [...]

Improve Sales Forecasting with Dynamics 365

Why forecasting? In most businesses, “forecasting” is a hot topic. Forecasting is crucial to all businesses as allows properly set budgets, accurate production, and proper management of sales teams. Executives are constantly asking for the forecast for the business to give them insight. Many businesses still create these forecasts in various Excel documents, making the [...]

2020-09-30T15:15:51-05:00June 3rd, 2019|Categories: Manufacturing|Tags: , , |

How to best utilize CPQ for Quote Management with Dynamics 365.

 What does it do CPQ for Microsoft Dynamics CRM for Manufacturing is an essential tool for quote management for manufacturing companies. This is a sales tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications allow sales reps to quote prices with incredible speed and accuracy. This is done by [...]

How Manufacturing Companies Sell Faster with Dynamics 365

Provide sales team with mobile experience to allow dynamic features for your organization. These features include a 360º view of the customer, quote creation, and streamlined communication with the customer. Design your platform once and the sales team will be able to view from anywhere. Everything you have created will be showcased properly as images [...]

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