Do you want to host professional online events? Do you manage a small team or are you part of a large organization? With the Dynamics 365 Marketing platform, you will be hosting live events and webinars in no time, regardless of your company’s size or complexity. In this blog, we’re going to walk you through [...]
If you’re using WordPress CMS and Microsoft Dynamics 365 as your CRM, you’ve probably discovered a myriad of integration methods. They all take a slightly different approach to solving the problem, but none is more correct than the others – it all depends on your priorities. In this article, we’ll examine and compare the various [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
