TOP 10 REASONS TO CHOOSE MICROSOFT DYNAMICS 365

Identifying the right CRM for your business operations is an important step in achieving your long-term strategic goals.
Microsoft Dynamics 365 is available as a cloud service, which will enable you to scale and modify your solution as your organisation adapts to its business environment.  With D365, you do not need to be concerned by your CRM infrastructure – Microsoft does the heavy lifting for you through their world class Azure solution. 

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INTRODUCTION TO MICROSOFT DYNAMICS 365 CUSTOMER SERVICE

Microsoft Dynamics 365 Customer Service module is one of the crucial modules in Dynamics 365 Customer Engagement. It is a module for customer service automation that streamlines case and knowledge management, enables personalized customer service with a 360-degree customer view, and provides visibility into customer service department performance with dashboards and reports. It provides front-line support employees with the tools they need to resolve cases quickly and to the highest degree of satisfaction. It helps build customer loyalty and empower agents with a unified CRM to deliver seamless, personalized experiences.

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INTRODUCTION TO MICROSOFT DYNAMICS 365 SALES PROCESS

Dynamics 365 CRM Sales process is a streamlined business process to generate potential sales opportunities for the business. It is intended to help an organisation follow a set of pre-defined steps that when followed correctly help attain the best possible opportunity of a sale. Let us see how Microsoft Dynamics 365 sales process works, the life cycle of a typical sales process and the entities involved in it.

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HOW TO IMPORT DATA IN MICROSOFT DYNAMICS 365?

One of the great features of Dynamics 365 is the ability to import records into the system. Import in Dynamics 365 Customer Engagement can be used for creating new records, as well as updating existing records. Below are the steps to import data in dynamics 365:
Step 1: Get your import file ready

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HOW TO SETUP DYNAMICS 365 INTEGRATION WITH SHAREPOINT?

Dynamics 365’s SharePoint integration allows us to create, manage, upload, view, and remove SharePoint documents 365. Expanding the use of SharePoint’s document management and team communication features produces excellent outcomes that results in enhanced productivity for most firms. Furthermore, SharePoint has significantly more storage space than Dynamics 365. We do not have to worry about D365 instance running out of storage or the cost of additional storage escalating. So, let’s get started with the integration process:

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HOW TO IMPLEMENT DYNAMICS 365 FIELD SERVICE MOBILE APP?

Dynamics 365 Field Service mobile app helps the frontline workers manage and complete their service tasks while onsite at a job. The mobile app enables them to view their daily schedule, complete inspections, bill for products and services, send reports to customers, and submit their time-off requests. It is built on Microsoft Power Platform.

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HOW TO CREATE WORKFLOWS IN MICROSOFT DYNAMICS 365?

Let us see how users can create workflows in Dynamics 365 to automate certain business processes without requiring user interaction. Small workflows are an excellent method for non-developers to improve specific processes and get the most out of their CRM. Let’s look at how to design a workflow that sends an email to “everyone” when a lead is created.

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HOW TO CREATE A FIELD AND ADD IT A FORM IN MICROSOFT DYNAMICS 365?

Add the Fields on a Form in Microsoft Dynamics 365

After you’ve identified additional information that you would like to track in the application, you can create the custom fields on the appropriate entity and expose that new fields on a page in Microsoft Dynamics 365.

The following steps describe the process for creating a custom field and placing that field on a form.

  1. Navigate to the form where the new field is needed.

  2. Because the end goal is to expose the custom field on a form, the entry point for creating custom fields exists inside the personalization experience. Open the personalization toolbar by selecting Options, and then Personalize the form.

  3. Click Insert and then Field.

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