Dynamics 365 Consulting Services

Microsoft’s CRM excels in several areas that challenge most customer support technologies: ·          Multi-channel service , or providing support to customers through whatever channel they’ve expressed a need ·          Unified service , which means a support rep’s ability to access all necessary processes and departments to resolve an issue ·          Case Management , or the ability to fully track an individual request through to resolution While support systems of the past required multiple people in different departments to track and respond to different requests in different ways, Dynamics CRM combines support into a single that greatly simplifies support workflow and improves response time and resolution satisfaction. If you’re considering an improvement to your current customer service technology, we invite you to  discuss your customer support needs with IOTAP .

Customers today expect immediate, personalized support. Without the proper tools, a human service agent simply isn’t equipped to meet these expectations. But the Cortana AI included in Dynamics CRM is able to provide a number of beneficial support features such as: ·          Natural-language based sentiment analysis:  which can quickly surface the most severe issues for your reps to work on ·          Machine-learning based prioritization:  Given enough historical data, Dynamics CRM can report on customers most likely to be lost based on a poor service experience and help you prioritize these requests for resolution. These ·          Reporting:  The Cortana AI can eliminate the need to prepare and dig into extensive reports in order to identify product trends or potential market issues ·          Automated support:  many support questions don’t require human intervention. Dynamics CRM is capable of responding to these types of requests in real time If you’re considering an

Developing personalized, productive relationships with customers and prospects is a top priority for every organization. To help, one of Microsoft’s goals with  Dynamics 365  is to merge an organization’s data and communications into a single stream of actionable intelligence that makes managing relationships across multiple systems (email, social networks, file shares, support ticketing systems, etc.) obsolete. That feature in Dynamics 365 is called Relationship Insights, and today we’re going to examine exactly how it works.   Overview of Dynamics 365 Relationship Insights Relationship Insights’ goal is to make it easy for your users to take the right action, with the right customer, at the right time. It does so by using the predictive analytics contained in Microsoft’s Power BI tools and the Cortana artificial intelligence platform to review all the data in systems such as Exchange, Office 365, your Dynamics 365 installation and provide a single view of the overall relation

One of the best features of  Dynamics 365  is its portability. With administrator support, users can access work from anywhere with smartphone and tablet options, making it an ideal platform for an increasingly mobile world. The Advantages of the Dynamics 365 Mobile Platform Today’s employees are connected, working in offices, on job sites, from home, and on the road. By implementing the Dynamics 365 mobile platform, users have the ability to do their work wherever they need to be. This is particularly important for people in the following situations:     Sales professionals who need the ability to create quotes or proposals during off-site client meetings     Remote workers who need access from their preferred devices     Employees who travel frequently for business and need to check in from smartphones or tablets on the road     Executives who need to stay connected at all times Read More

Dynamics 365  is Microsoft’s new cloud-based business application suite, offering a number of different applications under a variety of plans customized to different work functions. Whether you need a system to track your sales process, customer onboarding, or case resolution, all of these activities can be set up and tracked in CRM. Companies of all sizes can take advantage of Dynamics 365’s powerful workflow and  business process automation  to improve business outcomes. Let’s take the example of a sales process. There are multiple stages in a sales process that span multiple database entities, transforming from a lead to an opportunity and then potentially to an order and invoice. As the opportunity moves from on stages to the next, the opportunity’s likelihood of closure increases. A customer is more likely to buy as they invest more time, resources and learn more about the services and products they are evaluating. When reviewing their sales process, sales managers can

D eveloping personalized, productive relationships with customers and prospects is a top priority for every organization .  To help, o ne of Microsoft’s goals w ith Dynamics 365  is to merge a n  organization’s data and communications into a single  stream of  actionable  intelligen ce   that makes managing relationships across multiple systems (email, social networks, file shares, support ticketing systems, etc.) ob solete. That feature in Dynamics 365 is called Relationship Insights, and today w e’re  going to examine exactly how it works .    Overview  of Dynamics 365 Relationship Insights   Relationship Insights’ goal  is to make it easy for your  users to take the right action, with the right customer, at the right time .  It does so by using  the  predictive analytics  contained in  Microsoft’s Power   BI tools   and  the Cortana artificial  intelligence  platform to review all the data in  systems such as Exchange, Office 365, your  Dynamics

Dynamics 365 is designed to connect every business function together into a single, easy-to-use platform. As you can imagine, there are a number of ways in which the software’s capabilities can be used, and today we’re taking a look at one of the most popular:  Dynamics 365 for Financials . First, let’s review what you can do with Dynamics 365 for Financials. The application includes features that perform the following tasks: Quoting Invoicing Payment Purchasing Inventory Management Reporting Analytics These are basic financial management functions that every business needs, but the way Dynamics 365 for Financials connects these tasks to a comprehensive, scalable platform is what makes it so valuable. Here are three reasons why we think Dynamics 365 for Financials is an excellent choice for small and mid-size organizations alike. 1. Dynamics 365 for Financials Makes Your Back Office More Efficient Standalone applications can be slow and inefficient. Dynamics 365

As business patterns change, business processes need to grow and evolve. Businesses must have a continuous strategy to build apps, automate workflows, and bring additional data insight into your business.  Managed Services  does all of this without the hassles of frequent proposals, approvals, POs and change processes. When you work with us: Save time:  Get the work done efficiently Save money:  Avoid paying a consultant to learn on the job Get a faster ROI:  Avoid disruptive deployment delays Maximize value:  Get the most benefits from your system Learn More