Search Results: customer service (3003)

RadiusOne A/R eInvoicing & Collections App enables improved collector efficiency, minimized bad debt write-offs, reduced DSO, low-cost invoicing and payments via ACH and credit cards.
With a prioritized worklist driven by collections strategies trusted by the pioneers in the industry, readily available backup information and automated dunning correspondence, collectors are able to contact more accounts and centrally track collections activities for proactive review and follow-up.
With e-invoicing through emails and invoice push into popular accounting software including QuickBooks, Xero and websites, cut costs on paper invoicing while tracking invoice delivery. Enable customers with a self-service portal and ensure availability of multiple payment options.

One of the greatest challenges to achieving success with CRM is getting user adoption. Users have become accustomed to using consumer style digital assistants like Siri and Alexa and are looking for that same simplicity in how they use Dynamics to access and update customer information. In this session we provide an overview of the technical concepts behind conversational digital assistants. We will show examples of how Azure Cognitive Services for Language Understanding (LUIS) and the Microsoft Bot Framework are integrated with Dynamics to provide an engaging user experience.

The content of this session is geared toward an audience with advanced-level knowledge of the subject area.

This targeted hands-on 2 day training will provide a deep dive experience into building flows with practical scenarios, lab exercises, best practices and more. We’ll cover various flow connector scenarios (SharePoint, CDS, Excel etc.), UI flows (Robotic Process Automation), Business Process flows, Adaptive Cards, and integration scenarios for flows with Power Apps, Power Virtual Agents & AI Builder.

Module 1 – Introduction to Power Automate

•Where Power Automate fits in the Business Application Platform
•Features & components of a flow
•Types of Power Automate flows
•Automated flows
•Instant flows
•Scheduled flows
•Business Process flows
•UI flows
•Flow mobile
•Flow Management
•Flow & SharePoint
•Demos
Hands-on lab exercise 

•Track customer survey feedback with Microsoft Forms and flow.
•Time Tracking with excel and flow button.
Module 2 – Flow Approvals

•Approval action in flow
•Approval types
•Approval Patterns – State Machine, Reminders, Escalations etc.
•Best Practices
•Demos
Hands-on lab exercise – Leave Request Approval flow with SharePoint.

Module 3 – Power Automate + Adaptive Cards

•Introduction to Adaptive Cards
•Post Adaptive card to Teams
•Demo
 Hands-on lab exercise – Post an adaptive card to Teams for approval scenarios.

Module 4 – Flow Expressions & Trigger Conditions

•Introduction to expression language for flow
•Where and how to use expressions
•Expressions in flow Trigger Conditions
•Tips & Tricks
•Demos
Module 5 – UI flows – Robotic Process Automation 

•RPA Capabilities with UI flows
•Types of UI flows – Desktop and Web.
•Best practices
•Demos
 Hands-on lab exercise 

•Currency Conversion using Web UI flow
•Enter data into legacy system of record from Common Data Service (CDS) using Desktop UI flow
Module 6 – Business Process flows 

•BPF Overview
•BPF with Model-driven App
•Best practices
•Demo
Module 7 – Flow Integration Scenarios

Part 1 – Integration with Power Apps

•Power Apps Overview
•Calling a flow from Power Apps
Hands-on lab exercise – Create a pdf file from Power Apps using flow and store in SharePoint

 Part 2 – Integration with Power Virtual Agents (PVA)

•PVA Overview
•Calling a flow from PVA
•Demo – Calling the Graph API from flow & PVA
Hands-on lab exercise – Build a bot to fetch data from Common Data Service (CDS) Knowledge repository using flow

Part 3 – Integration with AI Builder

•AI Builder Models Overview
•Using AI Builder with flow demos
 Hands-on lab exercise – Invoice processing using flow, AI Builder & SharePoint

Module 8 – Power Automate Application Lifecycle Management

•Power Platform Admin Center
•Flow management connectors & PowerShell
•DLP Policies
•Best practices
Audience: IT Pros, Business Users, Developers, Power Users, Citizen Developers

Level: Beginner & Intermediate

Preparation: Please bring your own internet capable Windows PC to class for the hands-on lab portion/class exercises.

Explore how to adopt the Power Platform at scale across a large organization, and discuss how administrators, architects, and program/project managers can govern, manage, and operate the Power Platform in service to their business-focused customers. 

The discussion will include an overview of the current state of the platform, and dive into several of the tools and techniques used to manage and govern the platform, including the Power Platform Adoption Framework and the Center of Excellence (CoE) model.

Session Level: Intermediate

With the introdcution of PowerApps Portals, which is the successor of Dynamics 365 Portals, it is important to understand the defintion of the new portal solution, its capabilities and benefits for offering external customer-facing experience. PowerApps Portal compliments an existing Dynamics 365 instance. Customers and partners can build low-code, responsive websites, which allow external users to interact with data in the Common Data Service (CDS), the underlying data platform for both Dynamics 365 and PowerApps.

The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

DocumentsCorePack is the Go-To solution for document generation & automation on the Power Platform.

Based on Microsoft Word-templates, DocumentsCorePack provides you with a set of tools to create and process documents in Dynamics 365 for Customer Engagement, PowerApps and PowerAutomate

Whether you need to send sales or service documents, reports, or contracts for signing, our solution will help you streamline and simplify your documents.

In this showcase we will do a live demonstration showing:

•Template design in Microsoft Word
•One-Click document generation in Dynamics 365 
•Automated document generation, approvals, and processing via PowerAutomate (Flow)

This session is suitable for an existing Microsoft Dynamics Field Service customer or for person looking at adopting mobile technology to reinvent their field processes. We will discuss and demo the concept of multi-experience apps, continuous experience, optimizing the travel, or efficient data collection. You will leave this session with real-life examples and improvements.