Create your own Customer, Vendor, or Employee Portal using the tools available to you with Microsoft Office 365. We will walk through how to share Dynamics data using the new ODATA web services and then display this data using Office 365 SharePoint
Search Results: customer service (2902)
Common Data Service for Apps is built on a solution architecture that is the key component to Application Lifecycle Management (ALM) for both Dynamics 365 and PowerApps. The new PowerApps Tools for Azure DevOps allow you to automate and build a release pipeline for Dynamics 365 and PowerApps. Understand how you can setup your own pipelines to start your team on the path to continuous integration and a healthy ALM and DevOps practice.
Are you looking to improve customer satisfaction, streamline operations, and improve efficiencies at your company? SharePoint web portals do just that while providing 24/7 self-service access to critical data. In this session, we’ll show you how to create an Office 365 SharePoint portal that can improve access to customer, vendor or employee information and integrate directly with your Dynamics GP system.
The Planning Management portion introduces the concepts of service order allocation, planning and dispatching. Also, it explains how to record what repairs and maintenance the resources perform on service items. After this webinar, you will be able to Assign customers to service zones, Allocate resources, Reallocate resources and change repair status.
Take advantage of all Business Central has to offer in Service Management. In this section of our Getting Started series we will cover how to help your support team better serve your customers. Effective trouble shooting will have your customers and your company time, money, and frustration
Service Contracts give you a tool for recording and tracking service agreements between you and your customers. In this session, we will review how you can set up Service Contracts manually, or with a contract template. We will discuss the billing options for the Service Contracts and the setups related to Prepaid versus Non-Prepaid Service Contracts. Prepaid billings can be directed to deferred revenue account and Non-Prepaid billings can be directed to a regular revenue account.
If you’re going to use Service Management effectively, you are going to need to know what you’re servicing. In this session we will cover Service Items for Items you’ve sold to your Customers, Service Items for Items your customers have purchased elsewhere and Service Items for things you own. We will also discuss the setups related to Service Items that keep your Service Department operating effectively.
D365 Field Service is a powerful platform that can empower your field service team to proactively identify issues and build strong relationships with your customers. In this session, we will dive into” Agreements” and how they can be used to assist in scheduling and overall preventative maintenance operations, including scheduled invoicing.
This session walks you through what customer care features are available with Dynamics 365 for Sales, and additional features available in Field Service, Project Service, Universal Scheduling and other third party modules. Attend this session to learn what features are already available to you, and what additional licenses might be required for additional features.
Driving customer digital mandate through platform services and ready platforms, Sonata’s Platformation™ methodology brings together industry expertise, platform technology excellence, design thinking-led innovation and strategic engagement models to deliver sustained long-term value to customers.
Presented by @Geoff Ables
In this session we will dive how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards and how to work around them.
In this session we will dive how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards and how to work around them.
To protect revenue and differentiate, companies must balance safe social distancing with a human-centric, empathetic customer care experience. We tackle this challenge by providing your sales teams, call center employees, and field service professionals the power of modern digital channels, predictive analytics, and consolidated insight, so they can work together with a shared view of each customer. And we help them collaborate remotely to solve or prevent customer care issues at speed, from anywhere.
Eliminate manual processes by automating invoicing, collections, and cash application. With AR automation powered by Versapay ARC, you drive efficiency, reduce payment cycle times, and free up your team’s time to increase customer service and reduce costs.
ServiceNow CEO Bill McDermott says his company is uniquely positioned to help its customers reimagine their business models and move faster.
Setting a target service level or fill rate is a strategic decision about inventory risk management. Choosing service levels can be difficult. Relevant factors include current service levels, replenishment lead times, cost constraints, the pain inflicted by shortages on you and your customers, and your competitive position. Target setting is often best approached as a collaboration among operations, sales and finance. Inventory optimization software is an essential tool in the process.
Encova strives to always improve customer and agent experience by automating various customer retention efforts. Some agents were skeptical about robotic process automation (RPA) but soon realized that a lot of time was saved by not needing to perform tedious tasks.
Without a shred of proof, Larry Ellison claims yet again that Oracle is close to snatching some large SAP ERP customers.
An in-depth analysis of how Bill McDermott plans to quickly drive ServiceNow from $4 billion in annual revenue to $10 billion.
Do you have critical customer data in multiple databases? Are you looking to consolidate true customer profiles and use machine learning capabilities to drive predictive sales, marketing, or service? This ‘CI in 60’ session will give you the ins and outs of using Customer Insights across multiple data sources, as well as provide a glimpse into the power Customer Insights provides organizations of any size.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.