CRM Archives

Shrutidhara
March 22, 2022

KB192: An Overview of Service Scheduling in Dynamics 365 Customer Service

KB192: An Overview of Service Scheduling in Dynamics 365 Customer Service https://i0.wp.com/dhyey.com/wp-content/uploads/2022/03/service-csh-2.png?fit=691%2C309&ssl=1 691 309 Shrutidhara Shrutidhara https://secure.gravatar.com/avatar/4b4c3efbf0eaec2d76d3a6eae28378ca?s=96&d=mm&r=g March 22, 2022 October 31, 2022

Service Scheduling in Dynamics 365 Customer Service is a great feature. It allows businesses to consider several factors and schedule their resources in the best possible manner. While on the one hand, it avoids disruption and facilitates optimal allocation & utilization of resources. On the other hand, it encourages efficiency and paves the way for…

Nilesh Mandani
March 21, 2022

KB191: Guidelines for Service Level Agreements In Microsoft Dynamics 365 Customer Service

KB191: Guidelines for Service Level Agreements In Microsoft Dynamics 365 Customer Service https://i0.wp.com/dhyey.com/wp-content/uploads/2022/03/sla-pause-resume.png?fit=771%2C323&ssl=1 771 323 Nilesh Mandani Nilesh Mandani https://secure.gravatar.com/avatar/c354565cf54e276e1c89f466e35d0a3b?s=96&d=mm&r=g March 21, 2022 October 31, 2022

A service-level agreement, also known as SLA’s, is a contract between you and your customers. It is a contract that documents what services you will furnish. SImilarly, it also documents the service standards that are obligatory for you to meet. Any service provider needs SLA’s to manage their customer expectations. It helps you in defining…

Nilesh Mandani
March 9, 2022

KB189: Know About Automated Campaigns In Dynamics 365 Marketing To Get Started

KB189: Know About Automated Campaigns In Dynamics 365 Marketing To Get Started https://i0.wp.com/dhyey.com/wp-content/uploads/2022/03/customer-journey-subscription-list3.png?fit=900%2C395&ssl=1 900 395 Nilesh Mandani Nilesh Mandani https://secure.gravatar.com/avatar/c354565cf54e276e1c89f466e35d0a3b?s=96&d=mm&r=g March 9, 2022 October 31, 2022

Automated Campaigns in Dynamics 365 Marketing helps you automate different tasks across channels. Moreover, it enables you to offer a personalized approach to your customers. As a result, it increases the marketing effectiveness and ROI, thereby leading to more satisfied customers. You get different marketing tasks like email marketing, posting to social media, and launching…

Nilesh Mandani
March 3, 2022

KB188: What is Queue Management in Microsoft Dynamics 365 Customer Service

KB188: What is Queue Management in Microsoft Dynamics 365 Customer Service https://i0.wp.com/dhyey.com/wp-content/uploads/2022/03/Customer-Service.jpg?fit=1808%2C1014&ssl=1 1808 1014 Nilesh Mandani Nilesh Mandani https://secure.gravatar.com/avatar/c354565cf54e276e1c89f466e35d0a3b?s=96&d=mm&r=g March 3, 2022 October 31, 2022

Queue Management is an integral aspect of Microsoft Dynamics 365 Customer Service. It allows businesses to monitor, organize as well as prioritize their work. Moreover, it allows them to manage the customer cases quicker than ever before. While on the one hand, they can deliver the personalized service that their customers expect from them. On…

Nilesh Mandani
February 21, 2022

KB185 : Relationship Analytics in Microsoft Dynamics 365 Sales

KB185 : Relationship Analytics in Microsoft Dynamics 365 Sales https://i0.wp.com/dhyey.com/wp-content/uploads/2022/02/relationship-insights-opportunity-health-chart.png?fit=1152%2C561&ssl=1 1152 561 Nilesh Mandani Nilesh Mandani https://secure.gravatar.com/avatar/c354565cf54e276e1c89f466e35d0a3b?s=96&d=mm&r=g February 21, 2022 October 31, 2022

Relationship Analytics in Dynamics 365 Sales helps businesses in gathering relevant information through the integrated database. Moreover,, it enables them to create a graphical display of key performance indicators (KPIs) seamlessly. Similarly, using Relationship Analytics in Dynamics 365, businesses can create activity histories too. And the best part is that they can do so for…