Managing Arrears – The new FREE #D365ForHousing Module

Managing Arrears – The new FREE #D365ForHousing Module

The arrears module provides a new way of managing the arrears process!……staying on top of arrears within a traditional housing management system usually involves writing lengthy notes about what you did to try and collect money from the customer. However, this means that anyone else who picks up the case has to read through a…

SharePoint Online & Dynamics 365 a match made in heaven

SharePoint Online & Dynamics 365 a match made in heaven

In this blog I’ll show you how to link Microsoft Dynamics with SharePoint online so that you can store and access files easily from both applications. I’ll even provide 3 benefits of doing it. Why link the two? Share/collaborate on documents uploaded to Dynamics 365 – Any documents added to Dynamics will be stored in…

5 Ways Dynamics 365 Customer Insights helps meet the new tenant satisfaction measures

5 Ways Dynamics 365 Customer Insights helps meet the new tenant satisfaction measures

In 2020, the UK government published The charter for social housing residents – social housing white paper, which sets out ways to improve things for people living in social housing. Some of these are for the Regulator of Social Housing to do. Their document Reshaping consumer regulation: our principles and approach describes the steps they…

5 ways the #D365ForHousing complaints module meets the new Housing Ombudsman code

5 ways the #D365ForHousing complaints module meets the new Housing Ombudsman code

In July 2020 the Housing Ombudsman released their new Complaint Handling Code. Shortly after this I launched the #D365ForHousing Complaints module (developed with the help of others across the sector). This Microsoft Dynamics 365 Module is FREE to everyone in the Housing and Public Sector. How does this module help meet the Complaint Handling Code?…

All your contact methods under one roof!

All your contact methods under one roof!

At the start of November 21 Microsoft announced the general availability of voice channel for D365 customer service, but what is it and how would it help us housing folk?  The product covers some key areas:  Personalised calls, connected across channels  Dynamics 365 Customer Service out-of-the-box enables:  A consistent, 360-degree view of the customer across all channels, allowing agents to quickly…

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