How do you add word templates to Dynamics 365?

How do you add word templates to Dynamics 365?

From complaint letters to ASB Diary sheets this handy functionality enables you to add word templates to Dynamics that can be edited and sent/emailed to customers. Here’s how: Step 1: Create a Word template Where you can create a template There are three places in customer engagement apps where you can create a Word template:…

Big news! – #D365ForHousing

Big news! – #D365ForHousing

With the recent launch of the responsive repairs module, anyone in the public sector now has access to FREE base modules for all the key processes used to manage customers You can now use the #D365ForHousing Modules to Hold detail about Customers, their home and tenancy Log and track all the contact around complaints Log and…

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?…

#D365 For Housing – Complaints is Here!!!

#D365 For Housing – Complaints is Here!!!

The complaints module in Dynamics 365 is now live and available for FREE to all housing and public sector organisations! This is a landmark occasion for #D365ForHousing. From today you can now download the Person, Property, Tenancy and Complaints modules. This gives you a complete process worth £000’s using just out of the box functionality.…

%d bloggers like this: