Do we need customer portals? – #D365ForHousing

Do we need customer portals? – #D365ForHousing

Don’t get me wrong I’m not saying we shouldn’t have a smart, convenient, cost effective way for customers to access services. But should it always involve working on our terms? By that I mean visiting a URL that we set using a password and username we provide to access services we decide to surface. Are…

Microsoft Field Services – #D365ForHousing

Microsoft Field Services – #D365ForHousing

A number of organisations within the sector are looking at (or have implemented) field services to help manage and schedule repairs. But what is field services, what functionality could the sector make the most of and what are some of the challenges. What is Field Services? Field Service Management refers to using a resource (eg:…

HELP! I’ve got to Implement Dynamics 365 – #D365ForHousing

HELP! I’ve got to Implement Dynamics 365 – #D365ForHousing

Been asked to implement Dynamics 365 (or any application for that matter)? I still remember the mix of pure fear and excitement as I was given the opportunity to do just this over 10 years ago (although it was CRM 4 back then) at AmicusHorizon (now Optivo). My background was customer service and although I love…

The Microsoft #D365 Implementation Guide – #D365ForHousing

The Microsoft #D365 Implementation Guide – #D365ForHousing

Today, during the Microsoft Business Applications Summit, Microsoft launched Success by Design – a vision for what’s possible with #Dynamics365, #PowerPlatform and Microsoft Cloud. Click on the picture to download it for FREE.  But if you’re not sure where to start I’m here to help you throughout your Dynamics journey. Here’s how: Help you implement your Dynamics 365 system…

Dynamics 365 + Teams, a match made in heaven?   #D365ForHousing

Dynamics 365 + Teams, a match made in heaven? #D365ForHousing

For the last year Microsoft Teams has become second nature to many of us. Its enabled us to connect with customers and colleagues everywhere. In this blog I’ll show how Teams can be used with Dynamics 365. Dynamics sits quite nicely as an app within teams. It has some good functionality like being able to…

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