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…
I’m on a mission to bring together people and processes from across the Housing and Public sector and package them up in Microsoft Dynamics 365 for FREE! #D365ForHousing is the Affordable.Innovative.Collaborative way of doing just that! I’ve already worked with a variety of housing professionals to create a number of modules including.. Person Property Tenancy ASB Complaints While…
This blog shows how you can use the FREE Dynamics 365 module to log and track ASB cases. The module enables you to add key dates and milestones and a calculation tool that can establish the level of risk depending on how the customer answers certain questions. Thanks to Marcus Fernandes for working his magic…
We’re doing some great things with Microsoft Dynamics 365. Next up is Anti Social Behaviour (ASB). I’m running a session where housing associations will get together and walk through the ASB process/procedures they follow. After that I’ll work with some techie people to see how we can build it (for Free) in Microsoft Dynamics 365.…
There’s tonnes written about workflows in Dynamics 365. All businesses have processes they follow and many of these could be built within Dynamics. In this blog I’ll run through 2 of the key processes that come out of the box with Dynamics 365 Business Process Flows Workflows This will be helpful for those in the…
