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:…

What is Dynamics 365 For Marketing?

What is Dynamics 365 For Marketing?

This is a comprehensive marketing option. It allows you to create customer journeys using various channels, manage events and gain valuable insights. Here’s a brief overview of what it is, how you use it and where to get more information. What is it? Dynamics 365 Marketing empowers marketers with a wide array of tools that…

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…

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…

#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.…

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