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:…
Accessibility is something we (quite rightly) focus on when designing applications for customers. But what can we do to make our colleagues feel even more included when they are handed a new application to use? Thankfully Microsoft have a few tools built into Windows that will help colleagues use the whole Microsoft stack…Including Dynamics 365.…
Did you know that you have a FREE Power App Training app right under your nose within Microsoft 365. The app walks you through some core functionality that will certainly help those looking to start upskilling internal teams. Here’s a how to access it. Go to http://www.office.com Sign in using your company credentials Select the…
Continuous improvement….the key to making the most of the money you spend, your teams resources and Microsoft functionality. All this while increasing user adoption and avoiding a BIG BANG go live. Read on to find out how the Team Sky cycling team used continuous improvement to win gold medals and get us brits our first…
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…
