The new UI in Microsoft Dynamics 365 Customer Service has condensed this information into the Timeline tab to improve efficiencies. All of these can now be found within the Timeline in chronological order.
Search Results: customer service (2450)
A comprehensive knowledge base is the critical to improved customer satisfaction and increased productivity. A knowledge base empower customer service reps with solutions to the most common issues in order to efficiently assist customers. In this webinar we will review importance of a Knowledge Base.
It’s not too late to adapt for GDPR, but this sweeping set of strict privacy regulations cannot be ignored. Besides the impact on your IT department’s data strategy and management, equipping your customer-facing teams with the right understanding and processes for supporting compliance is a must. We’ll cover tips on implementing compliance, include some ‘gotcha’ areas & dive into real-world examples
Session will cover the creation of Sales Quotes in various methods, converting quotes to Sales Orders, maintaining archive versions and the flow of Sales Order history once order is completed.
Provide excellent service to your customers, manage warranties and manage you service fees. We will cover Service Contracts and Service Contract pricing.
Never miss a dollar or revenue or upset a customer with outdated pricing! Learn how easy it is to keep your customer pricing and discounts up to date.
With Dynamics 365 Virtual Agent for Customer Service users can easily deploy personalized bot conversations to resolve customer issues quickly and effectively any time of the day, any day of the week. This will help organizations to reduce costs by automating the response to common questions thus freeing up agent time to focus on more important cases. Learn how to create virtual agents, update bots, review analytics, and use power automate integration.
Have you ever wondered how to process a Customer Return Request? This 30 minute webinar will walk you through the steps from different areas of Dynamics NAV and show you some of the options during the Return Process.
My boss is hounding me to generate the Invoices and send out the monthly statements. How does Dynamics NAV create these documents? I have received payments from my customer and need to know how to apply these payments to outstanding receivables. This 30 minute webinar will walk you through the Invoice, Statement and Payment (Deposit) process within Dynamics NAV.
This session is designed as an overview of Dynamics NAV’s Order Promising granules including the Available-to-Promise and Capable-To-Promise functions. We will discuss the areas of setup and explore several scenarios.
In this 30 minute webinar, you will get a chance to see what a Blanket Sales Order means in BC/NAV and the steps in creating and using the document. If you are a regular user of Dynamics BC/NAV and are in the business of processing sales orders at various points throughout the month, there may be occasions where you may need to manually use Blanket Orders in Dynamics BC/NAV for specific customers. Join us for this 30 minute webinar to see what Blanket Sales Orders can do for you and your company.
In the session you’ll learn how to use BC’s Merge Tool with to remove duplicate Contacts and Customers. Keep your data clean!
In this session, you’ll be shown an overview of BC’s contact management and interaction logging capabilities within the BC Sales area.
Customer Service provides all the features and functionality that organizations need to manage the services they provide to their customers. In this webinar we are going to through Customer Service from beginning to end with a high level overview of tracking, recording, sharing, and creating items.
Learn about customer service insights and Power Virtual Agent (Bot) capabilities to improve your customer service and experience. This introductory session will also highlight a Power Virtual Agent (Bot) demonstration.
Personalice el servicio con una vista integral de los clientes.
Proporcione valor en cada punto de contacto.
Interactúe con los clientes en su canal preferido.
Cree una experiencia de servicio única y coherente.
Ofrezca rápidamente los artículos de conocimientos más apropiados.
A comprehensive knowledge base is the critical to improved customer satisfaction and increased productivity. A knowledge base empowers customer service reps with solutions to the most common issues in order to efficiently assist customers. In this presentation we will review importance of a Knowledge Base.
o Create Knowledge Article
o Full Text Search
o Relevance Search
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Join Sarah in this session where she will go through the top 10 things you probably won’t know related to Microsoft Technologies in Customer Service. This session will cover features WAY beyond just the base Customer Service app, and sure you’ll probably know a few, but will you know them all?! Tune in to find out and get up to date with Customer Service functionality.
Attend this session to learn how to provide better customer service with Dynamics GP. 1) Let sales drive purchasing 2) Communicate order status to customers 3) Allocate orders 4) Use SmartList to drive user actions and reminders
This session is geared for an audience with an intermediate skill set.
This session will be available for CPE credits pending completion of session survey post event.
