This article is targeted at developers looking at making the transition as a Dynamics 365 Customer Engagement (or CE for short). Dynamics 365 and the Power Platform (PowerApps, Common Data Service, PowerBI) is really getting a lot of attention at the moment. As organisations become more customer focused, platforms that provide capabilities in customer engagement are becoming more and more important.
The aim of this guide is to provide you with the necessary tools and resources to reduce the learning curve of this often complex platform, understand where to get help when needed, and allow you to focus your learning on areas which will be applicable to you on the job.
It is helpful if you have had exposure to the following before you continue reading:
Dynamics 365 User Group (Adelaide, Australia Chapter) – Marcus D’Assumpcao from Microsoft introduces the audience to Seeing AI. Seeing AI is an app developed by Microsoft to aimed at helping the visually impaired to recognise objects and their surroundings through the help of Microsoft AI technology.
The following is a tip on how to show how often a product is being added to an opportunity. It involves create a rollup field that counts the number of related opportunities. Once you have this variable it is easy to include into charts, reports and views.
Imagine you run a café and one of your coffee machines is about to fail, but you have no idea. You get a call from your supplier who monitors the machines and informs you that not only is the machine at risk of imminent failure, but has been performing below-par for a few days. They offer to service the machine and you’re able to schedule a service call on the spot, within a 2 hour window of your choosing. A day before, you receive an SMS reminding you of the service call. On the day, you receive another SMS when the technician is on their way. On arrival, the technician has all the details and spare parts they need, performs the service quickly and even has time to demonstrate optimal configuration of the machine to prolong its life. You electronically sign off the work, and receive an invoice via email by COB that day.
This story describes Connected Field Services; a world where IoT sensors, cloud, big data, predictive analytics, CRM and mobile come together to create amazing customer experiences.
Please join us at the May Dynamics 365 User Group where Mark Giles from Empired will demo connected field services. And he’ll even test is relationship with the ‘demo gods’ by showing something live.
Please click here to register and we hope to see you there.
Digital engagement is facilitated by integrating your online presence with your back-end systems. This is sometimes only achieved through building complex and costly integrations and API’s. But what if your website or portal was natively integrated with Dynamics 365? What if the hard work was done for you?
Well, that’s what Dynamics 365 Portals is – an integrated portal platform that plugs directly into Dynamics 365 to facilitate digital engagement with your customers, partners, suppliers and even employees.
This month’s User Group will provide an introduction to Dynamics 365 Portals, and show you just how easy it is to get started quickly on this incredibly versatile platform.
Registration is now open for the second Dynamics 365/CRM User Group for the year, this month will be on Common Mistakes to Avoid when Implementing Dynamics Projects jointly presented by Jeremy O’Donohue and Andrew Ly of SMS Management & Technology.
Ever wonder why your project is not progressing as well as it should be? Or why user adoption of your new solution is less than extraordinary? Are we stuck in a traditional devops mindset when it comes to building CRM solutions? We’ll explore these questions and more in the March Dynamics 365 user group, with lessons learnt and some Microsoft best-practices for implementing Dynamics projects.