How Dynamics 365 and the Power Platform Apps can help your business

Are you tired of juggling customer queries and losing track of important information in your inbox or shared mailbox?

Interested in learning how ChatGPT and AI can be integrated into Dynamics 365 to save time and resources?

Do you struggle to keep up with team workload and quantify the impact of business process changes?

Join our upcoming event at Digital Jersey to learn how Dynamics 365 Cases can transform your business operations. With a centralised location for customer queries and history, as well as a clear view of team workload, Cases make it easier for everyone in the organisation to stay on the same page and provide top-notch customer service.

Plus, with AI integration and workflow automation, productivity is increased even further. Don’t miss out on this opportunity to revolutionise the way you handle customer cases and improve your business operations. Sign up now and take the first step towards streamlined, efficient operations!

Topics Covered

Improved customer service:

• Centralised location for customer queries and history
• Maintaining good records management
• AI integration for query management

Increased productivity:

• Automated case creation
• Case categories and business process flows
• Task automation through workflows
• Email and task templates
• AI integration for case categorisation
• Integration with SharePoint for document storage and collaboration

Enhanced collaboration:

• Workflow automation
• Team collaboration through a centralised location for case information
• Activities and task tracking
• Approvals and 4-eyes approvals
• Smart buttons for call-to-action

By attending the event, participants will learn how Dynamics 365 Cases can help improve customer service, increase productivity, and enhance collaboration in their organizations. From automating case creation to tracking activities, Dynamics 365 Cases offers a wide range of benefits that can help businesses streamline their operations and improve their customer service.

Light lunch refreshments will be provided. Length: 2 hour including 30 minutes Q&A

About XRM:

XRM is a leading provider of cloud-based CRM solutions based in Jersey, Channel Islands. They offer a range of services including CRM implementation and consultancy, to help businesses effectively manage customer interactions and improve overall customer experience. With a strong track record of delivering successful CRM projects for businesses of all sizes and industries, XRM is a trusted partner for businesses looking to improve customer engagement and streamline operations. Their expertise in Microsoft Dynamics 365 ensures clients receive a fully integrated, scalable, and secure CRM solution tailored to their specific needs.

About the speaker:

Simon Jackson as a highly skilled fintech-focused consultant with over 20 years of experience in business solutions consultancy. He is a recognised expert in Microsoft Dynamics 365 CE (CRM) implementation and specialises in providing consultancy services to clients in the fields of FinTech, wealth management, financial services, and trust companies.

Feedback:

Following this course, feedback may be requested by XRM or Digital Jersey. We will circulate a survey and we would appreciate your participation.