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Maulik Shah's Blog – July 2022 Archive (3)

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How Dynamics 365 Case Management helps you Manage Customer Queries

What does great customer service mean to you?



It is supporting your customers in all the possible ways on time. For example, when they reach out with a question or problem, answering them instantly.



“Please hold while we transfer you. You are valuable to us.” This is not what they like to hear. No one wants to be put on hold for a long time. Studies show that 15% of customers hang up after waiting for 40 seconds.



It’s essential that you provide them with instant… Continue

Added by Maulik Shah on July 29, 2022 at 5:06am — No Comments

How to Get Started with Dynamics 365 Portal

Sometimes, integrating portals can be difficult. We saw a lot of feedback and questions from customers about the process, so we created a step by step guide on How to Install the Default Portal Add-On for Dynamics 365. But in case you’ve decided to opt for a third party portal like our Dynamics 365 WordPress Portal, then this blog is for you.



We are going to discuss how to install and enable Dynamics 365 WordPress portal in your CRM.



A quick overview of the Dynamics 365… Continue

Added by Maulik Shah on July 19, 2022 at 4:07am — No Comments

Types of Dynamics 365 Portals and Their Uses

Dynamics 365 has multiple types of portals. Each portal serves its own unique purpose. The one that you need will depend on the use case you have. You can choose the portal that addresses your exact pain points. Here’s a breakdown of the different Dynamics 365 portal examples to help you make the right decision:



Customer Self-Service Portal

Employee Self-Service Portal

Community Portal

Partner Portal

Field Service and Project Service Automation Portal

Major… Continue

Added by Maulik Shah on July 15, 2022 at 6:52am — No Comments

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