Given this, we've seen a huge rise in the use of teleconferencing platforms such as Zoom, Google Meet, and, of course, Microsoft Teams. The last year has been a challenging one for many companies, with a lot of traditional office-based roles being performed at home. Microsoft Dynamics Integration with Microsoft Teams Like the other modules discussed in this review, Customer Service can be access through a mobile device as well as a desktop browser. When open, cases can be quickly addressed through a three-step workflow - identify, research, and resolve - that guides agents through the process quickly and lets them receive and send customers messages while never leaving the Microsoft Dynamics application.ĪI chatbots within Customer Service can talk to the agents, offering relevant data about specific customers that can help agents offer the best recommendations, saving agents time and stress. An accounts and contacts section stores information about those you work with, and are sortable by Service Level Agreements, a metric which details the type of service each customer is authorized to receive. Open a case, and you'll see additional information including a customer profile and historical data. The Microsoft Dynamics 365 Service module allows agents to view data including open cases, resolved cases, draft emails, and activities (calls, emails or texts with customers) on its Dashboards, though a Timeline allows the data to be shown chronologically. Interested in getting Microsoft Dynamics for your company? Use our quick, free online tool. This lets them reach out to leads through an introduction by a mutual connection on the social career site, or simply send a personalized message. One CRM feature unique to Microsoft Dynamics, LinkedIn Sales Navigator, gives agents an access to LinkedIn's more-than-560-million-strong network from within the Dynamics Sales dashboard. Intelligent onboarding brings agents up to speed quickly with guidance tips popping up on the interface in real-time when needed. The application's team-oriented approach allows all the sales agents at a business to track their progress and measure it against others. Once logged in, agents will view the Sales dashboard, which aggregates the latest at-a-glance business stats: Lead qualification and conversion rates, total quarterly and year-to-date revenue, and average deal size can all be kept at front-of-mind. Real-time predictive analytics use a customers' historical data to understand how best to help them. Microsoft Dynamics Sales helps agents gain better insights that allow them to close deals with customers faster and more efficiently.

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