The Project Service Automation (PSA) module helps organizations efficiently track, manage, and deliver project-based services, from the initial sale all the way to invoicing. Project managers rely on software applications to track and manage the delivery of projects. Typically, the first step after finalizing the project charter is to build the work breakdown structure. The…
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Field Service Module is the basic need for Customer Site Visit Management system. in this module businesses deal with below processes. The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling, and mobility to set mobile workers up for success when they’re onsite with customers fixing issues.…
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Customer Service module is one of the crucial module in Dynamics 365 Customer Engagement Business Application. Watch the video below for more practical or scroll the article to read more. The Customer Service Module deals with below entities. Case Service Activities and Calender SLAs Queues knowledge base Entitlements Every organization must have a sort of…
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Every organization spend a lot money in the marketing of their business products and services. SO streamlining of the Marketing department and process is must. Dynamics 365 CE provides a very flexible way of handling all Marketing issues of all types of Businesses by providing built-in entities to store marketing data and robust insight for…
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Dynamics 365 Customer Engagement (CE) Sales process is a streamlined business process module to generate potential sales opportunity for the business. The sales module covers starting from Lead generation to invoice and order closure and also involves Goal management in some cases. Watch the video below to learn in practical or scroll down to rad…
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What is Dynamics 365 ? Dynamics 365 is a cloud based software product bundle of Microsoft which targets to solve all Enterprise Resource Planning (ERP) and Customer Engagement (CE) previously called as Customer Relationship Management (CRM) required for any business using one common platform. Previously It was called as Dynamics CRM and Dynamics AX (ERP).…
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