Get introduced to the customer engagement apps. Examine Dynamics Sales. This module introduces you Dynamics Sales and how it supports the sales process. Manage the sales lifecycle with Dynamics Sales. This module you'll learn how to perform select sales processes processes in Dynamics Sales. Resolve issues quickly using data analysis and predictive care. Personalize your service Deliver value with every interaction with a complete customer view.
Create upsell or cross-sell opportunities using contextual customer data. Streamline your customer service Improve service based on survey feedback, discussion forums, and social listening. Onboard new agents quickly with in-app learning options. Optimize your service staff by allocating resources based on service trends that you can monitor in real time.
Learn more about Microsoft Dynamics Customer Service. Field Service: Empower your agents to create a better customer experience. Reduce costs using predictive maintenance. Automate work orders, scheduling, and dispatching. Empower field agents Boost on-site efficiency by providing technicians with mobile access to home office data. Understand customer preferences and history to deliver more personalized service.
Enable technicians to work hands-free by using innovative technology like mixed reality headsets. Build trust Provide customers with real-time technician location tracking and appointment reminders. Share quotes, contracts, and scheduling information quickly and easily. Let customers self-schedule appointments and monitor service with a customer portal.
Learn more about Microsoft Dynamics Field Service. Project Service Automation: Improve project profitability with integrated planning tools and analytics. Improve project management Visualize costs and revenue using robust project planning capabilities and intuitive dashboards. Contents Exit focus mode. Please rate your experience Yes No.
Any additional feedback? Submit and view feedback for This product This page. View all page feedback. In this article. Shorten the sales cycle with a single workspace that has everything that sellers need to engage the right customer, stay focused, maximize productivity.
Administrator: Configure the sales accelerator Seller: Prioritize your sales pipeline by using the work list. Help sellers focus by giving them clear and achievable sales activities, prioritized through artificial intelligence AI and predictive scoring. Converse with empathy by employing AI-powered conversation intelligence to detect customer emotion, sentiment, and priorities. Administrator: First-run setup experience for conversation intelligence Seller: View and understand call summary page.
Streamline selling with integrated multichannel communications such as, soft phone dialer, Microsoft Teams dialer, and email templates.
Administrator: - Integrate a sample softphone with Dynamics Sales - Configure Microsoft Teams dialer - Set up enhanced email Seller: - Call a customer - Send email using the enhanced email experience.
Provide coordinated virtual engagement with an enterprise collaboration hub that brings together colleagues, customers, and contextual customer data. Administrator: Install and set up Microsoft Teams integration Seller: Basic Collaboration experience for Microsoft Teams integration with customer engagement apps in Dynamics Dynamics Customer Voice documentation. Within a unified experience from Dynamics , view contextual LinkedIn profiles and insights as part of account, contact, lead, and opportunities records.
Within a unified experience from Dynamics Sales, find out when contacts change jobs and visualize relationships between contacts with interactive org charts. Use a comprehensive timeline across Dynamics , Microsoft , and LinkedIn Sales Navigator to deliver consistent experiences. Track relationships with a single score based on signals from Dynamics and Microsoft that reveal relationship health and risks.
Get proactive guidance on topics such as personalized talking points, internal relationships, icebreakers, and next best actions to move relationships forward. Administrator: Configure talking points Seller: Know conversation starters for your customers. Potential cost savings as you only buy what you need. Elasticity to scale and grow based on needs. Avoid server room maintenance, monitor and update the underlying platform Windows, SQL Server , and monitor and update the application itself.
Cross-platform support Stay up to date with new functional enhancements Native in-built modern ecosystem Ensure seamless business operations from anywhere at any time through Dynamics , powered by a native HTML5 browser-based user interface that: Provides access on virtually any device PC, tablet, phone with any browser Internet Explorer, Chrome, Safari, Firefox, and others or platform Windows, Mac, and others. Removes need to rely on remote desktop or enterprise portals.
Take full advantage of Dynamics evolving features and newest functionality: Seamless application updates to all customers. New Dynamics platform updates to improve performance and user experience.
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