Contact Us Today!

Dynamics 365 & Power Platform 2023 Release Wave 1, Customer Service and AI Builder

 

The Dynamics 365 & Power Platform 2023 Release Wave 1 is here and it comes with a host of great new features and improvements. In particular, I want to highlight what's new with Customer Service and AI Builder.
What's new with Customer Service?
Dynamics 365 Customer Service is an industry-leading end-to-end service platform that enables organizations to improve upon customer support, including self and assisted service throughout the customer engagement lifecycle.

SharePoint Workflow End Of Life

SharePoint Workflow End Of Life
Microsoft announced that all SharePoint workflows running SharePoint Online have officially reached their end of life. If you are running workflow automation in SharePoint Online, then your business will be impacted. Microsoft provides two versions of workflows in SharePoint, version 2010 and version 2013. Depending on which version of SharePoint workflows you are using will dictate your next steps.

Dynamics 365 User Adoption: Business Process Flows for the Win!

Business Process Flows allow you to translate your organization's Service & Sales Processes into simple steps for end users to follow. If you don’t have a process, work with managers to define one! (If you find yourself starting here, remember to include your End Users throughout this entire process - not just management!) Use drag & drop functionality to customize your organization’s process in a simple, easy-to-follow way.

Dynamics 365 User Adoption and the K.I.S.S. Principle

I will wager that you are familiar with the Keep It Simple (K.I.S.S.) Principle, which encourages simplification over complexities. It's no surprise then that the K.I.S.S. Principle goes hand in hand with User Adoption. So how can we incorporate K.I.S.S. into planning our CRM projects?

 
Streamline Business Processes
Dynamics 365 and previous versions of Microsoft CRM incorporate Business Process Flows on Cases, Leads, Opportunities and other areas.