Explore the benefits associated with Avantiico’s Live Services for D365 customer engagement, fro both an economic level as well as a strategic one.
Modern businesses need modern support. It’s genuinely that simple. Operating within a traditional break/fix support model is time-consuming and expensive. Having a holistic support plan and a dedicated team of specialized experts is priceless. This blog post will detail five key reasons why adopting Live Services for Dynamics Customer Engagement will improve the overall functionality within each business and speed time to value
MSPs will provide training to the client’s staff on how to use the CRM application effectively.
Dynamics 365 Customer Engagement (CE) is a highly customizable platform that can be tailored to fit an organization’s specific business needs. Here are some examples of customizations that can be made within Dynamics 365 CE:
Entity customization: Entities represent data objects in Dynamics 365 CE, and they can be customized by adding new fields, modifying existing fields, or creating new relationships between entities.
Form customization: Forms in Dynamics 365 CE can be customized to improve the user experience by changing the layout, adding or removing fields, or adding new sections.
Process automation: Business processes in Dynamics 365 CE can be automated using workflows, business rules, and Microsoft Power Automate. These tools can automate routine tasks, such as sending emails, updating records, and creating new records.
Custom reports: Organizations can create custom reports using Microsoft Power BI or SQL Server Reporting Services (SSRS). Custom reports can be used to gain insights into business operations and make data-driven decisions.
Integration with other systems: Dynamics 365 CE can be integrated with other systems, such as SharePoint, Outlook, and PowerApps. This allows organizations to streamline their workflows and improve data accuracy.
Custom development: An MSP can provide developers who are experts in Dynamics 365 CE development to create customizations and add-ons to the platform. These could include custom entities, plug-ins, workflows, and web resources, which can be tailored to the organization’s specific business processes and requirements.
Solution architecture: MSPs can help organizations design a solution architecture for Dynamics 365 CE that will be optimal for their business processes. This could include advising on how to use the platform’s capabilities to the best effect, ensuring that customizations are properly integrated with existing systems, and identifying opportunities to automate processes.
Upgrades and maintenance: MSPs can help organizations stay up-to-date with the latest versions of Dynamics 365 CE and ensure that their customizations are compatible with new releases. This can help organizations avoid issues such as system downtime or data loss that may arise from upgrading without proper planning.
Security and compliance: MSPs can provide security and compliance expertise to ensure the organization’s Dynamics 365 CE instance is secure and meets regulatory requirements. This could include setting up access controls, configuring auditing, and ensuring that data is stored and processed in compliance with relevant regulations.
Integration with other systems: MSPs can help organizations integrate Dynamics 365 CE with other systems, such as accounting software or third-party applications, to provide a seamless user experience and avoid duplication of effort.
It should also be noted that it’s possible to sign up for a support plan no matter where your business is at technologically, be it before, during, or after implementation.
Staying on top of the latest updates from Microsoft can be a challenge, whether your focus is anticipating potential disruptions or identifying new value-adding features. Let our team of experts help! We can provide your organization with tailored communications to make your administrators aware of potential impacts based on your environment or highlight new features and capabilities you want to inform your users of. This can both mitigate risks associated with these updates and provide significant value adds in the form of raising awareness of new features for your users to take advantage of.
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