https://store-images.s-microsoft.com/image/apps.27261.fdeda1c2-bc8a-4618-8a36-1de514f975c9.124c2b65-627e-42e3-95f2-2c79e931c629.cb102737-f7b3-4c82-b928-8dbe7fa3716a
Prodware Meeting Notes for Customer Engagement
par Prodware Group
Just a moment, logging you in...
Organize and structure your notes of all relevant client interactions in your Dynamics system.
Meeting Notes for Microsoft Dynamics 365 Customer Engagement
Improve user collaboration, boost momentum and client satisfaction from your meetings.
A simple to use accelerator for your Microsoft Dynamics 365 that makes it easier to move the sales process along without additional admin.
Do you have too many situations where several teams visit the same client without knowing about the other one? Has client information been lost leading to a frustrating customer experience? Do you need to maximize the time spent with your clients in meetings; do you need to quickly capture, share and act on the outcomes and decisions made in order to move on to the next action?
Meeting Notes addresses these everyday challenges and boosts standard Microsoft Dynamics 365 Sales functionality, the app allows you to easily, store, share and collaborate with colleagues and clients.
Features and benefits of using this app
- The Meeting Note is used to reflect the first interaction with the client within the commercial activity process
- Talk to your phone to record the summary of your meeting. Users can speak to their mobile and the summary of the meeting will be recorded in the Meeting Note
- Fully integrated with Outlook. Allows you to create a Meeting Note directly from an appointment
- Accessible anywhere – use the Meeting Notes app whilst off-line so you can capture your actions on the road
- Capture your Meeting Notes, then export, send via email to internal and external contacts. Meeting Notes can be found by colleagues in the Account form of the Client for self-service too
Next steps:
If you would like to boost your user experience in this way; please review the materials on this page and contact Prodware to find out more.
Vue d’ensemble
https://store-images.s-microsoft.com/image/apps.516.fdeda1c2-bc8a-4618-8a36-1de514f975c9.4a0ca5e3-9954-4206-af10-e96e6886c215.26d41952-7563-4189-8870-87f008fd1717
https://store-images.s-microsoft.com/image/apps.16009.fdeda1c2-bc8a-4618-8a36-1de514f975c9.124c2b65-627e-42e3-95f2-2c79e931c629.9de65fe5-70e2-41e4-a975-dc55425c3aeb
https://store-images.s-microsoft.com/image/apps.41264.fdeda1c2-bc8a-4618-8a36-1de514f975c9.124c2b65-627e-42e3-95f2-2c79e931c629.c823768a-550c-4daa-b2b9-3df04192c288
https://store-images.s-microsoft.com/image/apps.21687.fdeda1c2-bc8a-4618-8a36-1de514f975c9.124c2b65-627e-42e3-95f2-2c79e931c629.f217ab6d-8ec0-4907-952f-f14d0674b55b
https://store-images.s-microsoft.com/image/apps.56323.fdeda1c2-bc8a-4618-8a36-1de514f975c9.124c2b65-627e-42e3-95f2-2c79e931c629.b83a1cf6-7da1-478e-963e-7266ef040681
https://store-images.s-microsoft.com/image/apps.48912.fdeda1c2-bc8a-4618-8a36-1de514f975c9.124c2b65-627e-42e3-95f2-2c79e931c629.7b2a887f-ffc1-4f67-be4d-91c112c5a9a3
Autres applications de Prodware Group
Prodware IT Service Management (ITSM)Prodware GroupBoost ITIL compliance with a specialist ITSM service solution for IT companies
+1
Applicable to:
Customer Service
NaN out of 5
Yooz Connector for Business CentralProdware GroupYooz: Real Time Cloud P2P Automation Solution for Business Central
+1
Applicable to:
Business Central
NaN out of 5
Prodware Budget Control acceleratorProdware GroupAchieve additional daily budgetary compliance and control
+1
Applicable to:
Business Central
NaN out of 5
Prodware First Article Inspection acceleratorProdware GroupFAI supports product certification compliance via blocks or warnings if out-of-date.
+2
Applicable to:
Supply Chain Management
Operations
NaN out of 5
Prodware Item Life Cycle acceleratorProdware GroupThe Item life cycle accelerator manages, controls and traces products and released products
+2
Applicable to:
Supply Chain Management
Operations
NaN out of 5