Customer Engagement refers to the applications that make up the CRM portion of Dynamics 365, which includes the Sales, Customer Service, Field Service, Project Service Automation, Marketing, and Social Engagement.

JourneyTEAM offers a 1-day course on how to get the most out of the Customer Engagement plan of Dynamics 365.

Advances in technology have businesses rethinking how to better respond to marketplace trends, engage customers, and automate business processes. You need a more agile and flexible business management solution to get optimal customer engagement.

Take advantage of a 1-Day Workshop on Microsoft Dynamics 365 on enhancing Customer Engagement.

Choose a topic:

• How to leverage sales, customer service and Adobe Marketing to transform my customer
• How to use Field Service and Project Management to build a thriving business

Agenda

• The navigation and architecture of Dynamics 365
• A detailed business process review of your current systems and tools, resources, and automated functionality of Dynamics 365

Deliverables

• We will deliver an overview of available tools for customer engagement
• We will go over the navigation and architecture and match it with your current needs
• We will present on the topics of sales, customer service, Adobe marketing usage and details, field service, project management, mobile, and available resources
• You will have a clear understanding and outline of items discussed. Plus, a JourneyMAP for short and long term changes from the topic discussed

Note

You also have the option to pay the fee twice and do a 2-day workshop on both topics.

• Travel and accommodations are not included in pricing. Price listed in offering is PER DAY. It can be a 1 or 2 day workshop.