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Archive for the ‘Dynamics 365’ Category

Know Your Limits: Creating Process Flows in Dynamics 365

Dynamics 365 provides amazingly powerful tools for tracking business processes step-by-step, initiating stage-dependent actions, and maintaining strong relationships with clients. Dynamics 365 even comes with a handy drag-and-drop interface for creating and changing Business Process Flows, allowing enormous control over a business’s moving parts. Like any program, this process-creating function places some boundaries on what […]

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Perficient Announces Amazon Connect Quick Start for Dynamics 365

Any good contact center manager will tell you bringing together all the key cloud contact center components at a level that can scale for the largest enterprise, while maintaining the economic benefits for a scrappy startup is one of the biggest challenges they face. That is why we are very excited to announce the release […]

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Scheduling Between Bookings and Dynamics 365 through Exchange

Sometimes, two great tools need some help to work together. Microsoft Bookings is a relatively new appointment-booking app in Office 365 focused on small, appointment-oriented businesses. Dynamics 365 is Microsoft’s enterprise-level app focused on helping sales-oriented businesses create and track business relationships from leads to opportunities to clients. As of now, getting these two helpful […]

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Omni-channel Contact Centers: Delightful or Annoying to Users?

The purpose of implementing new technologies in your omni-channel contact center is to delight and better serve customers and create brand loyalty. However, implementing disparate new communication channels more often than not annoys customers, rather than delighting them. Customers will inevitably have problems or questions about your products or services. A product may need to […]

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[Guide] Modernize Your Digital Omni-channel Contact Centers

The marriage of traditional customer communication channels like phone calls and emails with modern, digital channels such as social media, mobile apps, and AI bots has created new opportunities and venues for customers to interact with businesses. This increase in customer touchpoints can lead to more sales and brand loyalty, but it also gives businesses […]

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Maximize Your Healthcare Community Outreach with Dynamics 365

As healthcare providers resolve privacy and compliance challenges, they are increasingly looking for opportunities to build and improve relationships with the community. However, many healthcare providers struggle to launch outreach programs that can manage and track interactions within a cost effective solution. Perficient’s Healthcare Community Outreach solution on Microsoft Dynamics 365 can help. Healthcare Community […]

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Using Flow for Dynamics 365 Record Creation

The ability to automatically create records in Dynamics 365/CRM based on an email received has been possible for quite some time.  In most instances, without the use of a custom workflow activity or plugin, the processing of the content of the email is limited to the To, From, Subject and Body, where the email Body […]

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Choosing a ClickDimensions Email Editor

Recently I worked with a client on comparing the ClickDimensions email editors in Dynamics 365. The client wanted to choose one email editor to implement and edit their custom email template. ClickDimensions offers four email editors and each email editor provides a different user experience. The client was concerned with preserving the email template styles […]

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Creating Seamless Customer Service Experiences with Dynamics 365 and Clarity Connect

Is your customer service technology finding new ways to delight or annoy your customers? Obviously you implement new technologies to engage and better serve your customers so that they remain loyal to you. However, the disintegrated nature by which many enterprises implement new digital touchpoints tends to irritate their customers more often than not. Inevitably, […]

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Skype for Business Online – Enabling MFA for PowerShell Sessions

Back in April 2017, Microsoft announced the release of support for Modern Authentication for the Skype for Business Online PowerShell Module. Adding Modern Authentication introduces new scenarios where multi-factor authentication (MFA) can be used for authenticating remote PowerShell sessions out to Skype for Business Online. Using MFA for authentication for PowerShell sessions provides another layer […]

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