Companies providing customer care often require multiple supporting IT systems to achieve the high standards they strive for. This implies usage of telephony services, contact center platforms, CRM and WFM solutions, etc. Using 5 – 10 separate solutions to handle a single client interaction may become confusing and time-consuming for agents. How many times a […]
Posts Tagged ‘Dynamics’
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 […]
Office 365 Groups Roadmap Announcement – Ignite 2015
You will find some exciting announcements and investments, but before we discuss the future roadmap, let’s dive in to background and benefits of Groups. The world has changed Earlier – Information moves slowly. Fixed workforces; siloed teams. Believed in command and control Now – information travels fast. Leverage the on demand; global talent pool. Always […]
Busy Pre-Build week for Microsoft and Azure!
The Microsoft Build Conference is set to kick off next week but the company got off to an early start this week with several different announcements. Windows Azure now generally available in China This may not sound like a huge accomplishment worthy of being called out individually but a little known fact is that Windows […]
Webinar Replay: Microsoft Dynamics CRM for Customer Engagement
On Wednesday, we hosted a webinar, “How Memorial Hermann is Using Microsoft Dynamics CRM for Customer Engagement.” Guest speaker Kevin Kelly, manager of online marketing at Memorial Hermann, and Perficient’s Robert Fitzer, a senior solutions architect and Microsoft CRM practice lead, demonstrated how Memorial Hermann leveraged Microsoft Dynamics CRM to handle community outreach, call center […]
Dynamics CRM for Patient Engagement: Memorial Hermann Case Study
Perficient recently worked with Memorial Hermann Health System, implementing Microsoft Dynamics CRM to handle community outreach, call center management and specialty patient onboarding. Here is an excerpt from the case study describing the challenge: …the management of disparate systems had become an increasingly arduous task. The marketing department wished to consolidate all data into an […]
Memorial Hermann Uses Dynamics CRM for Patient Engagement Webinar
Most would agree that it’s critical to leverage technology solutions that’ll increase your competitive advantage while decreasing your costs. Healthcare organizations are doing just that, using Microsoft Dynamics CRM to reduce inefficiencies, optimize care plans and improve financial management. To learn more about customer relationship management (CRM), and specifically what your organization can accomplish using […]
What’s Changed in CRM 2013?
Many people have been asking me lately, “So, what is new in the new version of CRM?” Microsoft recently released an overview of the new items for CRM 2013. This will be release for both on-premises and online in October 2013. Very exciting changes coming including four key themes of: Redesigned user experience Process agility CRM on […]
Final Stages for the release of Microsoft Dynamics CRM 2013
The latest from Microsoft concerning the next release of Microsoft Dynamics CRM (2013) scheduled to be released in October 2013. This documentation (Release Preview Guide) contains the latest information as of this morning from Microsoft about what will be contained in the release. As you can see above it contacts the key these me have been […]
CRM 2013 – Changes the Way You Will Interact with your Customers
Just attended an overview of the next release of CRM, known as Microsoft Dynamics CRM 2013, which will be released in October 2013. Many new ideas and thoughts about how the product is evolving based on the changing market place. In particular: 1. Reimagined experience 2. Process agility 3. CRM on the go and social […]
CRM Success Leveraging Microsoft Office 365
We recently had one of our long-time Perficient customers go-live with Microsoft Dynamics CRM 2011 Online (which is part of the Office 365 platform) with great success and ease. After utilizing SharePoint and Exchange online for years, they realized they had reach the limits of SharePoint in managing their day-to-day business and needed more in order […]
Healthcare Providers and Microsoft CRM- What a perfect match!
What is Connect Health? Connected Health is a model for healthcare delivery that uses technology to provide healthcare remotely. Connected Health aims to maximize healthcare resources and provide increased, flexible opportunities for consumers to engage with clinicians and better self-manage their care. Connected Health uses technology to deliver patient care outside of the traditional […]