Summary – Dynamics 365 Customer Engagement

Dynamics 365 Customer Engagement is a great tool for managing statuses and progress of your Customer, Opportunity, Case, Jobs, etc. Why not use visual aids to quickly spot a problem?

How does it work?

You can, in any free text field, enter an emoji. On a Windows PC, hold down the Windows key

and the semi-colon (;). Select the emoji you want into your text field 😊.

GCC has successfully implemented solutions where this emoji concept is used to indicate RAG status on a record. This can either be set by the user or automatically set by your predefined rules. For instance, at a glance, you can see all customer who are in the red.

Another example is setting the progress of a record to aid the ‘quick glance’ approach. Here is an example of statuses as applied to Cases.

Further Information

If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk

Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is a comprehensive customer relationship management software, used by small medium & enterprise sized businesses, to give you and your team the power to drive sales growth.

Connect your sales, marketing, and service teams with Microsoft Dynamics 365 CRM – breaking down any data silos.

Dynamics 365 CRM offers a choice of role-based CRM modules: sales, marketing, customer service & field service – simply choose which modules are needed for your business.

This progressive technology helps you to:

• Generate insights

• Analyse performance

• Attract new customers

• Retain existing customers