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Find out how you can use visual aids to quickly identify a problem in Dynamics 365 CRM
22 March 2022
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.
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