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How Microsoft Dynamics 365 Power Platform Revolutionizes Remote Work and Online Customer Service

Elevating Collaboration and Customer Engagement: How Microsoft Dynamics 365 Power Platform Revolutionizes Remote Work and Online Customer Service

The rise of remote work and online customer service expectations has created great challenges and opportunities for organizations over the past few years and will continue in the future. This market trend has prompted collaboration within and across your internal teams to evolve greatly over the past years with the adoption of video calls, chat, and other online interactions. These tools have connected sales and service teams with each other and have resulted in an ability to deliver a faster and better customer experience.

Microsoft Dynamics 365 Power Platform has kept up with shifting trends to reorganize workflow processes and fill communication gaps between team members and departments. The increased effectiveness of Power Apps in Dynamics 365 allows your sales team to connect with each other in new ways, giving each user a complete view of the connection an account has in your organization. An example is the enhanced collaboration feature available through Power Apps has an added panel list of other colleagues who are working off the same account. This feature fosters greater collaboration between sales and service teams, generating new sales and account management strategies and reducing frustrations associated with teams who inadvertently work in silos.

Running through Power Apps, this is an optional feature that you can turn on to help provide greater visibility to actions taken across your team. This new application function applies to all entities including custom tables, not just accounts and contacts.  

Microsoft Dynamics 365 and the Power Platform provide transformative functionality to your operational processes through Microsoft cloud applications which are tightly integrated with Microsoft (Office) 365, Teams, SharePoint, and Azure. However, these solutions on their own will not achieve your business outcomes. They need to be integrated to reflect your unique business practices with your people in mind to achieve effectiveness.

To enable this new feature login to https://admin.powerplatform.microsoft.com/ using your Administrative credentials.

Select the environment you want to collaborate, and click “Settings

Click to show the sub-menu under Product and click “Collaboration”

Ensure the Model-driven app features in “ON

Once this new Dynamics 365/Power Apps function is active, with your Sales Hub or Service Hub app you will be able to see who has recently viewed each account, contact, or form within the respective screens. From the history, users can click on a colleague’s name to quickly email, Teams chat, or open their contact card to collaborate further.

Learn more: https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave1/power-apps/see-colleagues-who-are-viewing-same-records-as

If you run into any trouble with activating the new feature or need additional guidance on unlocking your CRM potential reach out to Purely CRM. Our Purely CRM advisory, design, and implementation services bring years of experience in configuring systems to support specific business processes. Using AGILE DevOps implementation methodology, our team will deliver incremental functionality of each feature resulting in heightened user adoption, limited operational disruption, and a fast GO-Live.

About Purely CRM

For close to a decade our Purely CRM team has been laser-like focused on delivering CRM solutions built solely on Microsoft Dynamics 365 CRM, combined with Power Apps and the Microsoft Power Platform. We’ve expanded our team immensely in the past years to help better serve our clients and partners. Most recently we merged with Endeavour Solutions, a top Microsoft ERP, CRM, and Cloud consulting firm to further expand our talented team of CRM consultants.

Our core focus is on large mid-market and enterprise CRM Design & Development projects, Staff Augmentation, and CRM Support. When needed we can also tap upon our peers at Endeavour for Dynamics 365 Business Central ERP to provide an All-in-One Cloud ERP-CRM.  We provide services to clients Coast to Coast across the United States and Canada. We do not use resources overseas.

Reach out to explore our track record, rates, skills, and approach to discover how we can collaborate and drive YOUR SUCCESS.

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