Personalize Customer Experience – 2 Days Workshop

A business must know where it is now before planning where to go next. This is why before strategic road mapping, before any kind of organizational change, we Cloud start with a custom workshop for your business.

Dynamics 365 Customer Insights helps organizations unify disparate data to gain a single view of customers, derive insights, and act. Empower your marketing, sales, and service professionals to deliver personalized experiences at scale.

What is customer experience with Dynamics 365?

Personalization in customer experience means designing or producing services and products to meet customer’s individual requirements. Dynamics 365 exceed expectations with a customer service solution that supports seamless experiences for both your customers and employees. The Customer Service omnichannel capability set now includes a new voice channel, built on Azure Communication Services.


Solution Benefits

  • Find and build stronger relationships. Improve productivity and performance. Get a single view of customers.
  • Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends.
  • Deliver positive customer experiences faster. Optimize resources and help technicians be more efficient. Reduce operational costs.
  • Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities.
  • Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets.
  • Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.
  • Take the work out of managing your workforce. Streamline and optimize processes. Empower employees and set them up for success.



Workshop Deliverables

  • Identify challenges and potential blockers as well as Review your current system tools.
  • Review potential data sources for profiles and use cases, up to 3
  • scale elastic operations to match customer demand like work anywhere, anytime by going 100% digital to support agent productivity and a distributed contact center environment.
  • Create activities, relationships, search indexes and measures in Customer Insight.
  • Produce a roadmap for maturing your customer experience
  • Manage resource history effectively so that technicians have all the information.
  • Develop joint plans and next steps.

The output for this engagement

The outcomes will be tailored to your requirements to meet your specific goals and objectives

✔     Getting Started Dynamics 365- Define Scope – Assess, Configure, and enable.

✔      Implement connectivity and foundational security for users, devices, apps, and data.

✔     Identify Gaps, customer engagement Risks, and mitigations for a successful deployment and adoption.

At the end of the workshop, you receive an executive report detailing your next steps for a secure Dynamics 365 & Power Suites environment.