UDS Systems’ Post

🌐 2024 Release Wave 2 is almost here! Find out what’s new in release plans for Dynamics 365, Power Platform, and Microsoft Cloud for Industry.   Microsoft Dynamics 365 Community with Microsoft Power Platform Community have announced the first official teaser of the coming upgrades: https://lnkd.in/dEVyvCT9   We’re waiting for July 16th to learn more! #Microsoft #Dynamics365 #PowerPlatform

💡 Read a new guide with detailed and clear instructions on how to add and remove application forms in Microsoft Dynamics 365, prepared by Andrei, a Dynamics 365 Consultant at UDS Systems. Going through the step-by-step process, you will learn how to constructively run forms within Dynamics CRM to create an efficient interface. In addition, you will know how to hide unnecessary forms and enable the significant ones. Furthermore, this operation will give your team admittance to the most relevant and useful information and reduce confusion and clutter. No matter what job you do, a CRM administrator or a business user tasked with customizing Dynamics CRM, this guide will furnish the knowledge and instruments to simplify your CRM environment. It will make your Dynamics CRM experience more intuitive and forceful. 🔗 Read the full guide on UDS Blog: https://lnkd.in/dbVYscEe #UDSblog #UDSsystems #Microsoft #Dynamics365

🌐 Answering the question “Where to get Microsoft licenses?” is relatively straightforward: You can get them in a few ways, including UDS Systems, which streamlines software licenses directly from the source. But how do you avoid wasting time and money and obtain the proper licenses over the following period? One effective way to achieve this is by applying the UDS License Calculator, a tool designed to help you avoid unnecessary expenses and secure the right set of licenses for your needs. Here is what exactly License Calculator will do: ✔️ Collect the statistics on using D365 in all your departments. ✔️ Examine the Microsoft Licensing Guide to figure out how many users what licenses utilize and how much they cost. ✔️ Optimize the type and number of licenses according to your company’s needs. ✔️ Form the final report, containing the set of licenses with prices chosen for the company based on the above. 🔗 To know more details, learn the article in our blog: https://lnkd.in/dZugJYeB #UDSsystems #UDSAddon #MicrosoftLicences #Microsoft

CRM customization is compulsory to meet the company’s specific needs and requirements. This including adapting the system’s interface and features and implementing integrations. The out-of-the-box solution contains the system configuration designed for the client: 🎯 Customizing user roles and permissions, setting up specific functionalities for different roles 🎯 Setting up special rules and tasks, customized forms and layouts of pages, automated workflow 🎯 Setting up custom modules, advanced options 🎯 Using integrations with third-party applications and API, adding extensions and plugins 🎯 UI customization 🎯 Reporting and analytics customization 🎯 Custom data validation and data management process 🎯 and more Pros of CRM customization: ✔️ Support specific processes and workflows, providing almost 100% match of company’s business needs. ✔️ Configure custom automation. ✔️ Ensure improved data management and analytics. ✔️ Install various integrations for an efficient IT ecosystem. Cons: ✖ Higher Costs. Of course, it is entirely worth the money, but the general expenses are higher (investment in development and ongoing maintenance). ✖ Longer development process. Due to the complexity of the out-of-the-box solutions, additional time is required for implementation and further user training. ✖ Maintenance, scalability, and upgrades are also more complicated and require individual approach. Our Dynamics 365 Consultants and Developers have extensive experience in such customizations. Their expertise shows that Dynamics 365 is always the right choice for companies of different sizes! Ready to customize your CRM system? 🔗 Book a consultation with our UDS experts on our website to identify and discuss your needs! #CRM #Dynamics365 #Microsoft #UDSsystems #Customization

💡 Are you interested in improved 24/7 customer service, automated workflows, and an individual approach to user experience? If yes, read this post and integrate the CRM with your company’s portal to use all benefits! Portal integration with Dynamics 365 CRM gives you the following opportunities: ✔️ Conveniently collect customer information. ✔️ Automate workflows and guarantee that all data in the portal is synchronized with your CRM. ✔️ Add self-service options for users to improve customer service. In this way, set up functionalities for users to manage their accounts and update information, upload, view, and manage documents, create personalized dashboards with relevant data, submit service requests, and receive quick answers (find answers through the portal thanks to a knowledge base of articles, FAQs, and guides for common issues or virtual chatbots), create and track the status of support tickets, receive real-time notifications. Besides, if customers request direct communication, they will be able to communicate with your support team through chat, forums, and feedback forms on the portal or book appointments, consultations, and service visits directly through the portal. If users are interested in additional communication, they can join a community where customers can interact and share experiences. ✔️ Provide 24/7 access to the portal and your services for high customer satisfaction and engagement. ✔️ Easily scale your portal to support the growing number of users and expanding services. ✔️ Protect user data due to secure access, reliable authentication, and authorization protocols. ✔️ Track valuable data on customer interactions and behaviors through the portal and generate detailed reports and analytics on portal usage. Our clients’ success stories demonstrate that this integration is highly effective! 🔗 Contact us via website to learn more and book a personal consultation. #UDSSystems #PortalDevelopment #B2CPortals #B2BPortals #Dynamics365 #Integrations

🎉 An important announcement: the Careers page is now available! The page includes opportunities for specialists to apply for a Microsoft Dynamics job and join our team. 🔗 Explore Careers in UDS here: https://lnkd.in/daPZZiGH #UDSsystems #UDSteam #MicrosoftPartner #Hiring #Job #MicrosoftJob

Become closer to the UDS team by discovering our corporate culture! We maintain our principles and implement our values not only on paper but in real life. 🧡 🌐 Our company appreciates a personalized approach to work, transparency in communication, reliability in business, and security in all circumstances. We are people-oriented and present our values both within UDS Systems company for our employees and beyond it for clients and partners. We have recently published a new page where you can learn more about UDS vision, education, team and office life. 🔗 Explore the Corporate culture here: https://lnkd.in/dBiQymzf #UDSsystems #UDSteam #MicrosoftPartner #Microsoft

💡 We’ve published our new guide on how to set up integration between Microsoft SharePoint and Dynamics 365. Follow the step-by-step integration process and utilize document management in your company: ▪️ Experience safe cooperation, synchronization, storage, and sharing diverse content. ▪️ Improve collaboration and increase your productivity, saving time and human effort due to unified data management. 🔗 Read the full guide: https://lnkd.in/d4ZiDpGE #UDSsystems #Dynamics365 #SharePoint #MicrosoftTutorial #Integrations

🎯 Which software tools do you need to attract new customers? Our answer is clear: Dynamics 365 Customer Engagement! It’s a set of cloud-based technologies that provide effective tools for managing company’s relationships with leads, clients and partners. Microsoft Dynamics 365 Customer Engagement, or shortly Dynamics 365 CE, includes the following key modules: ✔️ Sales: to coordinate and automate lead generation, sales and nurturing processes, grow contacts from cold leads to real clients, build and manage sales pipelines effectively. ✔️ Marketing or Customer Insights: to build multichannel campaigns, manage different marketing activities, create customer journeys, organize events, monitor customer interactions, and more. ✔️ Customer Service: to efficiently organize case management, quickly answer customers questions and resolve their issues. ✔️ Field Service: to optimize field service operations by managing work orders, scheduling resources, managing inventory, and tracking service delivery. ✔️ Project Operations: to plan and manage projects, support resource allocation, time tracking, and project financials. This isn’t and exhaustive list of functionalities, as the Microsoft ecosystem and other tools offer numerous opportunities to customize your CRM, set up advanced functionalities and useful integrations. Due to this, a positive customer experience, high client engagement and achievement of your business goals are guaranteed. Follow uds.systems and subscribe to the UDS Blog to learn more about Microsoft Dynamics 365! #Microsoft #Dynamics365 #DynamicsCE #CustomerEngagement #UDSsystems Microsoft Dynamics 365 Community

🎉A new guide on how to share personal views will show you each step of the sharing process in the modern interface and classic Dynamics 365 interface. Watch this tutorial to quickly and easily grant access and assign appropriate privileges to the users. 🔗 Watch the video tutorial by visiting our YouTube channel "UDS SYSTEMS": https://lnkd.in/gQMVaApY or 🔗 Read the full material on UDS Blog: https://lnkd.in/gT3DQ_yP #Dynamics365 #UDSsystems #UDStutorial #Microsoft