Category: CRM



In this video we look at the new Omni-Channel solution for Dynamics 365, Live Assist powered by Café X. In this first video we show you how to setup the solution, and what the agent experience looks like in Dynamics 365. We will show you how to interact with customers, use many of the different features, and how to Co Browse with your customers. https://www.youtube.com/watch?v=rVqVr5nWE3w



In this video tip Joel Lindstrom demonstrates how navigational swiping differences between the Dynamics 365 tablet and phone apps may frustrate users. https://www.youtube.com/watch?v=phfjDcJM7ME



In this video we finish off our look at Relationship insights with the Email Engagement piece. We look at what is needed to make the functionality work in Dynamics 365, as well as create a tracked email with tracked attachment https://www.youtube.com/watch?v=T-wNL6C7_aM