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A Complete 101 Guide to Project Business Automation

The concept of Project Business Automation (PBA) has become a cornerstone for businesses in the professional services sector. It represents a convergence of various automation and management tools designed to enhance the efficiency and effectiveness of project-based work. In this blog, we'll explore the intricacies of PBA, its critical components, and the tangible benefits it brings to organisations. We aim to provide you with a comprehensive understanding of how these systems can be leveraged to transform your business operations and…

Streamlining Operations: How Easily PSA Tools Addresses The Common Consulting Firm Challenges

In the world of consulting, staying ahead means embracing digital transformation. With the ever-evolving business landscape, consulting firms face an array of challenges, from managing complex projects and diverse client expectations to ensuring efficient resource allocation. This is where Microsoft Dynamics 365 enters the scene, offering a beacon of efficiency and innovation. D365 isn't just a software; it’s a game-changer for consulting operations, crafted to streamline processes and empower firms to deliver exceptional service. Let's embark on an insightful journey…

Dynamics 365 for Professional Services: Level Up Industrial Practices

As we’re stepping into the initial period of 2024, the professional services industry is undergoing significant transformations, driven by evolving technologies and changing market dynamics. As per reports, the industry grew from $6.023 trillion in 2022 to $6.382 trillion in 2023. The sector is experiencing a compound annual growth rate (CAGR) of 6%, expected to continue through 2026. Project Service Automation is at the forefront of this change, offering solutions that cater to these evolving needs. It integrates advanced technology…

Prateek
December 29, 2023
CRM, Dynamics 365
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The CRM industry has completely changed because of AI marketing, which has helped businesses improve customer journeys, maximise content distribution, and more effectively target customers. The rapid advancement of technology, particularly in the areas of machine learning (ML) and generative AI (artificial intelligence), has given businesses the ability to improve customer experiences by providing customised solutions that communicate with each client. The ability of the brand to understand the needs of its audience and modify the experience based on constantly…

Prateek
December 21, 2023
AI
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Sarah, a small business owner, recently stepped into the world of AI-powered CRM. Initially overwhelmed by the complexity, she soon found herself surprised by the transformation it brought to her customer interactions. Today, CRM systems are pivotal in nurturing customer relationships, and with AI integration, they're evolving from mere organisational tools to dynamic engagement platforms. Statistics show that incorporating CRM AI can lead to a 50% increase in leads and appointments, a 60% improvement in closing rates, and a 40%…

Prateek
December 15, 2023
CRM
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By 2025, Gartner predicts that over 85% of customer interactions will be managed without a human. That means generative AI will interact with customers and solve their issues. This statistic underlines the transformative power of artificial intelligence (AI) in reshaping the landscape of customer interactions and relationships. The benefits of AI in CRM are not limited to just large enterprise organisations but the entire ecosystem of technology, including the cloud and big data. This means that regardless of the size…

Configure SLA in Dynamics 365

What exactly are SLAs? SLAs, or Service level Agreements, establish the level of service provided to clients in many businesses. Using SLAs in Dynamics 365 Customer Service, we can define the level of service or support an organization agrees to provide a customer. Providing help based on service levels guarantees that you deliver measurable and predictable results. SLAs provide advantages such as tracking service level performance and goals, prioritization of cases, and reminders to customer service employees. To configure SLAs,…