Glad you found our video useful! We have a very detailed blog on Case Management - if you are still looking for information or help. It was originally written in 2021, but updated in May of 2024. www.encloud9.com/blog/provide-seamless-customer-service-with-case-management-in-dynamics-365/
I’m looking for something that can be used within social work/direct service nonprofit case management. Is this something that would be suitable to manage clients and their assigned care workers or is this only useful for sales/business industry? We’ve used sales force but it’s not user friendly and complicated to use.
Sorry for the late reply, but Dynamics 365 is very user friendly. Actually, it's one of the #1 reasons people choose it over Saleforce. Dynamics 365 is easily customizable to a wide variety of verticals. If we can help or your interested in migrating away from Salesforce , don't hesitate to reach out to us.
Just about to start a job doing support via this, so any help is always great, great video, although I am 3 years late on this reply 🙂
Glad you found our video useful! We have a very detailed blog on Case Management - if you are still looking for information or help. It was originally written in 2021, but updated in May of 2024. www.encloud9.com/blog/provide-seamless-customer-service-with-case-management-in-dynamics-365/
great content and explanations, thanks Brian
Your very welcome. Glad you found it useful!
Thank you for the helpful information and the nice presentation.
Your welcome, thanks for watching. Subscribe to our page for more great videos
I’m looking for something that can be used within social work/direct service nonprofit case management. Is this something that would be suitable to manage clients and their assigned care workers or is this only useful for sales/business industry? We’ve used sales force but it’s not user friendly and complicated to use.
Sorry for the late reply, but Dynamics 365 is very user friendly. Actually, it's one of the #1 reasons people choose it over Saleforce. Dynamics 365 is easily customizable to a wide variety of verticals. If we can help or your interested in migrating away from Salesforce
, don't hesitate to reach out to us.
We have worked with many non-profits. If you would like to discuss how we can help you, feel free to reach out to us. www.encloud9.com/contact-us
Great! Thanks
Glad you found it useful!