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Microsoft Dynamics 365 | Integration, Dataverse...
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Beginner's integration

Posted on by 10

Hi,

Please bear with me as I'm very new to everything technical. I'm currently managing a small to medium flower delivery company in Switzerland and I was tasked with integrating Dynamics for our customer service needs. Indeed, our current "manual" system no longer scales and we need a professional solution. Therefore our IT division suggested trying your solution to see if it would fit our needs. Unfortunately, I'm not really a tech-savvy person so I haven't found any "quick start" for the Dynamics customer service integration. It would be great if you could direct me to specific documentation, or even better, sample integration that I could look at? It all seems very abstract at this point and my managers want a clear idea of what kind of benefits they would get from such an integration.

Thank you for your time
Barney

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Beginner's integration

    Hi,

    My suggestion is to go to trials.dynamics.com, spin off a free one-month trial for the customer service module and see how it fits you. This trial has a lot of features including a portal (website) for external customers to submit requests etc. If you final goal is to implement a retail system then there is a retail module that you can use as well. tell me about your high level requirements and I will give you some more insights..

    Thanks

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