Introducing iRM

  Let’s review some of the scenarios we deal with CRM? How to convert a Lead to a Contact? How to convert an opportunity to invoice? How to resolve a case raised by the customer? Who do I send out the marketing materials? Don’t these questions look so 2010-ish? We are close to a decade … Continue reading Introducing iRM

Add authenticated chat on Dynamics 365 Portals using Live Assist the right way

Live Assist for Dynamics 365 Live Assist is a software service offered by Café X to create omnichannel customer experiences on Microsoft Dynamics 365 with personalized in-app support via chat, co-browse and document share and more. Once you configure the Live Assist to provide the chat capability for your portal customers, you will notice the … Continue reading Add authenticated chat on Dynamics 365 Portals using Live Assist the right way