How to manage your knowledge base in Microsoft Dynamics?

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Contents

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Contents

You can download the ViiBE visual support solution directly from the Microsoft Dynamics CRM solution. Microsoft Dynamics Knowledge Management will be accessible. Information and knowledge can be shared faster and more efficiently between teams and employees. This represents a different kind of training system, that is more transparent with information and leads to a reduction in human error.

1. ViiBE knowledge management in Microsoft Dynamics for your training processes

Microsoft Dynamics is not designed as a solution to help train new employees. The number of resources he or she needs to be onboarded onto using in a short period of time in addition to any other pieces of training can make it difficult to have the resources to fully train all new employees. With a knowledge base, it is easier to share information with new employees, saving time and resources for the rest of the team. This is not easy to implement, but there are many solutions based on your team’s size and the scope of your needs. However, these options often provide more problems than solutions by adding additional software to the already large portfolio of your company. 

This is the reason why Microsoft Dynamics integrates the ViiBE Knowledge Management System directly into its CRM. ViiBE’s archives allow team members to share tickets with all relevant parties. These tickets emphasize the various calls needed to resolve participants, recorded videos, comments, chat transcripts, etc. This new solution is really useful for employees. The video provides much more specific information than text, which is a practical tool for any position, task, or sector. 

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2. Microsoft Dynamics knowledge management for vertical and multilateral communication between teams

For example, if the sales team needs more details about the problems of customers, sales teams are really useful for sharing documents, videos, descriptions, or comments to equipment without problems. This is the same for accounting teams that may need to access this information when you need to solve invoices problems. Indeed, keeping track of invoices and bills is mandatory for any company. Several invoicing software programs are available to help you archiving financial documents, but having a proper knowledge management tool that allows you to access any kind of files within your company.

In addition, IT managers are not always able to collect equipment data. The Microsoft Dynamics ViiBE knowledge management system allows them to access different reports at the time according to their needs. For example, managers can examine graphic representations of the number of calls, issues resolved, issued diagnoses, diagnoses, scores, or first call rates. This is especially useful when the manager is monitoring a remote team’s results.

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3. Conclusion

The conclusions are well known, that there are many advantages in the practice of knowledge management. By providing everyone’s interest, each team helps share with the consistency of the company. It is also useful for you to know if it is an ideal person to contact when specific information is needed. This is the reason why it is very important to integrate knowledge management strategies in Microsoft Dynamics CRM to make all the information a place.

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