Webinars

Managing Arrears with Dynamics 365 for Housing | 16 July | 10 am

Managing arrears is s critical Finance responsibilities. In this webinar, via a live streaming demo, we show how Dynamics 365 for Housing:

  • Links tenants, accounts and properties to give a 360-degree view of the customer
  • Highlights arrears cases through pre-configured dashboards
  • Allows Finance users to prioritise arrears cases for follow up action
  • Incorporates a pre-defined workflow for arrears case management
  • Records all tenant interactions to support court cases, evictions, etc
  • Tracks arrears recovery for KPI reporting

This webinar runs for approximately 45 minutes. For those who wish to go a little deeper we will stay online to answer questions and explore specific features in more detail.

Register here

Handling ASBs in Dynamics 365 for Housing | 12 September | 11 am

Dynamics 365 for Housing has been built from the ground up to meet the needs of housing associations and other social housing providers. Dynamics 365 for Housing transforms the traditional property-centric view of social housing, putting the customer at the centre to reflect the complex relationships between tenants, accounts, properties, activities/cases and external service providers, incorporating pre-configured, customizable workflows to provide out-of-the-box support for all common social housing processes.

Dealing effectively with anti-social behaviour cases whilst ensuring staff are properly protected is a challenge faced by Housing Associations and local Authorities alike. Dynamics 365 for Housing includes specific support for ASBs, by:

  • Linking tenants, tenancies, properties and cases, streamlining the case management process
  • Incorporating and end-to-end workflow for ASB cases
  • Enabling Neighbourhoods teams to record information using the built-in Dynamics 365 mobile app
  • Allowing staff to easily create action plans and risk assessments

This webinar runs for approximately 45 minutes. For those who wish to go a little deeper we will stay online to answer questions and explore specific features in more detail.

Register here

Streamline Complaints Handling with Dynamics 365 for Housing | 10 October | 11 am

How effectively, and quickly, customer complaints are resolved is a key metric of service quality and customer satisfaction. In this webinar we will show how Dynamics 365 for Housing:

  • Streamlines complaints handling, with built in escalations
  • Incorporates a customisable complaints workflow
  • Links tenants, tenancies, properties and cases
  • Enables multi-channel, two-way customer communication
  • Tracks performance through pre-configured dashboards

This webinar runs for approximately 45 minutes. For those who wish to go a little deeper we will stay online to answer questions and explore specific features in more detail.

Register here

Empower Contact Centre teams with Dynamics 365 for Housing | 7 November | 11 am

The contact centre is often the first point of engagement with customers, and dealing effectively and efficiently with the varied and specific issues they raise is key to delivering exemplary customer service. In this live webinar we demonstrate how Dynamics 365 for Housing empowers contact centre teams by:

  • Linking individual, property and account entities to provide a 360-degree view of the customer
  • Capturing and recording every customer interaction, whether by phone, by email, through social media or face to face
  • Streamlining the end-to-end case management process
  • Assigning tasks to individual and team work queues, with configurable alerts and escalations
  • Providing dashboards to help contact centre team leaders manage workload and priorities

This webinar runs for approximately 45 minutes. For those who wish to go a little deeper we will stay online to answer questions and explore specific features in more detail.

Register here

Dynamics 365 for Social Housing | 5 December | 11 am

Dynamics 365 for Housing is a pre-configured solution for Housing Associations and Local Authority social housing providers designed to accelerate digital transformation by driving customer and tenant engagement, streamlining business processes and improving the way services are delivered.

In this live streaming webinar we will:

  • Show how Dynamics 365 for Housing links customers, properties and accounts to give a 360-degree view of the customer
  • Highlight built-in business processes for case management, complaints handling, arrears, repairs, voids, exchanges, staircasing and sales & lettings
  • Explore how Dynamics 365 out-of-the-box capabilities can streamline field-based processes such as Estate Inspections, ASBs, etc.
  • Demonstrate an example of a Tenant Portal directly connected to and fully integrated with the back-end CRM system
  • Show how Dynamics 365 for Housing incorporates the familiar Microsoft ‘look and feel’, removing one of the main hurdles to user adoption

This webinar runs for approximately 45 minutes. For those who wish to go a little deeper we will stay online to answer questions and explore specific features in more detail.

Register here