top of page

10 Use Cases for Customer Care Post-Implementation

Discover 10 invaluable use cases for Kwixand's Customer Care Program in our comprehensive guide. Elevate your post-implementation journey today!


An office worker talking on their cellphone while looking at a laptop.

In the dynamic landscape of enterprise resource planning (ERP), workflow automation, custom app creation, and business intelligence, successful post-implementation support is paramount in order to fully leverage your investment in solutions like Microsoft Dynamics 365 Business Central and Power Platform. In this comprehensive guide, we explore 10 scenarios where Kwixand's Customer Care Program steps in to provide invaluable assistance Dive into our guide to discover how Kwixand's Customer Care Plan can elevate your post-implementation journey. But first, what is the Kwixand Customer Care Program and why do you need a post-implementation support plan?


Why You Need a Customer Care Plan Post-Implementation


Without proper post-implementation support, you risk wasting valuable time and resources, hindering your ability to fully leverage the software's potential to solve your problems and maximize ROI. That's where Kwixand Solutions comes in with our comprehensive Customer Care Program. With a Kwixand Customer Care Plan, you'll receive support that extends beyond implementation, ensuring you have the assistance you need every step of the way.


For more on why you need support post-implementation, check out 5 Benefits of Post-Implementation Support and The Importance of Support After Go Live.


Kwixand Customer Care Plans


The Kwixand Customer Care Program offers comprehensive post-implementation support and training tailored specifically for Microsoft Power Platform and Dynamics 365 Business Central users. Upon completion of an implementation with Kwixand, clients are automatically enrolled in the foundational tier of the program, with the option to enhance coverage or choose hourly billing for support services. However, opting for a fixed-fee support program provides substantial cost savings compared to hourly billing.


Even if you didn't use Kwixand for implementation, you can still access our industry-leading care through either a Customer Care Pro or Customer Care Premium plan.


Customer Care Pro


Our foundational plan, Customer Care Pro, ensures seamless operation of your new system, providing comprehensive technical support and training. Tailored for smaller teams with limited customization needs, Pro offers:


  • Unlimited, on-demand technical support for Business Central and Power Platform.

  • Expert training for up to 5 licensed users, fostering adoption and confidence.

  • Fixed pricing starting at $500 per month, billed annually.

  • Ideal for those seeking out-of-the-box functionality or lacking sufficient support.


Customer Care Premium


Upgrade to Customer Care Premium for enhanced support beyond our Pro plan, tailored for organizations with more end-users and those seeking greater customization:


  • Unlimited training eligibility for all end-users, including new team members.

  • 2 hours of prepaid consulting and/or development time monthly for custom alterations.

  • Microsoft update monitoring and post-update customization alignment.

  • Annual solutions audits for optimal utilization of newest solutions.

  • Fixed pricing starting at $1,000 a month, billed annually.

  • Ideal for companies with complex processes or more than 5 licensed users.


Customer Care Premium ensures tailored support whether you're implementing, upgrading, or migrating to Business Central. Compared to hourly services, it offers significant savings, potentially saving you over $1,000 dollars monthly.


For more on the Kwixand Customer Care Program, check out Introducing the Kwixand Customer Care Program or head over to the Customer Care Program page of Kwixand.com. Interested in an even higher level of care? Sign up for our Customer Care Platinum Waitlist.


Click here to sign up for the Kwixand Customer Care Platinum Waitlist.

10 Use Cases for Kwixand Customer Care Post-Implementation


Now that you know what the Kwixand Customer Care Program is, let’s explore a variety of practical use cases that illustrate how a Customer Care Pro or Premium plan can benefit you as a user of Dynamics 365 Business Central and Microsoft Power Platform.


1️⃣Custom Report Creation Assistance


Crafting customized reports tailored to your organization's unique needs within Microsoft Dynamics 365 Business Central or Power Platform can be challenging. Kwixand's Customer Care Program offers essential support to simplify this process, empowering you to develop your own custom reports with confidence. Through personalized training and technical assistance, we equip you with the knowledge and skills needed to create and optimize reports independently, saving you time and resources while maximizing the value of your solution.


Benefits:

  • Empowered Independence: Gain the skills and knowledge necessary to create custom reports independently, reducing reliance on external assistance and streamlining your reporting workflow.

  • Tailored Training: Receive personalized training sessions tailored to your specific reporting requirements, ensuring you learn how to effectively utilize the reporting tools and features within your ERP solution.

  • Technical Guidance: Access expert technical assistance and troubleshooting support to overcome any challenges or roadblocks encountered during the report creation process.

  • Cost-Effective Solution: By developing in-house capabilities for custom report creation, you can reduce expenses associated with outsourcing report development or purchasing pre-built solutions.


With Kwixand's support, you can enhance your reporting capabilities and drive informed decision-making within your organization, all while maintaining control over the report creation process.


2️⃣Workflow Automation Guidance


Implementing efficient workflow automation processes within Microsoft Dynamics 365 Business Central or Power Platform is crucial for optimizing your business operations. Kwixand's Customer Care Program provides essential support to simplify this task, enabling you to develop and implement automation workflows confidently. Through personalized training and technical assistance, we empower you to harness the full potential of automation, saving you time and resources while maximizing the effectiveness of your solution.


Benefits:

  • Self-Sufficiency: Gain the expertise to independently design and implement workflow automation processes, reducing reliance on external support and empowering your team to take control of your automation initiatives.

  • Customized Expertise: Receive tailored training sessions that address your specific business processes and automation needs, ensuring you acquire the skills needed to address your unique challenges effectively.

  • Proactive Problem Solving: Access expert technical guidance and troubleshooting support to address any obstacles encountered during automation implementation, enabling you to navigate challenges with confidence and efficiency.

  • Budget-Friendly Solutions: By developing in-house capabilities for workflow automation, you can significantly reduce expenses associated with outsourcing development or purchasing pre-built solutions, optimizing your ROI.


By partnering with Kwixand, you can enhance your workflow automation capabilities and drive operational efficiency within your organization, all while maintaining control over your automation strategy.


3️⃣Financial Statement Customization Tips


Customizing financial statements within Microsoft Dynamics 365 Business Central and Power Platform is essential for accurately reflecting your organization's financial data and meeting specific reporting requirements. Kwixand's Customer Care Program offers valuable guidance to simplify this process, empowering you to tailor your financial statements to your needs, and the needs of your customers, with confidence. Through personalized training and technical assistance, we equip you with the knowledge and skills needed to customize financial statements independently, saving you time and resources while ensuring the accuracy and relevance of your financial reporting.


Benefits:

  • Tailored Reporting: Gain the expertise to customize financial statements to meet your organization's unique reporting needs and adhere to all regulatory requirements, ensuring that your financial reports accurately reflect your business performance.

  • Strategic Insights: Receive personalized training sessions focused on financial statement customization, providing you with the tools and techniques needed to analyze financial data effectively and derive actionable insights.

  • Expert Support: Access expert technical assistance and troubleshooting support to address any challenges encountered during the customization process, enabling you to overcome obstacles with confidence and efficiency.

  • Value-Driven Solutions: By developing in-house capabilities for financial statement customization, you can reduce expenses associated with outsourcing development or purchasing pre-built solutions, maximizing the value of your investment.


With a Kwixand Customer Care Plan, you can enhance your financial reporting capabilities and drive informed decision-making within your organization, all while maintaining control over your financial statement customization strategy.


4️⃣Inventory Management Recommendations


Efficient inventory management is crucial for optimizing operations and meeting customer demand within Microsoft Dynamics 365 Business Central and Power Platform. Kwixand's Customer Care Program offers invaluable recommendations to simplify inventory management processes, empowering you to streamline operations with confidence. Through personalized training and technical assistance, we equip you with the knowledge and skills needed to optimize inventory management independently, saving you time and resources while ensuring accurate and efficient inventory control.


Benefits:

  • Optimized Inventory Control: Gain insights and strategies to optimize inventory levels and minimize stockouts and excess inventory, ensuring that you can meet customer demand while minimizing carrying costs.

  • Tailored Recommendations: Receive personalized recommendations tailored to your specific industry, business size, and inventory management needs, ensuring that you implement solutions that are relevant and effective for your organization.

  • Expert Guidance: Access expert technical assistance and troubleshooting support to address any challenges encountered during the implementation of inventory management recommendations, enabling you to navigate complexities with confidence and efficiency.

  • Resource-Saving Solutions: By implementing in-house inventory management recommendations, you can reduce expenses associated with excess inventory, stockouts, and inefficient processes, maximizing the profitability of your operations.


With Kwixand's support, you can enhance your inventory management capabilities and drive operational efficiency within your organization, all while maintaining control over your inventory management strategy.


5️⃣CRM Integration Support


Achieving seamless integration between Dynamics 365 Business Central and Dynamics 365 Sales is pivotal for a unified view of customer data and streamlined sales processes. Kwixand's Customer Care Program provides essential support to facilitate this integration, empowering you to optimize customer relationship management with confidence. Through personalized training and technical assistance, we equip you with the knowledge and skills needed to set up and maintain CRM integration with Business Central independently, saving you time and resources while enhancing sales effectiveness.


Benefits:

  • Unified Customer View: Gain insights into customer interactions and preferences by integrating customer data from Dynamics 365 Business Central and Dynamics 365 Sales, enabling you to deliver personalized experiences and targeted sales efforts.

  • Streamlined Sales Processes: Enhance sales efficiency by automating data synchronization between systems, reducing manual data entry and ensuring sales representatives have access to up-to-date customer information.

  • Tailored Assistance: Receive personalized guidance tailored to your organization's specific integration requirements and business objectives, ensuring that you implement a solution that aligns with your unique needs.

  • Expert Support: Access expert technical assistance and troubleshooting support to address any challenges encountered during the integration process, enabling you to overcome obstacles with confidence and efficiency.

  • Affordable Strategies: By implementing in-house CRM integration, you can reduce expenses associated with disjointed systems and manual data entry errors, maximizing the effectiveness of your sales efforts while minimizing costs.


With Kwixand's support, you can enhance your CRM capabilities and drive sales effectiveness within your organization, all while maintaining control over your CRM integration strategy.


6️⃣Power BI Dashboard Support


Creating and maintaining Power BI dashboards is essential for visualizing key business metrics and facilitating data-driven decision-making. Kwixand's Customer Care Program offers crucial support to streamline this process, empowering you to leverage Power BI dashboards effectively. Through personalized training and technical assistance, we provide the knowledge and skills needed to develop and maintain Power BI dashboards independently, saving you time and resources while maximizing the value of your data.


Benefits:

  • Visualized Business Insights: Gain actionable insights into your organization's performance by creating visually appealing and informative Power BI dashboards that highlight key metrics and trends.

  • Data-Driven Decision-Making: Enable informed decision-making across your organization by presenting data in an easily digestible format, allowing stakeholders to quickly identify areas for improvement and opportunities for growth.

  • Tailored Training: Receive personalized training sessions focused on Power BI dashboard development and maintenance, ensuring that you acquire the skills needed to create compelling visualizations and effectively manage your dashboards.

  • Expert Guidance: Access expert technical assistance and troubleshooting support to address any challenges encountered during the dashboard creation or maintenance process, enabling you to overcome obstacles with confidence and efficiency.

  • ROI-Driven Approaches: By developing in-house capabilities for Power BI dashboard development and maintenance, you can reduce expenses associated with outsourcing or purchasing pre-built dashboards, maximizing your ROI for you Power BI investment.


With Kwixand's support, you can enhance your data visualization capabilities and drive data-driven decision-making within your organization, all while maintaining control over your Power BI dashboard strategy.


7️⃣Troubleshooting Data Import Issues


Efficient data import processes are crucial for maintaining accurate and up-to-date information within Microsoft Dynamics 365 Business Central and Power Platform. Kwixand's Customer Care Program offers vital support to resolve data import issues, ensuring smooth and error-free data management. Through personalized training and technical assistance, we equip you with the knowledge and skills needed to troubleshoot data import issues independently, saving you time and resources while ensuring data integrity.


Benefits:

  • Data Integrity Assurance: Identify and resolve data import issues promptly to maintain the accuracy and reliability of your data, ensuring that your business operations are not disrupted by inconsistencies or errors.

  • Efficient Problem Resolution: Learn effective troubleshooting techniques to quickly identify the root cause of data import issues and implement solutions, minimizing downtime and reducing the impact on business processes.

  • Tailored Training: Receive personalized training sessions focused on troubleshooting data import issues within Microsoft Dynamics 365 Business Central, ensuring that you acquire the skills needed to address a wide range of data-related challenges.

  • Expert Support: Access expert technical assistance and troubleshooting support to address any complex or recurring data import issues, enabling you to overcome obstacles with confidence and efficiency.

  • Cost-Effective Solutions: By developing in-house capabilities for troubleshooting data import issues, you can reduce expenses associated with outsourcing or consulting services, maximizing the efficiency of your data management processes.


With Kwixand's support, you can enhance your data management capabilities and maintain data integrity within your organization, all while maintaining control over your data import troubleshooting strategy.


8️⃣App Customization Guidance


App customization within Microsoft Dynamics 365 Business Central or Power Platform allows for tailored solutions to meet your specific business needs. Kwixand's Customer Care Program offers exclusive App Customization Guidance through the pre-paid consultation and development hours included in a Customer Care Premium plan. This invaluable support streamlines the process of customizing and extending the functionality of your newly implemented solution. Through personalized consulting, training, and technical assistance, we equip you with the knowledge and skills needed to customize apps independently, saving you time and resources while ensuring your solution meets your exact requirements.


Benefits:

  • Tailored Solutions: Customize and extend the functionality of your newly implemented solution to address your unique business needs and workflows.

  • Enhanced Efficiency: Streamline your operations by developing custom apps that automate manual processes and improve productivity.

  • Exclusive Guidance: Benefit from exclusive access to App Customization Guidance, available only to users with a Customer Care Premium plan, providing personalized support tailored to your specific customization requirements.

  • Expert Assistance: Access expert technical assistance and troubleshooting support to address any challenges encountered during the app customization process, enabling you to overcome obstacles with confidence and efficiency.

  • Practical Investment Options By developing in-house capabilities for app customization, you can reduce expenses associated with outsourcing development or purchasing pre-built solutions, maximizing the value of your solution investment.


With Kwixand's support, you can enhance your solution's functionality and drive efficiency within your organization, all while maintaining control over your app customization strategy.


9️⃣User Role and Security Maintenance


Managing user roles and security permissions within Microsoft Dynamics 365 Business Central and Power Platform is crucial for safeguarding sensitive data and ensuring operational integrity. Kwixand's Customer Care Program offers exclusive user role and security maintenance, a feature available only to users with a Customer Care Premium plan. This invaluable support streamlines the process of configuring and maintaining user roles and permissions, empowering organizations to establish robust security measures tailored to their specific needs.


Benefits:

  • Tailored Security Measures: Customize user roles and permissions to align with your organization's unique security requirements, ensuring the protection of sensitive data and compliance with regulatory standards.

  • Efficiency Enhancement: Streamline the process of managing user access by leveraging expert guidance and technical assistance, saving time and resources while ensuring effective security management.

  • Expert Assistance: Access expert technical assistance and troubleshooting support to address any challenges encountered during the configuration and maintenance of user roles and permissions, enabling you to overcome obstacles with confidence and efficiency.

  • Resource-Saving Solutions: By developing in-house capabilities for user role and security management, you can reduce expenses associated with outsourcing or purchasing pre-built solutions, maximizing the value of your software investment.


With Kwixand's support, you can enhance the security of your ERP solution and ensure compliance with regulatory standards, all while maintaining control over your system's security strategy.


🔟Ongoing End-User Training


Continuous end-user training is essential for maximizing the efficiency and adoption of Microsoft Dynamics 365 Business Central or Power Platform within your organization. Kwixand's Customer Care Program offers ongoing end-user training, ensuring that your team remains up-to-date with the latest features and functionalities. This benefit is available with both Customer Care Pro and Customer Care Premium plans, with a distinction in coverage:


  • Customer Care Pro: Covers training for up to 5 licensed users employed at the time of enrollment.

  • Customer Care Premium: Offers training for all licensed users, including new employees, making it the preferred plan for businesses looking to expand their workforce.


Through personalized training sessions and technical assistance, we empower your team to utilize the full capabilities of your Dynamics 365 Business Central or Power Platform solution effectively. By investing in ongoing end-user training, you can enhance productivity, streamline operations, and drive greater ROI from your technology investment.


See How Your Post-Implementation Experience Can Benefit from a Kwixand Customer Care Plan


Experience the difference a Kwixand Customer Care Plan can make in your post-implementation journey. From personalized support to ongoing training, our comprehensive plans are designed to enhance your usage of Microsoft Dynamics 365 Business Central and Power Platform. Don't let post-implementation challenges hold you back—sign up for a free consultation today and discover how Kwixand can elevate your post-implementation experience. Unlock the full potential of your technology investment with Kwixand's expertise by your side.


Click here to book a free consultation with Kwixand Solutions



Bình luận


bottom of page