IRIS CRM – 1-Day Customer Service Workshop

The IRIS CRM Customer Service Workshop is a practical 1-day consulting engagement tailored for housing associations. It demonstrates how Dynamics 365 Customer Service, enhanced with IRIS CRM, can streamline tenant interactions, reduce workload, and deliver better service outcomes.

Workshop agenda:

• Assessment of current customer service and tenant contact processes
• Demonstration of 360° customer view, omnichannel case management, and automation
• Practical improvements for reducing wait times, improving first-contact resolution, and increasing tenant satisfaction
• Deliverables: fit-gap overview, improvement plan, and actionable roadmap

Outcomes: By the end of the workshop, your organization will have a clear understanding of how IRIS CRM on Dynamics 365 Customer Service can be applied in daily operations and a concrete plan for next steps.