Customer Experience (CX) news & resources

MSDW Podcast: Community Summit 2024 Preview with Formpipe

by MSDW Reporter
Formpipe tells us about their product launch and a customer session at Summit
Business Central Business Process Mgmt Community Summit North America 2024 Customer Engagement Customer Experience (CX) Document Automation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

From the Microsoft Dynamics 365 CRM Blogs: External APIs; Member data; Unified view of customers; IoT and Field Service

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE blogs
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Marketing Marketing Automation

From the Microsoft Dynamics 365 CE/CRM Blogs: Modernize forms; Audio files in IVR; Streamlining workflows; Customize record forms

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE blogs
Business Process Mgmt Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Workflow Management

MSDW Podcast: Why CTI is a customer service game-changer, with Upland Software

by MSDW Reporter
Why CTI holds a fascinating place among IT assets as a bridge between AI and customer experience
Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Telephony

From the Microsoft Dynamics 365 CE/CRM Blogs: Dark mode; Track site visits; Relationship Sales

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Sales Copilot features; Streamline workflows; Omnichannel tools; SharePoint integration permissions

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
Copilot Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Dataverse search; Multiple cases; Keep data clean; Import records

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Customer Service Copilot; Extend dialogs; Personal settings; AI summaries

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Power Apps Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Marketing consent; Sales strategies; Dialer enhancements; Clone order records

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing Sales Order Processing
Copilot menu

Maximizing the Benefits of Copilot in Dynamics 365: Best-Practices and Strategies for Users

by Jamie Evans
In its current form, Copilot in Dynamics 365 has three core uses for most customers
AI Customer Engagement Customer Experience (CX) Customer Service Data Management Dynamics 365 Email Management Knowledge Management

LATEST VENDOR RESOURCES

ChatGPT vs. Microsoft Copilot: What's the Difference?

WebSan Solutions

Turning Customer Complaints into Opportunities with Copilot for Customer Service

WebSan Solutions

PII Complii for Dynamics 365 Business Central

WebSan Solutions

Unleashing the Power of AI with CTI: The Unsung Hero for Exceptional Customer Experiences

Upland InGenius

Automate Accounts Receivable with Trace AR

PayTrace
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eBook: A Breakdown of Key Clauses Commonly Found in SaaS Contracts

Binary Stream

This booklet will help you develop a general understanding of SaaS contracts by answering some commonly asked questions and clarifying key clauses

AP Automation Accounting Advanced Pricing Auditing BI and Reporting Banking Billing Budgeting Business Central Business Performance Mgmt Complex Billing Customer Experience (CX)

How Dynamics 365 CE Partners Can Support Membership Growth in a Changing World

Prodware

Best practices and technologies for membership organizations and associations to meet modern and changing demands

Associations Business Central Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Voice Dynamics 365 Dynamics CRM Hospitality Loyalty Management Portals Power Pages

The CFO’s Playbook for SaaS Transformation

Binary Stream

The following industry insights will help your business increase its agility and scalability

Accounting Aerospace & Defense Agriculture Architecture Auditing Automotive Complex Billing Construction Consumer Goods Customer Experience (CX) Design & Decorating Distribution

The Finance Leader’s Playbook for Financial Transformation

Binary Stream

How finance leaders can establish themselves as the backbone of a company's strategic planning

AP Automation Accounting Advanced Pricing Agriculture Architecture Auditing Automotive BI and Reporting Billing Budgeting Business Central CPQ (Configure, Price, Quote)

5 Steps to Boost Digitalization in Property, Housing, and Facility Maintenance

Resco

Discover the future of customer experience for your facility maintenance team

Automated Data Collection Business Central Customer Engagement Customer Experience (CX) Dynamics 365 Field Service Mobile Applications Power Platform Property Management Real Estate
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Abilene Machine Automates Personalized Document Creation with Lasernet

Formpipe Software

Learn Formpipe's Lasernet software helped Abilene Machine to create, modify and distribute personalized documents to their customers after migrating to Microsoft Dynamics ...

Agriculture Business Central Communications Customer Experience (CX) Distribution Document Management Dynamics 365 Finance and Operations Manufacturing Retail Unified Communication

City of Austin Modernizes Service and Program Delivery of the Economic Development Department with Dynamics 365 CE|CRM

Sikich

The Economic Development Department of the City of Austin collaborated with Sikich to deploy a constituent relationship management platform built on Microsoft Dynamics 365...

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Government Not For Profit Portals Power Apps Power Automate Power BI

Calgary Economic Development (CED) Gains Unified Success with D365 CE|CRM

Sikich

While evaluating available CRM softwares, the huge disparity in licensing and implementation costs led them to Microsoft Dynamics 365 CRM

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Government Not For Profit

Enterprise Bank: Powering Banking Services with Dynamics 365 CE|CRM

Sikich

Enterprise Bank decided it was time to replace an older CRM system

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Data Integration Dynamics 365 Dynamics CRM KPIs Power BI Power Platform Sales & Marketing

Vitaldent Connects Patients and Healthcare Providers in the Cloud to Achieve More Personalized Care

Prodware

A seamless data set that gives patients the best experience when they visit their clinics

AI Azure Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Customer Service Customer Voice Dynamics 365 Email Management Finance and Operations Health & Wellness
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Automate Accounts Receivable with Trace AR

Save time and money with accounts receivable automation. Digitizing your invoicing process makes it easier for your clients...
Business Central Credit Card Processing Customer Experience (CX) Dynamics 365 Dynamics GP Dynamics NAV Invoice Processing Payment Processing Workflow Management
More Customer Experience (CX) Solutions