Customer Experience (CX) news & resources

Copilot in Microsoft Dynamics 365: Improving Customer Service with AI

by Jamie Evans
Why early adopters of Copilot capabilities are finding benefits
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365

From the Microsoft Dynamics 365 CE/CRM Blogs: Formula suggestions; SharePoint integration; Phone call tagging; Data masking

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 CRM blogs
Business Process Mgmt Customer Experience (CX) Customer Relationship Mgmt Customer Service Data Integration Document Management Dynamics 365 Sales & Marketing Security Telephony

Microsoft Dynamics Partner Roundup: Telco CRM solution; D365 payment solution; Partnership; Upgrade assessment;

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Financial Management Not For Profit Payment Processing Procurement Telecommunications
Elite Dynamics

BGF backs holiday parks specialist Elite Dynamics with £5 million investment

by MSDW Reporter
With the investment, Elite Dynamics aims to triple its size and double employee base by 2026
Business Central Customer Engagement Customer Experience (CX) Dynamics 365 Financial Management Hospitality Plant Maintenance Sales & Marketing
BNY Mello

BNY Mellon brokers strategic partnership with Microsoft

by MSDW Reporter
BNY Mellon teams up with Microsoft for scalability, AI in the cloud
AI and Machine Learning Azure Compute Customer Experience (CX) Customer Service Data Management Financial Services
Holiday park

How Microsoft Dynamics solutions are transforming the holiday home industry

by Jamaine Campbell
Why the industry is finally investing in new solutions after years of being left in technical limbo
Accounting Business Performance Mgmt Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Financial Management Hospitality Power Platform Sales & Marketing Travel & Leisure

NRF's Big Show 2024: Microsoft urges retailers to look for high-impact AI scenarios

by Jason Gumpert
Microsoft to offer retailers new Copilot templates, Fabric solutions to accelerate AI
Commerce Customer Experience (CX) Customer Service Data Management Dynamics 365 Finance and Operations HR Management Knowledge Management NRF 2024 Retail

Microsoft Dynamics Partner Roundup: QMS, analytics partnerships; Typeface AI integration; New VAR president

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
AI BI and Reporting Business Central Customer Engagement Customer Experience (CX) Customer Insights Data Management Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Marketing Automation

How to resolve post-update display issues in a Dynamics 365 organization

by Nikhil Rajendran
When this mode is enabled, model-driven apps in Dynamics 365 can be opened in a browser without menus, navigation, or toolbars
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Power Apps Power Platform

From the Microsoft Dynamics 365 CRM Blogs: Monitoring and resolving issues; Retrieving audit data; Managing appointments; Focused view

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 CRM blogs
Auditing Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Data Integration Dynamics 365 Sales & Marketing

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Dooap Capture - How does our unique semantic invoice capture work?

Dooap

3 Tips to Take More (Payments) and Make More (Money)

PayTrace

Patagonia Achieves Omnichannel Success and Elevates its Customer Journey with Vertex Tax Solutions and Microsoft D365

Vertex, Inc.

Did you know you could do *this* with Lasernet?

Formpipe Software

Lasernet's Finance and Operations Connector - New version 6.19!

Formpipe Software
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6 Reasons Why You Should Invest in Field Service Automation

Aha Apps
The ultimate resource for implementing automation solutions that streamline your field operations, elevate customer experience, and drive revenue growth
Customer Engagement Customer Experience (CX) Dynamics 365 Dynamics CRM Field Service

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 Apps Portals

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)
More Customer Experience (CX) White Papers

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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