Customer Service news & resources

Microsoft 365 Copilot example with Customer Service data

Microsoft launches M365 Copilot updates for Biz Apps and Cowork, E7 AI-focused license combo

by Jason Gumpert
M365 Copilot integration, Copilot Cowork, and E7 bundle will all lean on WorkIQ, company says
Copilot Customer Engagement Customer Service Customer Service Dataverse (CDS) Dynamics 365 HR Management Power Apps Power Platform Sales Sales & Marketing
ChandlerCX

ChandlerCX acquires finance industry customer engagement vendor Novagentic

by MSDW Reporter
Novagentic founder Neil Benson will be Chandler's new chief product officer
AI and Machine Learning Azure Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Financial Services Power Platform

From the Microsoft Dynamics 365 CE/CRM Blogs: Service request management; Sales best practices; Useful AI in Dynamics 365 CE; Customer Service features

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

From the Microsoft Dynamics 365 CE/CRM Blogs: Disposition codes; AI invoice approval; Save time with email templates; Create better relationships

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Contact Center Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Invoice Processing Power Platform Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: WhatsApp integration; RFQs & quotes; New CRM, ERP services; Automation

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Proposal Generation Sales Quoting

From the Microsoft Dynamics 365 CE/CRM Blogs: Fluent v2.0 for Customer Service; Article content blocks; Create records; Use Copilot in D365 Field Service

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Experience (CX) Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Marketing Automation Sales
WhatsApp logo

WhatsApp Messaging in Dynamics 365 CRM: Creating an AI-supported strategy

by Sam Kumar
How to align customer experience goals with integration of the popular messaging app
Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications

Why Data Duplication is Quietly Killing CRM ROI (and How to Stop It)

by Sam Kumar
How to avoid the cumulative effects of a day-to-day problem
Contact Center Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Sales

From the Microsoft Dynamics 365 CE/CRM Blogs: Custom productivity tools; Sensitive data redaction; Build update profile form; Row-level filtering

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
Contact Center Contact Center Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Marketing Automation Sales Sales & Marketing
L&G logo

How L&G will deploy Microsoft Dynamics 365 Contact Center to serve millions of retail customers

by Linda Rosencrance
2,000+ agents will use the solution as the firm grows its digital innovation initiative
Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Service Dynamics 365

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[Dynamics 365 CE @ Work] Turning Customer Data into Revenue: Leveraging D365 Customer Insights for Better Engagement

TD SYNNEX

60 Tips in 60 Minutes: Dynamics 365 Customer Insights

Coffee + Dunn

Microsoft Dynamics 365 Contact Center: Executive Overview

JourneyTeam

Inbox or Ignored: Navigating Deliverability in Dynamics 365 Customer Insights – Journeys

Coffee + Dunn

Top Features of the Business Central Sales & Service Module Every Partner Should Know

TD SYNNEX
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Lead the Change: Build a Future-Proof Customer Contact Center with AI

JourneyTeam
Ready to modernize your contact center? This guide breaks down exactly how.
Call Tracking Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Telephony

Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM

JourneyTeam
Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity
AI and Machine Learning Azure Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

10 of the Best Practices to Improve Customer Service

Ledgeview Partners

A guide for managers and lead reps

Customer Engagement Customer Service Dynamics 365

The 2017 State of B2B Email Marketing

Click
What strategies and tactics have had the greatest impact on B2B email marketing in 2017?
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Automation Sales Sales & Marketing
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Protech Automotive Solutions – Field Operations / Dynamics 365 + Power Platform

JourneyTeam
Transforming field operations with a connected Microsoft Dynamics 365 and Power Platform solution
Automotive Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Platform Project Operations Project Service Automation

MACRC: Reducing Processing Times With a Streamlined Dynamics CRM System

Forvis Mazars
Adoption of Microsoft technologies allowed MACRC to better serve members and improve operations.
Customer Engagement Customer Service Customer Service Dynamics 365 Healthcare Power Automate Power Platform

Crow Wing County: Agile Technology Solutions with Dynamics 365 CRM

Forvis Mazars
See how employing a new CRM system led to streamlined workflows and increased efficiencies.
Customer Engagement Customer Service Customer Service Dynamics 365 IT Service Management (ITSM)
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Next Best Action - AI/ML-Powered Recommendations for Microsoft Dynamics 365 CRM

Next Best Action is an AI/ML-powered assistant for Microsoft Dynamics 365 CRM that analyzes CRM data, customer interactions...
AI Agents Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation

Velaro

Make the most of your Microsoft Dynamics investment and gain a 360-degree view of your customers by integrating your CRM with...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing
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