Customer Service news & resources

CCM vendor Xpertdoc buys XperiDo, gaining document automation, industry expertise

by MSDW Reporter
All stock deal will expand global market reach, offering customers better platform capabilities.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Enterprise Content Mgmt Financial Services Government Insurance

Enterprise analysts react to latest Microsoft Business Apps accomplishments, strategy

by Jason Gumpert
From Dynamics 365 to Power BI to LinkedIn and Adobe, analysts tweeted their way through a day's worth of roadmaps, demos, and planning.
CPQ (Configure, Price, Quote) Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Automation Power Automate SaaS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Engagement for banks & CUs; Canadian CSP; Certified doc management; ISV’s 8000th customer

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
Banking Cloud Cloud Solution Provider (CSP) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Imaging Document Management Dynamics 365 Dynamics CRM

Optimizing your Microsoft Dynamics CRM/365 ecosystem: Migrate, integrate, or consolidate?

by Zak Pines
What's the right approach to managing disparate data for Dynamics 365/CRM and its system siblings?
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Migration Data Warehousing Dynamics 365 Dynamics CRM Marketing Automation

Are retailers ready to link IT investment to customer experience? New report tracks multichannel experiences

by Jason Gumpert
Priorities and investments will vary, but impact on customer experience should be a constant criteria, say experts.
Commerce Customer Engagement Customer Service Customer Service Dynamics 365 Mobile Applications NRF BIG Show 2018 Omnichannel Retail Retail POS customer experience

How to differentiate your partner business in the crowded world of Microsoft Dynamics 365/CRM VARs

by Mohamed Mostafa
Understand the growing danger of approaching your current and prospective customers with a "vanilla" approach to delivering their next business solution.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing

MSDW Podcast: CafeX and the Microsoft Dynamics 365 customer service opportunity

by Jason Gumpert
Lisa Craig, director of channel marketing at CafeX, talks customer service and partnering with Microsoft in an OCP world.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast One Commercial Partner

Microsoft Dynamics 365 and GDPR: What do customers and partners really think?

by Mohamed Mostafa
New data and a chance to participate in a new anonymous survey about Dynamics 365/CRM users' GDPR requirements.
Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM GDPR Regulatory Compliance SaaS Sales

eXtreme365: Microsoft Dynamics 365 vision draws ever closer to LinkedIn, Office 365, Azure Cognitive Services

by Jason Gumpert
Addressing Dynamics 365 partners, Microsoft Technical Fellow Mike Ehrenberg stressed the importance of data, tools surrounding Dynamics as key to future success.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations HR Management Insurance LinkedIn

Microsoft Dynamics Partner Roundup: CRM for mortgage brokers; Digital transformation in aerospace; D365 for higher ed; NAV for fresh food supply chain

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
Aerospace & Defense Azure Azure Machine Learning Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics NAV Education

LATEST VENDOR RESOURCES

Discover Brello 360 — the future of insurance brokering powered by Microsoft Dynamics 365

HORTUS Digital

SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

Inogic

Cavallo Customer Success with IDville

Cavallo

Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

CDP 101: The Lowdown on Customer Data Platforms

Coffee + Dunn
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The Shift to Customer Experience in Retail

Prodware

Customer xxperience overtakes price and product

Commerce Consumer Goods Contact Center Copilot Studio Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

How Dynamics CRM/CE Partners Benefit from ITSM Technology

Prodware

How Dynamics 365 Customer Service and ITIL help Microsoft partners meet customer demand through technology and best practice

Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Hosting Services IT Asset Management (ITAM) IT Service Management (ITSM) Inventory Management KPIs Knowledge Management

Moving Beyond CRM to True Customer Engagement

enVista

Learn how leading companies are moving beyond traditional CRM capabilities and achieving true customer engagement

Call Tracking Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Sales & Marketing

The Dirty Little Secrets of CRM: Why Your Customer Service Is Not as Good as You Think It Is

enVista

3 Secrets all Dynamics CRM customers should know about customer service

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM

Dynamics GP: Integrated E-Payment and the Future of B2B

k-ecommerce

B2B clients want the freedom to pay their bills online

Accounting Agriculture Automotive Billing Consumer Goods Credit Card Processing Customer Service Distribution Dynamics GP E-Commerce Education Electronics
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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)

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
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IT Service Management for Dynamics 365 Customer Service

Combine ITIL best practice with a market-leading service CRM to boost customer loyalty, internal productivity and team...
Customer Engagement Customer Service Customer Service Dataverse (CDS) Dynamics 365 IT Asset Management (ITAM) IT Service Management (ITSM) Power Pages Power Platform

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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