Customer Service news & resources

MSDW Podcast: Gus Gonzalez on delivering Microsoft Dynamics 365/CRM success

by Jason Gumpert
A wide ranging discussion on fixed fee projects, gaining MVP status, partner learning priorities, vertical specialization, LinkedIn, and more.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast MVP Professional Services Sales Sales & Marketing

Predictive analytics and Microsoft Dynamics AX: How JJ Food Service delivers real customer engagement results

by Linda Rosencrance
UK-based food distributor streamlines customer calls and enables customized deals, cross sell opportunities with Dynamics AX services.
BI and Reporting Business Performance Mgmt Business Rules Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Distribution Dynamics 365 Dynamics AX Finance and Operations Food & Beverage

Vic Air Supplies moves to the cloud with Microsoft Dynamics NAV

by Linda Rosencrance
Microsoft Gold Partner EBS helps company move to the cloud, and to bring along some reluctant employees
Accounting BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365

Microsoft Dynamics Partner Roundup: CX acquisition; D365 IEM configurator; Scheduling app; Retail win

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Manufacturing Product Lifecycle Mgmt Retail Retail POS

The Missing Link in Fraud Detection: Content Management

by Francois Pienaar
Detecting fraud within a business shouldn't be difficult, but still remains a challenge for most of the industry. What is missing?
Auditing Business Process Mgmt Business Rules Mgmt Content Management Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Document Management Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: NAV go-live in IT support; Partner wins in citrus, bakery equipment; Enterprise VAR enters SMB

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Agriculture Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Food & Beverage Manufacturing

Executive Q&A: Tribridge on the cloud-friendly public sector vertical

by Jill Rose
Once legendary as a “slow-turning boat,” the public sector vertical has experimented with the cloud in Microsoft Office 365, and is ready for Dynamics 365.
Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Government Inspire 2017 Manufacturing SaaS

Machine learning for Dynamics, Part 2: Making the most of machine learning with Dynamics 365 / CRM

by Mark Anderson
Experts offer best practices and use cases that CRM users should remember when considering a new ML endeavor.
Automated Data Collection Azure Machine Learning Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM

CaféX Cosmos release of Live Assist for Dynamics 365 streamlines bot, AI vision

by Linda Rosencrance
Months-long collaboration with Microsoft integrates AI in a “bring-your-own chatbot” approach
Customer Engagement Customer Service Customer Service Dynamics 365

Microsoft Dynamics Partner Roundup: EDI on AppSource; Commerce for D365; PDF forms for D365; Creative agency integrates CRM

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Commerce Customer Engagement Customer Service Customer Service Distribution Document Management Dynamics 365 E-Commerce EDI Electronic Signatures Manufacturing Retail

LATEST VENDOR RESOURCES

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

Navigating Common Pitfalls in AI/Copilot Projects

WebSan Solutions

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
More Customer Service Videos

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

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
More Customer Service White Papers

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)

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
More Customer Service Case Studies

Customer Service Agent: Smarter Customer Service Starts Here

Customer Service-focused. Microsoft-powered. HSO-delivered. The HSO Customer Service Agent is an AI-powered digital assistant...
Architecture Construction Copilot Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics CRM Email Management Engineering Financial Services Government Legal

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
More Customer Service Solutions