Customer Service news & resources

Glympse launches location status integration for Microsoft Dynamics 365 Field Service customer experiences

by Jason Gumpert
Live map technician view and appointment ETA data tie into Dynamics with workflow-driven tools, location sharing for customers.
Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Field Service Field Service Food & Beverage Mobile Applications

Can Microsoft Parature users really go to Dynamics 365? A company alum says yes.

by Linda Rosencrance
After years of development, Microsoft has moved over the right capabilities to Dynamics 365
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Parature

Microsoft Dynamics Webcasts, June 5-9, 2017: Cloud BI; Doc management; T&E; Process manufacturing for GP; EDI for D365; Common Data Service basics

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Business Central Chemicals Common Data Model Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management

Indegene, Microsoft plan 'conversational CRM', digital content management for life sciences with Dynamics 365, Omnipresence

by Jason Gumpert
Indegene to integrate its Omnipresence suite with Microsoft Dynamics 365 for Sales to improve performance of sales and medical representatives
Azure Machine Learning Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Indegene Omnipresence Life Sciences Power Automate

Microsoft plans native Dynamics 365 apps built on Common Data Service for retail, talent

by Jason Gumpert
CDS-native retail and talent apps will make use of Microsoft business apps platform increasingly attractive, company expects.
Commerce Common Data Service Customer Engagement Customer Service Customer Service Data Integration Dataverse (CDS) Dynamics 365 Flow HR Management LinkedIn LinkedIn Recruiter

The MSDW Podcast: JC Quintana on customer relationships and experience (they’re not the same)

by Jason Gumpert
Customer relationship management is no longer a practice, it’s a technology. JC Quintana describes how relationships get lost, and how to get them back. 
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Sales Sales & Marketing

How Can Companies Empower Their Deskless Workers?

by David Squibb
Why working to provide a great employee experience will be reflected in customer experience.
Business Performance Mgmt Business Process Mgmt Collaborative Workspaces Content Management Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM SaaS

As Microsoft Dynamics 365 CRM apps mature, can we still talk customization?

by Sarah Critchley
An expanding functional footprint for the core product is great, but there is still room for well-planned configuration and customization.
Business Process Mgmt Configuration & Development Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing

Three new user adoption tactics for Microsoft Dynamics 365 CRM apps

by Jason Gumpert
Complexity kills CRM adoption. Simplified interfaces, wizard-based implementations and task flows all make Dynamics 365 easier on the end user. 
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing eXtreme365 Lisbon 2017

From Adobe Summit 2017: Deep Microsoft partnership is part of a careful transition plan

by Dann Anthony Maurno
Customer relationship guru Paul Greenberg on the Microsoft/Adobe partnership – a powerful offering, but, why the silence until now? 
Azure Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dataverse (CDS) Dynamics 365 Marketing Automation

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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

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions
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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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