Customer Service news & resources

CafeX plans broad Microsoft Dynamics 365 integration for omnichannel customer engagement

by Linda Rosencrance
Immersive solution extends in-app live assistance to customers, with first look planned for November, general availability in 2017.
CafeX Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Microsoft Corporate Mobile Applications

Microsoft Dynamics Webcasts This Week: Self-service portals; Auditing with NAV; AP management; Great field service; 365 roadmap

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Accounting Auditing BI and Reporting Business Central Business Process Mgmt Credit Card Processing Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration

Retail update for Microsoft Dynamics 365 for Operations (AX7) introduces both cloud and on-prem capabilities

by Wendy Scheuring
Microsoft has two priorities for retail with D365 Operations: going multi-channel and improving how retailers deliver on customer expectations.
AXUG Summit 2016 Commerce Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX E-Commerce Finance and Operations Retail Retail POS

Microsoft's quest for omni-channel service lives on in Dynamics 365 with Portals, CaféX

by Jason Gumpert
Parature will go into a support state as Microsoft embraces more well-integrated solutions like Portals and CaféX.
CRMUG Summit 2016 CafeX Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Parature Portals

Microsoft readies Dynamics 365 customer engagement apps with added analytics, new partnerships

by Jason Gumpert
New apps for customer and relationship insights, plus new partnerships for customer service and lead intelligence round out next wave of offerings.
BI and Reporting CRMUG Summit 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Marketing Power Automate Sales

Microsoft Dynamics Partner Roundup: Customer communications; NAV architect hire; NAV CfMD achievment; AX7 sales and use tax

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Agriculture BI and Reporting Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Migration Document Automation Dynamics 365 Dynamics AX

MSDW Podcast, October 7, 2016: Dynamics CRM at a crossroads, with Steve Mordue

by Jason Gumpert
RapidStart CRM CEO Steve Mordue is bullish on Dynamics 365, but is keeping his eye on the partner channel's ability to transition with Microsoft.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Marketing SaaS Sales Sales & Marketing

Microsoft reportedly preps Dynamics CRM partners for farewell to Dynamics Marketing, Parature

by Jason Gumpert
Dynamics CRM partners have been briefed on an end of sales, support for the two acquired solutions
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Microsoft Corporate Parature

Why Microsoft's Dynamics 365 SMB Strategy Must Offer More Than Simplicity

by James Crowter
Microsoft have revealed more details of their Dynamics 365 licencing to partners this week, and we now know how much further the SMB offering must evolve.
Accounting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Financial Management Inventory Management Marketing Sales Sales & Marketing

Microsoft Displaces Salesforce at HP in One of Largest-Ever Dynamics CRM Online Deals

by Jason Gumpert
Win includes CRM Online, new commitments by HP to Azure, Office 365, Power BI
Azure CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Electronics Marketing Power BI Power BI

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Simplify Modernization: Leverage the Tech You Already Use

Arctic IT
In this Market Trends Report, we explore how consolidating cloud efforts around a Microsoft environment can help your employees deliver services to citizens securely and seamlessly
Azure Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Field Service Government Power Platform

Security & Innovation for Government Agencies in the Microsoft Cloud

Arctic IT
Our team of experts assembled this educational guide to simplify how Microsoft cloud technology can help your government agency enhance services and enable secure collaboration.
Azure BI and Reporting Compute Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Finance and Operations Government

The Ultimate Guide to Customer Retention

Click

The insight and resource recommendations you need to improve your retention rates

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Automation Sales & Marketing

(Infographic) 7 Key Clauses Commonly Found in SaaS Contracts

Binary Stream

This infographic breaks down seven key clauses found in most SaaS contracts

AP Automation Advanced Pricing Associations BI and Reporting Bill Of Material Mgmt Billing Budgeting Business Central Business Performance Mgmt CPQ (Configure, Price, Quote) Complex Billing Consumer Goods

Core Benefits of Financial Transformation

Binary Stream

This booklet will walk you through some core benefits of financial transformation.

AP Automation Accounting Aerospace & Defense Auditing Automotive BI and Reporting Bill Of Material Mgmt Budgeting Business Central Business Process Mgmt Construction Consumer Goods
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Improving Customer Support for Sonoma County ISD

Arctic IT
Learn how Sonoma County worked with Arctic IT to deploy Dynamics 365 Customer Voice for collecting employee feedback on support services by ISD with flexible real-time reporting.
Customer Service Customer Voice Dataverse (CDS) Dynamics 365 Government Power Automate Power Platform

Modernizing Service to the American Public for U.S. Department of Housing and Urban Development

Arctic IT
Learn how HUD worked with Arctic IT to develop a solution on Dynamics 365 to better respond to the needs of homeowners, homebuyers, and renters.
Customer Engagement Customer Service Customer Service Dynamics 365 Field Service Government

Bringing the Modern Workplace to the Bureau of Indian Affairs

Arctic IT
Learn how the Bureau of Indian Affairs gained efficiency and mobility for its case management system with Dynamics 365 Customer Engagement.
Customer Engagement Customer Service Customer Service Dynamics 365 Government

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
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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

Mazars Contact Center

Empower your Contact Center to provide world-class customer service and satisfaction.
Contact Center Customer Service Dynamics 365

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 Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
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