Customer Service news & resources

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

MSDW Podcast: First impressions of the July 2017 Microsoft Dynamics 365/CRM release with Chris Cognetta

by Jason Gumpert
Discussing the big reveal of the next release, including platform updates, Customer Insights, cloud security, and more.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM MSDW Podcast Marketing Automation Microsoft Corporate Portals

Microsoft plans Dynamics 365 CRM architecture cleanup, separating the platform from apps

by Jason Gumpert
Broad range of updates reviewed on day 3 of “executive briefing” including Common Data Service, Customer Insights, security, user interface, and more.
BI and Reporting Business Performance Mgmt Business Process Mgmt Common Data Service Customer Engagement Customer Insights Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

Microsoft shows off Dynamics 365/CRM interface refresh, mobile updates, and a slew of app enhancements

by Jason Gumpert
Partners were treated to a non-NDA tour of the next CRM release, expected in July.
BI and Reporting Bots Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Field Service

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

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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

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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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