Customer Service news & resources

From the Microsoft Dynamics 365 CRM Blogs: Proactive engagement/ conversational journeys; Solution versioning; Customer intent agent; Update your Copilot

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Copilot Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Customer knowledge management agent; Segment in Customer Insights; D365 Sales + D365BC; WhatsApp & Dynamics 365 Contact Center

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Business Central Contact Center Contact Center Copilot Customer Engagement Customer Insights - Data Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365

From the Microsoft Dynamics 365 CRM Blogs: Boost field service operations; Connected customer service; Case management agent; Speed up form filling

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Sales

Microsoft launches paid public previews of three Dynamics 365 AI agents for Service

by Jason Gumpert
Case management, customer intent, and knowledge management agents now available in various geographies
Contact Center Contact Center Copilot Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Knowledge Management

From the Microsoft Dynamics 365 CRM Blogs: Field service bookings; Improve sales efficiency; Routing rule administration; Field Service schedule board

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Contact Center Contact Center Copilot Customer Engagement Customer Service Customer Service Dynamics 365 Email Management Field Service Field Service Sales

From the Microsoft Dynamics 365 CE/CRM Blogs: Sales journeys; Customer retention; Integrated search providers; Mastering sales territories

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Copilot Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Data visibility in D365CE; Dynamic email signatures; Streamlining data access; Copilot record summaries

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Sales Sales & Marketing
Copilot Studio Customer Survey

Microsoft launches D365 Contact Center survey capabilities in Copilot Studio

by Jason Gumpert
New capabilities, now in preview, include voice-based surveys
Contact Center Contact Center Customer Engagement Customer Service Customer Voice Dataverse (CDS) Dynamics 365 Power Automate Power Platform

From the Microsoft Dynamics 365 CRM Blogs: Manage cases; Natural language search; Copilot page; Customer Service timeline

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Copilot Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Autonomous agents; Field-level security; Update data; Customer Service Copilot

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Contact Center Copilot Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Power Platform Sales Sales & Marketing

LATEST VENDOR RESOURCES

[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

TD SYNNEX
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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
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)
More Customer Service Case Studies

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
More Customer Service Solutions