Customer Service news & resources

Pocketstop integrates communication, loyalty solutions with Dynamics AX, CRM

by Linda Rosencrance
Pocketstop’s Loyalty and Rewards Platform to integrate with AX; Broadcast API to integrate with CRM Online
AX 2012 R3 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics CRM Online Marketing Automation Mobile Applications

From the Microsoft Dynamics CRM Blogs: Fixing status reasons; Option set labels via OData + Power Query; CRM 2013 Load Balancing; Early v. late binding performance

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Business Performance Mgmt CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Automation Power BI

Microsoft Social Listening now rolling out to Dynamics CRM Online customers

by Jason Gumpert
Provisioning for eligible customers taking place throughout August
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM SaaS Sales Sales & Marketing Social CRM Social Networks

Microsoft extends Dynamics CRM Online to 17 new locations, adds Brazil data center

by Jason Gumpert
Dynamics CRM Online is now available in four global regions serving over 50 global markets
CRM Online Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Sales Sales & Marketing

Dynamics Profile: Development of a Microsoft Dynamics CRM professional, from student to MVP

by Linda Rosencrance
Atilio Rosas Estigarribia found Dynamics CRM as a student. Ten years later his professional development with the product continues.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MVP Sales Sales & Marketing xRM

Microsoft to partners: Dynamics CRM pursuing aggressive customer growth, product improvement, integrated vision

by Jason Gumpert
Dynamics CRM pitches vision for connecting sales, marketing, and customer care, with social as the fabric
BI and Reporting CPQ (Configure, Price, Quote) Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM)

Microsoft Dynamics Partner Roundup: EDGE for AX; DiSupply for Microsoft channel; Schwab OpenView integration; Nintex for CRM

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
AX 2012 R3 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Financial Services Manufacturing Mobile Applications Retail POS

At #WPC14, Microsoft urges Dynamics CRM partners to consider Parature business case

by Jason Gumpert
Parature sales accelerating under Microsoft ownership, exec says
CRM 2013 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Knowledge Management Parature WPC 2014

How We’re Using Microsoft Dynamics: AX 2012 R2 motoring across a company in three phases

by Bridget McCrea
How one automotive restoration and performance products seller plans to deploy AX from sales and marketing to call centers, product management, logistics and beyond
Accounting Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX E-Commerce Financial Management Logistics

Microsoft Dynamics Partner Roundup; ConnectLeader-Dynamics CRM integration; AX 2012 upgrade success; UXC Eclipse, SaaSplaza partner

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
AX 2012 AX 4 Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Power Automate Sales

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SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

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Cavallo Customer Success with IDville

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Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

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CDP 101: The Lowdown on Customer Data Platforms

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Advanced View Controls in Dynamics 365 CRM

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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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