Customer Service news & resources

Microsoft Dynamics CRM 2013 moves quietly from Beta to Release Candidate 1 (RC1)

by Jason Gumpert

RC1 has been noted for some released with same information sharing restrictions as beta, and

CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing

When Agile meets Microsoft Dynamics CRM, Part 1: The Encounter

by Guus van

Introducing guidelines for successful use of agile methods when implementing Dynamics CRM

Agile Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Scrum xRM

Microsoft Dynamics CRM 2013 favorite features emerging from the partner channel

by Linda Rosencrance

With the release date approaching, more Dynamics CRM professionals share the features they are most excited about

CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Security Telemarketing

Microsoft Dynamics Partner Roundup: CRM data quality; BPM, mobility for CRM; Customer reference program

by Linda Rosencrance

A selection of announcements from the Dynamics partner channel

Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing

Microsoft Dynamics CRM 2013 Release Preview Guide is out

by Jason Gumpert

As the release of CRM 2013 approaches, the new preview guide organizes enhancements among five investment areas

CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Leo Mobile Applications Orion Sales

SalesFUSION raises new funding, hires new CEO

by Jason Gumpert

Marketing automation solution provider plans to grow operations with new $800K round

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation SaaS Sales Sales & Marketing

How the 'Right' Microsoft Dynamics GP and RMS Integration Can Help Retailers Improve Customer Service and Their Bottom Line

by Jeff Grundey

Why today's data integration for retail should always be about more than moving data from one point to another

Commerce Customer Engagement Customer Service Customer Service Data Integration Distribution Dynamics 365 Dynamics GP Dynamics RMS E-Commerce Inventory Management Manufacturing

Managing Complex Relationship models in Microsoft Dynamics CRM, Part 2

by Patrick Huisman

Examining alternative ways to handle Contacts with links to multiple Accounts in Dynamics CRM

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation Sales Sales & Marketing xRM

Managing complex relationship models in Microsoft Dynamics CRM, Part 1

by Patrick Huisman

Understanding the standard relationships between Accounts, Contacts, and Leads - and valuable alternative scenarios

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation Sales Sales & Marketing xRM

Behind some key Microsoft Dynamics CRM 2013 design decisions

by Linda Rosencrance

CRM manager discusses the user testing process and the resulting design choices of CRM 2013

CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Orion 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

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