Customer Service news & resources

DynamicsCon Live 2024: Microsoft roadmap for Dynamics 365 Customer Service gets serious about Copilot and unified scenarios

by Jason Gumpert
Copilot and Nuance technology will power a more comprehensive offering to meet evolving expecations, the product team believes
AI and Machine Learning Azure Compute Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Development Dynamics 365 Dynamics CRM DynamicsCon May 2024

From the Microsoft Dynamics 365 CRM Blogs: Refresh CRM subgrid; Email attachments; Custom views; Managing work orders

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 CRM blogs
Customer Engagement Customer Experience (CX) Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Email Management Power Apps Power Platform Sales Sales & Marketing

Copilot in Microsoft Dynamics 365: Improving Customer Service with AI

by Jamie Evans
Why early adopters of Copilot capabilities are finding benefits
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365

Microsoft to partners: Help Dynamics 365 customers find their 'Copilot moment'

by Jason Gumpert
New sales incentives and certifications aim to encourage growth in SMB D365 and Power Platform sales
Business Central Customer Service Data Migration Directions NA 2024 Dynamics 365 Planning & Scheduling Security
Microsoft Dynamics 365 Supply Chain Management Premium demand planning

Microsoft announces Dynamics 365 Supply Chain Management Premium and Copilot enhancements

by MSDW Reporter
Updates ahead of Microsoft's Biz Apps Launch Event are heavy on AI and Copilot updates
Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Demand Planning Dynamics 365 Finance and Operations Power Platform Sales & Marketing Supply Chain Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Formula suggestions; SharePoint integration; Phone call tagging; Data masking

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 CRM blogs
Business Process Mgmt Customer Experience (CX) Customer Relationship Mgmt Customer Service Data Integration Document Management Dynamics 365 Sales & Marketing Security Telephony

Microsoft Dynamics Partner Roundup: Telco CRM solution; D365 payment solution; Partnership; Upgrade assessment;

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Financial Management Not For Profit Payment Processing Procurement Telecommunications
BNY Mello

BNY Mellon brokers strategic partnership with Microsoft

by MSDW Reporter
BNY Mellon teams up with Microsoft for scalability, AI in the cloud
AI and Machine Learning Azure Compute Customer Experience (CX) Customer Service Data Management Financial Services
Holiday park

How Microsoft Dynamics solutions are transforming the holiday home industry

by Jamaine Campbell
Why the industry is finally investing in new solutions after years of being left in technical limbo
Accounting Business Performance Mgmt Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Financial Management Hospitality Power Platform Sales & Marketing Travel & Leisure

NRF's Big Show 2024: Microsoft urges retailers to look for high-impact AI scenarios

by Jason Gumpert
Microsoft to offer retailers new Copilot templates, Fabric solutions to accelerate AI
Commerce Customer Experience (CX) Customer Service Data Management Dynamics 365 Finance and Operations HR Management Knowledge Management NRF 2024 Retail

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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

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
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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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