Customer Service news & resources

Vic Air Supplies moves to the cloud with Microsoft Dynamics NAV

by Linda Rosencrance
Microsoft Gold Partner EBS helps company move to the cloud, and to bring along some reluctant employees
Accounting BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365

Microsoft Dynamics Partner Roundup: CX acquisition; D365 IEM configurator; Scheduling app; Retail win

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Manufacturing Product Lifecycle Mgmt Retail Retail POS

The Missing Link in Fraud Detection: Content Management

by Francois Pienaar
Detecting fraud within a business shouldn't be difficult, but still remains a challenge for most of the industry. What is missing?
Auditing Business Process Mgmt Business Rules Mgmt Content Management Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Document Management Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: NAV go-live in IT support; Partner wins in citrus, bakery equipment; Enterprise VAR enters SMB

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Agriculture Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Food & Beverage Manufacturing

Executive Q&A: Tribridge on the cloud-friendly public sector vertical

by Jill Rose
Once legendary as a “slow-turning boat,” the public sector vertical has experimented with the cloud in Microsoft Office 365, and is ready for Dynamics 365.
Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Government Inspire 2017 Manufacturing Marketing SaaS

Machine learning for Dynamics, Part 2: Making the most of machine learning with Dynamics 365 / CRM

by Mark Anderson
Experts offer best practices and use cases that CRM users should remember when considering a new ML endeavor.
Automated Data Collection Azure Machine Learning Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Forecasting

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 Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM MSDW Podcast Marketing 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.
AI BI and Reporting Business Performance Mgmt Business Process Mgmt Common Data Service Customer Engagement Customer Insights Customer Insights Customer Relationship Mgmt Customer Service Customer Service Data Integration

LATEST VENDOR RESOURCES

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

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Enhancing Customer Journeys - Deliver Exceptional Experiences with Copilot for Customer Service

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Top 3 Benefits of Dynamics 365 Automated Testing to Maximize Your IT Efficiency

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Revenue Recognition Module Deprecation in D365 Finance and Next Steps

Binary Stream
Learn what factors to consider when migrating from RevRec to Subscription Billing, and explore what the most crucial steps to take
AI Bill Of Material Mgmt Business Central Customer Engagement Customer Insights Customer Service Databases Development Dynamics 365 Finance and Operations Financial Services Marketing

Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

TheTestMart
Discover how to revolutionize your automated testing strategy for Microsoft Dynamics 365 with our expert guide
Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations Sales

(Infographic) The Ultimate Checklist for Choosing the Best Subscription Billing Software

Binary Stream
This guide is designed to concentrate on actionable steps
AI Bill Of Material Mgmt Complex Billing Customer Engagement Customer Insights Customer Service Dynamics 365 Fraud Protection Marketing Insights Revenue recognition Sales Sales Insights

5 Simple Steps for Safeguarding Your Revenue

Binary Stream
This guide is centered on actionable steps, assisting you in recognizing specific profit-draining issues and offering practical solutions
AI Accounting Auditing Business Central Business Process Mgmt CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice

Security & Innovation for Government Agencies in the Microsoft Cloud

Arctic IT
Our team of experts assembled this educational guide to simplify how Microsoft cloud technology can help your government agency enhance services and enable secure collaboration.
Azure BI and Reporting Compute Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Finance and Operations Government
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Infographic: Enhancing City of Austin’s Economic Development with Microsoft Dynamics 365 CRM

Sikich
Discover how the City of Austin's Economic Development Department leveraged Microsoft Dynamics 365 CE to drive economic growth and operational success.
Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Government Marketing Power Apps Power Automate Power Platform Sales Insights

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

Sikich
Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
Azure Construction Customer Engagement Customer Insights Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart
Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

TheTestMart
Discover how Reily Foods streamlined their testing processes after upgrading to Dynamics 365 Finance
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations
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TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

ServiceTeam ITAM

ServiceTeam ITAM lets you leverage Microsoft Power Apps, Dynamics 365 and the Power Platform eco-system to proactively plan...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power BI Power Pages Power Platform

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

Mazars Client Care Managed Services

What is Mazars Client Care Managed Services? From On-demand to Managed Services, we support your full Microsoft suite helping...
Azure Customer Engagement Customer Service Dynamics 365 Enterprise Content Mgmt Field Service Finance and Operations Human Resources (Talent) IT Asset Management (ITAM) Managed Services Microsoft Corporate 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 Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
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