Customer Service news & resources

SS&C to Acquire Microsoft Dynamics CRM Solution Provider Salentica

by Linda Rosencrance
Deal brings client experience capabilities for financial advisors
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services

CafeX plans broad Microsoft Dynamics 365 integration for omnichannel customer engagement

by Linda Rosencrance
Immersive solution extends in-app live assistance to customers, with first look planned for November, general availability in 2017.
CafeX Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Microsoft Corporate Mobile Applications

Microsoft Dynamics Webcasts This Week: Self-service portals; Auditing with NAV; AP management; Great field service; 365 roadmap

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Accounting Auditing BI and Reporting Business Central Business Process Mgmt Credit Card Processing Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration

Retail update for Microsoft Dynamics 365 for Operations (AX7) introduces both cloud and on-prem capabilities

by Wendy Scheuring
Microsoft has two priorities for retail with D365 Operations: going multi-channel and improving how retailers deliver on customer expectations.
AXUG Summit 2016 Commerce Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX E-Commerce Finance and Operations Retail Retail POS

Microsoft's quest for omni-channel service lives on in Dynamics 365 with Portals, CaféX

by Jason Gumpert
Parature will go into a support state as Microsoft embraces more well-integrated solutions like Portals and CaféX.
CRMUG Summit 2016 CafeX Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Parature Portals

Microsoft readies Dynamics 365 customer engagement apps with added analytics, new partnerships

by Jason Gumpert
New apps for customer and relationship insights, plus new partnerships for customer service and lead intelligence round out next wave of offerings.
BI and Reporting CRMUG Summit 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Marketing Power Automate Sales

Microsoft Dynamics Partner Roundup: Customer communications; NAV architect hire; NAV CfMD achievment; AX7 sales and use tax

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Agriculture BI and Reporting Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Migration Document Automation Dynamics 365 Dynamics AX

MSDW Podcast, October 7, 2016: Dynamics CRM at a crossroads, with Steve Mordue

by Jason Gumpert
RapidStart CRM CEO Steve Mordue is bullish on Dynamics 365, but is keeping his eye on the partner channel's ability to transition with Microsoft.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Marketing SaaS Sales Sales & Marketing

Microsoft reportedly preps Dynamics CRM partners for farewell to Dynamics Marketing, Parature

by Jason Gumpert
Dynamics CRM partners have been briefed on an end of sales, support for the two acquired solutions
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Microsoft Corporate Parature

Why Microsoft's Dynamics 365 SMB Strategy Must Offer More Than Simplicity

by James Crowter
Microsoft have revealed more details of their Dynamics 365 licencing to partners this week, and we now know how much further the SMB offering must evolve.
Accounting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Financial Management Inventory Management Marketing Sales Sales & Marketing

LATEST VENDOR RESOURCES

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

Sikich

Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions
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Microsoft Dynamics 365 Pricing & Licensing Guide 2025

Dynamics Square USA
Choose the right apps, users, and plans without getting lost in the technical jargon
AI Business Central Commerce Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Dynamics GP Dynamics Marketing

The Smart Leader’s Guide to Microsoft Copilot

Dynamics Square USA
Discover how smart leaders are using Copilot to accelerate decisions, streamline operations, and drive measurable value
AI AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Dynamics 365

The Shift to Customer Experience in Retail

Prodware

Customer xxperience overtakes price and product

AI Commerce Consumer Goods Contact Center Copilot Studio Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Customer Service Customer Service Customer Service Insights

Achieving Greater Insight, Not Bigger Data

Prodware

Shift your focus from data to insight to produce the right product at the right time

AI AI and Machine Learning Automated Data Collection Azure Consumer Goods Customer Engagement Customer Experience (CX) Customer Insights Customer Service Customer Service Insights Data Management Databases

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
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Case Story: How a Solar Company in North America Streamlined its Business with Business Central and CRM

Dynamics Square USA
How a solar energy company in Canada fixed their workflow problems by switching to modern business software
Business Central Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics NAV Electronic Signatures Energy Sales Insights

How a Non-Profit Slashed ERP Costs by 60%

Dynamics Square USA
See how a leading non-profit cut ERP costs by 60% and redefined global operations with Dynamics 365.
Copilot Customer Engagement Customer Service Dynamics 365 Finance and Operations Government Health & Wellness Healthcare Human Resources (Talent) Not For Profit

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
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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

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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