Customer Service news & resources

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5 Things Dynamics Marketers Should Prioritize in 2021

by Margaret Wise

Marketers whose organizations use Microsoft Dynamics 365 are now looking ahead to the challenges of today’s new business landscape.

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing
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How to leverage CX automation for customer retention

by Jean Shin

Understand the trends driving new channel growth across commerce sectors

Communications Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 E-Commerce Mobile Applications Power Automate Power Platform Sales
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Validity launches GridBuddy Cloud for Dynamics 365

by MSDW Reporter

Validity enters the Dynamics 365 sales and service market with its custom grid solution for better data visibility.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Sales Sales & Marketing
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Ignite 2021: Microsoft reveals at least six new Teams integration points coming to Dynamics 365

New bi-directional integration points will touch nearly all D365 customer experience apps.

Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Event Management Field Service Field Service HR Management Human Resources (Talent) Ignite 2021
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Microsoft Business Apps 2021 Release Wave 1: Dynamics 365 CE and Power Platform first look

by Heidi Neuhauser

Highlights from Sales, Marketing, and Customer Service apps, plus some Power Platform priorities 

2021 release wave 1 BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Mobile Applications Power Apps Power Automate Power BI
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The Contingent turns to Microsoft Dynamics 365 to modernize program delivery

by Jason Gumpert

Three years into its investment, the organization is running multiple programs on Dynamics 365, exploring Power Platform, and is planning more deployments soon.

Customer Engagement Customer Service Customer Service Donor Management Dynamics 365 Government Not For Profit Portals Power Apps Portals Power Platform Sales Sales & Marketing
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Microsoft introduces Cloud for Retail, adds B2B e-commerce to expanding industry story

by Jason Gumpert

Retail cloud offering aims to consolidate broad range of software and services for industry needs.

Azure Commerce Customer Engagement Customer Service Dynamics 365 E-Commerce Finance and Operations Power Apps Power Automate Power Platform Retail POS Sales
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Microsoft is adding B2B e-commerce capabilities to Dynamics 365 Commerce

by Jason Gumpert

New capabilities will support business accounts and tie into other Dynamics 365 apps

Commerce Customer Engagement Customer Service Dynamics 365 E-Commerce NRF BIG Show 2021 Retail Retail POS Sales

From the Microsoft Dynamics 365 Customer Engagement Blogs: Timeline; Canvas app; Field service; Export to PDF

by MSDW Reporter

A selection of the latest insights from the CE/CRM blogs

Customer Engagement Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Field Service Field Service Power Apps Power Automate Power Platform Sales

MSDW Podcast: Neil Benson on big Dynamics 365 projects, Scrum, and training

by MSDW Reporter
Azure Customer Engagement Customer Service Customer Service Data Integration Dynamics 365 MSDW Podcast Power Automate Power Platform Sales & Marketing Sales Quoting

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Building Scalable Sales Processes with Automated Playbooks in Microsoft Dynamics 365 CRM

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WhatsApp Integration with Dynamics 365 CRM: An Exclusive First Look at WhatsApp4Dynamics

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Measure User Engagement & Identify Low-Adopters with User Adoption Monitor in Dynamics 365 CRM

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Why Manufacturers Can’t Ignore Project Accounting

Sikich

HEADSTART: Accelerated ERP for Equipment and ETO Manufacturers

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The Ultimate Guide to Implementing Revenue Operations 

Binary Stream
This comprehensive guide takes you through each step of the RevOps process, offering valuable insights into fostering cross-functional collaboration at each transitional stage
AI Azure Business Central Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Development Dynamics 365 Finance and Operations Financial Management

The Magic of Location Intelligence in Microsoft Dynamics 365 CRM

Inogic

The story of how businesses are transforming their sales process within Microsoft Dynamics 365 CRM

Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Field Service Power Apps Sales

Enhance Sales Efficiency with Real-Time Sales Alerts in Dynamics 365 CRM

Inogic

Explore a complete guide to improve sales efficiency with Real-Time sales alerts and notifications in Microsoft Dynamics 365 CRM using Alerts4Dynamics

Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Power Apps Sales Sales & Marketing

Conquer the Market with Effective Territory Management

Inogic

Maplytics- a robust mapping solution with advanced features of territory management, that empowers the sales team to improve their productivity

Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Field Service Field Service Power Apps Route Optimization Sales Web-based Mapping

How to Create Scalable Sales Processes within Dynamics 365 CRM

Inogic

Discover the importance of repeatable sales processes and sales playbooks as a solution

Business Process Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Sales Sales & Marketing
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Case Study: One Company's Seamless Migration of Multiple Entities to Dynamics 365 BC 

Binary Stream
Explore the transition story of the Little Rock Convention and Visitors Bureau, as they migrate from Dynamics GP to Dynamics 365 Business Central
Accounting Business Central Commerce Customer Engagement Customer Service Databases Dynamics 365 Dynamics GP Dynamics Marketing Finance and Operations Financial Services Inventory Management

Ukraine War Animals Relief Fund Uses Maplytics to Help Find Animal Shelters

Inogic

The nonprofit society uses Maplytics to trace and plot the shelters that rescue the animals rendered homeless during the War and trace their needs for food, medicine, or o...

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Not For Profit Power Apps Route Optimization Sales Web-based Mapping

Alta Equipment Group uses Maplytics as a Geo-Mapping Solution for its Salespeople

Inogic

Alta Equipment Group uses Maplytics as a geo-mapping solution for its Salespeople and is used to optimize their commute time and daily schedule

Construction Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Route Optimization Sales Web-based Mapping

Performance Brokerage Services uses Maplytics to identify and plot the dealerships!

Inogic

Performance Brokerage Services was able to derive locational insights of prospective businesses near their new dealerships with the Radius search feature of Maplytic...

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Financial Services Power Apps Professional Services Route Optimization Sales Web-based Mapping

Trefor uses Maplytics to prevent their clients from a longer downtime

Inogic

Radius Search and Optimized Routing work up as a team to aid the Trefor group in spotting the affected stations and assigning the right technicians there, quickly

Customer Service Dynamics CRM Field Service Power Platform Route Optimization Sales Scheduling Travel Management Utilities
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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 Apps Portals Power Automate Power BI Power Platform

Approval Manager for Dynamics 365

The add-on Approval Manager for Dynamics 365 Project Operations helps you streamline approval processes for time and expense...
Architecture Automotive Chemicals Communications Construction Customer Engagement Customer Service Design & Decorating Dynamics 365 Engineering Enterprise Asset Mgmt Expense Management

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 Apps Portals Power Platform

Lead Assignment and Distribution Automation in Dynamics 365 CRM

Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to...
Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Sales

Mind Map View in Dynamics 365 CRM - Map My Relationships

Visualize key information related to the record in a single view Map My Relationships enables users to visualize key...
Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Project Service Automation Sales
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