Customer Service news & resources

Driven by regulation, cost, quality goals, Microsoft, partners to pilot new mobile health management solution featuring Dynamics CRM

by Jason Gumpert
Seeking a trusted approach to mobile patient care, solution will launch in partnership with TracFone with a trial involving 100 diabetes patients
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Health & Wellness HealthVault Healthcare Medical Devices Workflow Management xRM

Pocketstop integrates communication, loyalty solutions with Dynamics AX, CRM

by Linda Rosencrance
Pocketstop’s Loyalty and Rewards Platform to integrate with AX; Broadcast API to integrate with CRM Online
AX 2012 R3 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics CRM Online Marketing Marketing Automation Mobile Applications

From the Microsoft Dynamics CRM Blogs: Fixing status reasons; Option set labels via OData + Power Query; CRM 2013 Load Balancing; Early v. late binding performance

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Business Performance Mgmt CRM 2013 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Marketing Automation Power BI

Microsoft Social Listening now rolling out to Dynamics CRM Online customers

by Jason Gumpert
Provisioning for eligible customers taking place throughout August
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing SaaS Sales Sales & Marketing Social CRM Social Networks

Microsoft extends Dynamics CRM Online to 17 new locations, adds Brazil data center

by Jason Gumpert
Dynamics CRM Online is now available in four global regions serving over 50 global markets
CRM Online Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Sales Sales & Marketing

Dynamics Profile: Development of a Microsoft Dynamics CRM professional, from student to MVP

by Linda Rosencrance
Atilio Rosas Estigarribia found Dynamics CRM as a student. Ten years later his professional development with the product continues.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MVP Marketing Sales Sales & Marketing xRM

Microsoft to partners: Dynamics CRM pursuing aggressive customer growth, product improvement, integrated vision

by Jason Gumpert
Dynamics CRM pitches vision for connecting sales, marketing, and customer care, with social as the fabric
BI and Reporting CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Marketing Resource Mgmt (MRM)

Microsoft Dynamics Partner Roundup: EDGE for AX; DiSupply for Microsoft channel; Schwab OpenView integration; Nintex for CRM

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
AX 2012 R3 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Financial Services Manufacturing Mobile Applications Retail POS

At #WPC14, Microsoft urges Dynamics CRM partners to consider Parature business case

by Jason Gumpert
Parature sales accelerating under Microsoft ownership, exec says
CRM 2013 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Knowledge Management Parature WPC 2014

How We’re Using Microsoft Dynamics: AX 2012 R2 motoring across a company in three phases

by Bridget McCrea
How one automotive restoration and performance products seller plans to deploy AX from sales and marketing to call centers, product management, logistics and beyond
Accounting Commerce Customer Engagement Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX E-Commerce Financial Management Logistics Marketing

LATEST VENDOR RESOURCES

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

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

WebSan Solutions

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

TheTestMart
More Customer Service Videos

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
More Customer Service White Papers

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
More Customer Service Case Studies

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
More Customer Service Solutions