Customer Service news & resources

Field Service: The Ultimate Customer Touch

by Kris Brannock
While companies worked to drive cost out of field services, a funny thing happened: the service tech became an ambassador for customer relationships
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Manufacturing Professional Services Project Service Automation Service Management

Microsoft Dynamics CRM's elevated profile broadens the conversation at upcoming partner event

by Jason Gumpert
Evolution of Microsoft products puts new demands on Dynamics CRM partners, organizers of eXtremeCRM say
CRM 2013 CRM 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation Marketing Resource Mgmt (MRM) Power Automate

How We’re Using Microsoft Dynamics CRM: A journey of continuous, measured improvement for one global services firm

by Bridget McCrea
Grant Thornton's global Dynamics CRM success hinges on managing adoption, maintaining agile development process
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Professional Services Sales Sales & Marketing

From the Microsoft Dynamics CRM Blogs: Social Listening integration; ADFS troubleshooting; Understand USD; Avoiding old scripts

by Linda Rosencrance
This week’s Microsoft Dynamics CRM blog roundup
ADFS CRM 2013 CRM 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM SaaS Sales

Five challenges to prepare for when selecting Microsoft Dynamics CRM Online

by Sandor Schellenberg
Dynamics CRM Online is a good option for many organizations, but certain areas of building a successful solution deserve special attention.
BI and Reporting CRM 2013 Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Migration Data Warehousing

Microsoft Dynamics CRM 2015 to arrive in Q4, emphasizing sales and marketing unity, expanded locales

by Jason Gumpert
Guided sales processes, sales hierarchies, enhanced SLA management, field level security and more addressed in new release
BI and Reporting Business Performance Mgmt Business Process Mgmt CRM 2015 Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM

Field Service: The Foundation for Innovation in Customer Experience

by Kris Brannock
Why field service has re-emerged as a broad area of opportunity in a device-enabled world
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Internet of Things (IoT) Life Sciences Manufacturing Medical Devices Professional Services Project Service Automation Service Management

Microsoft Dynamics Partner Roundup: AX support app; Texting for Dynamics CRM; NAV TFS integration; New customer care plan

by Linda Rosencrance
A selection of recent news from the Dynamics partner channel
AX 2012 R3 Acumatica BI and Reporting Business Central CRM 2013 Configuration & Development Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365

New look at Microsoft Dynamics CRM roadmap through Q2 2015 reveals new code names, more four-part release waves

by Jason Gumpert
Vega, the next Dynamics CRM major release, is due in late 2014 and will introduce new software compatibility
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Electra Hydra Marketing Automation Marketing Resource Mgmt (MRM)

News Review: Microsoft Dynamics CRM, ERP compete for healthcare IT opportunities

by Jason Gumpert
A look at recent articles examining how Microsoft and its partners continue to invest in the healthcare market
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Dynamics AX Dynamics CRM Healthcare Workflow Management

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Plauti Deduplicate at a glance

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Delivering a Connected Customer Experience with Dynamics 365

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Beyond Go-Live: How to Maximize the Long-Term Value of Microsoft Dynamics

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How to keep Microsoft Dynamics creating value long after go-live.
Business Central Commerce Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics AX Dynamics CRM

Deploying OpenClaw for Business: From Local Agent to Secure Business Infrastructure

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How to turn OpenClaw into secure, governed business infrastructure on Microsoft.
AI Agents AI and Machine Learning Azure Business Central Copilot Customer Engagement Customer Service Dynamics 365 Enterprise Architecture Field Service Power Platform Sales

5 Operational Gaps Manufacturers Must Address Before AI

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Assess your manufacturing organization's readiness for AI.
AI Agents AI and Machine Learning Azure Business Central Business Performance Mgmt Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Databases

The Ultimate Guide to Dynamics 365 | Expert Edition 2026

Dynamics Square USA
Discover how Microsoft Dynamics 365, Fabric, Power Platform, and Copilot work better together.
AI and Machine Learning Azure Business Central Commerce Compute Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service

Building a Connected Revenue Engine with Microsoft Dynamics 365, Customer Insights, and AI

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Predictable growth starts with a connected revenue engine. Learn how Microsoft Dynamics 365 and AI can help align sales, marketing, service, and data.
AI and Machine Learning Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Fabric Finance and Operations
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How Defaqto Took Back Control of Its Dynamics 365 CE Data

Plauti
How Defaqto cleaned up 2,000+ duplicate Dynamics 365 accounts and improved ongoing data quality.
AI Agents Contact Center Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Power Apps

Centralized Customer Engagement Platform

iTransition
Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Healthcare Manufacturing Sales Sales & Marketing

3PL Logistics Provider Cuts Monthly Invoicing from 25 Days to Just 1, Unlocks New Revenue Streams

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AP Automation Billing Business Process Mgmt Complex Billing Customer Engagement Customer Service Distribution Distribution Dynamics 365 Finance and Operations Financial Management

Adrian Steel Unified CRM and Marketing Data Across Five Platforms with Inner Join's Power BI Expertise

Inner Join Technologies
Unified reporting turns fragmented data into actionable intelligence. See what's possible when your data works together!
Automated Data Collection Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Integration Databases Dynamics 365 Dynamics CRM

How Maxi Lift Connected Dynamics 365 Sales and Business Central to Streamline Quoting

New Dynamic
Deployment Planning Process Reduces Risk and Speeds Up Solution Design and Development and Development for Maxi-Lift
Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Field Service Manufacturing Minerals Sales
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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

Microsoft Dynamics 365 AI Opportunity Lab

Turn AI Possibilities into Practical Outcomes for D365 CE/CRM Microsoft Dynamics 365 CE/CRM contains rich business data, and...
Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing

Microsoft Dynamics 365 CE/CRM Health Check

Maximize Your Investments With a Dynamics 365 Health Check • Is CRM adoption meeting expectations? • Is CRM being used the...
Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing

TextSMS4Dynamics - SMS Integration for Dynamics 365 CRM

TextSMS4Dynamics is a powerful SMS integration solution for Microsoft Dynamics 365 CRM and Dataverse that enables businesses...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Unified Communication

LiveChat4Dynamics

LiveChat4Dynamics is a powerful Live Chat integration for Microsoft Dynamics 365 CRM and Dataverse that enables businesses to...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Unified Communication
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