Customer Service news & resources

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Microsoft extends InsideView Insights OEM availability for Dynamics 365 Customer Engagement users

by MSDW Reporter

Set to end on August 15, eligible customers can opt-in to extend the subsidy until the end of their current contracts.

Customer Engagement Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing
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Microsoft confirms pricing and licensing updates for Dynamics 365 coming in October 2019

by MSDW Reporter

Only limited details beyond information shared at Inspire 2019 about the October 2019 changes.

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Microsoft to end plan-based licensing of Dynamics 365 Customer Engagement, aiming for focus on app value

by Jason Gumpert

Decision driven by low multi-app use and concerns over focus on discounts over value, company tells partners at Inspire 2019.

Customer Engagement Customer Service Dynamics 365 Field Service Finance and Operations Inspire 2019 Marketing Power Apps Power Automate Power Platform Project Service Automation Sales
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How to create the best omni-channel journey for insurers

by Wim Geukens

Insurance companies can leverage an omni-channel approach with Dynamics 365 to better serve customers

AI Artificial Intelligence (AI) Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Insurance Internet of Things (IoT) Sales
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Microsoft Forms Pro reaches general availability, signaling wind down of Dynamics 365 Voice of the Customer

by MSDW Reporter

D365 Customer Engagement app customers to get a base entitltement of survey responses per month. 

BI and Reporting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Forms Pro Marketing

Microsoft Dynamics Partner Roundup: Business expansion; Credit unions; Customer support; Revenue growth

by MSDW Reporter

A selection of recent Microsoft partner news and announcements. 

Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics NAV Financial Services
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With PowerApps Portals, Microsoft to make portal creation easier with Common Data Service

by Jason Gumpert

Dynamics 365 portals will be brought along; Licensing details expected in July.

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Microsoft announces 2019 Partner of the Year awards, with added business apps categories

by MSDW Reporter

Nearly 3,000 nominations yield new awardees – and some stalwarts.

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Microsoft Dynamics Partner Roundup: Services in China; Contact center; D365 backups; CX acquisition

by MSDW Reporter

A selection of this week's news and announcements from the Microsoft Dynamics partner channel.

AppSource Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365
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Beyond the Data, Part 2: Turning Industry Insights into Icebreakers

by Heidi Tucker

Why industry knowledge is so important when meeting your prospects.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

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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

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

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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

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

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Case Study: One Company's Seamless Migration of Multiple Entities to Dynamics 365 BC 

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Explore the transition story of the Little Rock Convention and Visitors Bureau, as they migrate from Dynamics GP to Dynamics 365 Business Central
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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

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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

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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...
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