Customer Service news & resources

Money Talks, So Why Are Your Microsoft Dynamics AX Payment Documents Whispering?

by Dan Gangai
Payments Can Reinforce Messages to Key Constituencies
Customer Engagement Customer Service Customer Service Data Management Document Automation Document Management Dynamics 365 Dynamics AX Financial Management Marketing Sales Sales & Marketing

From the Blogs: CRM 4.0 BizTalk Adapter; Customer Reference Program in CRM 4.0; Reporting in NAV2009; GP for Inventory Valuation

by Jared Berezin
Reports on Microsoft Dynamics CRM, GP, and NAV
Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Expense Management Financial Management Inventory Management

Improving Customer Service: How One Company Used Microsoft Dynamics CRM to Increase Its “Touch” Points

by Laura Oppenheimer
A Case Study from the CRMUG Summit 2008
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Healthcare Life Sciences Marketing Sales Sales & Marketing

From the Blogs: New CRM 4.0 SDK Update; Sales Methodologies Accelerator for CRM; Dynamics GP 10 Webcasts; NAV 2009 Update Links

by Jared Berezin
New Resources for Users of Microsoft Dynamics CRM, NAV, and GP
BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV

How Viable an Alternative Is Microsoft Dynamics AX 2009’s CRM?

by Jason Gumpert
Microsoft Assessing Whether to Offer CRM “Connector”
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Marketing Sales Sales & Marketing

Microsoft’s Hal Howard Assesses Varying Needs of Dynamics NAV and AX User Bases

by Jason Gumpert
Executive Discusses Mobile Solutions, Live Mesh, Virtualization and Other Dynamics ERP Plans
BI and Reporting Business Central Business Performance Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics NAV Expense Management Financial Management

From the Blogs: SharePoint Best Practices, Enterprise Search Accelerator, Choosing a CRM Vendor, Data Migration Manager Tips

by Jared Berezin
Tips, Tricks, and Tools for Getting More from Microsoft Dynamics CRM
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM E-Commerce Marketing Sales Sales & Marketing

From the Blogs: CRM On-Premise vs On-Demand; Dynamic Duo; Dynamics Snap and AX 2009; Event Management Accelerator

by Jared Berezin
Instruction and tools for Microsoft Dynamics CRM and AX
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Marketing Sales Sales & Marketing

A User Confronts the Challenges of Migrating from ACT! to Microsoft Dynamics CRM

by Jason Gumpert
How Microsoft Dynamics CRM Differs from Contact Managers, and Why It’s Essential to Detail Underlying Business Processes
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Professional Services

From the Blogs: News About Dynamics Sure Step, Midsize Business Solutions, and CRM Issues

by Jason Gumpert
Tools, Advice, and Helpful Hints
Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics NAV Financial Management HR Management Marketing Sales

LATEST VENDOR RESOURCES

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

Why Manufacturers Can’t Ignore Project Accounting

Sikich

HEADSTART: Accelerated ERP for Equipment and ETO Manufacturers

Sikich

Thriving with Dynamics 365: Why City of Austin Chose Microsoft

Sikich
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

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

Modernizing Service to the American Public for U.S. Department of Housing and Urban Development

Arctic IT
Learn how HUD worked with Arctic IT to develop a solution on Dynamics 365 to better respond to the needs of homeowners, homebuyers, and renters.
Customer Engagement Customer Service Customer Service Dynamics 365 Field Service Government

Bringing the Modern Workplace to the Bureau of Indian Affairs

Arctic IT
Learn how the Bureau of Indian Affairs gained efficiency and mobility for its case management system with Dynamics 365 Customer Engagement.
Customer Engagement Customer Service Customer Service Dynamics 365 Government
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
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