Customer Service news & resources

From the Microsoft Dynamics 365 CE/CRM Blogs: AI in D365 Customer Service; Shared record links; Email engagement; Unwanted solution components

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Contact Center Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Email Management Sales
Managing telephony in Dynamics 365 Contact Center

Microsoft extends Dynamics 365 Contact Center telephony with Teams Phone

by Jason Gumpert
Following April preview, GA allows customers to use Teams Phone and related licenses for Contact Center telephony
Contact Center Contact Center Copilot Customer Engagement Customer Service Customer Service Dynamics 365 Telephony

From the Microsoft Dynamics 365 CE/CRM Blogs: Field-associated workflows; Post-delivery service; Sales sequence info; Sales Qualification Agent

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Form submission counts; Dataverse optimization; Integration architecture; Social media leads

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Azure Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Customer Service Data Integration Dynamics 365 Integration

From the Microsoft Dynamics 365 Customer Engagement Blogs: AI agents for service; Create a case or a lead; Sales workflow; Simplify privileges

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Order Management Sales Sales & Marketing User Management

From the Microsoft Power Platform blogs: Microsoft Forms attachments; APIs and SDKs; Customer intent; Power Pages: Transforming untyped objects

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Copilot Copilot Studio Customer Service Document Automation Power Apps Power Automate Power Platform

From the Microsoft Power Platform blogs: Single-page apps; Customer service agents; Track time and cost savings; Command button

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Business Process Mgmt Customer Engagement Customer Service Customer Service Dynamics 365 Portals Power Apps Power Automate Power Pages Power Platform

From the Microsoft Dynamics 365 CRM Blogs: D365 Sales sequences; Masked field values; Dashboards; Migrate to Customer Insights – Journeys

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Customer Engagement Customer Insights Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Deleting work orders; Attachment control; Customer voice surveys; Fix CRM with Power Platform

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Customer Voice Dynamics 365 Dynamics CRM Field Service Field Service Power Platform Sales

Microsoft Dynamics Partner Roundup: Low-code partnership; Cobrowse app; Loan origination; AEC win

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Architecture Construction Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Dynamics AX Dynamics CRM Engineering Finance and Operations Project Management

LATEST VENDOR RESOURCES

SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

Inogic

Cavallo Customer Success with IDville

Cavallo

DUG Webcast: Optimizing Customer Experience with Dynamics 365 Contact Center

Dynamics User Group (DUG)

Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

CDP 101: The Lowdown on Customer Data Platforms

Coffee + Dunn
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The Shift to Customer Experience in Retail

Prodware

Customer xxperience overtakes price and product

AI Commerce Consumer Goods Contact Center Copilot Studio Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Customer Service Customer Service Customer Service Insights

How Dynamics CRM/CE Partners Benefit from ITSM Technology

Prodware

How Dynamics 365 Customer Service and ITIL help Microsoft partners meet customer demand through technology and best practice

Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Hosting Services IT Asset Management (ITAM) IT Service Management (ITSM) Inventory Management KPIs Knowledge Management

Moving Beyond CRM to True Customer Engagement

enVista

Learn how leading companies are moving beyond traditional CRM capabilities and achieving true customer engagement

Call Tracking Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Sales & Marketing

The Dirty Little Secrets of CRM: Why Your Customer Service Is Not as Good as You Think It Is

enVista

3 Secrets all Dynamics CRM customers should know about customer service

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM

Dynamics GP: Integrated E-Payment and the Future of B2B

k-ecommerce

B2B clients want the freedom to pay their bills online

Accounting Agriculture Automotive Billing Consumer Goods Credit Card Processing Customer Service Distribution Dynamics GP E-Commerce Education Electronics
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MACRC: Reducing Processing Times With a Streamlined Dynamics CRM System

Forvis Mazars
Adoption of Microsoft technologies allowed MACRC to better serve members and improve operations.
Customer Engagement Customer Service Customer Service Dynamics 365 Healthcare Power Automate Power Platform

Crow Wing County: Agile Technology Solutions with Dynamics 365 CRM

Forvis Mazars
See how employing a new CRM system led to streamlined workflows and increased efficiencies.
Customer Engagement Customer Service Customer Service Dynamics 365 IT Service Management (ITSM)

City of Austin Modernizes Service and Program Delivery of the Economic Development Department with Dynamics 365 CE|CRM

Sikich

The Economic Development Department of the City of Austin collaborated with Sikich to deploy a constituent relationship management platform built on Microsoft Dynamics 365...

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Government Not For Profit Portals Power Apps Power Automate Power BI

Calgary Economic Development (CED) Gains Unified Success with D365 CE|CRM

Sikich

While evaluating available CRM softwares, the huge disparity in licensing and implementation costs led them to Microsoft Dynamics 365 CRM

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Government Not For Profit

Enterprise Bank: Powering Banking Services with Dynamics 365 CE|CRM

Sikich

Enterprise Bank decided it was time to replace an older CRM system

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Data Integration Dynamics 365 Dynamics CRM KPIs Power BI Power Platform Sales & Marketing
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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

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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