Dynamics 365 CRM

Category to share posts about Dynamics 365 CRM application.

Dynamics 365 Business Central and AI: Transforming Your Business

In today's fast-paced and ever-evolving business landscape, staying ahead requires not only the right tools but also the right partners. A recent webinar titled "Elevate Your Business with Dynamics 365 Business Central and AI," hosted by Microsoft and Stoneridge Software, provided valuable insights into how organizations can harness the power of Microsoft’s suite of business [...]

2024-06-24T23:08:12-05:00June 24th, 2024|Categories: Dynamics 365 CRM, Microsoft Copilot, Microsoft Events|

Customer Experience with AI: A Dive into Microsoft Discovery Hour

At the recent Microsoft Discovery Hour event, the spotlight was on AI's transformative power in elevating customer experiences. In an era marked by rapidly evolving customer expectations, the demand for seamless, hyper-personalized interactions and exceptional service has never been greater. This is particularly true in the banking industry, where institutions face numerous challenges, from rapid workforce transformation [...]

2024-05-17T11:51:01-05:00May 20th, 2024|Categories: AI, Dynamics 365 CRM, Microsoft Copilot|

Configure SMS Channel in Omnichannel for Customer Service

In our previous blog post we configured chat channel in Omnichannel for Customer Service. In this blog post we will configure SMS channel by integrating with a Twilio trial account. SMS channel allows your organization to connect to customers by using text messages. It enables your support to reach situations and locations where even chat [...]

Configure Chat Channel in Omnichannel for Customer Service

In our previous blog post we set up the Omnichannel for Customer Service on Dynamics 365 Online instance. In this blog post we will configure a chat channel, so that a customer or an anonymous visitor can initiate a chat with your customer service agents. This helps them to quickly get their issues resolved or [...]

Set Up Omnichannel for Customer Service

In our previous blog post we talked about what is Omnichannel for Customer Service. In this blog post we will see how to set up Omnichannel for Customer Service. Overall we will see: What are the prerequisites for provisioning Omnichannel for Customer Service How to enable Omnichannel for Customer Service subscription How to set up [...]

Introduction to Omnichannel for Customer Service

Omnichannel for Customer Service is a Microsoft Dynamics 365 add-on that extends Dynamics 365 Customer Service. It enables organizations to instantly connect and engage with their customers across multiple channels like Chat, SMS, WhatsApp, Facebook, Twitter and so on. It also provides agents and supervisors a highly productive app that allows them to engage with [...]

When Do You Need CRM? 6 Scenarios

As we approach the end of the year, it’s time to take a step back and take a look at your business. Self-reflection can help fill in the gaps between your goals and the processes used to achieve them, and in our experience, most businesses have a lot of filling to do. Business owners [...]

2022-01-09T16:16:37-06:00December 19th, 2016|Categories: Dynamics 365 CRM|

XRM: Customizable CRM for an Engaging User Experience

CRM to XRM: Make it your own Rarely is anything one-size-fits-all.  We often make purchasing decisions based on how products fit our individual goals and processes. We design our desks, offices, and workspaces to fit our job duties, personalities, and corporate culture. As we grow, we change; looking for ways to function more [...]

2020-09-30T15:16:08-05:00December 5th, 2016|Categories: Dynamics 365 CRM|

Introducing Dynamics 365

Coming soon, Microsoft will bundle elements from Dynamics CRM and utilize a new app marketplace, AppSource, to form Dynamics 365 for securing and expanding business through intelligent digital tools. According to Microsoft; “Business processes are at the core of every business. Across all industries our customers are looking to adapt their customer [...]

2020-09-30T15:16:11-05:00November 4th, 2016|Categories: Dynamics 365 CRM|

7 Reasons Why Your Company Should Consider Microsoft Dynamics CRM

If you’re ready to make the leap to CRM, we are here to help! Whether you’re struggling to find a CRM solution that fits, or questioning your current CRM, we’ve developed an easy list of reasons a customized Microsoft Dynamics CRM implementation will fit your budget, objective, time, and team. 1. CRM [...]

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