Latest Customer Experience (CRM) Content — Page 21
D365 & Low Code for the Modern Government
Learn about use cases and benefits of D365 CE/CS Applications in the public sector such as Citizen Engagement, Relationship Management,…
October 18, 2023
Women in Tech (WiT)
Join us for one of our most popular panels at Summit!Ā Inspiring working women to successfully āfail forwardā without the crash…
October 18, 2023
System Admin 101 for Dynamics 365 CE/CRM
Welcome to the life of a Dynamics 365 System Administrator! If you're new, welcome! You're joining the ranks of many…
October 18, 2023
10 Tips for Enhancing User Adoption
UG Expert and Microsoft MVP Heidi Neuhauser offers 10 tips to ensure successful user adoption of Dynamics 365 products and the Power Platform.
October 18, 2023
Copilot within Customer Service Unlocked
Understand the impact of generative AI within Customer Service and the impacts to Agent's day-to-day.
October 18, 2023
The Power of Three- Dynamics 365 CRM Customer Service, Project Operations, & Field Service
Breaking down the walls between the planning and service delivery aspects of an organization is key to creating the collaboration…
October 17, 2023
Leveraging Azure Synapse for the Dataverse with Azure Synapse Link
Azure Synapse Link for Dataverse is a powerful tool that enables organizations to quickly and easily analyze large volumes of…
October 17, 2023
Are You Ready to Use CRM & Marketing Automation Together?
Good design decisions in CRM go a long when you bring marketing automation into the mix. When the two work…
October 17, 2023
Better Document Management in CRM: From Cluttered Chaos to Streamlined Simplicity
One of the worst features of Dynamics 365 CE/CRM is the many document creation and storage features. There are so…
October 17, 2023
Trouble with Dynamics 365 CE/CRM Relationships? Itās them, not you.
Wondering why related records/rows behave strangely when their parent record is assigned, shared, or deleted? Unsure of how to configure…
October 17, 2023
AI-Powered Accounting: 5 Tools You Can’t Do Without!
Did you know that the use of Artificial Intelligence (AI) in accounting has grown by 67% in the past year…
October 17, 2023
Complete Marketing Solution: How Dynamics 365 Transformed Our Patient Experience
Over the past 3 years, Starkey Hearing Technologies has transitioned their B2C marketing platforms from separate 3rd party vendors like…
October 17, 2023
Controlling your Data Consumption
We can all agree, data is king! But how much is too much? When does it become a risk? Do…
October 17, 2023
Enrich Insights: Embed Power BI Reports & Dynamics 365 Records
One of the most significant advantages of Microsoft Dynamics 365 is the strong integration capabilities it has with other products…
October 17, 2023
Machine Learning in 60 Minutes
Machine learning is a vast topic that is gaining adoption more and more in the workplace. Understanding what is available can…
October 17, 2023
Data Lakes 201: Why You Need a Lake, and How to Manage it
Migration can be hard and expensive. But it doesn't have to be. You can store and report on your data…
October 17, 2023
5 Steps for Driving Sustainable Dynamics 365 CE/CRM User Adoption
It's time to migrate again. Ugh! Don't repeat the same mistakes as the last migration. Traditionally, training Microsoft Dynamics 365…
October 17, 2023
Excel Life Hacks – Tips and Tricks for End Users!
Brand New Content for 2023!! Life Hacks are designed for the end user to save time and be more efficient.…
October 17, 2023
Better Project Management with Dynamics 365 and Microsoft 365
Project management is more than a project planning and task management solution. It also includes documents, issues, notes, communication, meetings,…
October 17, 2023
Using AI to Optimize Manufacturing Process an Decrease Defects
This case study will highlight the problem statement, design, methodology and results of using ML models in a manufacturing facility…
October 17, 2023
