Dynamics CRM for Customer Service

The Versatility of Microsoft Dynamics 365: Five Real-World Success Stories

From data flows and email flows to customer entitlements and multiple lookups, one company demonstrates the power and versatility contained in Dynamics 365. One of the biggest attractions to today’s CRM solutions is their ability to connect data from across an organization. From purchasing history and customer needs to current pricing and payment information, this …

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12 Simple Strategies For Great Customer Service

Why is Providing Great Customer Service So Important? Do you want your company to be known for providing excellent customer service?  It seems like a simple thing or common sense, but it is something you really have to work at. You can have the best product out there, but if your customer service is lacking, …

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Registration for JourneyTEAM’s 2021 Business Technology Summit Now Open

Discover how you can streamline business processes, improve system integration, and increase revenue at JourneyTEAM’s 2021 Business Technology Summit.     Join us for our ninth annual Business Technology Summit (BTS), a two-day virtual event to be held on November 9th and 10th. This free event includes over a dozen keynote speakers and breakout sessions that delve deep …

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Demo: Experience Connected Field Service in Action

The recent oil spill off the California coast is a devastating reminder of the importance of proactive and predictive field service. When your product is damaged or fails, your most valuable assets (your customers and the many lives that your business touches) can be forever impacted. How IoT Solutions Can Help HSO’s in-house field service solutions have …

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2e lancement 2021 de Microsoft Dynamics 365 disponible bientôt

Le 2e lancement 2021 de Microsoft Dynamics 365 sera disponible très bientôt, apportant de nouvelles fonctionnalités et améliorations à la solution cloud de Microsoft. Le lancement se fera de façon graduelle à partir d’octobre jusqu’à mars 2022, améliorant les capacités et l’expérience utilisateur des applications de Dynamics 365, incluant Marketing, Sales, Customer Service et les …

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Microsoft Dynamics 365 2021 Release Wave 2 Coming Soon

The Microsoft Dynamics 365 2021 Release Wave 2 is coming up soon, bringing tons of new features and improvements to Microsoft’s cloud solution. The rollout will start in October through March 2022, enhancing the functionality and experience of Dynamics 365 applications, including Marketing, Sales, Customer Service, as well as the other modules of the Dynamics …

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New CRM, Microsoft Dynamics 365, and Azure Updates Discussed at Tech Insider Update

Recently, JourneyTEAM held their Q3 Tech Insider Update where they previewed new changes, updates, and releases made to Microsoft products, including Dynamics 365. In addition to resolving bugs and limitations in existing tools, the recent changes help business teams streamline data analysis, simplify business processes, and increase accessibility and visibility into valuable customer data.    …

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CRM Glossary

WHAT IS A BUSINESS’ MOST IMPORTANT ASSET? Ponder that question and you may come up with a plethora of answers. But the bottom line is that… customers are the heart of any business. Without customers, a business simply wouldn’t exist. Next question, how do you keep track of your most important asset? Many companies use spreadsheets to …

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Why is Microsoft Dynamics CRM software important for the sports industry?

A sports fan arguably is the ideal client, frequently promoting and communicating about their favorite brand (the team). But using that passion and learning how to manage, communicate and embrace them in a way that can satisfy the team and the fan is easier said than done. Many sports teams rely on CRM software to …

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Setting Up The “Follow” Functionality In Microsoft Dynamics 365

In Microsoft Dynamics 365, you can follow records for the out of box entities like leads, accounts, and contacts. You can also see a view name “Leads I follow”, “Accounts I follow” or “Contacts I follow”. But what if you want to follow a record of a custom entity and see all the records you …

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