Dynamics CRM for Customer Service

Ways Microsoft Dynamics 365 Can Strengthen Your Customer Relationships When Everyone is Working Remotely

With Microsoft Dynamics 365, your information is accessible anytime, anywhere, on any device. Just because the office is closed doesn’t mean your ability to service existing customers or manage your pipeline of future customers should be affected. Here are a few specific ways we feel that Microsoft Dynamics 365 is an asset during this time: …

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Provide Seamless Customer Service with Case Management in Dynamics 365

Most of us have experienced the all to familiar situation of having to explain our problem over and over again to numerous support people. If only your issue was recorded the FIRST time you call so you weren’t stuck repeating the same thing. With Case Management in Dynamics 365, a case is started at the …

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COVID-19, Business Continuity Planning & Dynamics 365 CRM

This Company Achieved Record Breaking Sales Thanks to COVID-19, but Couldn’t Keep Up. the Right CRM Solution Could Have Made All the Difference   In recent weeks, COVID-19 has had a dramatic impact on businesses in virtually every industry. Many organizations are currently focused on business continuity: they’re concerned with how they can continue operating …

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Finance Professionals, Don’t Miss the Online GFOA Conference

The Annual GFOA Conference for Finance Professionals Goes Virtual for 2020   Each year, some of the most accomplished professionals from a range of financial management companies come together for the annual Government Finance Officers Association (GFOA) conference.   If you’ve had a chance to attend a GFOA conference in the past, you know what …

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Bank Builds Customer Base with Microsoft Power Platform & AKA

Find Out How This Bank is Building a Loyal Customer Base with the Help of the Microsoft Power Platform Not long ago, the new CTO at a large regional bank made the decision to transform the bank’s digital processes. The technology that the bank was using at the time was outdated, particularly when it came …

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Sales enablement & Dynamics

Sales enablement is more than a buzzword: it’s a process and practice, and one defined by its platforms. Dynamics 365 Sales (or most any of the Dynamics CRM platforms) offers a solid foundation for sales enablement. But it often requires extending your solution via integration of CPQ and Dynamics. Adding CPQ to Dynamics enables sales …

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Dirty Data: Why Your Dynamics CRM Data Is Going Rogue

Dirty data. It sounds insidious - and it is. Also called rogue data, dirty data refers to inaccurate, incomplete or inconsistent data – and it can be a huge problem for organizations utilizing CRM. Dirty data can emasculate even the mightiest Dynamics CRM implementations by rendering the information virtually useless and undermining all the processes …

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6 Reasons to Use Microsoft Dynamics 365 Customer Insights

6 Reasons Why You Should Be Using Microsoft Dynamics 365 Customer Insights  More than ever before, businesses are looking for new ways to gather and utilize customer data. We’re not just talking standard demographics, either. With customers becoming more discerning by the day, businesses need to understand customer behavior -- both online and in retail …

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The Importance of Customer Service Spans Across Every Industry

Regardless of industry, most businesses – including many of our own clients – are focused on enhancing the customer experience they deliver.  Indeed, it comes as no surprise that improving customer service is consistently identified as a key priority in every industry we serve. The reason is as simple as it is obvious: customer expectations …

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Recurring Billing Platform & Self Service Portal – Work 365 Version 2.7 Fall 2019 Release

Work 365 helps companies grow and scale their recurring revenue with Subscription management and Billing Automation capabilities built on Dynamics 365. Work 365 Version 2.7 addresses the core needs of business insights and self-service.  Recurring Revenue and Subscription-based sales happen as a series of collective events that take place as customers stay engaged with a …

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