CRM

Deliver personalized digital customer engagement with Dynamics 365

Consumers and businesses are increasingly turning to digital platforms for relevant product and service information, making it critical for companies to effectively meet and exceed customer expectations through digital services and technology. Microsoft Dynamics 365 is helping organizations meet...

Download the training module for Field Service (Dynamics 365) mobile app

The Field Service (Dynamics 365) mobile app helps frontline workers stay connected to essential information while out in the field. Frontline workers use the mobile app to view schedules, record notes, and examine customer, work order, and asset information.Download...

Deliver authentic customer service with Dynamics 365

Human interaction is at the cornerstone of every experience and today's world has dramatically shifted what that means. Customers expect each touchpoint with businesses to be authentic, timely, and efficient, which has led to a rapid acceleration of customer...

Announcing Dynamics 365 Marketing customer journey orchestration GA, it’s a game changer

In engaging customers today, we need to be heard above the noise, and we need to deliver creativity and uniqueness to each customer in the moments that matter. Customers are looking for value and for companies to address their...

Automated lead routing (preview): Right salesperson, right time, more sales

The lead routing capability (preview) in Dynamics 365 Sales automates the distribution of incoming leads to sellers and teams, ensuring that leads are consistently assigned based on repeatable rules and configurations defined by your organization. Automated lead routing creates...

Transforming service operations with Connected Field Service

You have probably heard of Connected Field Service as a buzzword these days, but some of you may still wonder what it actually entails. Field service management (or FSM) typically refers to the management of a company's resources employed...

Turn attendees into loyal customers with Microsoft Teams and Dynamics 365 Marketing

Change. Adapt. Grow. Words we have had to embrace over the past 15 months as we've had to change the way we do business. As we start to emerge from the pandemic's isolation and restrictions, we're entering a world...

Dynamics 365 Field Service (on-premises) use rights to retire on June 30, 2022

Today, we're announcing that use rights for Dynamics 365 Field Service (on-premises) will be retired on June 30, 2022. If your organization is currently using an on-premises version, this blog post gives you information to help you understand and...

Save time by cloning sales forecasts in Dynamics 365 Sales

Accurate sales forecasts keep sales managers happy and keep your company on track to meet its revenue goals. Previously, when you needed to adjust a forecast in Microsoft Dynamics 365 Sales, you had to start over from scratch, and...

Bring predictability to your revenue pipeline with Dynamics 365 Sales

Most companies use sales pipeline data to gauge a very generalized picture of future sales. But imagine if your company’s data was accurate enough to predict next month's revenue within a few cents? If an organization can standardize on...
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