CRM

Enable a new level of B2B digital sales excellence with Dynamics 365 Commerce

Truly engaged, always connectedAt this year's NRF, many retailers are taking the time to reflect on the learnings from 2020 and the road ahead for 2021. It's hard to believe that only 12 months have passed since we disclosed...

Enable the Dynamics 365 Sales Preview mobile app in Advanced Settings

Although it may seem counter-intuitive, now that many people are working from home at least some of the time, having a streamlined mobile app for your sales team has become critically important. Whether they're in the office, in their...

Build targeted user experiences efficiently by using app profiles in multisession apps

If your service organization needs to create your own targeted combinations of channels and tools for your agents, starting with October 2020 wave 2 release, you'll be able to take advantage of the app profile manager capability in multisession...

Examples of extending Dynamics 365 Customer Insights with Azure ML

Dynamics 365 Customer Insights offers a platform to integrate customer data from various sourcesinto one unified view.This unified data presents a perfect starting point for building custom machine learning(ML)models to generate key business metrics. In an earlier blog, we...

Extending Dynamics 365 Customer Insights with Azure ML-based custom models

AI-enabled Dynamics 365 Customer Insights helps unifying data from multiple sources within an organization and generates a single, end-to-end view of the customer. This 360-degree customer view can be used to discover insights to optimize customer engagement and drive...

Block time off for resources on the schedule board without changing the working hours

I was recently chatting with a dispatcher who expressed that they would like to block time off on the schedule board for resources without needing to interact with the working hours. I am switching gears on this post putting on...

Microsoft Dynamics 365 Banking Accelerator adds BIAN API implementation

Following the general availability release of the Microsoft Banking Accelerator in July, today we are releasing additional API sample implementations to provide interoperability with Banking Industry Architecture Network (BIAN) API service domains for consumer loans and collateral. BIAN is...

6 tips for global versus local changes – Universal Resource Scheduling

In global CRM implementations, there is a fine line between changes that must be global versus changes that can be managed locally without affecting the entire organization. There are unique requirements for local implementations, and autonomy is essential to...

Announcing the timeline to move to Unified Interface

Over the last two years, our customers have been experiencing the benefits of the new user interface client for Dynamics 365 Sales, Customer Service, Project Service, Field Service, and Marketing. Many of our largest customers have successfully made the...

Scheduling versus dispatching – Universal Resource Scheduling

Depending on your organization, you might create bookings and want them to immediately appear on your field technicians mobile devices. But what if you want to plan the whole day and have new bookings appear for technicians as you...
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