How to Send an Automatic Email Response on a Case Creation

When working with case management, wouldn’t it be nice if you could notify customers that an email was received and a Case created? Learn how in this blog!

Hear from your peers in the Financial Services industry!

Learn about our webinar on how Moneris & Black Knight Financial Services have deployed Customer Experience CRM programs to provide personalized service.

USD: Understanding Fundamental Components

In today’s blog, we discuss the fundamentals and the basic terminology of USD (Unified Service Desk) to help you get a better understanding of the system.

Staying Ahead of the Curve – Customer Insights

Microsoft has taken another jump forward with predictive analytics and machine learning with Customer Insights which provides a holistic 360-degree view of the customer.

Will it Excel Template? Overcoming Common Obstacles of Excel Templates

Excel templates are a fantastic option for analyzing and presenting Dynamics 365 data in a repeatable manner – learn how to present your data in this blog.

Financial Services Event Roundup: GDPR & PSD2 Regulations Webinar Panel, Microsoft Cloud Workshop

Join us for two upcoming UK events and keep ahead of pressing issues in the financial services industry!

Scoring Surveys Based on Answers with Voice of the Customer

Learn how to use the scoring functionality within the Voice of the Customer module. We will create a simple Customer Satisfaction Survey and assign different score values per answer.

Upcoming Webinar: How To Deliver High Performance Capital Markets CRM Customer Experiences

On September 21, PowerObjects, an HCL Technologies Company, Forrester, and Discovery Data will host a webinar to teach you how to create customer loyalty in Capital Markets by leveraging CRM.

Dynamics 365 July 2017 Update: Field Service and Azure

Microsoft Connected Field Service allows companies to leverage Azure with their Dynamics 365 Field Service deployment. With the July 2017 Update for Dynamics 365, you now have flexibility to bring in the components you need from one of your existing Azure subscription.

Dynamics 365 July 2017 Update: Customer Engagement Portals

There are new features being added for Customer Engagement portals in the Dynamics 365 July 2017 Update.

Dynamics 365 July 2017 Update: Email Enhancements in the Customer Service Hub

Microsoft now offers many new email enhancements in the Customer Service Hub (previously known as Interactive Service Hub) in the July 2017 Update.

Dynamics 365 July Update 2017: Unified Interface & Customer Service Hub

The Unified Interface is one of the biggest changes coming to the Dynamics 365 user experience.