Our Takeaways from the Housing Technology Conference and Executive Forum 2018

The PowerObjects team of Dynamics 365 experts hit the expo floor last week in Oxford for the 2018 Housing Technology Conference and Executive Forum.

Your Travel and Hospitality Reading List for Spring Break

Check out these eBooks and whitepapers from PowerObjects about digital transformation, trends in the travel and hospitality industry, and more.

Capital Markets 365: LinkedIn, Discovery Data, and Dynamics 365

Capital Markets 365 enhances Dynamics 365’s core capabilities with advanced segmentation capabilities from Discovery Data & LinkedIn Sales Navigator.

Financial Services Data Innovation Day

Join PowerObjects, Discovery Data, Microsoft, and LinkedIn for our Financial Services Data Innovation Day in New York City!

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.