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!
Learn about our webinar on how Moneris & Black Knight Financial Services have deployed Customer Experience CRM programs to provide personalized service.
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.
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.
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.
Join us for two upcoming UK events and keep ahead of pressing issues in the financial services industry!
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.
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.
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.
There are new features being added for Customer Engagement portals in the Dynamics 365 July 2017 Update.
Microsoft now offers many new email enhancements in the Customer Service Hub (previously known as Interactive Service Hub) in the July 2017 Update.
The Unified Interface is one of the biggest changes coming to the Dynamics 365 user experience.