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Microsoft Dynamics 365 Customer Engagement: Latest articles

Explore the realm of customer engagement with our curated collection of Microsoft Dynamics 365 Customer Engagement blogs. Stay informed about the latest insights, strategies, and best practices to enhance customer relationships and drive business success.

Introducing the Customer Intent Agent in Dynamics 365 – Part 2

Back in February, I shared some of the new features that are coming in the 2025 Release Wave 1 for Dynamics 365 Customer Service and Contact C...

3 months ago

{Do you know} Use Skills to find the right agents for a consult on Dynamics 365 Omnichannel

If you're trying to match customers with the most suitable agents for consultations regarding Dynamics 365 Omnichannel, consider utilizing a s...

1 year ago

Best Practices for Using Dynamics 365 Customer Insights – Journeys

Introduction In the current whirlwind of business evolution, achieving marketing brilliance is critical. Dynamics 365 Customer Insights –...

1 year ago

OPEN DYNAMICS 365 ADVANCED FIND BY DEFAULT IN DETAILED MODE

If you use Advanced Find in Dynamics 365, you can optimize its usage by opening it in detailed mode by default. Normally, when you open the Ad...

1 year ago

Microsoft Playbooks Deprecation: The Best Alternative to create scalable Sales Processes in Dynamics 365 CRM!

In today's competitive market, organizations must have scalable sales processes that can be recreated and improved over time. Each orga...

2 years ago

Is it possible to use the inspection forms in MS CRM?

Yes, we can use Inspection forms. The need to complete inspections on equipment or other assets is one that many field service organizations c...

2 years ago

Mind Map Visualization of Complex Family Structures, Trust Fund Beneficiaries & Entities within Microsoft Dynamics 365 CRM!

Businesses around the globe are increasingly adopting visualization tools to easily understand and make sense of massive amounts of data and r...

2 years ago

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Microsoft Dynamics 365 Customer Engagement: Latest articles

Introducing the Customer Intent Agent in Dynamics 365 – Part 2

{Do you know} Use Skills to find the right agents for a consult on Dynamics 365 Omnichannel

Best Practices for Using Dynamics 365 Customer Insights – Journeys

OPEN DYNAMICS 365 ADVANCED FIND BY DEFAULT IN DETAILED MODE

Microsoft Playbooks Deprecation: The Best Alternative to create scalable Sales Processes in Dynamics 365 CRM!

Is it possible to use the inspection forms in MS CRM?

Mind Map Visualization of Complex Family Structures, Trust Fund Beneficiaries & Entities within Microsoft Dynamics 365 CRM!

Execute Custom actions using sales insight cards (assistant V3) in D365 CE

Microsoft Dynamics 365 CRM Gamification – It’s back in a new Avatar!

Customer Service Admin Center App: Quick Setups

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