Microsoft Dynamics 365 Customer Service: Latest updates

Learn how to enable Customer Intent for Custom Agents in Copilot Studio!

Previously I have written articles on the Customer Intent agent in Dynamics 365 Customer Service and Contact Center where I explained how the ...

Dynamics 365 Field Service : Troubleshoot the schedule assistant

The Schedule Assistant in Dynamics 365 Field Service is an essential tool that helps dispatchers or resource managers find the best resources ...

Dynamics 365 Field Service : Customize a schedule board

The Schedule Board in Microsoft Dynamics 365 Field Service is a powerful tool that provides dispatchers and field service managers a visual in...

How to Track Mailchimp Customer Journey Email Insights in Dynamics 365 CRM?

Looking to market your product or service through email marketing? You’re not alone! Most businesses turn to email marketing, and for good rea...

Dynamics 365 Field Service : Configure territories, postal codes, and organizational units

In Dynamics 365 Field Service, Territories, Postal Codes, and Organizational Units play a vital role in connecting business operations, resour...

Dynamics 365 Customer Service – Customize formatting and headers for Case and Custom Record Summaries

We are announcing the ability to customize the formatting and headers of Case and Custom Record Summaries. This will help structure and presen...

{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...

Adding Search Fields to Dynamics 365 Views and Advanced Contact Lookup

If you're using Dynamics 365 Views and the Advanced Contact Lookup feature in the Customer Service workspace, you may have encountered the iss...

CDP is key to customer journey orchestration, with Thomas Wieberneit

In a discussion with Thomas Wieberneit, CRM practitioner and Principal of aheadCRM, Gemma Milne explores the essential role that Customer Data...

Predictive AI and Marketing Automation in Dynamics 365

This post from Sysco Software Solutions sheds light on the integration of predictive AI and marketing automation into the Dynamics 365 platfor...