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Success for small and midsized businesses requires agility 

If small and midsized businesses (SMBs) have one thing in common, it is that they are all unique. Differentiate or fail is especially true when it comes to small and midsized business strategy. The secret sauce is what helps leaders of these companies blaze new trails and disrupt industries with innovative products and services. However,...Read more

5 tips for implementing the Field Service (Dynamics 365) mobile app 

The Field Service (Dynamics 365) mobile app helps your frontline workers manage and complete their service tasks while onsite at a job. The mobile app enables them to view their daily schedule, complete inspections, bill for products and services, send reports to customers, and submit their time-off requests. The Field Service (Dynamics 365) mobile app...Read more

Navigating the skills gap with Dynamics 365 Guides 

Digital transformation is rapidly expanding, the workforce is aging, and organizations are looking for technology to upskill their workforce faster. Manufacturers, in particular, rely on a highly skilled workforce that must keep up with the pace of technology change. Deloitte and the Manufacturing Institute estimate that up to 2.4 million United States manufacturing jobs could...Read more

Utilize surveys to understand data in your customer data platform 

Every department—from marketing to sales to customer service—needs to be aligned on one view of the customer so they can make the best engagement decisions. That’s why Microsoft Dynamics 365 Customer Insights customers are automatically entitled to Microsoft Dynamics 365 Customer Voice so organizations can build a unified view of customers by combing direct survey feedback...Read more

Best practices for building an effective fraud scorecard 

One of the most important aspects of fraud prevention is to know where you stand in the fight against fraud. An effective fraud scorecard makes you aware of current trends, helps identify any evolving problem areas, and empowers you to make decisions as an organization. Striking the right balance is important. Too much detail can...Read more

Smarter sales planning with LinkedIn Sales Insights for Dynamics 365 Sales 

It comes as no surprise that today’s world is driving a seismic shift in B2B sales. Customers are rapidly adopting digital buying behavior, and sellers are feeling the pressure to reinvent themselves. Organizations must commit to empowering and enabling their sellers if they want to adapt to the new landscape and remain resilient in their...Read more

4 principles of successful voice of the customer programs 

Understanding your customers starts with gathering their feedback. But a Forrester study found that at the end of 2020, decision making with customer insights was organizations’ biggest challenge with marketing programs....Read more

Top 3 customer data platform trends for 2021 

Despite significant headwinds in 2020—a global pandemic, economic downturn, and technology budgets clipped—customer data platform (CDP) growth is booming. Businesses are charging full steam ahead on digital transformation efforts as their customers have dramatically moved toward online channels. According to a McKinsey Global Survey of executives, organizations across sectors and geographies are likely to report...Read more

Building customer relationships through relevant and unified personal experiences 

Retail used to look different. It was local; it was a relationship. But new technology brought change. Trains opened the door for the Sears catalog, offering a wide array of products to distant customers. Henry Ford’s automobile led to suburbanization, malls, and department stores, changing the face of retail. And now, enabled by digital technology...Read more

Why a knowledge base is important in delivering exceptional customer service 

Is a well-defined knowledge base valuable for delivering exceptional service? No matter the business, the answer is a resounding “yes.” In a recent survey, 91 percent of customers would use an online knowledge base if it were available and tailored to their needs, and in another published report, respondents preferred knowledge bases over all other...Read more

3 reasons to accelerate your migration journey to Dynamics 365 

Having spoken to over 300 Microsoft Dynamics 365 on-premises customers, I have a lot of empathy for companies that are faced with the decision to migrate to the cloud. Most commonly I’ve heard that changing business software can appear risky, daunting, and expensive, but the customers that have successfully migrated to Dynamics 365 will tell...Read more

How Dynamics 365 Guides is transforming remote nursing education 

The pandemic has profoundly impacted educators across the world. Video calling technology has enabled millions of classes to continue at a distance but, it has shortcomings when it comes to teaching hands-on skills. This fall, the School of Nursing at the University of Michigan turned to mixed reality and Microsoft Dynamics 365 Guides for an...Read more