Customization is one of the most effective tools to ensure users are maximizing application capabilities by tailoring them to their organization or individual use cases. Microsoft Dynamics 365 Sales users love the sales accelerator experience, where they get a prioritized list of customers and an optimized workspace.
When you’re crafting marketing and sales strategies, personalizing your marketing campaigns, journeys, and content to your customer segments is an important way to drive engagement and purchases. One method for segmenting your customers is by their potential value.
In April 2022, we announced the general availability of the Customer Service admin center, which unifies and simplifies administration across the Microsoft Dynamics 365 Customer Service suite.
Customers appreciate the quick access to help that self-service bots provide. They want to be empowered to research and solve issues on their own, which increases their brand loyalty.
Organizations are looking for ways to offer hyper-personalized service and foster deeper relationships with their customers. Customers want to connect to agents who understand their needs. They feel more comfortable talking to an agent who has served them in the past, knows about their issues, and can resolve them quickly.
Effective October 1, 2022, you will no longer be able to use Basic authentication to connect to Microsoft Exchange Online. If your organization uses server-side synchronization or the deprecated Dynamics 365 Email Router, you should find out now whether you need to prepare for the change.
Data protection and privacy regulations such as the General Data Protection Regulation (GDPR) in the European Union and the California Consumer Privacy Act (CCPA) in the United States give individuals the right to govern how an organization uses their personal data.
The sales accelerator in Dynamics 365 provides a tailored experience for sellers by minimizing the time spent searching for the best next customer to reach out to. It’s a workspace optimized with AI and suggested activities that guide sellers through customer interactions.
Knowing how your sales organization engages with your B2B customers can help you spot changes in communication patterns and understand the state of your accounts and how your organization interacts with them.
The Microsoft Finance and Operations (Dynamics 365) mobile app, the associated mobile platform, and related mobile workspaces are deprecated effective June 2022. Existing assets will be supported through October 2024.
Enriched profiles in Microsoft Dynamics 365 Customer Insights help you understand your customers’ brand and interest affinities so that you can provide the hyper-personalized experiences across touchpoints that today’s customers seek.
Automatic assignment of incoming service requests is one of the most powerful capabilities of unified routing, benefiting customers as well as management and agents. A common customer pain point is waiting a long time to reach an agent, only to find out that the agent is unable to solve the issue.