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Microsoft relax some CRM deadlines due to COVID-19

Microsoft relax some CRM deadlines due to COVID-19

Jason Tromans Dynamics 365 CRM 08 April 2020
Reading time: 2 - 3 minutes

In recent months we’ve learnt that Microsoft had decided to make several changes that would impact your CRM solution, so let's review them. 

 

Read more …
Coming to a Customer Service Hub near you - Timeline Updates

Coming to a Customer Service Hub near you - Timeline Updates

Kelly Dynamics 365 CRM 27 March 2020
Reading time: 1 - 2 minutes

We have reviewed some of the new features that you can expect to see rolled out to your Dynamics environment in April, this time we focus on Timeline Updates.

Read more …
Coming to a Customer Service Hub near you - Knowledge Base Searching

Coming to a Customer Service Hub near you - Knowledge Base Searching

Kelly Dynamics 365 CRM 24 March 2020
Reading time: 2 - 3 minutes

In this blog series, we will review some of the new features that you can expect to see rolled out to your Dynamics environment in April - this time Knowledge Base Searching.

Read more …
Coming to a Customer Service Hub near you - Email Enhancements

Coming to a Customer Service Hub near you - Email Enhancements

Kelly Dynamics 365 CRM 19 March 2020
Reading time: 1 - 2 minutes

We all know that the old email interface in the Customer Service Hub could be very clunky. Especially if you spend a lot of time replying to and sending emails. This has now been improved to make the user experience more pleasurable and efficient. 

Read more …
Filter criteria are changing in Dynamics 365 CRM

Filter criteria are changing in Dynamics 365 CRM

Jon Evans Dynamics 365 CRM 02 March 2020
Reading time: 2 - 3 minutes

In all the years I’ve worked with CRM, outside of a new major release, I’ve never seen so many changes to the product in such a short amount of time.

Read more …
How to start building your Knowledge Base in Dynamics 365 Customer Service?

How to start building your Knowledge Base in Dynamics 365 Customer Service?

Kelly Dynamics 365 CRM 17 February 2020
Reading time: 3 - 5 minutes

Your team needs to move their focus from simply working through the case load in front of them in Dynamics 365 Customer Service to creating the Knowledge Base to help create a shift in culture.

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Looking for a CRM solution in 2020? Microsoft have put a CRM deal on the table (until June)

Looking for a CRM solution in 2020? Microsoft have put a CRM deal on the table (until June)

Jason Tromans Dynamics 365 CRM 06 February 2020
Reading time: 2 - 4 minutes

Are you looking for a CRM solution in 2020? Sales Professional fundamentally allows a sales and customer service operative to manage accounts and revenue opportunities in a central place.

Read more …
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