Filter criteria are changing in Dynamics 365 CRM

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.

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

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.

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

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.

Do you need a Knowledge Base within Dynamics 365 Customer Service?

Reading time: 3 - 5 minutes

One of the questions we get asked a lot about is whether a Knowledge Base within Dynamics 365 Customer Service would benefit an organisation, so let’s have a look at the pros and cons!

The future of Customer Service with Bots and Live Chat

Reading time: 3 - 6 minutes

Moving into the future of Customer Service, can you tell the difference in traditional support help desk, automated bots and live chat?

Hiding multiple fields with JavaScript in business process flows

Reading time: 2 - 3 minutes

We recently had a request from a client to modify their business process flow and it seemed worthwhile to share our experience and the lessons learned in this scenario.

The new Business Card Scanner in Dynamics 365 CRM

Reading time: 1 - 2 minutes

A brand-new function called Business Card Scanner is now available to everybody via the mobile app, following the roll-out of Microsoft Dynamics 365 October Wave 2.

Publish modules to the "off-canvas" position.