Dynamics 365 Customer Engagement Team Blog
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Dynamics CRM functionality is now a part of Dynamics 365, a suite of intelligent business applications. This blog covers the Dynamics 365 Customer Engagement apps and all supported versions of Dynamics CRM.
Dynamics 365 Customer Engagement Team Blog
2d ago
One year ago, generative AI burst onto the scene and for the first time since the smartphone, people began to change the way they interact with technology. People are bringing AI to work at an unexpected scale — and now the big question is, how’s it going?
As AI becomes ubiquitous in the workplace, employees and businesses alike are under extreme pressure. The pace and intensity of work, which accelerated during the pandemic, has not eased, so employees are bringing their own AI to work. Leaders agree AI is a business imperative — and feel the pressure to show immediate ROI — but many lack a ..read more
Dynamics 365 Customer Engagement Team Blog
5d ago
In Dynamics 365 Customer Service, agents use Copilot to resolve issues based on the corpus of data in their organization’s knowledge base or SharePoint. Additionally, we are introducing prompt plugins, enabling agents to securely access Dataverse data such as customers, products, and cases, through Copilot. This enables agents to gain a better understanding of customer needs, preferences, and history, which empowers them to provide more personalized and effective support.
With Copilot Studio, we enable customers to build and manage their prompt plugins to address various types of custom ..read more
Enabling fast, flexible, cost-effective service with Microsoft Copilot in Dynamics 365 Field Service
Dynamics 365 Customer Engagement Team Blog
5d ago
This post was co-authored by Safiyyah O’Quinn, Senior Product Marketing Manager and Ghazanfar Riaz, Head of Digital Consulting, Visionet
Fast, efficient service, it’s what everybody wants. And today’s field service organizations are answering the call by adopting next-generation AI technologies that can help them be more flexible and responsive to customers while also driving revenue, reducing overtime, and ensuring more predictable arrival and completion times. Service managers, field technicians, and customers all benefit.
Streamlining work order and resource management to improve service m ..read more
Dynamics 365 Customer Engagement Team Blog
5d ago
Editor: Denis Conway
Introduction
This blog post is a follow-up to the Leverage Warehouse management only mode to optimize your business blog post. Warehouse management only mode was presented as a transformative tool for enhancing warehouse operations without the need for extensive system overhauls. Warehouse management only mode improves efficiency, and flexibility within existing infrastructure. The preview release of Warehouse management only mode was explored to discover its potential in revolutionizing warehouse management practices.
In this blog post you will learn about how a wholesal ..read more
Dynamics 365 Customer Engagement Team Blog
5d ago
Editor: Denis Conway
Empower your manufacturing journey with Tracked Components: Unveiling the future of precision, compliance, and efficiency in Dynamics 365 Supply Chain Management
Introduction
We’re thrilled to unveil the public preview of our latest feature, Tracked Components, as part of our manufacturing capabilities in Dynamics 365 Supply Chain Management. This feature, released in version 10.0.40 on April 26 2024, streamlines the process of registering batch and serial numbers for components used in manufacturing processes, seamlessly matching them to the batch and serial numbers for ..read more
Dynamics 365 Customer Engagement Team Blog
5d ago
The release of Dynamics 365 Customer Service wave 1 2024 in April introduces several compelling features available for early access. This blog post discusses how to enable the agent call quality survey so agents can provide feedback on improvements.
This functionality enables contact center managers (or their IT counterparts) to swiftly identify and respond to any issues impacting the agent experience that might go unnoticed by conventional service metrics. By promptly addressing potential pain points, you can enhance call quality, strengthen customer satisfaction, and improve overall busines ..read more
Dynamics 365 Customer Engagement Team Blog
1w ago
In this era of rapid technological advancement, our industrial landscape is undergoing a significant transformation that affects many processes and people—from the way operational technology (OT) production data is leveraged to how frontline workers perform their jobs. While 2.7 billion skilled individuals keep manufacturing operations going, their attrition and retirement rates are on the rise. This heightened turnover is contributing to an ever-widening skills gap, pressuring organizations to look beyond traditional working and skilling to extend capabilities and ensure growth.
Microsoft de ..read more
Dynamics 365 Customer Engagement Team Blog
1w ago
Editor: Denis Conway
Introduction:
The introduction of the Automatic re-waving of shipment lines failed to be allocated is solving issue where failed lines needed to be handled manually in the “Maintain shipments” form. This feature empowers warehouse managers to schedule checks for incomplete shipments to be re-waved and completed. In the past, this would have been a manual task for a warehouse manager to manage, actively going through a list of incomplete shipment lines and manually reprocessing them for the shipments to be completed. This process was time-consuming every time an exception ..read more
Dynamics 365 Customer Engagement Team Blog
1w ago
We are excited to announce that summary configuration for work order recap with Copilot in Dynamics 365 Field Service is now available in public preview. It builds on the work order recap feature released last year, which provides an AI-generated summary of the work order for service managers and technicians.
What is summary configuration?
Customers loved our work order recap feature and wanted to configure the summary to reflect their business-critical information. With summary configuration, admins can now specify the data used by Copilot in Field Service, whether in web or mobile. They can ..read more
Dynamics 365 Customer Engagement Team Blog
1w ago
In this extraordinary age of AI, we find ourselves on the brink of a profound revolution. Companies are looking for generative AI to solve longstanding problems around customer connection, loyalty, and seller productivity. Businesses are on a journey to become a digital-first business, not only to connect with customers, but to benefit from the advances in AI.
Both winning and retaining customers requires a unified customer understanding and ability to orchestrate experiences across sales, marketing, and service. To deliver exceptional experiences, businesses need a solution that breaks ..read more