Dynamics 365 Sales & Customer Service
Explore our library of content for Microsoft Dynamics 365 Sales, Dynamics 365 Field Service and Dynamics 365 Customer Service.
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9:02Watch VideoCompare File Storage Options in Dynamics 365
Learn how to effectively attach files and manage documents in the customer engagement app with these three options. In this video, we explore the process of creating notes and attaching files, using S
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9:02Watch Video
Compare File Storage Options in Dynamics 365
Learn how to effectively attach files and manage documents in the customer engagement app with these three options. In this video, we explore the process of creating notes and attaching files, using S
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4:15Watch VideoStreamlining your workflow with email engagement and Bing maps in Dynamics 365
In this video, we will explore how to enable email engagement in the sales insight settings. This feature is a toggle for administrators that allows users to create a record from the timeline in a sep
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4:15Watch Video
Streamlining your workflow with email engagement and Bing maps in Dynamics 365
In this video, we will explore how to enable email engagement in the sales insight settings. This feature is a toggle for administrators that allows users to create a record from the timeline in a sep
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4:03Watch VideoStreamline Your Product Management with Enhanced Features in Dynamics 365
In this video, we explore the product menu settings available to administrators in the application. The first setting discussed is the enhanced experience for adding products to opportunities, quotes,
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3:48Watch VideoMaster Advanced Find with the Modern Interface in Dynamics 365
In this video, we explore the modern advanced find feature in the application, which replaces the legacy advanced find. The legacy advanced find is accessed through a funnel icon in the application, w
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1:17Watch VideoNever Miss a Beat with Insight Cards in Dynamics 365
In this video, the speaker discusses two features in Microsoft Dynamics 365: Insight Cards and Modern Advanced Find. Insight Cards provide reminders for users and can be easily turned on and off. M
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4:49Watch VideoEffortlessly Collaborate with Teams Integration in Dynamics 365 Customer Engagement
In this video, we discuss the integration of Microsoft Teams with Dynamics 365 customer engagement. With this integration, users can work from within a record in Dynamics 365 or from the Teams perspec
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5:58Watch VideoDeep dive: Customer experience solutions from Dynamics 365
Watch this highlight reel of the latest features, including a closer look at Microsoft Viva Sales and AI-powered content ideas across Dynamics 365. Check out new capabilities for Dynamics 365 and P
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4:32Watch VideoNew Agent Experience in Dynamics 365 Customer Service
Learn more about he new Agent Experience in Dynamics 365 Customer Service. Part of the new Admin Center. Contact us for a personalized demo: https://bit.ly/32ChDNg. CALL: (805) 581-5020 VISIT: htt
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3:05Watch VideoHow to Navigate the New Admin Center in Microsoft Dynamics 365 Customer Service
The Microsoft Customer Service Admin Center's operations functionality offers insight on real-time metrics, service terms, and internal calendars to help with day-to-day operations. Contact us for a p
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7:44Watch VideoNew Customer Support Admin Center in Microsoft Dynamics 365 Customer Service
Microsoft has released a new admin center in Dynamics 365 Customer Service that consolidates and centralizes many of the essential administrative capabilities that were previously in different locatio
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Read FlipbookDynamics 365 Sales
Learn how to maximize your return on investment with Dynamics 365 Sales from the experts at Western Computer. Read or contact us for more information!
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16:32Watch VideoHow to Setup Lead and Opportunity Routing in Dynamics 365 Sales
Reduce the time spent assigning leads in Microsoft Dynamics 365 Sales by utilizing rules and conditions to route leads and opportunities to an individual user or team. Contact us for a personalized de
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Learn MoreWhich Customer Service Software Solution Is Right for Your Business?
Your company has been growing at an unprecedented rate, and while that's great for business, it means the demands on your customer service team are beyond the capabilities of traditional email and pho
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13:30Watch VideoHow to Use the New Advanced Find Functionality in Microsoft Dynamics 365 Sales
Get to know Microsoft Dynamics 365 Sales’ modern Advanced Find functionality. See how it compares to the legacy advanced find and how users can create personal queries. Our Senior CRM consultant will
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15:09Watch VideoNew Admin Center within Dynamics 365 Customer Service
Contact us for a personalized demo: https://bit.ly/32ChDNg. CALL: (805) 581-5020 VISIT: https://www.westerncomputer.com/ EMAIL: info@westerncomputer.com FOLLOW US: https://www.facebook.com/West
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2:16Watch VideoWhy Western Computer
Learn what it's like to partner with Western Computer, directly from our resources. Hear about our culture, our relationship with Microsoft, and what it's like to be a part of the team. If you are loo
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Learn MoreWhich Microsoft Dynamics 365 Sales Solution Fits Your Organization?
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Learn MoreDynamics 365 Customer Engagement 2021 Wave 2: Microsoft Invests Big In Customer Needs
Learn about the second wave of Dynamics 365 Customer Engagement from the experts at Western Computer to satisfy all of your customers' needs. Contact us for a free demo today!
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