Dynamics 365 Sales & Customer Service

Explore our library of content for Microsoft Dynamics 365 Sales, Dynamics 365 Field Service and Dynamics 365 Customer Service.

  • March 7th: Seal More Deals with Dynamics 365 Sales: Your Pathway to Profitable Relationships

    March 7th: Seal More Deals with Dynamics 365 Sales: Your Pathway to Profitable Relationships

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  • How does Field Service Connect with Sales & Customer Service0:50

    How does Field Service Connect with Sales & Customer Service

    Discover the power of seamless data integration in our latest video. Learn how to connect your customer service and sales applications, ensuring that all your data resides on the same table. With our

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  • Compare File Storage Options in Dynamics 3659:02

    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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  • Compare File Storage Options in Dynamics 3659:02

    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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    Are you empowering your sales team to drive personal engagement? Learn more about Dynamics 365 Customer Engagement.

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  • Streamlining your workflow with email engagement and Bing maps in Dynamics 3654:15

    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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  • Streamlining your workflow with email engagement and Bing maps in Dynamics 3654:15

    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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  • Streamline Your Product Management with Enhanced Features in Dynamics 3654:03

    Streamline 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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  • Master Advanced Find with the Modern Interface in Dynamics 3653:48

    Master 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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  • Never Miss a Beat with Insight Cards in Dynamics 3651:17

    Never 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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  • Effortlessly Collaborate with Teams Integration in Dynamics 365 Customer Engagement4:49

    Effortlessly 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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  • Deep dive: Customer experience solutions from Dynamics 3655:58

    Deep 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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  • New Agent Experience in Dynamics 365 Customer Service4:32

    New 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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  • How to Navigate the New Admin Center in Microsoft Dynamics 365 Customer Service3:05

    How 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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  • New Customer Support Admin Center in Microsoft Dynamics 365 Customer Service7:44

    New 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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  • Dynamics 365 Sales

    Dynamics 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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  • How to Setup Lead and Opportunity Routing in Dynamics 365 Sales16:32

    How 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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  • Which Customer Service Software Solution Is Right for Your Business?

    Which 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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  • How to Use the New Advanced Find Functionality in Microsoft Dynamics 365 Sales13:30

    How 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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  • New Admin Center within Dynamics 365 Customer Service15:09

    New 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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  • Why Western Computer2:16

    Why 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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