Dynamics 365 Sales & Customer Service

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

  • Dynamics 365 Customer Service Overview and Out-of-the-Box Features52:37

    Dynamics 365 Customer Service Overview and Out-of-the-Box Features

    Watch Video
  • Empower End-Users, Customers and Vendors with Self-Service Reporting

    Empower End-Users, Customers and Vendors with Self-Service Reporting

    Discover the transformative power of connecting your ERP platform to Microsoft Power BI and Dynamics 365 CE for seamless self-service reporting. Elevate customer service by providing quick access to f

    Read Article
  • 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

    Watch Video
  • Analyzing Business Process Stages in Dynamics 365: Capturing Duration and Driving Insights5:52

    Analyzing Business Process Stages in Dynamics 365: Capturing Duration and Driving Insights

    In this video, we explore the challenge of analyzing business processes within customer engagement applications, such as sales, customer service, or field service. We focus on business process flows (

    Watch Video
  • ×

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

    First Name
    Last Name
    Company
    Country
    !
    Thank you, we will be in touch shortly!
    Error - something went wrong!
  • Powering Data Analysis: Power BI Integration with Dynamics 365 Customer Engagement Apps5:25

    Powering Data Analysis: Power BI Integration with Dynamics 365 Customer Engagement Apps

    Discover how Power BI can revolutionize data analysis in model-driven customer engagement apps such as sales, customer service, and field service. In this video, we explore various alternatives for in

    Watch Video
  • 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

    Watch Video
  • View our full list of Upcoming Webinars

    Click Here
  • 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

    Watch Video
  • 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,

    Watch Video
  • 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

    Watch Video
  • 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

    Watch Video
  • Connect with Us

    View LinkedIn
  • 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

    Watch Video
  • Modernizing ERP and CRM Improves Efficiency of Sales and Customer Service

    Modernizing ERP and CRM Improves Efficiency of Sales and Customer Service

    When a company is acquired, the IT team sometimes finds itself compelled to migrate the business applications to a new infrastructure environment.

    Read Article
  • 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

    Watch Video
  • Transform Customer Experiences to Improve Satisfaction & Create Loyalty with Dynamics 365 Customer Service & Customer Voice

    Transform Customer Experiences to Improve Satisfaction & Create Loyalty with Dynamics 365 Customer Service & Customer Voice

    Microsoft Dynamics 365 applications provide you with the ability to analyze customer feedback in real time and address potential concerns immediately.

    Read Article
  • Microsoft Offers Dynamics Customers a Path to D365 Cloud (Bridge to the Cloud 2)

    Microsoft Offers Dynamics Customers a Path to D365 Cloud (Bridge to the Cloud 2)

    Find out how to get Dynamics 365 Business Central Cloud (Bridge to the Cloud) with a 40% discount off the per user per month price. Contact Western Computer today!

    Read Article
  • 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

    Watch Video
  • 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

    Watch Video
  • 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

    Watch Video
  • 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

    Watch Video
  • 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

    Read Article
  • loading
    Loading More...