New Agent Experience in Dynamics 365 Customer Service

In this insightful video, our Senior Project Manager, Trisha Gregory, discusses the most important things a partner can do to effectively manage a project. It emphasizes the need for establishing expe

Discover the three pivotal mistakes to avoid in your software implementation projects. In this insightful video, we dive deep into the complex world of resourcing and roles, deadlines, and change mana

In this video, Tammy Radecke, an experienced partner, addresses the challenge of dealing with customers who resist following implementation processes. With a proven methodology and a track record of s

In this thought-provoking video, Greg Williams and Tammy Radecke delve into the key considerations for choosing the internal team when embarking on a new project. Discover the importance of team membe

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 (

In this thought-provoking video, Greg Williams and Tammy Radecke delve into the importance of executive sponsorship and involvement in customer projects. We explore how the absence of decision-making

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

In this video, Greg Williams and Tammy Radecke discuss the importance of flexibility and adaptability in project implementation, including challenges that can arise during a project, such as unexpecte

In this thought-provoking video, Greg Williams and Tammy Radecke, industry experts in ERP implementation, discuss the essential steps to prepare your internal team for a successful implementation. The

Choosing the right implementation partner for your ERP project is crucial for success. In this thought-provoking video, Greg Williams, VP of Strategy, shares expert insights on the essential steps cus

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

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

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,

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

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

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

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

Are you ready for your final upgrade project? Watch our webinar to learn how to prepare for your final upgrade from Dynamics NAV to Dynamics 365 Business Central: https://resources.westerncomputer.com

Struggling with disparate systems in your CPG distribution operations? Watch our webinar to learn how to optimize consumer engagement and supply chain management using Microsoft's suite of products. D

Learn how to create a bookable resource for a piece of equipment in Microsoft Dynamics 365 Field Service. Contact us for a personalized demo: https://bit.ly/32ChDNg. CALL: (805) 581-5020 VISIT: h