Customer Service

For organizations that aren’t looking for a fully integrated Professional Services ERP solution (Dynamics 365 Finance and Operations), Dynamics 365 Project Service Automation (PSA) is an end-to-end project and resource management solution for firms delivering customer-facing, project-based services. Dynamics 365 PSA empowers sales and delivery teams to successfully engage customers and deliver billable projects on …

Customer Engagement CDS Saturday – Project Service Automation Read More »

Widely recognized as the next step in marketing technology, a customer data platform (CDP) is the solution to the problem of disconnected customer data systems. A CDP is the key to delivering the right engagement for the right person at the right time and personalizing every customer touchpoint from marketing to sales to service. Simply …

Customer Engagement CDS Saturday – Customer Insights use a case in Finance Read More »

Neil Parkhurst is a Microsoft and freelance consultant and also a Microsoft certified trainer and one of the early experts in USD and Omni Channel. Neil will be talking presenting to both the Microsoft solutions and how it took customer service to the next level. In this session, you will hear a lot about USD …

Customer Engagement CDS Saturday – Unified Service Desk / Omni Channel Read More »