CRM

Tips and guides June 9, 2023 2 min read

Fire up your mobile field service game: offline enhancements for a seamless user experience

The offline-enabled application will allow frontline workers to perform functions while they are in the field, without depending on an internet connection.

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News and product updates June 9, 2023 2 min read

Customize and access the improved Active Conversation form

Recent enhancements to the Active Conversation form allow agents to access and edit relevant information without any screen switching.

News and product updates June 8, 2023 2 min read

Customize the conversation table for your business needs

With custom columns in the conversation table, organizations can enable agents to quickly summarize interactions and associate conversations with leads.

Tips and guides June 7, 2023 3 min read

Accelerate support ramp-ups, handoffs, and wrap-ups with Copilot summarization

Copilot summarization automatically generates concise and informative summaries of conversations and cases in simple, intuitive natural language.

News and product updates June 6, 2023 3 min read

Maximizing efficiency in Resource Scheduling: Prioritizing Locked Bookings

With the improved logic for locked bookings shipped along RSO 3.

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News and product updates June 5, 2023 3 min read

Enhancing Seller Productivity: Customize Viva Sales Forms

In today’s competitive business landscape, maximizing the value sellers derive from sales tools is paramount.

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Tips and guides June 2, 2023 1 min read

Boost your productivity with timeline enhancements

Layout personalization and persistent filters to inline attachment and transcript views are designed to boost user personalization and productivity.

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Tips and guides June 1, 2023 6 min read

5 ways Copilot in Viva Sales takes seller productivity to the next level

AI-powered experiences are changing the game of what’s possible for sellers, and generative AI with Copilot is here to assist sellers do their best work.

May 25, 2023 3 min read

Winning sales sequences: A/B testing guide

In the Sales world, business success is often dependent upon effective communication with customers.

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May 24, 2023 4 min read

Transform your customer support organization with copilot AI in 30 days

With the preview of Copilot in Dynamics 365 Customer Service, it’s easy to bring next-generation AI to your customer support organization.

May 23, 2023 3 min read

5 Tips to get the most out of Inspections in Field Service (plus a new feature)

You can now easily select multiple pictures for upload during Inspections!

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May 12, 2023 5 min read

Status-Driven Success: Managing Your Work Order Lifecycle through Statuses – Part 1

Work orders in Dynamics 365 Field Service have a column called System Status which helps organizations manage their field service processes efficiently.

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