# CRM

# CRM
CONTENT

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Dynamics 365 System Administrators: Global Search Configuration Tools - CRM Heidi

Learn how to update Global Search in Dynamics 365: modify the 3 columns displayed in the search results and add or remove tables searched.Today, I’m going to show you how to update two things with Global Search in Dynamics 365:Modifying the three columns (fields) displayed in the search results screen.Adding/removing tables (entities) searched.Both of these items are done using extremely simple configuration – anyone with system administrator or system customizer security permission levels can do this.

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How Leading Brands are Overcoming Five Common Customer Service Challenges

Providing excellent customer service in your organization’s call center leads directly to increased customer loyalty and higher retention. Download the eBook to learn how 5 leading organizations have achieved success by overcoming these common customer service challenges: • Lack of real-time insight into data • Limited case deflection and self-help capabilities • High agent turnover • High customer churn • Lack of cross/upsell opportunities

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Customer Service in a Global Pandemic: Four Emerging and Influential Technology Trends

Tech experts estimate that businesses have seen three years’ worth of digital transformation in just a few months. The pandemic has forced us to accelerate the advancement and expansion of technology-based business solutions and as a result, four trends are emerging when it comes to customer service delivery. Are you ready to adopt these trends into your customer service strategies? In this white paper, learn more about what these technology trends mean for your business as well as how to scale to meet customer needs during a very unpredictable time.

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How Accountants Can Use CRM Software to Stay in Touch with Clients

Looking at ways to better meet the needs of your clients is critical for accountants. Using customer relationship management software (CRM) is an excellent way to serve your clients by keeping them happy and engaged. CRM software is also simple to use, allowing accountants to work much more efficiently without constantly dealing with technical issues.

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Getting Started with Model Driven Apps in Power Apps

In this video, we discuss model driven apps in Power Apps using Dynamics 365. Check out this video to learn more and view a live demo!

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Nurse Maude

Nurse Maude is an organization providing community healthcare services across New Zealand. With Resco’s Field Service 2.0, they can now schedule and complete 5000 client visits each day.

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How Toyota Material Handling improved their processes by 45% with Resco

Discover how Toyota Material Handling, the leading full-service manufacturer and distributor of high-quality forklifts, reach trucks, order pickers, and more, improved their work processes and customer visit efficiency by adding Resco’s Field Service 2.0 to their Microsoft Dynamics 365.

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Design matters: Field Service 2.0 user interface

Explore the redesigned user interface of the Field Service 2.0 app project in this blog post.

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Serious approach to serious field processes

In 2018, Microsoft and Resco announced a partnership as Resco became the official mobility provider for Microsoft’s Field Service. Now, this partnership is coming to an end. In 2020, Microsoft previewed a new app to showcase the future path for Field Service Mobile. What does this mean for Field Service customers? Find out in this blog post.

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Toyota Material Handling

Learn how Toyota Material Handling, the leading full-service manufacturer and distributor of high-quality forklifts, reach trucks, order pickers, and more, increased their revenue by $350k/month and their process efficiency by 45% with Resco mobile solutions.

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Power Automate Connectors for Document Signing

There are 400 active connectors in Power Automate today. There are 10 focused on Document signing. We go through each and review and rank them so you don't have to!

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MB600 Study Group - D365 & Power Platform Architect Exam Prep Session 12 - Review

Join us as we review the past 12 weeks of material. We present a cast of moderators as they lead us through a review of the material associated with this certification exam. Content will cover Microsoft's exam guide (found here: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-600). This is a collaborative study group - while we have moderators lined up we are always open to questions, insights and knowledge from all participants!