# Customer Engagement

# Customer Engagement
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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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Diving Into the Compliance Manager for Dynamics 365

Did you know Microsoft has released a tool to help with managing compliance for a variety of regulations and standards, like GDPR, NIST, ISO20071, and HIPAA? And even better news, it works with not just Dynamics 365, but also Office 365 and Azure, integrating with your own AD as well. All companies need to worry about securing their data and being compliant with the regulations out there nowadays. In this session, we will show and demo how the Compliance Manager can help.  

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Demystifying the Power Platform

The Power Platform is often considered a dark art because many of us are very focused on Dynamics 365 or Office 365. In this presentation and demonstration I'll show you how the Power Platform bridges many gaps within the Microsoft stack and brings many of the Microsoft products together.​

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Email Along the Customer Journey

Email campaigns are an exercise in relationship building. When done right, a well-mapped email program can bring in more sales and help you transform your existing client base into a community. But building a successful email strategy isn’t just about sales—by applying analytics to your customer journey, you can gather valuable intelligence about your prospect and customer base that can help you transform how clients experience your brand. In this presentation, we’ll talk about how to build targeted email campaigns for every step of the customer journey, with hands-on tips for deciding who to nurture, when to nurture them, what to say in your messaging, and how to measure email success.

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Maplytics - A Geo-analytical mapping solution for Dynamics 365 CRM/Power Apps

A Preferred App on Microsoft AppSource - Maplytics™ - is a geo-analytical mapping app for Dynamics 365 CRM/Power Apps users with exclusive features like Territory Management, Radius Search, Truck Routing, Appointment Planner, Optimized Routing, PCF Controls, Census Data, Heat Maps, and much more. Maplytics helps businesses around the world to plot, plan, visualize and analyze Dynamics 365 CRM/Power Apps data on map and offer seamless mapping services.

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InoLink - Seamless Integration between QuickBooks and Dynamics 365 CRM

InoLink is a cloud-based productivity app that provides integration between Dynamics 365 CRM/Power Apps and Intuit QuickBooks. It synchronizes transaction history and aging details from QuickBooks to Dynamics 365 CRM to provide 360-degree view of customer information. With InoLink, users can sync single instance of Dynamics 365 CRM with one or more QuickBooks Company, calculate tax for transactions within Dynamics 365 CRM and send Quotes/Orders/Invoices from Dynamics 365 CRM to QuickBooks. 

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Click2Clone - Copy/Clone Dynamics 365 CRM Records

Click2Clone is a productivity app which enables users to clone/copy Dynamics 365 CRM/Power Apps records from any OOB as well as custom entities to another record. With Click2Clone, users can now easily clone/copy related child records and create multiple copies of any given Dynamics 365 CRM/Power Apps record. By automating and simplifying the process of creating new records, Click2Clone significantly reduces the time spent on repetitive data entry and becomes a strategic enabler of business control and agility.

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Click2Export – Schedule & Export Dynamics 365 CRM Reports/CRM Views/Document Templates

Click2Export is a productivity app for Dynamics 365 CRM/Power Apps which provides easy user experience of exporting any of the Reports/CRM Views/Document templates in just one click. With Click2Export user can schedule, export and email the data in 5 different file formats - Excel, Word, PDF, CSV or TIFF. In addition to sending these out in email, users also have the option to store these converted files as note attachments, have it uploaded to SharePoint or download it for offline consumption. 

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Click2Undo - Undo & Restore Dynamics 365 CRM & PowerApps data to its last known state

Click2Undo is a 1-Click productivity app for Dynamics 365 CRM and PowerApps that enables users to undo changes and restore records to its previous known state with just a single click. With its support for both OOB and Custom Entities, Click2Undo makes it possible for users to undo recent changes, undo past changes in single or multiple records and restore deleted record(s) without any hassle. In a way, Click2Undo has both features of ‘ctrl+z’ and ‘recycle bin’ rolled into one for easy user experience.

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Attach2Dynamics - Attachment Management for Dynamics 365 CRM/Power Apps

Attach2Dynamics is a productivity app for Dynamics 365 CRM/Power Apps which provides native integration between CRM and cloud storages like SharePoint, Dropbox and Azure Blob Storage. It has an easy to view UI for viewing all the files & folders in the configured cloud storage against the current record. Users can drag and drop, browse, rename, create, email, delete, preview files/folders and generate sharable link of the file or the folder to provide it in the email directly from within Dynamics 365 CRM.