The April 2019 Dynamics 365 update continues Microsoft’s commitment to Artificial Intelligence technology. In fact, the update includes three entirely new AI apps – Virtual Agent, Customer Insights and Dynamics 365 Fraud Protection. Today we are going to look at Virtual Agent for Customer Service. To read the entire April 2019 Dynamics 365 update, download the .pdf here. Virtual Agent Virtual Agent […]
Each year, CRM Dynamics co-founder and University of Toronto Alumnus Bill Gardner is proud to present the William Gardner Leadership Award to a full time Arts and Science Student at the University of Toronto. The award recognizes students who demonstrate sustained and impactful leadership both on and off campus. Previous recipients have made real differences […]
The CRM Dynamics team is made up of many hard working talented individuals with interesting stories to tell. In our Employee Spotlight series, you’ll meet some of these people, learn what they do, and how they keep CRMD exciting and fun. This week we shine the spotlight on Norman Di Pasquale, our Senior CRM Consultant. […]
One of the most useful features in Dynamics 365 is the ability to create customized workflows. In fact, customized workflows make you more efficient and profitable. Yet, many users fail to fully utilize this powerful tool. Let’s look at 3 ways customized workflows make you more efficient and profitable. No 1: Stay on top of […]
Knowledge is power. That’s the case with almost everything, but when it comes to the ability of Credit Unions to compete in the financial services industry it is especially true. One of the best ways to compete in the financial services industry is to have more information than your competitors. Microsoft Dynamics365 can provide the type […]
Microsoft Dynamics 365 is a powerful tool that will benefit nearly any business. However, there are certain qualities to the software that make it uniquely designed to benefit Credit Unions. Here are 6 reasons a CRM benefits Credit Unions: 1. Gaining a 360 Degree View in Dashboards The Financial service is a fast-paced and competitive […]