Category: Dynamics 365 Customer Engagement

Make Informed Decisions with Dynamics 365 Customer Engagement

Make Informed Decisions with Dynamics 365 Customer Engagement

In modern business’s fast-paced and competitive landscape, nothing is more challenging—nor more critical—than your ability to make informed decisions. Good decision-making demands a deep understanding of customer interactions and preferences backed by reliable data. Microsoft Dynamics 365 Customer Engagement (CE) is a versatile suite of applications that streamlines sales and marketing interactions with your customers…
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Columbia Machine Replaces Outdated CRM with Microsoft Dynamics Customer Engagement

Revolutionizing Client Engagement: Columbia Machine’s Journey from Outdated CRM to Cutting-Edge Solutions

Background Founded in 1937 in Vancouver, Washington, Columbia Machine, Inc., is a worldwide leader in the design, manufacturing, and support of equipment for a variety of industries. Primary business units include Batching and Mixing Solutions, Concrete Products Equipment Solutions, Production Equipment Molds, Mechanical Palletizing Machines and Robotic Palletizing Solutions. Columbia Machine is one of the…
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Create Seamless Experiences with Dynamics 365 Customer Engagement

Create Seamless Experiences with Dynamics 365 Customer Engagement

Microsoft Dynamics 365 Customer Engagement (CE), often referred to simply as Dynamics 365 CE, is a suite of business applications designed to help customer-facing teams in any type of organization improve how they engage with customers. It is part of the broader Microsoft Dynamics 365 platform, which includes applications for various business operations, including field…
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Dynamics 365 Marketing and Dynamics 365 customer Insights Merge

Dynamics 365 Marketing and Dynamics 365 Customer Insights Merge to Become Single Solution

Microsoft is once again paving the way in business technology by innovating customer experience solutions. Starting September 1, Dynamics 365 Marketing and Dynamics 365 Customer Insights is being combined into a single cohesive offering. Let’s dive into what this transformation means for today’s businesses. Moving forward, the Customer Insights platform will provide capabilities for both…
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CRM to the Cloud Case Study

Havtech Moves CRM to the Cloud and Integrates with ERP and Data Lake for Better Customer Experience

Background Established in 1983 and established in Columbia, Maryland, Havtech represents the most innovative HVAC equipment and building automation system for manufacturers serving both the commercial and industrial markets. This depth combined with expertise in energy efficient HVAC system design and green building methods allows them to offer cost-effective solutions that provide a low environmental…
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Leverage Change Management for User Adoption in Business Applications

Leverage Change Management for User Adoption in Business Applications

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Adopting a Mindset of Continuous Transformation

Never Done: Adopting a Mindset of Continuous Transformation

Has your organization implemented a culture of continuous transformation? In today’s business environment, change is the only constant. To remain competitive, organizations must adopt a mindset of continuous transformation. Whether it’s technological advancements, shifts in consumer behavior, or changes in the market, businesses must be prepared to adapt quickly if they want to succeed. By…
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Woman On Computer Call With Doctor

Healthcare Company Replaces Costly Salesforce Solution with Microsoft Dynamics 365 Field Service for Improved Patient Care

Approaching a Salesforce Price Increase A leading provider of comprehensive health and wellness visits, advanced diagnostics and care management services was previously managing and scheduling its network of home healthcare licensed providers – including physicians (MD/DO), nurse practitioners, physician assistants, and medical technicians – with Salesforce. Approaching a hefty price increase from Salesforce, the company…
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