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MS Dynamics CRM

Dynamics 365 Release-Wave-2/2023

In this post, we will take a detailed look at the exciting innovations of the Release-Wave-2/2023 in the various modules of Microsoft Dynamics 365 Customer Engagement. And one thing to mention upfront: There are significant developments happening in Dynamics 365 Customer Engagement in the year 2023. The central theme of this Release Wave, as expected, is the Microsoft Dynamics 365 Copilot.

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MS Dynamics CRM

Products

Efficient Customer Support as a Team: The Synergy of Teams Integration and Swarming in Dynamics 365 Customer Service

In today's competitive landscape, providing top-notch customer service is crucial for attracting customers and building long-term relationships. With Microsoft Dynamics 365 Customer Service, Microsoft has created a solution that takes your customer service to the next level. However, there are simple methods to further connect your team and create optimized collaborative workflows! And here's the key point: The team is at the forefront!

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Best Practice

MS Dynamics CRM

MYFLEXBOX x gorelate Visualization for sustainable benefit

gorelate implemented a CRM project for the fast-growing MYFLEXBOX: With Dynamics 365, their location process was visually supported by the integration of Bing maps. The result: Significant simplification of work steps and processes. Felix Arndt from MYFLEXBOX and Samantha Scott from gorelate will provide insights into the project.

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Best Practice

MS Dynamics CRM

VERBUND x gorelate - How to digitalise the sales process

gorelate has implemented a CRM project for the energy company VERBUND. With Dynamics 365, the sales process was digitalised and document creation automated. The result: Huge time savings and practical simplifications for users when creating offers and contracts. Tobias Haberler and Thomas Winkler from VERBUND and Marie-Luise Zwischenberger from gorelate provide insights into the project.

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Best Practice

MS Dynamics CRM

GBTEC x gorelate: Unified Dynamics 365 & sales process harmonisation

When software manufacturer GBTEC, based in Bochum, acquired the Vienna-based company avedos (now GBTEC Austria GmbH), it was only natural that the CRM and especially the sales process had to be unified as well. The goal: A joint Dynamics solution in the cloud with coordinated marketing and sales apps. Michael Dierks, COO & board member of the GBTEC Group, and Maximilian Hadek, project manager at gorelate, let us know how the project came about and what challenges it faced.

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Best Practice

MS Dynamics CRM

Heel x gorelate - A CRM project with pharma add-ons

For the company Heel, gorelate implemented a customer engagement project and extended the Dynamics 365 standard with add-ons to enable processes specially tailored to Heel and the pharmaceutical industry. You can read about the solutions we have found in our case study.

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