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MS Dynamics CRM

20. January 2025

Samantha Scott

The future of business automation: How Microsoft is revolutionizing Dynamics 365 with autonomous agents

The business world is constantly changing - and that's what makes it exciting. New technologies are also changing the ways in which companies can organize their processes. One of the most exciting developments is autonomous agents, and Microsoft is playing a leading role here with Dynamics 365. In this article, we would like to show you what autonomous agents can do and how they are revolutionizing business processes.

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MS Dynamics CRM

gorelate

09. January 2025

Hannah Zembacher

VERBUND x gorelate: Data protection tools as a solution for GDPR requirements

The energy company VERBUND uses the gorelate data protection tools as part of its CRM system: With Microsoft Dynamics 365 and the gorelate add-on, legal requirements for the GDPR are now efficiently fulfilled and requests for information are processed automatically. The result: significant time savings and noticeable relief in day-to-day operations. Clemens Brandstötter from VERBUND provides insights into the project. Translated with DeepL.com (free version)

MS Dynamics CRM

21. October 2024

Hannah Zembacher

Effective field service management with Dynamics CRM

Dynamics 365 Field Service is a powerful business application that helps companies manage their field service processes efficiently. It provides a comprehensive solution for on-site service delivery that improves both technician productivity and customer satisfaction. and customer satisfaction. The application combines cutting-edge technologies such as workflow automation, intelligent scheduling algorithms and mobile access to help companies effectively coordinate their field service staff. support. In the field service management (FSM) area in particular, Dynamics CRM offers specialized functions that can boost productivity and increase customer satisfaction.

MS Dynamics CRM

Best Practice

04. September 2024

ACREDIA Versicherung x gorelate: How Dynamics is redefining the entire customer journey

Together with gorelate, ACREDIA has implemented a CRM project that includes many Dynamics modules, including sales, marketing and customer care. Dynamics has revolutionized the way the company works and makes it possible to effectively support all customer processes. The result is significant time savings, practical simplifications for employees and much more efficient conversations. Herbert Gspan, Patrick Plank, Julia Bogner and Brigitte Ludwig from ACREDIA provide insights into the project in an interview with Nikolaus Matejka from gorelate.

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MS Dynamics CRM

26. August 2024

Hannah Zembacher

AI in customer service - How to relieve your resources with artificial intelligence!

In today's digitalized business world, customer service plays a crucial role in a company's success. Artificial intelligence (AI) is fundamentally transforming this area and opening up new opportunities to boost efficiency and increase customer satisfaction. One outstanding example is Microsoft Copilot, an innovative AI solution that takes customer service to a new level.

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MS Dynamics CRM

07. March 2024

Hannah Zembacher

Microsoft 365 Copilot meets Dynamics 365: making work efficient and everyday working life effective!

Microsoft Copilot has been moving us forward in the truest sense of the word since summer 2023. Back then, we provided detailed information about the groundbreaking innovations in the Dynamics environment. A lot has happened since then and sometimes it seems that AI is overtaking itself, as there are already a number of enhancements in 2024.

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MS Dynamics CRM

20. November 2023

Ina Baltes

Energie Steiermark x gorelate: Digitalisation of customer service and planned use of AI for increased customer satisfaction.

gorelate has implemented a CRM project for the “go green energy” subsidiary of Energie Steiermark, marking the first instance of integrating a cloud solution within the traditional on-site infrastructure. Dynamics 365 offers significant support to service agents with handling the growing number of inquiries, and effective streamlining when it comes to managing tariff adjustments in marketing. Insights into the project, as well as a preview, are provided by Christoph Markaritzer from Energie Steiermark, Jörg Konwalinka from Microsoft and Hermann Hofbauer from gorelate.

MS Dynamics CRM

31. July 2023

Nikolaus Matejka

Dynamics 365 release-wave-2/2023

In this post, we will take a close look at the exciting innovations of the 2/2023 release wave 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 2023. The main focus of this release wave, as expected, is Microsoft Dynamics 365 Copilot.

MS Dynamics CRM

13. July 2023

Nikolaus Matejka

Enterprise AI: Microsoft 365 Copilot für Sales, Marketing und Service

The Microsoft 365 Copilot integrates ChatGPT into Microsoft applications like Dynamics 365 and Teams to revolutionize business processes. Available from fall 2023, it offers faster issue resolution, improved customer satisfaction, efficient resource utilization, and knowledge transfer while ensuring data privacy through Responsible AI guidelines.

MS Dynamics CRM

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04. July 2023

Nikolaus Matejka

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 steps you can take to further connect your team and optimise your collaborative workflows. And most importantly: your team is front and centre!

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MS Dynamics CRM

21. April 2023

Ina Baltes

MYFLEXBOX x gorelate: Visualisation

gorelate has implemented a CRM project for the fast-growing MYFLEXBOX: with Dynamics 365, their location process was given visual support by integrating Bing maps. The result: significant simplification of work steps and processes. Felix Arndt from MYFLEXBOX and Samantha Scott from gorelate provide insights into the project.

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MS Dynamics CRM

22. December 2022

Theres Baumgartner

VERBUND x gorelate

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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MS Dynamics CRM

24. October 2022

Theres Baumgartner

GBTEC x gorelate: Unified Dynamics 365 & harmonised sales process

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 and board member of the GBTEC Group, and Maximilian Hadek, project manager at gorelate, tell us how the project came about and what challenges it faced.

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MS Dynamics CRM

19. October 2022

Theres Baumgartner

Heel x gorelate a CRM project

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

Best Practice

15. April 2022

Theres Baumgartner

goUse Case: Event check-in app with QR code scanner

gorelate has implemented an event check-in app for a client who regularly hosts large congresses and events.

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MS Dynamics CRM

19. November 2021

Theres Baumgartner

Kinderhospiz Netz x gorelate - Patient data management, MS Teams integration & time registration

In search of a solution to manage patient data efficiently and securely, Kinderhospiz Netz opted for gorelate and Dynamics 365. A conversation with Deputy Chairwoman Irene Eberl and Senior Consultant Nora Fröhlich.

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29. June 2021

Theres Baumgartner

Personalised advertising: The pros and cons

Anyone who places advertisements on the Internet, on social media, etc. hopes for good results – whether new leads, upselling opportunities or product sales. Personalised advertising is an efficient method. But does it really work?

Best Practice

29. June 2021

Theres Baumgartner

Customer Insights: Data privacy and GDPR

Wherever data are processed, the question of data protection always arises. We have summarised Microsoft’s responses.

MS Dynamics CRM

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29. June 2021

Theres Baumgartner

A successful customer insights project in 6 (+ 2) steps

How do you go about a Customer Insights project? We have summarised all the phases involved.

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Products

25. June 2021

Customer Insights: The people behind the data

We live in a world full of data. We collect it in different places, evaluate it, try to achieve better results and offer customers personalized experiences. But as is often the case, you can't see the wood for the trees. This is exactly where Customer Insights comes into play.

MS Dynamics CRM

gorelate

12. May 2021

Theres Baumgartner

Glossary: Do you speak Insights?

AI, big data, profiling: terms like these are on everyone’s lips in the age of digitisation and Elon Musk. But what do they really mean? We have created a small glossary.

gorelate

Products

30. April 2021

Theres Baumgartner

MS Catalyst: How to learn digitisation and transformation

Digitisation affects (almost) every company – processes are being rethought and redesigned everywhere. Entire industries and sectors are also changing as a result. If you want to keep up, you have to jump on the digitisation train. Three “goreLadies” have figured out how to plan and implement digital transformation sustainably: Tina Zembacher, Jana Lukic and Nora Fröhlich are now officially MS Catalyst-certified.

MS Dynamics CRM

Products

25. March 2021

Theres Baumgartner

Mixed Reality: Between 'HoloLens' and science fiction Bond

A few years ago they were still a mixture of futuristic music and science fiction James Bond: Holo glasses. Through them you not only see the real world, objects and people in front of you, but also holograms at the same time – hence the name. Virtual clues, such as bad guy data from the secret agent headquarters, to stay with the example. Today the phenomenon has arrived in real life and is called “mixed reality”. Microsoft expert Jana Lukic knows what it is used for, what its advantages are and why it is less utopian than one might think. “Mixed reality is just sexy!” says Jana Lukic and laughs. Why? “Because I can turn a simple mobile phone into a mixed reality device that breaks the boundaries between reality and virtuality.” But what actually is mixed reality?

MS Dynamics CRM

10. October 2019

Georg Gradinger

500 days of GDPR: This is what happened

The General Data Protection Regulation (GDPR), one of the most discussed EU laws, has now been in force for a year and a half. Of course, this also affects the CRM sector to a considerable extent.

MS Dynamics CRM

24. September 2019

Tina Zembacher

Artificial intelligence in CRM: How smart is it really?

The buzzword “artificial intelligence” has been on everyone’s lips for some time now and appears in a wide variety of industries.

MS Dynamics CRM

Products

30. April 2019

Tina Zembacher

How to maintain your CRM and keep it alive for a long time

It's done: you have successfully completed the rollout and the CRM infrastructure is up and running!

MS Dynamics CRM

Products

10. April 2019

Tina Zembacher

The 7 golden rules of CRM management

The time has come, you're getting serious. After much deliberation, you have decided to integrate a CRM system into your business processes in order to optimize customer loyalty. Great!

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MS Dynamics CRM

12. June 2017

Tina Zembacher

TWONG x gorelate: gomigrate: Rapid CRM migration during ongoing business operations

When changing to their new CRM system, TWONG®, the Viennese manufacturer of mobile mounting systems, expected maximum data quality and customer care. And of the conversion process itself, they expected minimum effort and minimum interference with ongoing business operations. With the help of their migration tool gomigrate, the CRM consulting company gorelate carried out their complete conversion to Microsoft Dynamics CRM.

MS Dynamics CRM

Best Practice

12. January 2017

Tina Zembacher

Auer Signal x gorelate: CRM consulting with handshake quality

gorelate has implemented a CRM project at Auer Signal. Mario Schatzinger-Langer, Sales Manager Austria at Auer Signal, talks about how the project came about, about the direct line to the CRM consultant gorelate and how they are now benefitting from the project.

MS Dynamics CRM

24. August 2012

Ina Baltes

Becoming a customer champion with Microsoft 365 Omni-Channel Customer Service

Good customer service increases customer loyalty, generates valuable product and customer knowledge and can directly influence sales through cross-selling and up-selling. With Microsoft 365 Omni-Channel Customer Service, you can take your service team into the Champions League.