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MS Dynamics CRM

31. July 2023

Nikolaus Matejka

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.

MS Dynamics CRM

Products

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 methods to further connect your team and create optimized collaborative workflows! And here's the key point: The team is at the forefront!

Best Practice

MS Dynamics CRM

21. April 2023

Ina Baltes

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.

Best Practice

MS Dynamics CRM

22. December 2022

Theres Baumgartner

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.

Best Practice

MS Dynamics CRM

24. October 2022

Theres Baumgartner

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.

Best Practice

MS Dynamics CRM

19. October 2022

Theres Baumgartner

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.

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.

Best Practice

MS Dynamics CRM

19. November 2021

Theres Baumgartner

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

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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Products

Shopping cart on blue background. Shop trolley at supermarket as sale, discount, shopaholism concept with copy space for text or design.

29. June 2021

Theres Baumgartner

Personalized advertising: the pros and cons

Anyone who places advertisements on the Internet, on social media & Co. hopes for good results - whether new leads, up-selling opportunities or the sale of products. Personalized advertising is an efficient way. But does it really work?

MS Dynamics CRM

great idea concept with crumpled office paper and light bulb

29. June 2021

Theres Baumgartner

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

How do you approach a customer insights project? We have summarized all phases.

Best Practice

29. June 2021

Theres Baumgartner

Customer Insights: Data privacy and GDPR

Wherever data is evaluated, the question of data protection always arises. We've summarized Microsoft's responses.

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 digitization & 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 digitization and transformation

Digitization 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 digitization train. Three 'goreLadies' have dealt with 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: the 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 advantages it has and why it is less utopian than one might think.

MS Dynamics CRM

24. September 2019

Tina Zembacher

Artificial intelligence in CRM: How smart is that really?

The buzzword "artificial intelligence" has been on everyone's lips for some time and appears in a wide variety of industries.

Best Practice

MS Dynamics CRM

12. June 2017

Tina Zembacher

Twong x gorelate: gomigrate: CRM migration in best time and during ongoing business operations

From the changeover to the new CRM system, TWONG® expected the Viennese manufacturer of mobile mounting systems, maximum data quality and customer care. From the conversion process itself, a minimum of personal effort and impairment of ongoing business operations. With the help of their migration tool gomigrate, the CRM consulting company gorelate performed the complete conversion Microsoft Dynamics CRM through.

MS Dynamics CRM

Best Practice

12. January 2017

Tina Zembacher

Auer Signal x gorelate: CRM consulting with handshake quality

gorelate implemented their 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 now benefit from the project.