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Focusing on the customer experience at Customer Contact Week

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As Ive been preparing to take off for Customer Contact Week (CCW) in Las Vegas, NV, this week, Ive also beenruminating on whatit means to lead a truly customer-centric service organization.

As I see it, customer service managersneed toremember that customer-centricityis aboutdesigning an experiencetailored tothe customeras an individualnot as a case number.In the nonstop flowof a call center, or even in back offices or in face-to-face customer service situations, it can be far too easy to lose sightofthe actions thattrulyhelp an individual in need versus the boxes checked to close a case on time.Aprocessmayat first feelcompletely customer-centric, but if it doesnt directlylend itselfto thecustomers expectations,it maybeworth a second look.

You canplanto modernize your customer service organization with new technology, new processes,and new ideasto help create a customer-centric experience,but where do you startwhenbudgetscontinue towaneascustomer expectationssoar?These are the questions Ill be asking myself as I meet with customers and industry leaders over the next few days.

Microsoft at Customer Contact Week

Microsoft is an exhibiting sponsor this week at CCW, one of the largest customer service focused industry events. Why CCW? The five-day conference in Las Vegas, NV, is where customer service and contact center leaders come together to share best practices in agent training, emerging call center technology, performance metrics, quality assurance, cost reduction, and other critical customer service priorities.

Sharing these best practices is a great start. But the next step is taking the learnings and designing a holistic customer experience that deepens loyalty and grows customer engagement. After all, if the solution is not customer-centric, its not a solution.

Microsoft will be demonstrating some of our latest customer-centric offerings around Dynamics 365 for Customer Service at CCW that focus specifically on the customer experience. We recently launched two AI-driven Dynamics 365 apps that can enhance the customer experience, Dynamics 365 Virtual Agent for Customer Service (currently in preview) and Dynamics 365 Customer Service Insights. These apps extend the rich capabilities of Dynamics 365 for Customer Service by leveraging artificial intelligence. By unifying technologies, these apps empower agents and personalize the customer experience.

Customer service AI takes center stage at CCW

In case youre not able to make it to CCW this year, I wanted to share an overview of some of our new customer service features and share some opportunities for you to check them out on your own time.

Lets start with AI-enabled virtual agents. One of the most significant issues in most virtual agent offerings is the inability to make the subject matter expert (SME) central to the development of the bot. Often, coding expertise is required to create a bot, which significantly lengthens the development cycle. With each string of code entered by the developer or data scientist, the SME becomes further removed from the content, which impacts the quality of the bot conversation and its ability to perform. And, poor bot performance negatively affects the customer experience.

Dynamics 365 Virtual Agent for Customer Service is all about the solution, not the technology. Virtual Agent brings AI to those that know customer service best. Subject matter experts can build, launch and maintain virtual agents without the support of developers or data scientists. Customer service SMEs can create quality conversations and can refresh bots ad hoc, avoiding long update cycles and without soliciting the help of intermediaries. By leveraging natural language capabilities and AI models that adapt, bots can understand customer intent, personalize the experience, handle routine tasks, and can take action on behalf of the customerleaving more complex issues to the live agent. By removing the complexity, Virtual Agent for Customer Service can help you focus on delivering a consistently positive customer experience.

Dynamics 365 Customer Service Insights helps enhance the customer experience through the power of AI. It digests volumes of data to visually display performance and operational metrics that are consumable and actionable. Built-in dashboards with interactive charts and visual filters identify opportunities for improvement that have the greatest impact. This helps customer service managers evaluate and respond to key performance indicators (KPIs) while enhancing customer satisfaction.

The customer experience is enriched through the power of uniting these AI-enabled apps, creating a complete customer-centric solution that is easily adapted to any organization.

Theres no need for FOMO if you cant experience our demos firsthand us at CCW this year! You can contact us any time to request a live demo or set up a free trial. We can also help you prioritize which opportunities will provide the greatest impact for your customer service organization so you can consistently deliver exceptional customer experiences.

For more information, visit Microsoft Dynamics 365 for Customer Service. While youre there, check out Dynamics 365 Customer Service Insights, and be sure to sign up for the public preview of Dynamics 365 Virtual Agent for Customer Service to learn how easy it is to create a bot to enhance customer self-service solutions.

The post Focusing on the customer experience at Customer Contact Week appeared first on Dynamics 365 Blog.


Automatically validate your solutions using the PowerApps checker PowerShell Module

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A number of customers have automated build and release pipelines and a frequent ask, since announcing thegeneral availability of Solution Checker, is for the abilityto run checks outside of the user experience and in an automatedmanner. This is now possiblewith the newPowerApps Checker PowerShell module that we have released for preview in the PowerShell Gallery today!

 

Using the module, you can directly check your solutions from your pipelines and receive the a detailed report of issues similar to what was made available to you from thePowerApps maker portal.Alternatively, you can also allow your teams validate their solutions locally by using the interactive login mode to access the checker service.

 

With the module, you also have additional new capabilities and flexibility on the types of solutions you can check, the resources in your solution to check, and also which rules your solutions are checked against.
  • Validate both managed and unmanaged solutions (CRM 2011 to current)
  • Validate more than one solution at a time
  • Validate solutions contained in a package
  • Validate on-premise solutions
  • Rules available for ISV’s for AppSource certification
  • Exclude files from the analysis
  • Control which rules are included in the analysis

 

How do I get started?

There are a few prerequisite steps you will need to complete prior to using the PowerShell module to validate your solutions. You can follow the instructions in the PowerApps checker documentation to complete the steps below.
  • Install the module
  • Set up authentication and authorization in your Azure tenant

 

How do I check my solution or package?

A set of cmdlets are available to interact with the service in order run your checks. These cmdlets let you retrieve a listing of rules, rulesets and run an analysis job.

 

Detailed help and examples on how to use each cmdletare available to guide you through each step of the check process.

 

How do I access the results?

When running a check,you specify a folder to save the reports. Once complete,you will have access to a result object that contains the locationsof the reports and a summary of findings by severity. You can use this summary to make decisions in your automated processes without having to parse through the report files. The reports are downloaded in azip file with a reports in a JSON format. The JSON is formatted based on a standardization referred to as Static Analysis Results Interchange Format (SARIF). There are tools available to view and interact with SARIF documents. For more information refer to the SARIF projectsweb sitefor details.

 

Upcoming capabilities

For customers using Azure DevOps, we will soon be previewing a DevOps task to make integrating with the service even easier. This will provide all the capabilities of the PowerShell module, and also allow for viewing of results directly in the your build. Stay tuned for this announcement!

 

Another small improvement

For issues found with assemblies contained in your solutions, the location field on the report generated by the service contained an undefined reference. While it was possible to determine the assembly reference using the module/type/member fields, we have now improved this and included the assembly name in the location field to help you identify the issue locationfaster. This change is currently rolling out to the regions.

 

We are really excited to see what our community will do with this capability available to them to constantly review the quality of their solutions. If you have questions or other feedback you can provide itvia this post or on the PowerApps Community site.

The post Automatically validate your solutions using the PowerApps checker PowerShell Module appeared first on Dynamics 365 Blog.

White paper: Performance and Scalability Assessments of an Implementation Case Study

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Good day. The MS CRM E 2 team is pleased to announce the release of the white paper, SAMPLE: Performance and Scalability Assessment of Customer Implementation , which is available for download at http://www.microsoft.com/downloads/details.aspx....(read more)

Whitepaper: The Microsoft Dynamics CRM Security Model

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The CRM E 2 (Engineering for Enterprise) team is pleased to announce the release of the white paper The Microsoft Dynamics CRM 4.0 Security Model , which represents the core architectural component of the broader CRM E2 Nuts and Bolts article on Security...(read more)

Gartner EAS Magic Quadrant Ranks Microsoft as Leader

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Microsoft Dynamics CRM relies on the capabilities of the Microsoft Application Platform—Windows Server, IIS, SQL and .NET.   Given this,  I wanted to draw your attention to recent research from Gartner Research (www.gartner.com). The report...( read more...(read more)

Connectivity and Firewall Port Requirements in On-Premise Deployments

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  The CRM Engineering for Enterprise aka E 2 team is pleased to announce the release of another component of the broader CRM E 2 Nuts and Bolts article on Security and Authentication in Microsoft Dynamics CRM -  the white paper Connectivity...( read more...(read more)

Microsoft Dynamics CRM at the 2011 Worldwide Partner Conference

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The 2011 Microsoft Worldwide Partner conference is in full swing and it has been an exciting event for the Microsoft Dynamics CRM team. Yesterday in his keynote address to more than 15,000 attendees, Kirill Tatarinov highlighted the continued and unrivaled...(read more)

Quick Start Guides for Microsoft Dynamics CRM

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The Dynamics CRM User Assistance team is pleased to announce the release of two new pieces of user documentation: Quick Start guide for Microsoft Dynamics CRM business users ( direct download ) Quick Start guide for Microsoft Dynamics CRM for...(read more)

RELEASE: Using Multi-tenancy in Microsoft Dynamics CRM 2011 to Address Challenges in Enterprise Business Environments

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On behalf of the CRM Engineering for Enterprise Team and CRM Content Publishing, I am pleased to announce the release of white paper, Using Multi-tenancy in Microsoft Dynamics CRM 2011 to Address Challenges in Enterprise Business Environments , which...(read more)

Optimal Use of Transactions within Microsoft Dynamics CRM Plug-ins

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By default, Microsoft Dynamics CRM 2011 plug-ins that are triggered by the same event run within the same SQL Server database transaction, as do any related calls to the SDK. For example, both the creation of an account and a subsequent call to the SDK...(read more)

Excessive and Systematic Use of Sharing in Microsoft Dynamics CRM

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Background The authorization model in Microsoft Dynamics CRM is sophisticated and dynamic. Traditional Access Control Lists (ACL) patterns may offer also Role-based security with a granularity down to individual records and even fields. Microsoft...(read more)

RELEASE: ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management

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On behalf of CRM Content Publishing, I am pleased to announce the release of the white paper, ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management , which is available for download from the Microsoft Download Center at: http://www.microsoft...(read more)

RELEASE: Scalable Security Modeling with Microsoft Dynamics CRM 2011

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On behalf of CRM Content Publishing, I am pleased to announce the release of white paper, Scalable Security Modeling with Microsoft Dynamics CRM 2011 , which is available for download from the Microsoft Download Center at: http://www.microsoft.com/en...(read more)

Using Teams to Solve Complex Record-Sharing Scenarios

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I had two enterprise customers this week who both had similar security requirements, and both sets of requirements were solved with a similar pattern that I thought you might find useful. Imagine your company organizes itself into different groups...(read more)

Announcing the CRM 2013 Customer Center, Implementation Guide and SDK!

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Check out all the great new documentation, videos, guides, eBooks, developer tools, and resources for the Microsoft Dynamics CRM Online Fall ’13 and Microsoft Dynamics CRM 2013 releases! Information...(read more)

License types in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online

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With the release of Microsoft Dynamics CRM 2013 and the Microsoft Dynamics CRM Online Fall ’13 Update, Microsoft has introduced a new multi-tiered licensing model that extends the licensing flexibility...(read more)
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