Out of the box, Dynamics 365 can help organizations of various sizes across different industries solve business problems with technology. Whether that's improving seller efficiency and pipeline accuracy, or boosting CSAT by solving your customer service problems more quickly, or it's ensuring your field agents are better equipped to complete their work orders with a true customer 360 view, Dynamics 365 can help.

Another powerful aspect of the platform is its ability to integrate with Partner solutions that help augment dynamics 365 processes and workflows. For example, you can integrate Docusign with your existing D365 ecosystem to ensure more intelligent and automated document management

In this episode, we interview Suresh Jeevanani, senior director of Strategic Partnerships at Docusign to highlight the value of the D365 and Docusign integration and how organizations can use it today.

• What do you do at Docusign do?
• What is the value of a Docusign and D365 integration?
• What does the Docusign integration feature within Copilot for Sales entail?
• How can a customer get started?

• Dynamics 365 Integrations | Docusign
• DocuSign for Dynamics (microsoft.com)
• Sign up for Copilot for Sales Extensibility Preview (microsoft.com)

Suresh Jeevanani is Senior Director, Strategic Partnerships at Docusign. He has over 2 decades of experience in the high-tech industry. He is passionate about bringing power to technology & technology ecosystems to help customers transform their businesses. He lives in San Francisco Bay Area with his wife and daughter. In his spare time, Suresh likes to play tennis and go road-biking.

Connect with Suresh - Suresh Jeevanani | LinkedIn

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Customer service agents face challenges such as access to relevant data and the right technological tools, with some juggling up to 10 different systems to address a single issue. Each step in the process of resolving customer issues is time-consuming and complex, with agents spending significant time researching cases and seeking out solutions. As customer inquiries increase in volume and complexity, organizations must find ways to streamline processes, reduce the workload on agents, and improve the overall customer experience.

This week on the podcast, we have Edgar Wilson II, Principal Program Manager for Customer Service Business Applications to highlight what Copilot for Service is and how customers can extract value from it.

• What is Copilot for Service?
• How is this different than D365 CS?
• How can a customer get started?

• Official Microsoft Copilot for Service documentation - Copilot for Service | Microsoft Learn
• Quickstart—create and deploy Copilot for Service - Copilot for Service | Microsoft Learn
• Get started with Microsoft Copilot for Service - Training | Microsoft Learn

"Hi, my name is Edgar Wilson, Principal Program Manager in the Dynamics 365 Customer Service group. I hold over 15 years of Dynamics experience having spent 7 years with prestigious implementation partners including Aderant, Customer Effective and Hitachi. During this time I worked as an architect and technical consultant implementing Dynamics in a variety of industries including Financial Services, Healthcare and manufacturing. I’ve been at Microsoft 8 years, holding a variety of roles in sales and engineering in the business applications group."

Connect with Edgar - Edgar Wilson II | LinkedIn

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What was your first interaction with technology? For our Guest, Greg Williams, VP of Strategy at Western Computer, it involved a green screen. Fast forward to the present, and he's helping organizations of various sizes implement business applications and AI technologies into their business processes to make drive growth, improve efficiency and enhance the employee experience.

• Given your extensive history and experience with Technology and business applications, how have they transformed since you started working with them?
• Can you help our listeners understand how they should think about technology in the context of their existing business strategies?
• What are the strategy pitfalls companies make when in regards to investing into a technology solution?

• Western Computer | Microsoft Dynamics 365 Gold ERP Partner
• Copilot for Dynamics 365 | Microsoft Learn

About Greg Williams

With over two decades of experience in the realm of Microsoft Dynamics, I’ve been a trusted partner for businesses seeking streamlined operations. My expertise lies in the intricate dance of manufacturing and distribution, where I’ve orchestrated solutions that drive efficiency and growth.

Microsoft Dynamics Advocate: Since the late '90s, I’ve been in the trenches, unraveling complexities and optimizing processes for organizations.

Digital Transformation Enthusiast: My passion lies in guiding businesses toward a future where technology empowers them. Whether it’s automating workflows or embracing cloud solutions, count me in!

Microsoft Dynamics: From configuration to customization, I’ve navigated the Dynamics landscape.

Process Optimization: I thrive on untangling operational knots and making systems hum.

Distribution Excellence: Supply chains, logistics, and inventory management—my playground.

Connect with Greg - Greg Williams | LinkedIn

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