Customer Relationship Mgmt news & resources

How Seriously Should You Take Those “Top 10” Lists of CRM Systems, Especially When Microsoft Dynamics CRM Is Left Off?

by David Lee
The Importance of Rankings Can Be Deceiving
Customer Relationship Mgmt Dynamics CRM

Why Integrating Microsoft Dynamics CRM with NAV and Other ERP Systems Is Becoming Ever-More Realistic, and Desirable

by Sandor Schellenberg
Dynamics CRM 4.0 Is Designed for Easy Integration
Business Central Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

How Do You Upgrade 4,400 Users to Microsoft Dynamics CRM 4.0? Very Carefully

by Jason Gumpert
Raymond James Financial in Planning Stages for Move from Dynamics CRM 3.0
Customer Relationship Mgmt Dynamics CRM Financial Services

How Much Reliance Should Microsoft Dynamics AX 2009 Users Expect to Place on Its Expanded CRM Capabilities?

by Jason Gumpert
The Answer Depends on the Nature of the Demands for the CRM Function
Customer Relationship Mgmt Dynamics AX Dynamics CRM Manufacturing Manufacturing

The Microsoft Dynamics CRM Sales Surge

by Jason Gumpert
Partners Find Lots of Converts, Encouraged By Report Wizard, Look-and-Feel, and Product "Maturity"
Customer Relationship Mgmt Dynamics CRM

Why CRM Online May Be More an Entry Point Than a Final Destination for New Users

by Jason Gumpert
Once Users Appreciate CRM Online’s Limitations, Expect Significant Migration to CRM 4.0, Predicts User Group Chief
Customer Relationship Mgmt Dynamics CRM

When Microsoft Dynamics CRM Is Too Smooth, Here's How to Sabotage Your Internal Competition

by David Lee
Two Ways to Kill Your Microsoft CRM Project...Can you suggest others?
Customer Relationship Mgmt Dynamics CRM

Am I Too Big for Microsoft Dynamics NAV?

by Vjekoslav Babic
Four Myths About Microsoft Dynamics NAV That Unnecessarily Scare Off Larger Organizations
BI and Reporting Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics NAV Financial Management Marketing Sales Sales & Marketing

How Microsoft Dynamics NAV 2009 Will Use the "Role-Tailored" Interface to Allay the Fears of Reluctant Users

by David Roys
Dynamics NAV 2009 – A Paradigm Shift for Business Solutions
Business Central Customer Relationship Mgmt Dynamics 365 Dynamics NAV Financial Management HR Management Manufacturing Project Management Supply Chain Management

Upside-Down Positioning: Just Who Should Be Using CRM Online and Hosted Solutions?

by Sandor Schellenberg
For Larger Organizations That Go CRM Live Route, Don't Overlook Connectivity Issue
Customer Relationship Mgmt Dynamics CRM

LATEST VENDOR RESOURCES

CRM Community Call: D365/CRM Data Risks with AI

Aha Apps

External Users Demystified with Ben Vollmer & Resco

Resco

Patagonia Achieves Omnichannel Success and Elevates its Customer Journey with Vertex Tax Solutions and Microsoft D365

Vertex, Inc.

Did you know you could do *this* with Lasernet?

Formpipe Software

Secrets to Selling Dynamics: The Role of the Seller in the Modern Buying Process

MSDynamicsWorld.com Features
More Customer Relationship Mgmt Videos

Simplify Modernization: Leverage the Tech You Already Use

Arctic IT
In this Market Trends Report, we explore how consolidating cloud efforts around a Microsoft environment can help your employees deliver services to citizens securely and seamlessly
Azure Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Field Service Government Power Platform

Security & Innovation for Government Agencies in the Microsoft Cloud

Arctic IT
Our team of experts assembled this educational guide to simplify how Microsoft cloud technology can help your government agency enhance services and enable secure collaboration.
Azure BI and Reporting Compute Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Finance and Operations Government Mobile Applications

Why Microsoft Dynamics CRM Projects Fail and 8 Things You Can Do to Prevent Failure

Aha Apps

This eBook will help you identify the best practices to avoid CRM project failure.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics Marketing Sales & Marketing User Adoption

15 Questions to Identify the Gaps in Your CRM

Aha Apps

These questions will help you address the key sales and service challenges

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Sales & Marketing

The Simple Account-Based B2B Sales & Marketing Approach for SMBs

ClickDimensions

Learn from over 5,000 CRM implementations

Customer Engagement Customer Relationship Mgmt Dynamics 365 Email Management Marketing Automation Sales & Marketing
More Customer Relationship Mgmt White Papers

Consolidating CRM Systems for a Marine Construction Company

Arctic IT
Learn how the marine construction company worked with Arctic IT to migrate from Salesforce to Dynamics 365 Sales for a better connected solution.
Construction Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Power BI Power Platform Sales

City of Austin Modernizes Service and Program Delivery of the Economic Development Department with Dynamics 365 CE|CRM

Sikich

The Economic Development Department of the City of Austin collaborated with Sikich to deploy a constituent relationship management platform built on Microsoft Dynamics 365...

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Government Not For Profit Portals Power Apps Power Automate Power BI

Calgary Economic Development (CED) Gains Unified Success with D365 CE|CRM

Sikich

While evaluating available CRM softwares, the huge disparity in licensing and implementation costs led them to Microsoft Dynamics 365 CRM

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Government Not For Profit

Enterprise Bank: Powering Banking Services with Dynamics 365 CE|CRM

Sikich

Enterprise Bank decided it was time to replace an older CRM system

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Data Integration Dynamics 365 Dynamics CRM KPIs Power BI Power Platform Sales & Marketing

Signature HealthCARE Saves $120,000 a Year While Scaling from 55 to 239 Entities

Binary Stream

Signature HealthCARE streamlined accounting and enabled their team to shift from over 55 databases to just one

AP Automation Accounting Aerospace & Defense Architecture Automotive Azure Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consumer Goods
More Customer Relationship Mgmt Case Studies

Velaro

Make the most of your Microsoft Dynamics investment and gain a 360-degree view of your customers by integrating your CRM with...
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

ClickDimensions: Email Marketing and Marketing Automation for Microsoft Dynamics CRM

ClickDimensions is the top rated, Microsoft-certified Marketing Automation solution for Microsoft Dynamics CRM...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Power Automate SaaS Sales Sales & Marketing
More Customer Relationship Mgmt Solutions