Customer Relationship Mgmt news & resources

Microsoft Dynamics Partner Roundup: New BC apps; CRM merger; New partners

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Customer Relationship Mgmt Document Automation Dynamics 365 Order Management Shipping
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Microsoft to make Dynamics 365 Marketing a part of D365 Customer Insights

by Jason Gumpert

New pricing and licensing for the combined offering; Transition from outbound to real-time marketing continues

AI Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales & Marketing
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Four ways to tackle customer care challenges with Microsoft Business Apps

by MSDW Reporter

The challenges of harnessing high-value, actionable customer data can impact service agents, security, and beyond

Business Process Mgmt Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Security

MSDW Podcast: Solving Contact Center challenges with Microsoft Business Applications

by MSDW Reporter
Call Tracking Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 MSDW Podcast Power Platform Telephony
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Microsoft plans more Copilot features in 2023 release wave 2 plans for Dynamics 365 and Power Platform

by Jason Gumpert

New Bot Framework options in PVA, globalization progress for Finance; Power Pages generation, and more

Accounting Business Central Commerce Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Finance and Operations Financial Management HR Management Human Resources (Talent) Mixed Reality

From the Microsoft Dynamics 365 CE/CRM Blogs: Email templates; Customer 360; Security role; Marketing emails

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Automation Sales & Marketing Security

From the Microsoft Dynamics 365 Business Central blogs: IP firewall rules; Turn off integration; Generative AI; Business events

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 Business Central blogs

Business Central Business Process Mgmt Customer Relationship Mgmt Data Integration Dataverse (CDS) Dynamics 365 Power Platform
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Microsoft Dynamics Profile: New MVP is an educator at heart

by Linda Rosencrance

Gill Walker was recognized this year with the Microsoft MVP award, which she sees as a "thank you" for her work supporting the community

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Training User Adoption

From the Microsoft Dynamics 365 CRM Blogs: Teams chat; Error handling; Emails; Assigning permissions

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Power Automate Power Platform Security
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How Microsoft Dynamics partners can use P2P cooperation for success on tenders

by Linas Sneideris

What our recent experience has taught us about successful partner-to-partner engagements

Customer Engagement Customer Relationship Mgmt Dynamics 365 Finance and Operations Partner Strategy Power Platform

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
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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
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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
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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
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