Customer Relationship Mgmt news & resources

Microsoft Dynamics Partner Roundup: Integration; CRM offering; Medallia on AppSource; Acquisition

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Sales & Marketing
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Microsoft Dynamics Profile: New MVP learns to dance with Dynamics 365 CRM

by Linda Rosencrance

Microsoft MVP Oleksandr Olashyn shares his journey from dancing to CRM architect.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Portals Power Apps Power Automate Power Pages Power Platform Sales
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5 Things Dynamics Marketers Should Prioritize in 2021

by Margaret Wise

Marketers whose organizations use Microsoft Dynamics 365 are now looking ahead to the challenges of today’s new business landscape.

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing
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How to leverage CX automation for customer retention

by Jean Shin

Understand the trends driving new channel growth across commerce sectors

Communications Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 E-Commerce Mobile Applications Power Automate Power Platform Sales
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Validity launches GridBuddy Cloud for Dynamics 365

by MSDW Reporter

Validity enters the Dynamics 365 sales and service market with its custom grid solution for better data visibility.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Sales Sales & Marketing
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Ignite 2021: Microsoft reveals at least six new Teams integration points coming to Dynamics 365

New bi-directional integration points will touch nearly all D365 customer experience apps.

Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Event Management Field Service Field Service HR Management Human Resources (Talent) Ignite 2021
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Dynamics 365 community rallies around Microsoft MVP and FetchXML Builder creator Jonas Rapp

by MSDW Reporter

Rapp is recovering from a stroke suffered in mid-February. Friends and colleagues from the Dynamics community have organized shows of support.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM
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Microsoft Dynamics Partner Roundup: Commerce integration; Sales go-live; ISV Connect; Digital procurement

by MSDW Reporter

A selection of announcements from the Dynamics partner channel 

Business Central CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Dynamics 365 E-Commerce Finance and Operations Insurance Sales & Marketing Sales Quoting Training
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Travel technology vendor Amadeus to partner with Microsoft on public cloud adoption

by MSCN Reporter

Travel tech giant will move offerings to Microsoft public cloud and the organizations will collaborate on new offerings.

Azure Customer Relationship Mgmt Customer Service Dynamics 365 Microsoft Teams Power Platform Travel & Leisure
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Microsoft extends industry cloud model to financial services, manufacturing, and nonprofit

by Jason Gumpert

New offerings heading to preview soon; Microsoft Cloud for Healthcare gets first update in May

AI and Machine Learning Azure Customer Engagement Customer Relationship Mgmt Dynamics 365 Finance and Operations Financial Services Healthcare Integration Internet of Things (IoT) Manufacturing Not For Profit

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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