Customer Relationship Mgmt news & resources

Ignite 2023: Microsoft broadens role-based generative AI with Copilot for Service preview

by Jason Gumpert
Preview in December will offer pre-built CRM and contact center app integrations
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Ignite 2023 Knowledge Management Sales & Marketing Service Management

Microsoft Dynamics Partner Roundup: App management service: ISV acquisitions; Loan and lease management; Exec hire

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Associations Business Central Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Finance and Operations Government Lease Management Loan Management Real Estate Rental
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Key Features in a Microsoft Dynamics 365 CRM User Action Monitoring Solution

by Sam Kumar

4 features that a user action monitoring app for D365 CRM should provide, from activity tracking to data quality and beyond

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM User Adoption User Management

MSDW Podcast: Community Summit 2023 Preview with Data Courage

by MSDW Reporter
BI and Reporting Business Central Customer Relationship Mgmt Dynamics 365 Dynamics NAV Financial Management MSDW Podcast Power BI Power Platform Sales & Marketing
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The changing business opportunities of modern location intelligence

by Sam Kumar

We can understand today's location intelligence technology opportunities by studying the recent past.

BI and Reporting Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Government Hospitality Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Workflows; Sales sequences; 'RenderTemplate' request; SSRS report

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 Sales & Marketing
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WhatsApp Integration with Microsoft Dynamics 365 CRM: Everything You Need to Know

by Sam Kumar

What makes the app an ideal channel for effective customer engagement?

Communications Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Unified Communication
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The Benefits of Outsourcing Customization and Integration in Microsoft Dynamics 365 CRM and Power Platform

by Sam Kumar

Implementing and customizing business apps can be daunting without expertise built on experience.

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Apps Power Automate Power Platform Sales & Marketing

Microsoft Dynamics Partner Roundup: WhatsApp integration; Fraud protection; GP & BC support; Production scheduling

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AI Business Central Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics GP Finance and Operations Fraud Protection Manufacturing

From the Microsoft Dynamics 365 CRM Blogs: Recent records component; Sales process; D365 Sales features; Connected customer service

by MSDW Reporter

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

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

LATEST VENDOR RESOURCES

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

MSDynamicsWorld.com Features

Lasernet's Finance and Operations Connector - New version 6.19!

Formpipe Software

enVista Microsoft Overview

enVista

WhatsApp Integration with Dynamics 365 CRM: An Exclusive First Look at WhatsApp4Dynamics

Inogic

Connect Mailchimp with Microsoft Dynamics 365 CRM - Improve Marketing and Sales Collaboration

Inogic
More Customer Relationship Mgmt Videos

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

Conquer the Market with Effective Territory Management

Inogic

Maplytics- a robust mapping solution with advanced features of territory management, that empowers the sales team to improve their productivity

Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Field Service Field Service Power Apps Route Optimization Sales Web-based Mapping

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

The Ultimate Guide to Customer Retention

ClickDimensions

The insight and resource recommendations you need to improve your retention rates

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Automation Sales & Marketing
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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

Logan University Saves 20% on SMS Texting and Countless Hours using native Microsoft integration

TrueDialog
With a new CRM and a generation of students preferring text messages over emails, the institution recognized an opportunity to modernize its communications strategy
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Power Apps Sales Sales & Ops Planning

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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Undo and Restore Dynamics 365 CRM Data in 1 Click - Undo2Restore

Undo changes and restore Dynamics CRM records with ease Undo2Restore is a 1 Click productivity app for Dynamics 365 CRM that...
Customer Relationship Mgmt Data Management Dataverse (CDS) Dynamics 365 Dynamics CRM Power Apps

Export & Attach Dynamics 365 Reports/Word/Excel Templates to Email - Click2Export

Export, email, and download Dynamics 365 CRM Reports/CRM Views/Word/Excel Templates in single click. Export Dynamics 365...
Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Power Apps

Copy/Clone Dynamics 365 CRM Records - Click2Clone

1 Click solution to copy/clone records in Dynamics 365 CRM Click2Clone is a productivity app to clone/copy Dynamics 365 CRM...
Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Power Apps

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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