Customer Relationship Mgmt news & resources

From the Blogs: First Impressions of Nav 2009, Accounting Software Exposé, Microsoft Dynamics CRM URLs, Tax Compliance and Dynamics GP

by Jared Berezin
New Software, New Tools, New Webinar
Business Central Customer Relationship Mgmt Data Management Document Automation Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Expense Management Financial Management

A Big-Picture Preview of Next Version of Microsoft Dynamics CRM: Improvements Envisioned Integrating with Other Microsoft Products and in Team Productivity

by Jason Gumpert
Statement of Direction Sees Better Integration with SharePoint and Improved Contact Management and Team Effectiveness
Customer Relationship Mgmt Dynamics CRM

A User Confronts the Challenges of Migrating from ACT! to Microsoft Dynamics CRM

by Jason Gumpert
How Microsoft Dynamics CRM Differs from Contact Managers, and Why It’s Essential to Detail Underlying Business Processes
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Professional Services

From the Blogs: News About Dynamics Sure Step, Midsize Business Solutions, and CRM Issues

by Jason Gumpert
Tools, Advice, and Helpful Hints
Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics NAV Financial Management HR Management Marketing Sales

Microsoft’s Blueprint Emphasizes Dynamics CRM Mobility—and Puts It Into Competition with Partners

by Jason Gumpert
Microsoft Also Projects Two New Versions of CRM Online
Customer Relationship Mgmt Dynamics CRM

Microsoft Provides Details About Dynamics CRM “Accelerators” Due Out Over Remainder of Year

by Jason Gumpert
Accelerators Cover Seven Business Needs
Customer Relationship Mgmt Dynamics CRM

In Brief: Dynamics CRM Drops Anchor in U.S. Port, Helps Client "Buy Ugly Houses"; Microsoft Awards to Top Dynamics Partners

by Jason Gumpert
Special Recognition for Microsoft Dynamics CRM, and Dynamics Partners
Aerospace & Defense Business Central Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Professional Services

From the Blogs: CRM Rant, Exit Quickbooks for Dynamics SL, Mixing Presidential Politics with CRM

by Jason Gumpert
Social CRM, Video Interviews from Convergence, Dynamics SL Case Study
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Dynamics SL Expense Management Financial Management Government

So Boring: Here’s How to Move Past the Usual Objections to Upgrading to Microsoft Dynamics CRM 4.0

by Sandor Schellenberg
Link the Decision to (Future) Cost Savings and the Need for Functionality
BI and Reporting Customer Relationship Mgmt Dynamics CRM Financial Management

Setting Up a “Winning” CRM Team Requires Attracting Talent Worthy of Microsoft Dynamics CRM’s Cross-Organizational Applications

by Sandor Schellenberg
You Need to Draw on Cross Knowledge Specialists in Project Management, Functional, Technical, and Data Migration
Customer Relationship Mgmt Dynamics CRM Expense Management Financial Management HR Management Workforce Management

LATEST VENDOR RESOURCES

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

By the Power of Data! Using Marketing Forms in Dynamics 365 Customer Insights - Journeys

Coffee + Dunn

The Impact of AI on (our) Business - Dynamics 365 Customer Service

WebSan Solutions

Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn

The Benefits of Support From Your Dynamics Partner

Encore Business Solutions
More Customer Relationship Mgmt Videos

Salesforce 101: A Detailed Analysis for Positioning Dynamics 365

Seer 365
What to know about the architecture, ISV market, migrations, licensing, and more
Customer Engagement Customer Relationship Mgmt Dynamics 365 Sales & Marketing Salesforce

Using Multiple Lead or Scoring Models to Deliver the Right Message Across the Customer Journey

emfluence

Tracking and assigning values to prospect activity is just one small piece of the customer journey. Contact scoring has a place across the entire customer lifespan

Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing

How Dynamics 365 CE Partners Can Support Membership Growth in a Changing World

Prodware

Best practices and technologies for membership organizations and associations to meet modern and changing demands

Associations Business Central Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Voice Dynamics 365 Dynamics CRM Hospitality Loyalty Management Portals Power Pages

Track Your Competition with the Microsoft Dynamics Competitors Entity and Marketing Automation

emfluence

Want better insight into where you’re winning or losing your deals? Try leveraging the Competitors entity in Microsoft Dynamics 365

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Platform Sales & Marketing User Adoption

Customizing the Account Entity in Microsoft Dynamics CRM/CE

emfluence

The out of the box configuration of the Account Entity in Microsoft Dynamics CRM has room for improvement when it comes to user experience

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Platform Sales & Marketing User Adoption
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Vitaldent Connects Patients and Healthcare Providers in the Cloud to Achieve More Personalized Care

Prodware

A seamless data set that gives patients the best experience when they visit their clinics

AI Azure Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Customer Service Customer Voice Dynamics 365 Email Management Finance and Operations Health & Wellness

Wolters Kluwer Tackles its Digital Transformation with Dynamics 365 Business Central

Prodware

Wolters Kluwer partners with Prodware to implement Microsoft Dynamics 365 Business Central, Customer Engagement and the Power Platform to address its digital transfo...

Azure Business Central Business Process Mgmt Collections Management Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Financial Management Networking Power Apps Power Automate

Enterprise Inns Achieves 25% Increase of Completed Property Inspections with Resco

Resco

Learn how Britain's largest pub company transformed the way their field agents do business

Architecture Business Central Configuration & Development Construction Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Field Service Field Service Food & Beverage

EMCO Streamlines Services With Microsoft Dynamics 365 Sales

enVista

Real-time visibility and centralized data with the implementation of Microsoft Dynamics CRM

Call Tracking Chemicals Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Loyalty Management Sales & Marketing
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
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