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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics NAV Financial Management HR Management 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

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

D365 Hidden Costs Series #3 - Damaged Relationships

Plauti

D365 Hidden Costs Series #2 - Low CRM Adoption

Plauti

Discover Brello 360 — the future of insurance brokering powered by Microsoft Dynamics 365

HORTUS Digital
More Customer Relationship Mgmt Videos

Lead the Change: Build a Future-Proof Customer Contact Center with AI

JourneyTeam
Ready to modernize your contact center? This guide breaks down exactly how.
Call Tracking Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Telephony

Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM

JourneyTeam
Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity
AI and Machine Learning Azure Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

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
More Customer Relationship Mgmt White Papers

Protech Automotive Solutions – Field Operations / Dynamics 365 + Power Platform

JourneyTeam
Transforming field operations with a connected Microsoft Dynamics 365 and Power Platform solution
Automotive Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Platform Project Operations Project Service Automation

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

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

Azure Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Relationship Mgmt Customer Service Customer Voice Dynamics 365 Email Management Finance and Operations Health & Wellness
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WhatsApp4Dynamics – WhatsApp Integration with Microsoft Dynamics 365 CRM

WhatsApp4Dynamics is a powerful communication and customer engagement solution that integrates WhatsApp Business directly...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Power Apps Power Platform Sales

Customer Service Agent: Smarter Customer Service Starts Here

Customer Service-focused. Microsoft-powered. HSO-delivered. The HSO Customer Service Agent is an AI-powered digital assistant...
Architecture Construction Copilot Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics CRM Email Management Engineering Financial Services Government Legal

SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM

SharePoint Security Sync is an integration for Dynamics 365 CRM and SharePoint, designed to enhance document management by...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Security

Maplytics — a Location Analytical Companion for Dynamics 365 CRM

Maplytics is a Microsoft-certified geo-analytical mapping solution that embeds location intelligence directly into Microsoft...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Power Pages Power Platform Project Service Automation

Marketing4Dynamics - Connect MailChimp with Dynamics 365 CRM

Marketing4Dynamics connects MailChimp with Dynamics 365 CRM in real time. It’s more than just a sync; it bridges marketing...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Sales
More Customer Relationship Mgmt Solutions