Customer Relationship Mgmt news & resources

From the Blogs: Put CRM to Work...On Convergence; Migrating Data from Salesforce.com; Use AX to Check on Performance

by Jared Berezin
News from a Variety of Dynamics Blogs
BI and Reporting Configuration & Development Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Financial Management Marketing Sales Sales & Marketing

CRM: Art or Science?

by David Lee
To Support the "Artistic" Side of CRM, You Need a System That Captures Every Relevant Detail
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

From the Blogs: License Keys That Work, Dynamics Entrepreneur Qs, Top Downloads, and More

by Jason Gumpert
News from a Variety of Dynamics Blogs
Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics NAV Financial Management Marketing Sales Sales & Marketing

The First Looks at CRM 4.0

by Jason Gumpert
Reviewer Says CRM 4.0 Solves Some Problems of Previous Version
Customer Relationship Mgmt Dynamics CRM

When Failure Is an Option in CRM Projects

by David Lee
Why is the failure rate for CRM projects so high?
Customer Relationship Mgmt Dynamics CRM

Major Retail Services Company Replaces GoldMine Software with Dynamics CRM

by Jason Gumpert
AccessVia Banks on Opportunity to Centralize Customer Data
Customer Relationship Mgmt Dynamics CRM Retail Retail POS
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Will New Dynamics CRM 4.0 Leave Users of Old Versions Short of Support?

by Jason Gumpert
Microsoft Offers Reassurances to Existing Users
Customer Relationship Mgmt Dynamics CRM

Dynamics CRM 4.0 Promises Easier Company-Wide Links

by Jason Gumpert
Spreading the Joy of CRM Around the Organization
Customer Relationship Mgmt Dynamics CRM

Tips for Making Training and Support Do What They're Supposed to Do

by David Lee
Lots of Shorter Sessions, and Quality Support, Are Key
Customer Relationship Mgmt Dynamics CRM

What You Should Really Seek from Phase 1 of Your CRM Project

by David Lee
Don't Burden Your People With New Tasks in the Launch Phase
Customer Relationship Mgmt Dynamics CRM

LATEST VENDOR RESOURCES

Introducing Dynamics New Horizons Virtual Conference

WebSan Solutions

Turning Customer Complaints into Opportunities with Copilot for Customer Service

WebSan Solutions

Top 10 Ways Business Central Users Streamline Shipping

Insight Works

Leadership Series Part 1: Igniting ERP Success from the Ground Up!

WebSan Solutions

Business Central vs. Sales in Dynamics 365: How They Integrate

WebSan Solutions
More Customer Relationship Mgmt Videos

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 Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Finance and Operations Government

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

Click

Learn from over 5,000 CRM implementations

Customer Engagement Customer Relationship Mgmt Dynamics 365 Email Management Marketing Automation Sales & Marketing
More Customer Relationship Mgmt White Papers

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
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

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
More Customer Relationship Mgmt Solutions