Customer Relationship Mgmt news & resources

Connecting Microsoft Dynamics AX to Business Processes That Provide a Competitive Advantage

by Jeff Onesto
Here Are Important Steps Mid-Size Companies Can Take in Advance of Upgrading to Microsoft Dynamics AX 2009
BI and Reporting Customer Relationship Mgmt Dynamics AX EDI Inventory Management Product Lifecycle Mgmt Supply Chain Management

The Top Challenges Confronting Sports Teams Integrating Microsoft Dynamics CRM with Email and Other Functions

by Jason Gumpert
Sports SIG Brings Together Amateurs, Pros for Kick-off Meeting
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Media & Entertainment Sales Sales & Marketing

What’s a Small Manufacturer to Do? Go With Microsoft Dynamics AX 4.0 or AX 2009?

by Jason Gumpert
AliMed Inc. Decides to Seek the Best of Both Worlds
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Healthcare Inventory Management Manufacturing Manufacturing Sales

Beyond Convergence: Microsoft Dynamics Community Grows Quickly By Filling a Communications and Networking Gap

by Jason Gumpert
Online Community Puts Microsoft Dynamics Users in Easy Contact with Other Users, Bloggers, and Microsoft Experts
BI and Reporting Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Expense Management Financial Management

Dynamics Sports SIG, Led By Pro Baseball Team, Seeks to Maximize Effectiveness of Microsoft Dynamics CRM

by Jason Gumpert
Major Goal Is to Share Info on Integrating Dynamics CRM with GP, NAV, and AX
BI and Reporting Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Expense Management Financial Management

How Seriously Should You Take Those “Top 10” Lists of CRM Systems, Especially When Microsoft Dynamics CRM Is Left Off?

by David Lee
The Importance of Rankings Can Be Deceiving
Customer Relationship Mgmt Dynamics CRM

Why Integrating Microsoft Dynamics CRM with NAV and Other ERP Systems Is Becoming Ever-More Realistic, and Desirable

by Sandor Schellenberg
Dynamics CRM 4.0 Is Designed for Easy Integration
Business Central Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

How Do You Upgrade 4,400 Users to Microsoft Dynamics CRM 4.0? Very Carefully

by Jason Gumpert
Raymond James Financial in Planning Stages for Move from Dynamics CRM 3.0
Customer Relationship Mgmt Dynamics CRM Financial Services

How Much Reliance Should Microsoft Dynamics AX 2009 Users Expect to Place on Its Expanded CRM Capabilities?

by Jason Gumpert
The Answer Depends on the Nature of the Demands for the CRM Function
Customer Relationship Mgmt Dynamics AX Dynamics CRM Manufacturing Manufacturing

The Microsoft Dynamics CRM Sales Surge

by Jason Gumpert
Partners Find Lots of Converts, Encouraged By Report Wizard, Look-and-Feel, and Product "Maturity"
Customer Relationship Mgmt Dynamics CRM

LATEST VENDOR RESOURCES

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

SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

Inogic

What's New in SalesPad?

Cavallo
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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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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

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
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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

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing
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