Customer Relationship Mgmt news & resources

The 12 Most Important Features of Microsoft Dynamics CRM 4.0? Here's One Firm's View, and How It Contrasts with Microsoft's

by Jason Gumpert
From Hundreds of Enhancements, Sonoma Partners Maintains That These Dozen Best Target Savings of Time, Money, and Resources
Customer Relationship Mgmt Dynamics CRM

What's in a Name? You Say "CRM Live", Microsoft Says "CRM Online"

by Jason Gumpert
Microsoft Changes Web-based CRM 4.0 Product Name Midstream--Still On Track for June Launch
Customer Relationship Mgmt Dynamics CRM

Clearing Hurdles and Easing Sales Life on the Road: New Tools Claim to Make Dynamics CRM 4.0 Truly Mobile

by Jason Gumpert
Two Moblie CRM Products Claim to Have Overcome Special Challenges of Mobile CRM, Offering Accessibility via PDAs and Smart Phones
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Lines in the Sand: Microsoft Increasingly Sharpens Distinctions Between Competitors and Dynamics AX, CRM, and GP

by Jason Gumpert
Micorosoft Singles Out Oracle, Salesforce.com, and Intuit for Special Competitive Attention
Customer Relationship Mgmt Dynamics AX Dynamics CRM Dynamics GP Financial Management Manufacturing Project Management Supply Chain Management

What’s the Most Important Marketing Function for CRM?

by Jason Gumpert
How Dynamics CRM Helps Companies Distinguish Between Satisfying Needs and Satisfying Customers
Customer Relationship Mgmt Dynamics CRM

Microsoft Launches 22-City Magical Mystery Tour to Promote CRM 4.0

by Jason Gumpert
Impressive Customer Response and Educational Presentations
Customer Relationship Mgmt Dynamics CRM

Reflections on Convergence 2008-Is Microsoft About to Become Warm and Cuddly on Us?

by Jason Gumpert
Drumming Home Messages About Integration, Role-Tailored Experiences, and Usability
BI and Reporting Business Central Collaborative Workspaces Configuration & Development Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Financial Management

Convergence 2008 Miscellany

by Jason Gumpert
A Look Back at the Products, Classes, Crowds, and Food
Customer Relationship Mgmt Dynamics AX Dynamics CRM Dynamics GP Financial Management

Microsoft, In Convergence Presentations, Makes a Strong Case for CRM Live

by Jason Gumpert
As CRM Live nears release, indications of manager confidence and customer success.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Manufacturing Marketing Sales Sales & Marketing

Microsoft Introduces New “Search Engine Marketing Service” to Boost Dynamics CRM’s Advertising Oomph

by Jason Gumpert
New Service, Which Ships Immediately, Integrates with Dynamics CRM, to Aid in Placing Ads and Monitoring Effectiveness
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

LATEST VENDOR RESOURCES

Economic Development Accelerator with Microsoft Power Platform

Sikich

Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

CDP 101: The Lowdown on Customer Data Platforms

Coffee + Dunn

From CRM to Campaign: A Microsoft Partner’s Guide to Smarter Marketing Automation

emfluence

Specialized Views in Dynamics 365 CRM

Encore Business Solutions
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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

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
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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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