Customer Relationship Mgmt news & resources

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
MetalBig.jpg

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

Just Introduced in the Netherlands, Dynamics Entrepreneur Looks Set for 2008 U.S. Launch

by Jason Gumpert
On the Horizon and Coming into Focus Is Dynamics Entrepreneur
BI and Reporting Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics NAV Financial Management Sales Sales & Marketing Supply Chain Management

Your Microsoft CRM Project: Why You’ll Get Better Results By Biting Off More Chewable Chunks

by David Lee
Less Is More When Planning a CRM Project
BI and Reporting Customer Relationship Mgmt Dynamics CRM Project Management Retail POS

Microsoft Introduces Suite of Resources to Help CRM Users Better Manage Performance

by Jason Gumpert
Collaborative Workspaces Customer Relationship Mgmt Dynamics CRM

MS Executive Indicates CRM Showing Stronger Growth Than ERP

by Jason Gumpert
Business Central Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Manufacturing Microsoft Corporate

LATEST VENDOR RESOURCES

SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

Inogic

What's New in SalesPad?

Cavallo

Introducing The Knowledge Hub

Coffee + Dunn

Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights

Coffee + Dunn

Economic Development Accelerator with Microsoft Power Platform

Sikich
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
More Customer Relationship Mgmt White Papers

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
More Customer Relationship Mgmt Case Studies

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
More Customer Relationship Mgmt Solutions