Customer Relationship Mgmt news & resources

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

Microsoft Reports "Huge Huge Demand in the Pipeline" for CRM Live

by Jason Gumpert

Why CRM Live Took Longer Than Expected to Go Live

Customer Relationship Mgmt Dynamics CRM

What Will Users Be Talking About at Convergence 2008?

by Jason Gumpert
Questions About Management Shifts and Product Capabilities
BI and Reporting Collaborative Workspaces Configuration & Development Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Financial Management Sales

Dialing for Dollars: Merging Marketing and Technology for CRM Success

by David Lee
And Here's a Special Opportunity for Your Company to Benefit
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing

Seventh Generation Inc. Adopts NAV 5.0

by Jason Gumpert
NAV 5.0 Covers "95% of Business Needs" Out of Box
BI and Reporting Business Central Collaborative Workspaces Configuration & Development Consumer Goods Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics NAV Financial Management HR Management

NAV 2009 Expected to Open Way to Smoother Interaction with Key Microsoft Applications

by Jason Gumpert
Talk of “Ground-breaking User Interface” in Dynamics NAV 2009
BI and Reporting Business Central Collaborative Workspaces Configuration & Development Consumer Goods Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics NAV Financial Management HR Management

Does the Emergence of Dynamics CRM Live Mean Salesforce.com’s Days Are Numbered?

by Jon Petrucelli
Why Microsoft Dynamics CRM 4.0 and CRM Live present significant competition to Salesforce.com.
Configuration & Development Customer Relationship Mgmt Dynamics CRM

LATEST VENDOR RESOURCES

AI powered Selling: Copilot for Dynamics 365 Sales in Action

Rand Group

Better Together: Dynamics 365 Finance & Operations and ​Dynamics 365 Customer Engagement

Rand Group

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

D365 Hidden Costs Series #3 - Damaged Relationships

Plauti

D365 Hidden Costs Series #2 - Low CRM Adoption

Plauti
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
More Customer Relationship Mgmt Case Studies

Translate4Dynamics - Real-Time Translation for Microsoft Dynamics 365 CRM

Translate4Dynamics is an intelligent multilingual enablement solution built for Microsoft Dynamics 365 CRM. It enables real...
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Field Service Power Apps Power Platform Sales

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
More Customer Relationship Mgmt Solutions