Customer Relationship Mgmt news & resources

The role of the modern CMO: A whole different ball game

by Sugeshni Subroyen

As marketers demand data-driven insights to ensure positive CX, marketing technology also continues to evolve and campaigns success is now determined by the resulting data.

Artificial Intelligence (AI) Azure Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Machine Learning (ML) Marketing Automation Sales & Marketing

Get to know the first-ever Microsoft MVP for Dynamics 365 for Talent

by Linda Rosencrance

Malin Donoso Martnes shares her journey to becoming the first-ever MVP for Dynamics 365 for Talent

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM HR Management Human Resources (Talent) MVP Marketing Marketing Automation Sales

Beyond the Data - Part 4: Turning Social into Strategic Advantage

by Heidi Tucker

How to leverage social insights to open doors.

Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Sales & Marketing Social Networks

MSDW Podcast: Financial services solutions for Microsoft Business Applications with Wim Geukens of VeriPark

by Jason Gumpert

AI Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Financial Services Insurance MSDW Podcast Marketing

Microsoft Dynamics Partner Roundup: Unified interface; Document management; Program manager; New office

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Accounting Business Central Customer Relationship Mgmt Document Management Dynamics 365 Dynamics NAV Power BI Power Platform

From the Microsoft Dynamics 365 Customer Engagement and CRM Blogs: Single vs. multiple orgs; Forms Pro; Qualify leads; Single quote replacement

by MSDW Reporter

A selection of the latest insight from the Dynamics 365-CRM blogs

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate Power Platform Sales & Marketing

How to create the best omni-channel journey for insurers

by Wim Geukens

Insurance companies can leverage an omni-channel approach with Dynamics 365 to better serve customers

AI Artificial Intelligence (AI) Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Insurance Internet of Things (IoT) Sales

Microsoft Forms Pro reaches general availability, signaling wind down of Dynamics 365 Voice of the Customer

by MSDW Reporter

D365 Customer Engagement app customers to get a base entitltement of survey responses per month.

BI and Reporting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Forms Pro Marketing

How to Leverage Managed Execution Services for Marketing Technology in Microsoft Dynamics

by Paul Colella

By looking at MES more holistically, Dynamics users can achieve specific marketing goals.

Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales & Marketing

Microsoft Dynamics Partner Roundup: Business expansion; Credit unions; Customer support; Revenue growth

by MSDW Reporter

A selection of recent Microsoft partner news and announcements.

Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics NAV Financial Services

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Enhancing Customer Journeys - Deliver Exceptional Experiences with Copilot for Customer Service

WebSan Solutions

Enhancing Customer Journeys - Deliver Exceptional Experiences with Copilot for Customer Service

WebSan Solutions

How to Create a Manage Organization Charts in Dynamics 365 Sales

WebSan Solutions

Introducing Dynamics New Horizons Virtual Conference

WebSan Solutions

Turning Customer Complaints into Opportunities with Copilot for Customer Service

WebSan Solutions

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.

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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

The Ultimate Guide to Customer Retention

Click

The insight and resource recommendations you need to improve your retention rates

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Automation Sales & Marketing

Survey Results: Dynamics Customer Benchmarking Report

Click

Explore data from over 260 participants, benchmarking and comparing your marketing and sales strategy, progress and future plans.

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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