Customer Relationship Mgmt news & resources

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10 reasons why you should use the Microsoft Dynamics 365 Banking Accelerator

by Wim Geukens

The Dynamics 365 Banking Accelerator offers new ways to enhance customer engagement

AppSource Banking Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Financial Services Power BI Power Platform Sales
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Microsoft Dynamics Profile: New MVP aims to support and recognize women in the MS business apps community

by MSDW Reporter

Microsoft MVP Olena Grischenko wants to get more women involved in working with Microsoft business apps.

Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Power Apps Power Platform
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Adobe and Microsoft announce broad new round of integration update plans

by MSDW Reporter

Many product integrations have been introduced or updated that touch Dynamics 365, LinkedIn, Azure, Adobe Sign, Marketo Engage, Campaign, and more.

Adobe Adobe Experience Manager Azure Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM E-Commerce Electronic Signatures LinkedIn Marketing Automation Sales
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More channels, sentiment tracking coming to Microsoft Dynamics 365 Omnichannel for Customer Service

by MSDW Reporter

Unification of digital messaging add-ons includes future updates, says GM.

AI Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Customer Service Insights Dynamics 365 Workflow Management

MSDW Podcast: Paul Greenberg on the Commonwealth of Self-Interest and Microsoft's CRM stance

by Jason Gumpert
Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM MSDW Podcast Power Apps Power Automate Power Platform Sales & Marketing
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RPA meets Microsoft Dynamics 365: Where native and third-party solutions fit as customer strategies evolve

by Eamon McCarthy Earls

Robotic process automation is here and it's redefining how customers and VARs approach processes for Microsoft Dynamics  365 apps.

Business Central Business Process Mgmt Customer Engagement Customer Relationship Mgmt Document Automation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations
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New Microsoft MVP Sara Lagerquist's quest to bring Power Platform and 'no code' to the masses

by Linda Rosencrance

Swedish Microsoft MVP Sara Lagerquist explains how she got involved in Dynamics and her campaign for a no-code approach

Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 MVP Power Apps Power Automate Power Platform Resource Dispatch & Scheduling
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Create a Change Management Team: Change management best practices for your Dynamics 365 CE project

by Heidi Neuhauser

To embrace the change that comes along with a D365 CRM project or enhancement, make sure that you have established an internal change management team.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Project Management
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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
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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

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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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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

Enterprise Inns Achieves 25% Increase of Completed Property Inspections with Resco

Resco

Learn how Britain's largest pub company transformed the way their field agents do business

Architecture Business Central Configuration & Development Construction Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Field Service Field Service Food & Beverage

EMCO Streamlines Services With Microsoft Dynamics 365 Sales

enVista

Real-time visibility and centralized data with the implementation of Microsoft Dynamics CRM

Call Tracking Chemicals Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Loyalty Management Sales & Marketing
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
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