Customer Relationship Mgmt news & resources

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Seven tips for a successful omni-channel banking project

by Wim Geukens

Maximizing the value of Dynamics 365 and having an integrated platform are just a few of the critical factors in omni-channel banking success

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing Sales Sales & Marketing
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Microsoft Dynamics 365 Customer Insights: An overview

by Hannes Holst

With Customer Insights, Microsoft is adding a new member to Dynamics 365 family--take a look behind Microsoft's marketing and find out what this latest addition will offer...

BI and Reporting Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM KPIs Marketing Sales Sales & Marketing
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Power Platform, take the wheel: The new destiny of Dynamics 365 Customer Engagement customers

by Jason Gumpert

With PowerApps, Flow, and CDS taking priority, Dynamisc 365 CRM customers should prepare to re-calibrate their expectations of Microsoft product planning.

Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Flow Marketing Power Apps Power Automate
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Upgrading large Microsoft Dynamics 365 Customer Engagement on-prem deployments to online

by Gustaf Westerlund

Moving from Dynamics CRM 2011 to Dynamics 365 for Customer Engagement isn't an easy undertaking, but strong understanding of what to expect will help

Azure BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Migration Dynamics 365 Dynamics CRM Flow GDPR
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MSDW Podcast: A Microsoft Dynamics news roundup, with Portals, PSA, PowerApps, product previews, and more

by MSDW Reporter
Azure Business Central Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV
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Microsoft Forms Pro now in public preview

by MSDW Reporter

Company touts pre-built analytics, CDS integration, Office 365 & Dynamics 365 tie-ins.

BI and Reporting Business Central Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Flow
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Flows from the field: Excel to JSON; Multi-select inputs; Working with PSA; Solution enabled Flow; Flow Conditioner Builder

by Eamon McCarthy Earls

Recent flows from intrepid Dynamics 365 professionals - and beyond.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Project Service Automation Service Management
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Microsoft bolsters Dynamics 365 with new mixed reality, analytics, virtual agents, fraud detection

by Jason Gumpert

Fraud detection, Android support for mixed reality, and new customer service tools add to existing spring release plans.

BI and Reporting Bots Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Mixed Reality Sales Sales & Marketing
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Microsoft to support enterprise-grade surveys with Forms Pro, aligned with Office 365, business apps

by Jason Gumpert

Introduction of Forms Pro and updates to Power Platform, Microsoft Business Apps gain traction

Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations

Microsoft Dynamics Partner Roundup: Marketing managed services; Commerce integration; Call center optimization; E-signature offering on Appsource

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Distribution Dynamics 365 Dynamics CRM Dynamics NAV Electronic Signatures Manufacturing

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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
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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.
Azure BI and Reporting Compute Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Finance and Operations Government

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.

Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics Marketing Email Management Marketing Automation Marketing Resource Mgmt (MRM) Power Platform Sales & Marketing
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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