Customer Relationship Mgmt news & resources

From the Microsoft Dynamics 365 CRM Blogs: Show/hide content; Duplicate icons; Favorite marketing features

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Relationship Mgmt Dynamics 365 Email Management Marketing Marketing Automation Portals Power Pages Power Platform Sales Sales & Marketing
Alithya

Alithya acquires Microsoft Biz Apps specialist XRM Vision for C$35 million

by MSDW Reporter
Deal adds Dynamics 365, Power Platform, and project portfolio management IP and resources to Alithya's Microsoft practice
Copilot Customer Engagement Customer Relationship Mgmt Customer Relationship Mgmt Dynamics 365 Power Platform Project Management Sales & Marketing xRM

Microsoft Dynamics Partner Roundup: Acquisition; D365BC affiliate program; Credit cards for D365 Field Service; Contract management

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Contract Management Credit Card Processing Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics NAV Finance and Operations Payment Processing Supply Chain Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Unified routing agent availability; Lead scoring; Field service trades and trade coverages

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Marketing Sales Sales & Marketing

MSDW Podcast: Community Summit 2024 Preview with Velosio

by MSDW Reporter
Previewing Velosio's presence at Community Summit 2024
Business Central Community Summit North America 2024 Customer Engagement Customer Relationship Mgmt Data Integration Data Migration Dynamics 365 Dynamics GP

From the Microsoft Dynamics 365 CRM Blogs: External APIs; Member data; Unified view of customers; IoT and Field Service

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE blogs
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Marketing Marketing Automation

Summit Preview: Succeeding as a new Dynamics 365 administrator

by Eamon McCarthy Earls
At this year’s event Lawrence Reid is set to talk to delegates about the key skills for those just starting out as Dynamics 365 administrators
Community Summit North America 2024 Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM User Adoption

From the Microsoft Dynamics 365 CRM Blogs: Warehouse and inventory; Track site visits; Lead qualification; AI-generated account summary

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Copilot Customer Engagement Customer Relationship Mgmt Customer Service Data Integration Dynamics 365 Field Service Field Service Inventory Management Marketing Marketing Automation Sales

From the Microsoft Dynamics 365 CE/CRM Blogs: Modernize forms; Audio files in IVR; Streamlining workflows; Customize record forms

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE blogs
Business Process Mgmt Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Workflow Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Dark mode; Track site visits; Relationship Sales

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing

LATEST VENDOR RESOURCES

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

By the Power of Data! Using Marketing Forms in Dynamics 365 Customer Insights - Journeys

Coffee + Dunn

The Impact of AI on (our) Business - Dynamics 365 Customer Service

WebSan Solutions

Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn

The Benefits of Support From Your Dynamics Partner

Encore Business Solutions
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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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