Customer Relationship Mgmt news & resources

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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 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
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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

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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User Group Summit Europe 2019 Preview: Priming CRM users for the Power Platform

by Eamon McCarthy Earls

The User Group Summit Europe event, taking place in Amsterdam in March 2019, will highlight the impact of the Power Platform and other updates to the Dynamics product line.

BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Flow Microsoft Power BI Power Apps Power Automate Power BI Power BI Power Platform

LATEST VENDOR RESOURCES

SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

Inogic

What's New in SalesPad?

Cavallo

Introducing The Knowledge Hub

Coffee + Dunn

Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights

Coffee + Dunn

Economic Development Accelerator with Microsoft Power Platform

Sikich
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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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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

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
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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 Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Marketing Power Apps Power Pages Power Platform Project Service Automation

Marketing4Dynamics - Connect MailChimp with Dynamics 365 CRM

Marketing4Dynamics connects MailChimp with Dynamics 365 CRM in real time. It’s more than just a sync; it bridges marketing...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Sales

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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