Customer Relationship Mgmt news & resources

Microsoft Dynamics Partner Roundup: Capital markets model; Preferred CPQ solution; Connectors; Higher ed win

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Azure CPQ (Configure, Price, Quote) Customer Relationship Mgmt Data Integration Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Education Financial Services Power BI

Microsoft Dynamics Partner Roundup: Services in China; Contact center; D365 backups; CX acquisition

by MSDW Reporter

A selection of this week's news and announcements from the Microsoft Dynamics partner channel.

AppSource Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365
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Beyond the Data, Part 2: Turning Industry Insights into Icebreakers

by Heidi Tucker

Why industry knowledge is so important when meeting your prospects.

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing
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Beyond the Data, Part 1: Turning News into Sales

by Heidi Tucker

How to use business insights from your CRM data to identify sales triggers.

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing
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Microsoft Forms Pro preview: Experts see promise with Flow, Common Data Service tie-ins

by Jason Gumpert

Integrating Forms Pro into sales and service scenarios holds real promise, but its preview status suggests caution is still needed

BI and Reporting Common Data Model Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Forms Pro

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Automated tests; Migrate Unified Service Desk; Toast notification; Workflow

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 and CRM blogs

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM xRM

Microsoft Dynamics Partner Roundup: Implementation: UCaaS; Agni Link; Digital transformation; Partnership

by MSDW Reporter

A selection of announcements from the Dynamics partner channel.

BI and Reporting Business Central Commerce Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics NAV Manufacturing Manufacturing Product Lifecycle Mgmt Retail Software
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Flows from the field: Renaming steps; PSA to-dos; Guard conditions; Converting leads; Vacation requests

by MSDW Reporter

Recent flows from intrepid D365 professionals - and beyond.

Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Flow Power Automate Power Platform Project Management
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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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM KPIs Sales Sales & Marketing

LATEST VENDOR RESOURCES

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

D365 Hidden Costs Series #3 - Damaged Relationships

Plauti

D365 Hidden Costs Series #2 - Low CRM Adoption

Plauti

Discover Brello 360 — the future of insurance brokering powered by Microsoft Dynamics 365

HORTUS Digital
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Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM

JourneyTeam
Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity
AI and Machine Learning Azure Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

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
More Customer Relationship Mgmt White Papers

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

Azure Customer Engagement Customer Experience (CX) Customer Insights - Data 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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WhatsApp4Dynamics – WhatsApp Integration with Microsoft Dynamics 365 CRM

WhatsApp4Dynamics is a powerful communication and customer engagement solution that integrates WhatsApp Business directly...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Power Apps Power Platform Sales

Customer Service Agent: Smarter Customer Service Starts Here

Customer Service-focused. Microsoft-powered. HSO-delivered. The HSO Customer Service Agent is an AI-powered digital assistant...
Architecture Construction Copilot Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics CRM Email Management Engineering Financial Services Government Legal

SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM

SharePoint Security Sync is an integration for Dynamics 365 CRM and SharePoint, designed to enhance document management by...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Security

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service 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
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