Customer Relationship Mgmt news & resources

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
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Say hello to the new ones: Microsoft Dynamics 365 AI for Customer Service, Sales, and Market Insights

by Hannes Holst

Microsoft continues to integrate the benefits of artificial intelligence (AI) technology into its products, including with the latest additions to the Dynamics 365  A...

3PL Artificial Intelligence (AI) BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Power Automate Sales
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Adding images in the thank you page in Voice of Customer in Microsoft Dynamics 365 for Customer Engagement

by Ankit Gupta

Exploring an alternative approach to tailoring the appearance and behavior of Voice of Customer to a retailer's needs.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM
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What are the biggest trends in the CRM market heading into the 2020s?

by Denis Pombriant

As CRM companies shift to being platform providers, new offerings will target specific verticals, while AI and machine learning top out and integration remains as importan...

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Software
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In Microsoft co-development effort, Kroger pursues growth in a future that blends physical and digital presence

by Jason Gumpert

At NRF 2019, Kroger CEO Rodney McMullen discussed the future of their Microsoft partnership and the business opportunities that new tech will enable in the grocery segment.

Commerce Customer Relationship Mgmt Direct Store Delivery (DSD) Dynamics 365 Inventory Management NRF BIG Show 2019 Power Automate Retail Retail POS
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Retail in 2019: What we've learned from NRF Big Show pre-event PR

by Jason Gumpert

From top exhibitors like Microsoft to niche players, the PR influx in advance of this year's Big Show offers a hint at where exhibitors are working to gain traction.

Business Central Commerce Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Finance and Operations Mobile Applications NRF BIG Show 2019 Power Automate

Microsoft Dynamics Partner Roundup: E-Commerce and AP solutions on AppSource; VAR acquisition; Exec hire

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Business Central Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics GP E-Commerce Finance and Operations
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Microsoft Dynamics 365 for Finance & Operations: Understanding the E-commerce returns process

by MSDW Reporter

Integrating e-commerce platforms with Dynamics 365 for Finance and Operations is a recipe for enhanced efficiency.

Accounting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX E-Commerce Finance and Operations Financial Management Returns Management

Microsoft Dynamics Partner Roundup: CTI integration; VAR acquisition; Cloud accounting win; Medical marijuana; Spend management; Fashion pairing

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

3PL Accounting Business Central Call Tracking Customer Engagement Customer Relationship Mgmt Distribution Dynamics 365 Dynamics CRM Dynamics NAV Expense Management Fashion

LATEST VENDOR RESOURCES

Economic Development Accelerator with Microsoft Power Platform

Sikich

Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

CDP 101: The Lowdown on Customer Data Platforms

Coffee + Dunn

From CRM to Campaign: A Microsoft Partner’s Guide to Smarter Marketing Automation

emfluence

Specialized Views in Dynamics 365 CRM

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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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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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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