Customer Relationship Mgmt news & resources

Why not for profits and membership organizations are choosing Dynamics 365

by Lisa Curry

Why Dynamics 365 is growing in popularity among non-profits and membership organizations to meet CRM needs

Customer Relationship Mgmt Dynamics 365 Not For Profit
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MSDW Podcast: Microsoft Dynamics news roundup, 3 December 2018

by MSDW Reporter

The news roundup is back! With a busy few weeks behind us, the MSDW editorial team looks back at the most important news and announcements in the D365 ERP and CRM ecosystem.

Accounting AppSource Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Financial Management MSDW Podcast

Validity integrates with Microsoft Dynamics 365 for Customer Engagement

by MSDW Reporter

Validity integrates its DemandTools platform with Dynamics 365, adding to a growing list of CRM integrations

Customer Engagement Customer Relationship Mgmt Data Integration Data Management Data Migration Dynamics 365 Marketing Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: D365FO training courses; Housing management win; Gamification update; User interface

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Call Tracking Customer Relationship Mgmt Dynamics 365
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Microsoft Dynamics Profile: First-time D365 Field Service & PSA MVP supports growing community

by Linda Rosencrance

Antti Pajunen says the award is the icing on the cake after years of professional progress.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Marketing Project Service Automation Sales Sales & Marketing Service Management
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MSDW Podcast: Mike Dickerson of ClickDimensions on marketing tech in the Microsoft channel

by Jason Gumpert

Discussing the well-known marketing technology firm, its evolution over the last two years, and some clues about its future.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM MSDW Podcast Marketing Marketing Automation Sales Sales & Marketing
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Microsoft Dynamics Profile: First-time D365 CRM MVP encourages better collaboration

by Linda Rosencrance

Chris Huntingford  articulates the value of the Microsoft solution stack by day and cultivates the community with Those Dynamics Guys in his off hours.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM
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OpenText launches ECM integration for Microsoft Dynamics 365 for Customer Engagement

by MSDW Reporter

OpenText and Contesto co-launch Extended ECM Enabler for Dynamics 365

Content Management Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics CRM Enterprise Content Mgmt Marketing Power Automate Sales Sales & Marketing Sales & Ops Planning
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Is your CRM strategy ready for AI?

by Yvonne Dias

How data, analytics, and AI tools are changing our approach to improving customer experience.

AI Artificial Intelligence (AI) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Machine Learning (ML) Marketing Power Automate Sales
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UG Summit 2018: Microsoft Dynamics 365 AI apps takes shape, with a dose of privacy planning

by Jason Gumpert

Previews of sales, customer service, marketing apps supply business cases for Microsoft's core AI technology

Artificial Intelligence (AI) Azure Machine Learning CRMUG Summit 2018 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service D365UG Summit 2018 Dynamics 365 Dynamics CRM Machine Learning (ML) Marketing

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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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