Customer Relationship Mgmt news & resources

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Microsoft offers simpler connected field service with Dynamics 365 and Azure IoT Central

by MSDW Reporter

New integration aligns with entry-level spirit of Azure IoT Central

Azure Azure IoT Central Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Flow

Microsoft Dynamics Partner Roundup: Healthcare win; Email validation; HCM, payroll, payment partnerships

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Commerce Customer Relationship Mgmt Data Management Dynamics 365 Dynamics AX Finance and Operations Healthcare Payment Processing Payroll Processing Retail

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Custom upload; Auditing: Access entity; Account specific dashboards

by MSDW Reporter

A selection of the latest insight from the Dynamics 365-CRM blogs

Auditing Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM
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Workflow efficiency through app integrations with Microsoft Dynamics 365 and Flow

by Jocelyn Ledezma

What we learned from developing a new D365 integration with Flow, the D365 API, and a third party SDK.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Dynamics CRM Flow Freshdesk Power Automate Power Platform
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Microsoft to launch new Dynamics 365 apps for AI, mixed-reality

by Eamon McCarthy Earls

Microsoft announces new Dynamics 365 mixed reality, AI offerings ahead of the Ignite conference

AI Artificial Intelligence (AI) BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Ignite 2018
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Microsoft Dynamics Profile: Multi-product pro adds MVP title to his repertoire

by Linda Rosencrance

Australian Roger Carran no longer works directly with Dynamics 365, but remains active in the community as Microsoft products grow closer.

Aerospace & Defense Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM MVP

From the Microsoft Dynamics 365/CRM Blogs: Sorting views; Existing contacts; Workflows; Configurable cascading

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

Microsoft Dynamics Partner Roundup: Acquisition; Merger Closed; Co-sell status; Food ERP win

by MSDW Reporter
A selection of the latest announcements from the Dynamics partner channel
Accounting Customer Engagement Customer Relationship Mgmt Dynamics 365 Legal Matters Marketing Sales Sales & Marketing

How to work offline with Microsoft Dynamics 365 Customer Experience apps

by Payal Vyas
Teams can work offline with Dynamics, using either a mobile device or the Dynamics 365 app for Outlook client
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Mobile Applications Sales Sales & Marketing

Nine Steps to Getting the HubSpot-Dynamics 365/CRM Integration You Need and Want

by John Joseph
Why you will get more value out of an integration and the systems that are custom designed to fit your needs.
Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM HubSpot 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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