Customer Relationship Mgmt news & resources

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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

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Management Data Migration Dynamics 365 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM MSDW Podcast Marketing Automation Sales Sales & Marketing

LATEST VENDOR RESOURCES

AI powered Selling: Copilot for Dynamics 365 Sales in Action

Rand Group

Better Together: Dynamics 365 Finance & Operations and ​Dynamics 365 Customer Engagement

Rand Group

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

D365 Hidden Costs Series #3 - Damaged Relationships

Plauti

D365 Hidden Costs Series #2 - Low CRM Adoption

Plauti
More Customer Relationship Mgmt Videos

Lead the Change: Build a Future-Proof Customer Contact Center with AI

JourneyTeam
Ready to modernize your contact center? This guide breaks down exactly how.
Call Tracking Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Telephony

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
More Customer Relationship Mgmt White Papers

Protech Automotive Solutions – Field Operations / Dynamics 365 + Power Platform

JourneyTeam
Transforming field operations with a connected Microsoft Dynamics 365 and Power Platform solution
Automotive Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Platform Project Operations Project Service Automation

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
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Translate4Dynamics - Real-Time Translation for Microsoft Dynamics 365 CRM

Translate4Dynamics is an intelligent multilingual enablement solution built for Microsoft Dynamics 365 CRM. It enables real...
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Field Service Power Apps Power Platform Sales

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
More Customer Relationship Mgmt Solutions