Customer Relationship Mgmt news & resources

Social selling: Microsoft Relationship Sales brings LinkedIn Sales Navigator to Dynamics 365/CRM

by Dann Anthony Maurno
How LinkedIn Sales Navigator builds on the classic job-seeking/hiring application data for social selling, and where Dynamics 365/CRM customers stand to benefit.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM LinkedIn Sales Navigator Marketing Sales Sales & Marketing Social Networks

January plans: Get ready to schedule your Microsoft Dynamics 365 CRM v9 update

by MSDW Reporter
Version 9 update scheduling should start in January, for updates from February through August 2018, says company.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate

Running government from the cloud: Tips for implementation teams

by Alicia L. Antonetti-Tricker
Naturally, government is different from the private sector. Crowe Horwath describes what is different, and the unique elements of project success.
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Government

From the Microsoft Dynamics 365/CRM Blogs: Server-to-server authentication; Filtering issue; Lookup views; Security roles in process flows

by MSDW Reporter
A selection of the latest insight from the Microsoft Dynamics 365/CRM blogs
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Security

Best of 2017: Among Microsoft Dynamics 365/CRM experts, some preach pragmatism while others push tech limits

by Jason Gumpert
What we learned about Microsoft’s CRM roadmap in 2017, and how it fits with broader cloud tech plans.
Artificial Intelligence (AI) Azure Azure Machine Learning BI and Reporting CDS Cloud Common Data Service Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Digital Transformation Dynamics 365

Microsoft Dynamics Webcasts, December 11-15, 2017: Vendor card payments; NAV sales & use tax; Blockchain for CRM; Replace Management Reporter

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Accounting BI and Reporting Budgeting Business Central Credit Card Processing Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

Microsoft Dynamics Partner Roundup: Customer engagement for insurance; Payroll for D365; German VAR acquisition; New training; Executive hires

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 HR Management Insurance Marketing Marketing Automation Payroll Processing Power Automate

Microsoft Dynamics Webcasts, December 4-8, 2017: VARs in an OCP world; Customer experience for GP

by MSDW Reporter
Microsoft Dynamics Webcasts, December 4—8, 2017: Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction.
Customer Engagement Customer Relationship Mgmt Distribution Dynamics 365 Dynamics CRM Dynamics GP Inventory Management Order Management Purchasing Sales Order Processing

From the Microsoft Dynamics 365/CRM Blogs: Two-option sets; Business Process Flow; Flow or Logic Apps?; Mobile data options

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/CRM blogs
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Flow Marketing Mobile Applications Power Automate Power Platform

Microsoft Sports Digital Platform as a Service aims to lower the digital transformation barriers of a lucrative niche industry

by Dann Anthony Maurno
With customers eager for content round the clock (and the world), plus complex operations, this vertical requires all the CRM, BI, analytics and marketing capabilities that M...
3PL Customer Engagement Customer Relationship Mgmt Dynamics 365 E-Commerce Marketing Microsoft Corporate Power Automate SaaS Sales Sales & Marketing Sports

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Simplify Modernization: Leverage the Tech You Already Use

Arctic IT
In this Market Trends Report, we explore how consolidating cloud efforts around a Microsoft environment can help your employees deliver services to citizens securely and seamlessly
Azure Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Field Service Government Power Platform

Security & Innovation for Government Agencies in the Microsoft Cloud

Arctic IT
Our team of experts assembled this educational guide to simplify how Microsoft cloud technology can help your government agency enhance services and enable secure collaboration.
Azure BI and Reporting Compute Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Finance and Operations Government

The Simple Account-Based B2B Sales & Marketing Approach for SMBs

Click

Learn from over 5,000 CRM implementations

Customer Engagement Customer Relationship Mgmt Dynamics 365 Email Management Marketing Automation Sales & Marketing

The Ultimate Guide to Customer Retention

Click

The insight and resource recommendations you need to improve your retention rates

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Automation Sales & Marketing

Survey Results: Dynamics Customer Benchmarking Report

Click

Explore data from over 260 participants, benchmarking and comparing your marketing and sales strategy, progress and future plans.

Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics Marketing Email Management Marketing Automation Marketing Resource Mgmt (MRM) Power Platform Sales & Marketing
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Consolidating CRM Systems for a Marine Construction Company

Arctic IT
Learn how the marine construction company worked with Arctic IT to migrate from Salesforce to Dynamics 365 Sales for a better connected solution.
Construction Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Power BI Power Platform Sales

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

Signature HealthCARE Saves $120,000 a Year While Scaling from 55 to 239 Entities

Binary Stream

Signature HealthCARE streamlined accounting and enabled their team to shift from over 55 databases to just one

AP Automation Accounting Aerospace & Defense Architecture Automotive Azure Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consumer Goods
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

ClickDimensions: Email Marketing and Marketing Automation for Microsoft Dynamics CRM

ClickDimensions is the top rated, Microsoft-certified Marketing Automation solution for Microsoft Dynamics CRM...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Power Automate SaaS Sales Sales & Marketing
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