Customer Relationship Mgmt news & resources

Adobe and Microsoft update integrations, expand partnership into China

by MSDW Reporter
To help companies deliver more personalized customer experiences.
Azure Common Data Model Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dataverse (CDS) Dynamics 365

Microsoft Dynamics 365 + BI: Four benefits of combining Dynamics data with other data sources

by Zak Pines
There is power in unifying data from Dynamics and other sources, with value at different stages of the process.
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM SaaS Sales Sales & Marketing

Microsoft Dynamics Profile: Investing in emerging tech around Dynamics 365 / CRM

by Linda Rosencrance
New MVP Michael Ochs says he's driven by his desire to see the future of customer relationship software.
Associations Bots Cloud Customer Engagement Customer Relationship Mgmt Data Management Data Migration Dynamics 365 Dynamics CRM SaaS xRM

EY scales up Microsoft Dynamics commitment with Sonoma Partners acquisition

by Linda Rosencrance
Move by EY part of plans to improve digital transformation journeys, enhance Microsoft relationship.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Microsoft Corporate

Microsoft Dynamics Partner Roundup: Acquisition; Partner program; CfMD solution; Reporting for D365 Business Central

by MSDW Reporter
A selection of announcements from the Dynamics partner channel.
BI and Reporting Business Central CfMD Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics NAV Government Power Automate SaaS

More from the Microsoft Business Apps spring wave: xRM's new identity with Common Data Service, PowerApps

by Jason Gumpert
Microsoft, MVPs remark on how the xRM platform will play broader role in app development thanks to the spring 2018 wave.
Azure Business Process Mgmt Business Rules Mgmt CDS for Apps Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Warehousing

Microsoft to expand business apps lineup in spring 2018 with new Dynamics 365, Power BI, Common Data Service offerings

by Jason Gumpert
“Sales Professional” and Marketing apps will reach the market, along with CDS for Analytics, Power BI Insights.
Business Central CDS for Analytics CDS for Apps Common Data Model Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management

Microsoft readies brand name and packaging update for Dynamics 365 "Tenerife"

by Jason Gumpert
Dynamics NAV SMB partners have been briefed on branding, packaging, pricing of the newly named solution.
Accounting BI and Reporting Budgeting Business Central Business Process Mgmt Customer Relationship Mgmt Distribution Document Management Dynamics 365 Dynamics NAV Financial Management Forecasting

Microsoft is losing more Dynamics 365 R&D leadership, now on the CRM side

by Jason Gumpert
Principal program manager for Marketing Kishan Chetan will depart, with two other CRM program managers rumored to be leaving.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Microsoft Corporate Sales Sales & Marketing xRM

From the Microsoft Dynamics 365 / CRM blogs: External scheduler; Reset CRM version; Ownership records; Creating a trial

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/CRM blogs.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM SaaS Sales Sales & Marketing xRM

LATEST VENDOR RESOURCES

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

D365 Hidden Costs Series #3 - Damaged Relationships

Plauti

D365 Hidden Costs Series #2 - Low CRM Adoption

Plauti

Discover Brello 360 — the future of insurance brokering powered by Microsoft Dynamics 365

HORTUS Digital
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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

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
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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

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

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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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

Marketing4Dynamics - Connect MailChimp with Dynamics 365 CRM

Marketing4Dynamics connects MailChimp with Dynamics 365 CRM in real time. It’s more than just a sync; it bridges marketing...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Sales
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