Customer Relationship Mgmt news & resources

InsideSales, Microsoft pledge to continue, expand partnership

by MSDW Reporter
Partnership “accelerates AI robustness” for sales teams with Microsoft social, email and business solutions, plus Azure and CDS
Artificial Intelligence (AI) Azure Common Data Service Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Marketing Microsoft Corporate Power Platform Sales

Microsoft Dynamics Partner Roundup: PSA win in Netherlands; EU partner signs six key accounts; UK VAR wins funding

by MSDW Reporter

A selection of announcements from the Microsoft Dynamics partner channel

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

How to differentiate your partner business in the crowded world of Microsoft Dynamics 365/CRM VARs

by Mohamed Mostafa
Understand the growing danger of approaching your current and prospective customers with a "vanilla" approach to delivering their next business solution.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

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

LATEST VENDOR RESOURCES

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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