Customer Relationship Mgmt news & resources

Microsoft Dynamics Partner Roundup: Lease partnership; Education endeavors; D365 win: New solution

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Aerospace & Defense Automotive Business Central Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Finance and Operations Lease Management Rental Sales & Marketing

How to resolve post-update display issues in a Dynamics 365 organization

by Nikhil Rajendran
When this mode is enabled, model-driven apps in Dynamics 365 can be opened in a browser without menus, navigation, or toolbars
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Power Apps Power Platform

From the Microsoft Dynamics 365 CRM Blogs: Monitoring and resolving issues; Retrieving audit data; Managing appointments; Focused view

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 CRM blogs
Auditing Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Data Integration Dynamics 365 Sales & Marketing

Ignite 2023: Microsoft broadens role-based generative AI with Copilot for Service preview

by Jason Gumpert
Preview in December will offer pre-built CRM and contact center app integrations
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Ignite 2023 Knowledge Management Sales & Marketing Service Management

Microsoft Dynamics Partner Roundup: App management service: ISV acquisitions; Loan and lease management; Exec hire

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Associations Business Central Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Finance and Operations Government Lease Management Loan Management Real Estate Rental
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Key Features in a Microsoft Dynamics 365 CRM User Action Monitoring Solution

by Sam Kumar

4 features that a user action monitoring app for D365 CRM should provide, from activity tracking to data quality and beyond

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM User Adoption User Management

MSDW Podcast: Community Summit 2023 Preview with Data Courage

by MSDW Reporter
BI and Reporting Business Central Customer Relationship Mgmt Dynamics 365 Dynamics NAV Financial Management MSDW Podcast Power BI Power Platform Sales & Marketing
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The changing business opportunities of modern location intelligence

by Sam Kumar

We can understand today's location intelligence technology opportunities by studying the recent past.

BI and Reporting Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Government Hospitality Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Workflows; Sales sequences; 'RenderTemplate' request; SSRS report

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales & Marketing
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WhatsApp Integration with Microsoft Dynamics 365 CRM: Everything You Need to Know

by Sam Kumar

What makes the app an ideal channel for effective customer engagement?

Communications Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Unified Communication

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Enhancing Customer Journeys - Deliver Exceptional Experiences with Copilot for Customer Service

WebSan Solutions

Enhancing Customer Journeys - Deliver Exceptional Experiences with Copilot for Customer Service

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How to Create a Manage Organization Charts in Dynamics 365 Sales

WebSan Solutions

Introducing Dynamics New Horizons Virtual Conference

WebSan Solutions

Turning Customer Complaints into Opportunities with Copilot for Customer Service

WebSan Solutions
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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.
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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.

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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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