Customer Relationship Mgmt news & resources

Microsoft Dynamics Partner Roundup: E-signatures for LinkedIn, D365; Supply chain platform; D365 for government; D365 & Telephony

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Distribution Dynamics 365 Dynamics CRM Electronic Signatures Financial Management Sales Sales & Marketing

Microsoft Dynamics Profile: A timely MVP award as CRM pro builds his own business

by Linda Rosencrance
Aiden Kaskela only engaged in the CRM community after years in the space, and now feels deeply engaged.
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM MVP Workflow Management crmug

The state of mobility with Microsoft Dynamics 365/CRM: Is your organization up to speed?

by Robert Feldmar
Planning for future digital transformation? Examine today’s mobile technology for inspiration.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Order Management SaaS Sales Sales & Marketing

Microsoft Dynamics Webcasts, October 23-27, 2017: D365 doc management; AWS for ISVs; Sales Navigator lead gen; Migrating AX, NAV, GP, SL to cloud

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
Business Central Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

Microsoft Dynamics Webcasts, October 16-20, 2017: Automated budgeting; Azure AD Integration; What’s new in CRM?; Smart budgeting for GP

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Budgeting Cloud Common Data Service Customer Engagement Customer Relationship Mgmt Data Integration Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

From the Microsoft Dynamics CRM/365 Blogs: Option sets; Autonumber; Relevance Search; License required?

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics CRM/D365 blogs.
Customer Engagement Customer Relationship Mgmt Data Integration Data Management Data Migration Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: HP taps CafeX; No-cost AX migrations/upgrades; Cloud collaboration; AX for warehousing

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Collaborative Workspaces Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Inventory Management Omnichannel

Summit 2017: Microsoft introduces Dynamics 365/CRM v9 enhanced usability, LinkedIn integration, Azure analytics

by Jason Gumpert
Sales Navigator integration is improving, company says, and so are analytics tools like Customer Insights.
CRMUG Summit 2017 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM LinkedIn LinkedIn Sales Navigator Sales

InsideView boosts Microsoft's Insights, launches Refresh data cleaner for Dynamics 365

by MSDW Reporter
Insights enables more effective prospecting while Refresh keeps CRM data fresh
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

3 Pros Share their Microsoft Dynamics 365 / CRM v9 First Impressions

by Linda Rosencrance
A selection of insights on Microsoft Dynamics 365/CRM v9 from the Dynamics CRM blogs
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

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
More Customer Relationship Mgmt Videos

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
More Customer Relationship Mgmt White Papers

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
More Customer Relationship Mgmt Case Studies

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
More Customer Relationship Mgmt Solutions