Customer Relationship Mgmt news & resources

Machine learning for Dynamics, Part 2: Making the most of machine learning with Dynamics 365 / CRM

by Mark Anderson
Experts offer best practices and use cases that CRM users should remember when considering a new ML endeavor.
Automated Data Collection Azure Machine Learning Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Forecasting

No-fee Microsoft Dynamics 365/CRM bootcamp slated for July 22 in London

by Chris Thompson
Event includes Microsoft MVP-level instructors, Dynamics recruitment pros on hand, and seeks aid for London Fire Relief
Configuration & Development Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

At Inspire, Microsoft shows off progress on LinkedIn + Dynamics 365 scenarios

by Jason Gumpert
Connected processes and systems of intelligence are priorities for Microsoft business apps, says CEO Nadella.
Common Data Service Customer Engagement Customer Relationship Mgmt Data Integration Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations HR Management Inspire 2017 LinkedIn

Microsoft Dynamics Partner Roundup: Web chat for D365; 1st European Biz Edition win; Contract management; Experience management CEO

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Contract Management Customer Relationship Mgmt Dynamics 365

MSDW Podcast: First impressions of the July 2017 Microsoft Dynamics 365/CRM release with Chris Cognetta

by Jason Gumpert
Discussing the big reveal of the next release, including platform updates, Customer Insights, cloud security, and more.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM MSDW Podcast Marketing Marketing Automation Microsoft Corporate Portals

Microsoft plans Dynamics 365 CRM architecture cleanup, separating the platform from apps

by Jason Gumpert
Broad range of updates reviewed on day 3 of “executive briefing” including Common Data Service, Customer Insights, security, user interface, and more.
AI BI and Reporting Business Performance Mgmt Business Process Mgmt Common Data Service Customer Engagement Customer Insights Customer Insights Customer Relationship Mgmt Customer Service Customer Service Data Integration

Microsoft shows off Dynamics 365/CRM interface refresh, mobile updates, and a slew of app enhancements

by Jason Gumpert
Partners were treated to a non-NDA tour of the next CRM release, expected in July.
BI and Reporting Bots Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Field Service Field Service

Where does Microsoft Dynamics 365/CRM go in FY18? Channel experts favor control over speed.

by Jason Gumpert
Partners struggle with the pace of Microsoft’s CRM evolution; among their concerns are to hone the integrations, choose a clear brand identity, and make it faultlessly mobile.
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Mobile Applications

Glympse launches location status integration for Microsoft Dynamics 365 Field Service customer experiences

by Jason Gumpert
Live map technician view and appointment ETA data tie into Dynamics with workflow-driven tools, location sharing for customers.
Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Field Service Field Service Food & Beverage Mobile Applications

Can Microsoft Parature users really go to Dynamics 365? A company alum says yes.

by Linda Rosencrance
After years of development, Microsoft has moved over the right capabilities to Dynamics 365
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Parature

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
More Customer Relationship Mgmt Videos

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
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

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
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
More Customer Relationship Mgmt Solutions