Customer Relationship Mgmt news & resources

Dynamics Profile: From accidental CRM consultant to Microsoft MVP

by Linda Rosencrance
This MVP seized opportunities to move from microcontrollers to .NET to Microsoft Dynamics CRM and Dynamics 365.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: Marketing integration CRM for construction; Azure-based PaaS; VAR expansion

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
BI and Reporting Business Central Construction Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

InsideSales rolls out "AI-fueled sales growth" with Playbooks for Dynamics 365

by Linda Rosencrance
“Neuralytics” help sales reps to take the next logical action to close a deal, says InsideSales.com
Customer Engagement Customer Relationship Mgmt Dynamics 365 Marketing Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Targeted CRM intelligence; Revenue recognition; Marijuana grower win; Partner adds NAV, D365

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Agriculture Business Central Customer Engagement Customer Relationship Mgmt Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

The MSDW Podcast: JC Quintana on customer relationships and experience (they’re not the same)

by Jason Gumpert
Customer relationship management is no longer a practice, it’s a technology. JC Quintana describes how relationships get lost, and how to get them back. 
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Marketing Sales Sales & Marketing

Two partners speak: Why they chose selling Microsoft Dynamics 365 over Salesforce

by Alan R. Earls
If all kingdoms come to an end, these partners believe Salesforce has had its day while Dynamics 365 is on the rise
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

InsideView adds prospecting, engagement tools with Insight Enterprise for Microsoft Dynamics 365 and CRM

by Jason Gumpert
International launch adds prospect list building, custom watchlists and alerts integrated with Dynamics.
Business Performance Mgmt Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Microsoft offers updated integration, new pricing on Dynamics 365 Sales and LinkedIn Sales Navigator

by Jason Gumpert
New combined offering, Microsoft Relationship Sales, will roll out at $135 per user per month before any volume discounts.
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 LinkedIn LinkedIn Sales Navigator Marketing Microsoft Relationship Sales Sales Sales & Marketing

From the Microsoft Dynamics CRM Blogs: Dashboards; Easy scheduling; Process flows; Legacy forms

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics CRM blogs.
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Marketing Project Management Sales Sales & Marketing

How Can Companies Empower Their Deskless Workers?

by David Squibb
Why working to provide a great employee experience will be reflected in customer experience.
Business Performance Mgmt Business Process Mgmt Collaborative Workspaces Content Management Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing SaaS

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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

WebSan Solutions

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.
Azure BI and Reporting Compute Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Finance and Operations Government

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

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Explore data from over 260 participants, benchmarking and comparing your marketing and sales strategy, progress and future plans.

Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics Marketing Email Management Marketing Automation Marketing Resource Mgmt (MRM) Power Platform Sales & Marketing
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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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