Customer Relationship Mgmt news & resources

The sales funnel never worked: Measure sales velocity with Microsoft Power BI

by Ulrik Breval Carlsson
Sales is more of a pipeline than a funnel. Power BI gives you and your salespeople a true representation of what they’re winning, could win, and where they should spend their...
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power BI Power BI Power Platform Sales Sales & Marketing Sales & Ops Planning

Deployment methodologies, Part 1: The promise of a proprietary approach to your Microsoft Dynamics project

by Alan R. Earls
Microsoft Dynamics partners differentiate themselves with deployment methods, as well as product
Business Central Customer Engagement Customer Relationship Mgmt Data Integration Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Implementation

Microsoft Dynamics ISV firms AEC360, C4CRM merge into 360 Vertical Solutions

by MSDW Reporter
New entity offers Dynamics 365-based professional services CRM solutions for “intelligent relationships”
Architecture Construction Customer Relationship Mgmt Dynamics 365 Engineering Legal

D&B on Microsoft Azure, with Dynamics 365: Companies announce integration, co-selling agreement

by MSDW Reporter
Speedy, secure reach for Dun & Bradstreet, a bigger Azure footprint for Microsoft
Common Data Model Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Management Digital Transformation Dynamics 365 Power Automate Sales Sales & Marketing

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations HR Management Inspire 2017

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM MSDW Podcast 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.
BI and Reporting Business Performance Mgmt Business Process Mgmt Common Data Service Customer Engagement Customer Insights Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

LATEST VENDOR RESOURCES

AI powered Selling: Copilot for Dynamics 365 Sales in Action

Rand Group

Better Together: Dynamics 365 Finance & Operations and ​Dynamics 365 Customer Engagement

Rand Group

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

D365 Hidden Costs Series #3 - Damaged Relationships

Plauti

D365 Hidden Costs Series #2 - Low CRM Adoption

Plauti
More Customer Relationship Mgmt Videos

Lead the Change: Build a Future-Proof Customer Contact Center with AI

JourneyTeam
Ready to modernize your contact center? This guide breaks down exactly how.
Call Tracking Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Telephony

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
More Customer Relationship Mgmt White Papers

Protech Automotive Solutions – Field Operations / Dynamics 365 + Power Platform

JourneyTeam
Transforming field operations with a connected Microsoft Dynamics 365 and Power Platform solution
Automotive Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Platform Project Operations Project Service Automation

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
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Translate4Dynamics - Real-Time Translation for Microsoft Dynamics 365 CRM

Translate4Dynamics is an intelligent multilingual enablement solution built for Microsoft Dynamics 365 CRM. It enables real...
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Field Service Power Apps Power Platform Sales

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
More Customer Relationship Mgmt Solutions