Customer Relationship Mgmt news & resources

Microsoft and Adobe announce availability of joint solutions for customer engagement, new semantic model initiative

by Jason Gumpert
Adobe Campaign, Analytics, and Experience Manager Sites Managed Service all get closer to the Microsoft cloud. 
Adobe Marketing Cloud Azure Business Process Mgmt Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Marketing

Microsoft Dynamics Webcasts, March 20-24, 2017: Dedupe CRM data; Managed services for AX, D365; Easy Excel budgeting

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
Accounting Budgeting Business Central Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Microsoft Dynamics Partner Roundup: Warehousing for Dynamics 365; High-tech sales ops; D365/QuickBooks integration; Worldwide consumer attributes

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Accounting BI and Reporting Business Central Customer Relationship Mgmt Data Management Data Warehousing Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Fabless Semiconductor Finance and Operations

Two new predictive tools for Microsoft Dynamics 365 will help measure, act on customer intent

by Jason Gumpert
Versium Predict integration readies for launch, and Microsoft Social Engagement is adding new machine learning to analyze intent, create CRM entities.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Machine Learning (ML) Marketing Microsoft Social Engagement Sales Sales & Marketing Social Listening Versium

CaféX launches Live Assist for Microsoft Dynamics 365

by Jason Gumpert
After a year of planning and development, OEM arrangement comes to fruition with new multi-channel chat, co-browsing integration.
Call Tracking Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Sales Sales & Marketing eXtreme365 Lisbon 2017

Dynamics Profile: CRM MVP says confidence to contribute comes with hard-won expertise

by Linda Rosencrance
Dynamics CRM MVP Natraj Yegnaraman feels a renewed responsibility to share his intelligence with the CRM community
Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM

New analyst shortlist of sales productivity tools: What Dynamics CRM / 365 customers stand to gain

by Jason Gumpert
Improved productivity and execution are core goals of CRM, sales productivity apps promise to bring those results the rest of the way round.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Executive Q&A: How a CRM firm grows and adapts in Microsoft's innovation ecosystem

by Dann Anthony Maurno
PowerObjects SVP Jim Sheehan describes the company’s journey with Microsoft Dynamics CRM, and the opportunity that Microsoft’s relentless R&D engine presents
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Executive Q&A Finance and Operations Power Automate

Summit EMEA 2017: Danish amateur sports association shares Microsoft Dynamics CRM user adoption lessons

by Dann Anthony Maurno
Lars Houbak will describe how this Danish sports-for-all organization runs leanly, and enthusiastically, using Dynamics CRM.
Associations Business Process Mgmt Customer Relationship Mgmt Dynamics CRM Summit EMEA 2017

Microsoft Dynamics Webcasts, March 6-10, 2017: Dynamics AX MPOS; CRM + IoT + Machine Learning; Dynamics AX for Commodities

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Business Performance Mgmt Business Process Mgmt Commerce Contract Management Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Marketing

LATEST VENDOR RESOURCES

Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights

Coffee + Dunn

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
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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
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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
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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
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