Customer Relationship Mgmt news & resources

The MSDW Podcast: ISV perspective on the promise of Microsoft Dynamics 365 SMB CRM apps

by Jason Gumpert
Dynamics CRM MVP Steve Mordue has a few recommendations, and a few questions, for Microsoft about Dynamics 365 Business Edition.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Marketing Sales Sales & Marketing xRM

How South Africa's banks lead in digital transformation, and how CRM contributes

by Pani Harito
This young country’s banking industry excels not just by embracing digital technology, but also by pushing that technology to its utmost.
Banking Customer Relationship Mgmt Dynamics CRM Financial Services Regulatory Compliance

The MSDW Podcast, February 27, 2017: More Real-World Microsoft Dynamics 365 CRM App Experiences from the Channel

by Jason Gumpert
Eamon O’Toole of BDO Canada describes which applications are customer-ready for Dynamics 365, and how the CRM partner’s role continues to evolve. 
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service MSDW Podcast Project Management

Preparing for Microsoft Dynamics 365: What CRM partners can expect from eXtreme365

by Guus Krabbenborg
With so many changes in the Microsoft product line, from CRM to Office, what does the future hold CRM partners? Here are eight ideas.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing eXtreme365 Lisbon 2017

Microsoft Dynamics Partner Roundup: Omni-Channel for CRM; Doc management for GP; E-commerce CfMD; Silver CRM cert

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Business Rules Mgmt Content Management Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP E-Commerce EDI Field Service

Microsoft Dynamics Webcasts, February 20–24, 2017: Dynamics 365 CRM overview; AP automation; Automated budgeting

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

Microsoft Dynamics Partner Roundup: Mobile CRM on AppSource; D365 mobile healthcare, security; AX mobile framework

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Healthcare Mobile Applications Security

Ranking Dynamics CRM leads with Azure Machine Learning

by Stefano Tempesta
Learn how to put Azure Machine Learning through all its paces in this real-life use case from an educational organization, to be presented at CRMUG Summit EMEA 2017
Automated Data Collection Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Education Marketing Power Automate Sales Sales & Marketing Summit EMEA 2017

Microsoft Dynamics Partner Roundup: Unified commerce payments; Food industry NAV win; New ERP consultancy; CPQ vendor performance

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Business Central CPQ (Configure, Price, Quote) Commerce Credit Card Processing Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics NAV E-Commerce Finance and Operations Food & Beverage Retail

CRM Saturday: The growth of an interactive Dynamics CRM learning experience

by Linda Rosencrance
Attendees get information about the latest Dynamics 365/CRM technologies in a community environment, hosted at Microsoft offices in Europe
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

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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