Customer Relationship Mgmt news & resources

Microsoft Dynamics Partner Roundup: NAV CfMD; D365 commerce; NAV webshops, portals; Customer communication for Canada; California acquisition

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Business Central Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics NAV E-Commerce EDI Food & Beverage

Digitisation and insurance risk mitigation: New opportunities to improve customer experience

by Christopher Barry
As digital tools proliferate, the world of insurance is starting to take the next step towards modernisation.
Business Performance Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Insurance Internet of Things (IoT)

When Microsoft Outlook drives Dynamics CRM / 365 success for customers, partners

by Matt Bolch
Outlook’s familiarity, ubiquity spur Dynamics CRM and Dynamics 365 user adoption and ensure project success
Automated Data Collection Business Process Mgmt Construction Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Financial Services Invoice Processing

Top Microsoft Dynamics CRM / 365 stories of 2016, Part 2

by Jason Gumpert
In the second half of 2016, Dynamic CRM prepared to morph into Dynamics 365, and the community was treated to some compelling new ways to connect CRM to the broader Azure ser...
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Internet of Things (IoT) LinkedIn Marketing Power Automate Sales Sales & Marketing

Top Microsoft Dynamics CRM / 365 stories of 2016, Part 1

by Jason Gumpert
Top articles about Dynamics CRM from January through June 2016.
Azure IoT Suite Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Internet of Things (IoT) LinkedIn Marketing Power Automate Sales

Making Microsoft Dynamics 365 & CRM predictive for sales: R scripting with Power BI

by Mark Anderson
The “lingua franca of data science” is also a versatile and effective forecasting tool in Dynamics CRM and Dynamics 365
BI and Reporting Business Performance Mgmt Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Marketing Power BI

Top Microsoft Dynamics AX expert articles of 2016

by Jason Gumpert
Ten Dynamics AX/365 for Operations expert articles 
AX 2012 R3 AX 7 BI and Reporting Business Process Mgmt Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics AX Finance and Operations Project Management Transportation Management

From the Microsoft Dynamics CRM Blogs: Custom fields, biz rules in Dynamics 365; Conquering ActivityParty; Fix broken case forms

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM

Microsoft Dynamics Webcasts, Dec 19 - 24: NAV 2017 in Office 365; CRM for emergency response

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction
Business Central Business Performance Mgmt Customer Engagement Customer Relationship Mgmt Data Integration Document Management Dynamics 365 Dynamics CRM Dynamics NAV Education Financial Management Power Automate

Adobe Sign integration streamlines signatures, approvals in Microsoft Dynamics CRM, Dynamics 365

by Linda Rosencrance
Adobe Sign the e-signature integration aimed at simplifying and reducing sales cycles, approval process
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

LATEST VENDOR RESOURCES

The Benefits of Support From Your Dynamics Partner

Encore Business Solutions

Business Benefits of the Microsoft Ecosystem

Encore Business Solutions

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions
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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

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
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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
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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

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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