Customer Relationship Mgmt news & resources

Service Industry Focus: Advertising, marketing & PR, powered by Microsoft Dynamics AX

by Dann Anthony Maurno
Dynamics AX’s project lifecycle capabilities are exactly what the service industries like advertising require. But don’t expect an all-in-one solution from Dynamics AX, or Dy...
Accounting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Finance and Operations HR Management Marketing Marketing Automation Project Management Unified Communication

How Microsoft's Bot Framework works with Dynamics CRM

by Andre Margono
The new framework enables devs to build a bot once and deploy it to many different channels
Bots Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Power Automate

Microsoft Dynamics Partner Roundup: CRM mobile offline sync; Marketing automation integration; AI for 365 Sales; 365 Financials online purchase

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Banking Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Financial Management Marketing Marketing Automation Payment Processing Procurement

Microsoft Dynamics Webcasts This Week: AX BI & reporting; NAV native controls; GP BI & reporting; Migrating to AX

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
Automated Data Collection BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Data Management Data Migration Dynamics 365 Dynamics AX

Timing Microsoft Dynamics 365: CRM partners lament 'fuzzy' pre-launch license planning

by Jason Gumpert
With Dynamics 365 pricing and license guides due on November 1, some CRM partners have raised concerns on how to handle the first wave of customer renewals.
Cloud Solution Provider (CSP) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Marketing Project Management Sales

Microsoft Dynamics Partner Roundup: Campus control; Higher ed CRM; New Dynamics 365 partner; AX & fresh produce

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Agriculture BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Education Email Management

SS&C to Acquire Microsoft Dynamics CRM Solution Provider Salentica

by Linda Rosencrance
Deal brings client experience capabilities for financial advisors
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services

CafeX plans broad Microsoft Dynamics 365 integration for omnichannel customer engagement

by Linda Rosencrance
Immersive solution extends in-app live assistance to customers, with first look planned for November, general availability in 2017.
CafeX Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Microsoft Corporate Mobile Applications

Microsoft Dynamics Webcasts This Week: Self-service portals; Auditing with NAV; AP management; Great field service; 365 roadmap

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Accounting Auditing BI and Reporting Business Central Business Process Mgmt Credit Card Processing Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration

Microsoft Dynamics Partner Roundup: 5 New AX Apps; Dynamics 365 Sales AI; Campaign monitor; 365 Quick start

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Customer Engagement Customer Relationship Mgmt Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Email Management Finance and Operations Financial Management Inventory Management

LATEST VENDOR RESOURCES

SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

Inogic

What's New in SalesPad?

Cavallo

Introducing The Knowledge Hub

Coffee + Dunn

Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights

Coffee + Dunn

Economic Development Accelerator with Microsoft Power Platform

Sikich
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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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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 Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Marketing Power Apps Power Pages Power Platform Project Service Automation

Marketing4Dynamics - Connect MailChimp with Dynamics 365 CRM

Marketing4Dynamics connects MailChimp with Dynamics 365 CRM in real time. It’s more than just a sync; it bridges marketing...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Sales

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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