Customer Relationship Mgmt news & resources

Your CRM system: Nemesis or ally of the sales team?

by Pani Harito
Companies must battle the misconception that a CRM system will magically help salespeople sell more or become better at their jobs.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Ignite 2016: Microsoft AI Tech Promises to Touch Consumers, Enterprises with Hyperscale Performance

by Dann Anthony Maurno
Artificial intelligence is already practical – both Rolls-Royce and the NFL use it. Now Microsoft will “democratize” it for all enterprises.
BI and Reporting Business Central Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Microsoft Dynamics Partner Roundup: CRM Data Migration; GP Ecommerce; VAR performance; CfMD Property Management; Route Optimization

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
AP Automation Accounting Business Central Commerce Customer Engagement Customer Relationship Mgmt Data Migration Distribution Distribution Donor Management Dynamics 365 Dynamics AX

New Microsoft Dynamics 365 Schema Project Aims to Simplify CRM Projects

by Linda Rosencrance
Joint effort launched to help save time and effort customizing out-of-the-box schema in CRM projects
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM crmug

Why Microsoft's Dynamics 365 SMB Strategy Must Offer More Than Simplicity

by James Crowter
Microsoft have revealed more details of their Dynamics 365 licencing to partners this week, and we now know how much further the SMB offering must evolve.
Accounting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Financial Management Inventory Management Marketing Sales Sales & Marketing

Microsoft Offers A First Look at What to Expect in Dynamics NAV 2017

by Jason Gumpert

Office 365 integration, core application, and Extensions lead the way forward

Accounting BI and Reporting Business Central Business Performance Mgmt Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics NAV NAV 2017 Power BI Power BI Power Platform

Microsoft Displaces Salesforce at HP in One of Largest-Ever Dynamics CRM Online Deals

by Jason Gumpert
Win includes CRM Online, new commitments by HP to Azure, Office 365, Power BI
Azure CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Electronics Marketing Power BI Power BI

CRMUG Summit: Expect Strategies on CRM User Adoption Successes and "Epic Fails"

by Dann Anthony Maurno
SEI’s Daniel Madden is zealous about CRM user adoption, and will share his user experience at CRMUG Summit 2016.
Adoption CRMUG Summit 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing Sales Sales & Marketing

Microsoft Dynamics CRM Online Coming Soon to UK Datacenter Regions

by Linda Rosencrance
Will be available in new Microsoft Cloud UK regions along with Azure and Office 365
Customer Relationship Mgmt Dynamics CRM Dynamics CRM Online Financial Services Government Healthcare Power Automate

Dynamics Profile: Microsoft MVP Scales New Heights with Dynamics CRM

by Linda Rosencrance
Allegient solution architect named first-time MVP, already has an eye on the next goal with Dynamics CRM
Customer Relationship Mgmt Dynamics CRM Education xRM

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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