Customer Relationship Mgmt news & resources

Microsoft Expects Dynamics 365 Launch Will Set Stage for CRM Community Dialog at CRMUG Summit 2016

by Jason Gumpert
Microsoft’s commitment to Summit is an indication of present and future investment in business apps, says senior product marketing director Angela Bandlow.
CRMUG Summit 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Project Management Summit 2016

Microsoft Dynamics Partner Roundup: AX System Optimization; Windows Mobile App for NAV; SL Doc Management; Omni-Channel for CRM

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Dynamics SL Marketing Sales Sales & Marketing

CRMUG Summit 2016: What Does User Adoption of Microsoft Dynamics CRM Really Require?

by Linda Rosencrance
TrueBlue’s Steiner will deliver boldly titled “CRM Sucks,” dissecting salespeople’s frustrations with CRM (and how to overcome them).
Adoption CRMUG Summit 2016 Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Staffing & Recruiting Summit 2016

CRMUG Summit 2016: Expect a For-User, By-User Feel, says Director Tony Stein

by Linda Rosencrance
CRMUG Program Directory Tony Stein shares his excitement about program direction, attendance, a Microsoft presence.
CRMUG Summit 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Summit 2016 crmug

6 Types of Data to Synchronize Between Ecommerce and ERP Systems

by Vishnu Modi
Data integration enables customer satisfaction, accurate and speedy invoicing, the omnichannel experience. Which data is your top priority?
Advanced Pricing Bill Of Material Mgmt Business Central Commerce Customer Engagement Customer Relationship Mgmt Data Integration Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM

Portland Trail Blazers Keep Record Attendance Using Microsoft Dynamics CRM, Data Analytics

by Matt Bolch
SSB Consulting helps sports and entertainment clients like the Trail Blazers retain and upsell ticketholders using Dynamics CRM and customer-loyalty analytics.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation Media & Entertainment Power Automate

The MSDW Podcast: Paul Greenberg on CRM, Self-Interest as a Strategy, and Being Customer-Driven

by Jason Gumpert
A new discussion on the importance of corporate culture, the human experience, and how self-interest drives both customers and companies.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Marketing Sales Sales & Marketing

Musical Instruments & Supplies: Key E-Commerce and ERP Integration Features

by Vishnu Modi
His niche industry is catching up on ecommerce, B2B, and consumer portals. 
Business Central CPQ (Configure, Price, Quote) Commerce Content Management Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Distribution Dynamics 365 Dynamics AX

Microsoft Dynamics Partner Roundup: Nonprofit CRM with Maplytics; AX for Oilfield; Reduce Invoice Time with NAV; New Apps in AppSource

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Business Central CRM 2016 Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Energy Invoice Processing Not For Profit Oil

Showpad Announces Integration with Dynamics CRM for Content Activation, Engagement Tracking

by Linda Rosencrance
Showpad enables sales pros to collect data around how content is used with prospects to make critical business decisions.
Content Management Customer Relationship Mgmt Dynamics CRM

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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

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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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