Customer Relationship Mgmt news & resources

Embracing a CRM Initiative in Banking, Financial Services, and Insurance (BFSI)

by Pani Harito
Exploring three challenges facing the BFSI industry that will result in new efforts to improve customer experiences.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance Marketing Sales Sales & Marketing Social Networks

Microsoft Dynamics Partner Roundup: Cloud Voice and Video for CRM Online; Social Selling for CRM; AX Practice Leader; AX Publishing Win

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel.
Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics CRM Online Marketing Media & Entertainment Sales Sales & Marketing Unified Communication

Microsoft Dynamics Partner Roundup: UK Utilities Win; User Management for AX; AX Solution Azure Migration

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
BI and Reporting Customer Relationship Mgmt Document Automation Dynamics AX Dynamics CRM E-Commerce Electronic Signatures Power Automate SaaS Utilities

Microsoft Announces Dynamics 365, Its New Approach to Cloud-based Business Apps

by Jason Gumpert
Dynamics 365 and AppSource will launch in autumn 2016 as a new offering that can provide ERP and CRM capabilities and add-ons according to specific user needs.
Azure BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management

Cobalt Introduces Microsoft Dynamics CRM Chatbot for Facebook Messenger, Skype

by Linda Rosencrance
Chatbot for Facebook Messenger and Skype users interacts with Dynamics CRM data.
Bots Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Social Networks

PandaDoc's Document Automation Offering Now Integrates With Microsoft Dynamics CRM

by Jason Gumpert
Document automation startup offers e-signatures, document templates, and analytics for sales and other CRM-related document sharing.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Marketing SaaS Sales

Sonoma Partners: Cloud CRM Partner of the Year Delivers for Microsoft

by Linda Rosencrance
Wins award despite splitting its CRM competency between Dynamics CRM and Salesforce
Architecture Business Performance Mgmt Business Process Mgmt Construction Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics CRM Online Engineering Manufacturing Marketing

How Zones Revived a Complex CRM Project and Created a Unified Customer Experience

by Jason Gumpert
Global technology provider Zones deployed Dynamics CRM to redefine the workplace experience by improving collaboration and unifying customer-facing efforts.
BI and Reporting Business Process Mgmt Business Rules Mgmt CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Migration Dynamics 365

Why Does Multi-Channel Retail Customer Service Matter So Much These Days?

by Pani Harito
Strong alignment accelerates success. Poor alignment creates confusion, delays, and competitive risk.
Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Retail Retail POS

LinkedIn Brings a Step-Change in Market Intelligence for Dynamics CRM Users

by Jason Gumpert
LinkedIn is not the only important external source of sales, marketing, and customer service information, but its introduction could be pivotal to Microsoft's future, experts...
Business Performance Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM LinkedIn Marketing Sales Sales & Marketing

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The Benefits of Support From Your Dynamics Partner

Encore Business Solutions

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Advanced View Controls in Dynamics 365 CRM

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Unleash Copilot in Dynamics 365 Customer Engagement

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
More Customer Relationship Mgmt Case Studies

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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