Customer Relationship Mgmt news & resources

MSDW Podcast, October 7, 2016: Dynamics CRM at a crossroads, with Steve Mordue

by Jason Gumpert
RapidStart CRM CEO Steve Mordue is bullish on Dynamics 365, but is keeping his eye on the partner channel's ability to transition with Microsoft.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast SaaS Sales Sales & Marketing

Microsoft reportedly preps Dynamics CRM partners for farewell to Dynamics Marketing, Parature

by Jason Gumpert
Dynamics CRM partners have been briefed on an end of sales, support for the two acquired solutions
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Microsoft Corporate Parature

From the Microsoft Dynamics CRM blogs: Downloading attachments with Java Script; Free address validation; Folder-level tracking; Field service inventory quantities

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

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Data Migration Distribution Distribution Donor Management Dynamics 365

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Financial Management Inventory Management 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Electronics Power BI Power BI

LATEST VENDOR RESOURCES

Mailchimp and Dynamics 365 CRM Integration: Unify Customer Data and Marketing Insights

Inogic

Unlock New Recurring Revenue in Business Central: Stratos Cloud Alliance & Velosio IP Solutions Every Partner Should Know!

Stratos Cloud Alliance

Marketing4Dynamics: Simplifying Mailchimp and Dynamics 365 CRM Integration

Inogic

Dynamics CRM Mailchimp Integration | Unify Sales & Marketing with Marketing4Dynamics

Inogic

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Inogic
More Customer Relationship Mgmt Videos

Lead the Change: Build a Future-Proof Customer Contact Center with AI

JourneyTeam
Ready to modernize your contact center? This guide breaks down exactly how.
Call Tracking Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Telephony

Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM

JourneyTeam
Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity
AI and Machine Learning Azure Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

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

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
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Scaling Consulting Services Delivery with Power Platform

iTransition
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Marketing Power Automate Power Platform Sales Sales & Marketing

Sales Automation for a Special Equipment Dealer

iTransition
How a special equipment dealer approached sales automation.
Automotive BI and Reporting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate Power Platform Sales Sales & Marketing Sales and Operations Planning

Protech Automotive Solutions – Field Operations / Dynamics 365 + Power Platform

JourneyTeam
Transforming field operations with a connected Microsoft Dynamics 365 and Power Platform solution
Automotive Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Platform Project Operations Project Service Automation
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Next Best Action - AI/ML-Powered Recommendations for Microsoft Dynamics 365 CRM

Next Best Action is an AI/ML-powered assistant for Microsoft Dynamics 365 CRM that analyzes CRM data, customer interactions...
AI Agents Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation

LiveChat4Dynamics

LiveChat4Dynamics is a powerful Live Chat integration for Microsoft Dynamics 365 CRM and Dataverse that enables businesses to...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Unified Communication

Undo2Restore - Restore/recover deleted records in Dynamics 365

Undo2Restore is a powerful recovery solution for Microsoft Dynamics 365 CRM and Dataverse that helps administrators quickly...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales

Click2Clone – Copy and Clone Records in Dynamics 365 CRM with One Click

Click2Clone is an advanced data cloning app for Dynamics 365 CRM that makes it easy to copy records in Dynamics CRM with a...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Data Management Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales

Predict4Dynamics – AI-Powered Predictive Intelligence & Explainable Forecasting for Dynamics 365 CRM

Predict4Dynamics brings powerful predictive analytics to Microsoft Dynamics 365, enabling organizations to make smarter...
AI Agents AI and Machine Learning Azure Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Forecasting Power Apps
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