Customer Relationship Mgmt news & resources

Microsoft Dynamics Partner Roundup: CRM for Welsh Regulator; Canadian Firms Team Up; E-Commerce for GP; Service Solution for New AX

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Commerce Customer Relationship Mgmt Data Integration Dynamics AX Dynamics CRM Dynamics GP E-Commerce Retail Retail POS

Microsoft Dynamics Partner Roundup: Financials, Professional Services on New AX; Project Service CRM; Jeweler on AX; Compliance for New AX

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Chemicals Commerce Customer Relationship Mgmt Dynamics AX Dynamics CRM Jewelry Life Sciences Manufacturing Medical Devices POS Pharmaceuticals Point of Sale

Meet the New Microsoft Dynamics AX, And The Existing Customers That Have Embraced It

by Jason Gumpert
Hagler Systems leaves AX 2012 – and on-premise IT headaches – behind in favor of a new AX solution in Azure
AX 2012 AX 7 Accounting Bill Of Material Mgmt Cloud Customer Relationship Mgmt Data Integration Data Migration Document Management Dynamics AX Energy Financial Management

Microsoft Dynamics Partner Roundup: AX Implemented; Retail Payment Protection; Pharma Customer CRM; Two New Tier 1 CSPs

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Commerce Customer Relationship Mgmt Dynamics AX Dynamics CRM Pharmaceuticals Retail

Microsoft Dynamics CRM 2016 Spring Wave Will Extend Service Management, Add Portals

by Jason Gumpert
FieldOne, Adxstudio acquisitions will be re-launched in 2016 Q2, along with new project service capabillities and Azure-based services for Social Engagement.
CRM 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM HR Management Internet of Things (IoT) Machine Learning (ML) Power Automate Project Management

Dynamics Profile: For Greg Olsen, Life as a CRM MVP Is Just Ducky

by Linda Rosencrance
Blogger and CRM community leader enjoys both the benefits of MVP status and the chance to share his expertise.
Customer Relationship Mgmt Dynamics CRM

Microsoft Dynamics Partner Roundup: AX solutions on Azure; Sales acceleration for CRM; Partners Achieve Gold Status; New SMB DACH Lead

by Dann Anthony Maurno
A selection of announcements from the Dynamics partner channel
Accounting BI and Reporting Banking Business Central Collaborative Workspaces Customer Relationship Mgmt Data Warehousing Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

Dynamics CRM 2016: Onboarding from the Preview to Web API

by Dann Anthony Maurno
Early adopters will need to update from the Web API preview to take advantage of updates, improvements.
Configuration & Development Customer Relationship Mgmt Dynamics CRM

Can Cx (Customer Experience) Be Successful Without CRM?

by JC Quintana
For all the benefits of improving Cx, challenges in adoption highlight deeper issues relating back to how we implement CRM strategies and technology
Customer Relationship Mgmt

Customer Dynamics Forms Joint Venture with motionSlice, Raises $1 Million to Fund Accelerated Growth

by Linda Rosencrance
New firm targeting 10x revenue growth in 2016, creating new SaaS division
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM

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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