Customer Relationship Mgmt news & resources

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

Microsoft Dynamics Partner Roundup: Compliance & CRM; EDI partnership; SaaS, IaaS retention; Parter acquisition; UK AX training

by Linda Rosencrance
Communica Compliance for CRM; EDI Gateway & Business Systems Integrators; RoseASP’s 97.5% SaaS, IaaS Customer Retention; Fine Acquires Onza; Optimum Provides AX 2012 trai...
BI and Reporting Business Central Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV EDI IaaS SaaS

Using Microsoft Dynamics CRM's SLAs and Enhancements to Drive Service Excellence in CRM 2015

by Dave Carr
How SLAs and Entitlements have revamped CRM's Service Module over the last two years.
CRM 2013 CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Leo

Business Apps Firm Fusion5 Acquires Koorb's Microsoft Dynamics CRM and SharePoint Practice

by Jason Gumpert
Move follows Koorb's 2015 sale of AX practice.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing xRM

LATEST VENDOR RESOURCES

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

D365 Hidden Costs Series #3 - Damaged Relationships

Plauti

D365 Hidden Costs Series #2 - Low CRM Adoption

Plauti

Discover Brello 360 — the future of insurance brokering powered by Microsoft Dynamics 365

HORTUS Digital
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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

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
More Customer Relationship Mgmt White Papers

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

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

Azure Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Relationship Mgmt Customer Service Customer Voice Dynamics 365 Email Management Finance and Operations Health & Wellness
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WhatsApp4Dynamics – WhatsApp Integration with Microsoft Dynamics 365 CRM

WhatsApp4Dynamics is a powerful communication and customer engagement solution that integrates WhatsApp Business directly...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Power Apps Power Platform Sales

Customer Service Agent: Smarter Customer Service Starts Here

Customer Service-focused. Microsoft-powered. HSO-delivered. The HSO Customer Service Agent is an AI-powered digital assistant...
Architecture Construction Copilot Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics CRM Email Management Engineering Financial Services Government Legal

SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM

SharePoint Security Sync is an integration for Dynamics 365 CRM and SharePoint, designed to enhance document management by...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Security

Maplytics — a Location Analytical Companion for Dynamics 365 CRM

Maplytics is a Microsoft-certified geo-analytical mapping solution that embeds location intelligence directly into Microsoft...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Power Pages Power Platform Project Service Automation

Marketing4Dynamics - Connect MailChimp with Dynamics 365 CRM

Marketing4Dynamics connects MailChimp with Dynamics 365 CRM in real time. It’s more than just a sync; it bridges marketing...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Sales
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