Customer Relationship Mgmt news & resources

BREAKING: Bob Stutz Departs Microsoft; Jujhar Singh to Lead Dynamics CRM Team

by Jason Gumpert
Singh to report to C+E head Scott Guthrie after 3.5 years as key report under Stutz's leadership
CRM 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: NAV Win; GP Magento Integration; CRM Lead Capture Updates

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
Business Central Customer Engagement Customer Relationship Mgmt Data Integration Distribution Distribution Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV E-Commerce Financial Management

Microsoft Dynamics Partner Roundup: AX SCM on Azure Marketplace; CRM pre-built for AEC; CfMD CPQ for NAV; Customer lifecycle management

by Linda Rosencrance
A selection of announcements from around the Dynamics partner channel
Architecture Business Central CPQ (Configure, Price, Quote) Construction Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM

Microsoft Dynamics CRM 2016 Will Offer New Customer Service Tools, Cloud Pricing

by Jason Gumpert
Interactive service hub, knowledgebase authoring and recommendations, voice of customer on tap for CRM 2016 and beyond.
CRM 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Knowledge Management Power Automate Social Engagement Social Networks

Report: Cloud Adoption Challenged By Integration in Digital Enterprise

by Dann Anthony Maurno
Cloud applications create efficiencies, but enterprises want connectivity, and custom coding can’t keep pace, according to Scribe’s 2015 Industry Survey. 
Business Central Customer Relationship Mgmt Data Integration Data Management Data Migration Data Warehousing Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

HCL Technologies Grabs Microsoft Dynamics CRM Market Share with $46M PowerObjects Deal

by Jason Gumpert
Global system integrator HCL adds North American CRM shop to its broad CRM portfolio
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing xRM

Adxstudio Founders Launch Adoxio Business Solutions

by Linda Rosencrance
Spin-off from Microsoft’s recent Dynamics CRM web portal acquisition will offer professional services around those solutions. 
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Portals

Growing Pains: How to Adapt Microsoft Dynamics CRM to Your Changing Business

by Brian Sallee
What do you do when you've outgrown your CRM 2013 or 2015 implementation? 
Business Process Mgmt CRM 2013 CRM 2015 Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

The Microsoft Dynamics CRM Team Foresees Seamless Experiences and Blurred Boundaries

by Jason Gumpert
Microsoft used to be about demarcation, but now it is about seamless experiences, says GM Bill Patterson in a new interview
Business Performance Mgmt Business Process Mgmt CRM 2016 CRMUG Summit 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation

Microsoft Launches Dynamics NAV 2016, Boosting Power BI, CRM, E-Services Integration

by Jason Gumpert
NAV had its best year ever, managers told Directions EMEA conference attendees
Accounting Azure BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Relationship Mgmt Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV

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
More Customer Relationship Mgmt Videos

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
More Customer Relationship Mgmt White Papers

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
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
More Customer Relationship Mgmt Solutions