Customer Relationship Mgmt news & resources

Use Organizational Change Management (OCM) To Spur Adoption of Microsoft Dynamics CRM

by Jason Gumpert
Using OCM principles in a CRM deployment means first preparing to introduce them in an organization that is need of that new solution
Adoption Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Why Microsoft's VoloMetrix "People Analytics" Acquisition Matters - A Lot

by Dann Anthony Maurno
Why Microsoft and its users are poised to be on the bleeding edge of a new productivity wave. 
BI and Reporting Business Performance Mgmt CRM 2016 Customer Engagement Customer Relationship Mgmt Data Management Delve Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

After Dreamforce: How Microsoft Dynamics CRM Stays Ahead of Salesforce on Productivity

by Jason Gumpert
With Microsoft committed to more and better integration of new Office tools to Salesforce, the Dynamics CRM team seems to sense a new urgency in its roadmap
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics CRM Email Management Marketing Power Automate SaaS

Data Cleansing vs Data Maintenance: Which One Is Most Important?

by Martin Doyle
An easy way to understand the differences between data cleansing and maintenance, and why the both matter.
Customer Relationship Mgmt Data Management Dynamics CRM

From the Microsoft Dynamics CRM Blogs: SSIS Toolkit; Calculated Fields; Customizing Entity Icons; Create & Edit Quotes; Missing Server Roles

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
CRM 2013 CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

How Microsoft Will Make Gamification a Selling Point for Dynamics CRM

by Curt Finch
How will Microsoft translate enthusiasm for gamification into its vision for modern customer and employee engagement?
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing gamification

Microsoft Plans Dynamics CRM 2016 Release With Range of Productivity Updates

by Jason Gumpert
With CRM 2016, Dynamics CRM will continue its ambitious development cadence and its commitment to working well with other product teams 
CRM 2016 Cortana Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Delve Document Automation Document Management Dynamics 365 Dynamics CRM Email Management

The Essence of CRM Integration for Today's Successful Business

by Jacques van
The orchestration of front and back offices not only requires a smart CRM platform like Dynamics CRM, but an even smarter new generation integration framework.
Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Dynamics AX Dynamics CRM

From the Microsoft Dynamics CRM Blogs: Alternate Keys; Debugging Tablet App; Record-Level Restrictions; Decompile DLLs

by Jason Gumpert
A selection of the latest insight from the Dynamics CRM blogs
CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Mobile Applications Sales Sales & Marketing Security

Microsoft Dynamics Partner Roundup: Dynamics Marketing event integration; Cloud budgeting; NAV e-commerce ; CRM practice growth; Partner awards

by Linda Rosencrance
A selectin of recent announcements from around the Dynamics partner channel.
Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Design & Decorating Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics Marketing

LATEST VENDOR RESOURCES

The Benefits of Support From Your Dynamics Partner

Encore Business Solutions

Business Benefits of the Microsoft Ecosystem

Encore Business Solutions

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

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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