Customer Relationship Mgmt news & resources

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

A New Look at Microsoft’s Updated Dynamics CRM Phone App

by Linda Rosencrance
This summer's newly released CRM 2015 mobile apps bring more core capabilities to phone platforms, make some progress on offline capabilities.
CRM 2015 Customer Relationship Mgmt Dynamics CRM Mobile Applications

Microsoft Dynamics AX and CRM Key to UK Housing Provider's Business Transformation

by Jason Gumpert
A cautious procurement process, a hands-on partner, and a customer willing to take calculated risks on new software should provide the makings of a successful ERP/CRM makeover 
AX 7 Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Financial Management

UK Utility Services Firm Boosts Customer Service with Microsoft Dynamics CRM Case Management

by Linda Rosencrance
Dynamics CRM provides for robust client services on long-running energy supply projects in the construction and education industries
Construction Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Education Energy Project Management

Make the Most of Peer-to-Peer Interaction at CRMUG Summit, Advises Chapter Chair

by Dann Anthony Maurno
Chairman of the Detroit chapter describes the how the CRMUG Summit and CRMUG itself connects peers with knowledgeable peers
CRMUG Summit 2015 Customer Relationship Mgmt Dynamics CRM UG Summit 2015 crmug

Standard and Enhanced SLAs in Microsoft Dynamics CRM 2015: How To Maximize Your Usage

by Linda Rosencrance
CRM 2015 has introduced enhanced SLAs, which offer a range of deeper support options – and more complex rules.
Business Performance Mgmt CRM 2013 CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM KPIs crmug

Microsoft Dynamics Partner Roundup: CRM global address verification; CRM survey add-on; Public sector award; AX practice hire

by Linda Rosencrance
A selection of recent announcements from around the Dynamics partner channel
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Government Marketing Sales Sales & Marketing

Developers Call Mobile SDK for Microsoft Dynamics CRM a Game Changer

by Matt Bolch
Microsoft’s mobile SDK enabling developers to build task-centric mobile apps in less time
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Mobile Applications Sales Sales & Marketing

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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