Customer Relationship Mgmt news & resources

Microsoft's Dynamics CRM Gamification Acquisition: Wise Move or a Bunch of Hype?

by Linda Rosencrance
Gamification has had its ups and downs since 2012 - will Microsoft’s FantasySalesTeam purchase pay off or fall flat?
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing gamification

Microsoft Dynamics CRM Online Earns Ticket to Ride on Government Cloud

by James Townsend
Why FedRAMP accreditation for the CRM Online Government cloud matters to partners, government agencies, and anyone concerned with government IT practices
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Government SaaS xRM

CRMUG Summit: End User Needs Drive Event Planning, Says Program Director

by Dann Anthony Maurno
CRMUG Summit runs October 13-16, where Microsoft, CRM users and partners create CRM success for one another
CRMUG Summit 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing UG Summit 2015 crmug

Microsoft Looks To Boost Dynamics CRM Adoption with Gamification Acquisition, FantasySalesTeam

by Jason Gumpert
Acquisition will lead to integrated gamification tools in Dynamics CRM, says CVP Bob Stutz
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing gamification

5 Ways Microsoft Dynamics CRM Online Users Prepare for Successful Deployments

by Linda Rosencrance
From business process to updates to email, new users must be ready to take on the unique range of capabilities and requirements of CRM Online
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing SaaS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CRM Team Calendar; Managed EDI; CRM VAR Joins CSP; BI in Africa

by Linda Rosencrance
A selection recent news and announcements from the Dynamics partner channel
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM EDI Manufacturing Marketing SaaS Sales Sales & Marketing

Microsoft Releases Azure Mobile Apps Connector and Mobile SDK for Dynamics CRM

by Dann Anthony Maurno
Also online, a new dedicated portal for “creating unique mobile CRM experiences.”
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Marketing Mobile Applications Power Automate SaaS Sales

Planning For CRM Success: Managing the Shift In Ownership From IT To The Business

by Dann Anthony Maurno
New to CRM, or want to learn new capabilities (like social CRM)? A Dynamics CRM MVP tells you how in a new webinar series
Business Performance Mgmt Business Process Mgmt Customer Relationship Mgmt Dynamics CRM Workflow Management

Microsoft Dynamics CRM: The Lowdown on the New API

by Curt Finch
Examining the goals of Microsoft's new CRM API and how to get started with it
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Mobile Applications Sales Sales & Marketing

Microsoft Updates Dynamics CRM Online Licensing and Pricing, Extends Promotions

by Dann Anthony Maurno
Dynamics CRM Online available in Sales Productivity offering and rolled into CSP program.
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Power BI Power BI Power Platform SaaS

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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