Customer Relationship Mgmt news & resources

Webfortis Announces New Apple Watch App for Microsoft Dynamics CRM and Parature

by Linda Rosencrance
The Microsoft partner is also starting a new mobility practice
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications WPC 2015

Stop Complaining and Solve the Problem: The Hard Truth About Why Your Sales Team Does Not Use CRM

by Megan Thomas
Adoption is a problem that can be solved - consider this ten step approach.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

New Web API Preview for Microsoft Dynamics CRM Offers Stronger Long Term Solution

by Jason Gumpert
With more powerful capabilities and up to date architecture, the new web API will give Microsoft and its partners a more promising way to build sophisticated apps based on CRM.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing OData Power Automate SaaS Sales Sales & Marketing

LinkedIn Integrates Sales Navigator with Microsoft Dynamics CRM

by Jason Gumpert
Integration will embed LinkedIn profile and company information, connection and message actions to CRM interface
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM LinkedIn Marketing Sales Sales & Marketing Social Networks

New Open Source Project Aims to Fill Microsoft Dynamics CRM 2015 Developer Toolkit Gap

by Linda Rosencrance
Microsoft MVP Jason Lattimer’s new CRM Developer Extensions project aims to add the kind of efficiencies that Microsoft offered through the discontinued CRM Developer Toolkit...
CRM 2015 Customer Relationship Mgmt Dynamics CRM

Microsoft Cloud Coming to Canada: Partners Expect Warm Welcome from Government, Industry

by Linda Rosencrance
Regulatory restrictions and data policy fears have prevented many organizations from taking advantage of CRM Online, Azure, and Office 365
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Power Automate Regulatory Compliance SaaS

Microsoft Inks Partnership with Enterprise Social Platform Provider Lithium

by Jason Gumpert
Partnership includes technical integration and alignment of go-to-market strategies
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing SaaS Sales Sales & Marketing Social Networks

Growing the Microsoft Dynamics CRM Opportunity, Part 2: Stepping up partner channel development and goals

by Bridget McCrea
Microsoft looks to build on strong CRM sales growth in FY2015 by adding partners and upping existing partner goals in 2016
CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Resellers Sales Sales & Marketing

Growing the Microsoft Dynamics CRM Opportunity, Part 1: Partners adapt to changing demands

by Bridget McCrea
In the first part of this series, three Microsoft partners recount their decision to start delivering Dynamics CRM and the results.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Sales Sales & Marketing xRM

Dynamics Introspective: Microsoft’s CRM, Cloud Application Goals Beyond Salesforce

by Jason Gumpert
With rumors now perhaps behind them, what can Dynamics CRM partners and customers take from the recent reports of Microsoft’s interest in buying Salesforce?
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Power Automate SaaS Sales Sales & Marketing Salesforce.com

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