Customer Relationship Mgmt news & resources

Benefits and challenges of integrating an ERP with Microsoft Dynamics CRM

by Rahul Ahuja
Exploring the technical and process elements of a possible integration between Tally ERP and Dynamics CRM Online
Accounting Customer Relationship Mgmt Data Integration Dynamics CRM Tally ERP

XrmToolBox is ready for Microsoft Dynamics CRM 2015

by Jason Gumpert
The new release uses CRM 2015 SDK, uses digital signatures to secure 27 tools
CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing XrmToolBox xRM

Microsoft Dynamics Partner Roundup: NAV credit card processing; Donor management win; GP commerce integration win; Partner adds CRM Online

by Linda Rosencrance
A selection of announcements from around the Dynamics partner channel
Business Central Commerce Credit Card Processing Customer Relationship Mgmt Data Integration Donor Management Dynamics 365 Dynamics CRM Dynamics CRM Online Dynamics GP Dynamics NAV E-Commerce

Microsoft looks for competitive edge with launch of Dynamics CRM Online for US Government

by Linda Rosencrance
Now live, the new FedRAMP compliant environment should ease path to government customers in need of CRM solutions, experts say
Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM FedRAMP Government Marketing Power Automate Regulatory Compliance

In new Parature release waves, Microsoft adding 30+ features, operational improvements

by Jason Gumpert
“Beyond the service queue” visibility, machine translation, and omni-portal updates all due in Q1 and Q2
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Knowledge Management Marketing Resource Mgmt (MRM) Parature SaaS

Why Dynamics CRM Online for Government is essential to Microsoft's US federal stance

by Linda Rosencrance
Planned for January 2015 release, CRM for US government boosts Microsoft profile against key competitors like Amazon, Google
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online FedRAMP Government Marketing Power Automate Regulatory Compliance

How the Oklahoma City Thunder are getting closer to fans with Microsoft Dynamics CRM

by Linda Rosencrance
From analytics to ticketing to social insights, the Thunder have evolved their Dynamics CRM solution over six years to improve the fan experience
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Media & Entertainment Sales Sales & Marketing Social Networks

Microsoft Dynamics CRM GM Fred Studer departing as MBS reshuffles marketing management

by Jason Gumpert
Angela Bandlow to assume new role leading marketing of customer engagement solutions
Business Central Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Rockton Software introduces Connect, an accounting solution within Microsoft Dynamics CRM

by Linda Rosencrance
With new product, Rockton bets on the benefits of Dynamics CRM as a platform that can handle accounting duties
Accounting CRM 2013 CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Sales

How Microsoft Dynamics CRM 2015 tablet apps improve offline content handling

by Joel Lindstrom
With the release of CRM 2015, users can now use their tablet apps in many more offline scenarios
CRM 2015 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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