Customer Relationship Mgmt news & resources

Understanding Microsoft's Next Gen RMS Begins with a Closer Look at Dynamics AX for Retail’s POS, Mobile, Omnichannel Capabilities

by Valerie Miller
At Retail Realm 2013, Microsoft's SMB Retail partners learned more about retail end points for the AX 'commerce runtime'
Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics RMS E-Commerce Marketing Retail Retail POS

Microsoft Announces New Release of Dynamics CRM 2011 Update Rollup 12 Server Software

by Jason Gumpert
Re-release arrives two weeks after removal of original UR12 server software
CRM 2011 Customer Relationship Mgmt Dynamics CRM UR12

Harnessing the Power of Microsoft Dynamics CRM's New Bulk Data Load API

by Daniel Cai
Demystifying an important performance improvement for Dynamics CRM data integration
CRM 2011 Customer Relationship Mgmt Data Integration Data Migration Dynamics CRM Polaris UR12

Microsoft Dynamics Partner Roundup: Retail VAR Merger; Master VAR Adds Affiliate; CRM Go-Live; New Partnerships

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
BI and Reporting Business Central Commerce Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics RMS Master VAR Retail
kingswaysoft-logo.png

KingswaySoft's SSIS Integration Toolkit v3.0 to Utilize New Bulk Data API for Microsoft Dynamics CRM

by Jason Gumpert
Compatible with CRM Online and On Premise, version 3 ready for release with availability of Dynamics CRM 2011 UR12
Customer Relationship Mgmt Data Integration Data Management Data Migration Data Warehousing Dynamics CRM Polaris UR12

Controlling Your Data: Build a Customer Insight Platform for Microsoft Dynamics CRM

by Ruben Overkemping
Understand the collection of Microsoft products making it possible to get to know your customers
BI and Reporting Big Data Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Power Automate

The Mind of a Microsoft Dynamics CRM MVP (Or Twenty)

by Jason Gumpert
Twenty questions for twenty MVPs on the development of the Dynamics CRM professional
Customer Relationship Mgmt Dynamics CRM MVP

Partner Readiness a Key Component for Successful Rollout of Microsoft Dynamics CRM December 2012 Service Update

by Jason Gumpert
Microsoft working with partners to explain impact of mandatory and optional features of new release
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Mobile Applications Polaris SaaS Sales

Four Steps to Getting From CRM Implementation to Increased Revenue

by Lou Guercia
Four steps that are critical to getting from CRM implementation to increased revenue
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Designing Maintainable Workflows in Microsoft Dynamics CRM, Part 2

by Sander Bockting
The steps for translating functional descriptions into executable Dynamics CRM workflows
Business Process Mgmt Customer Relationship Mgmt Dynamics CRM Workflow Management

LATEST VENDOR RESOURCES

Enhancing Customer Journeys - Deliver Exceptional Experiences with Copilot for Customer Service

WebSan Solutions

Enhancing Customer Journeys - Deliver Exceptional Experiences with Copilot for Customer Service

WebSan Solutions

How to Create a Manage Organization Charts in Dynamics 365 Sales

WebSan Solutions

Introducing Dynamics New Horizons Virtual Conference

WebSan Solutions

Turning Customer Complaints into Opportunities with Copilot for Customer Service

WebSan Solutions
More Customer Relationship Mgmt Videos

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

Survey Results: Dynamics Customer Benchmarking Report

Click

Explore data from over 260 participants, benchmarking and comparing your marketing and sales strategy, progress and future plans.

Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics Marketing Email Management Marketing Automation Marketing Resource Mgmt (MRM) Power Platform Sales & Marketing
More Customer Relationship Mgmt White Papers

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
More Customer Relationship Mgmt Solutions