Customer Relationship Mgmt news & resources

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

Empowered BI: The Evolving Technology Boosting Data Insight in Microsoft Dynamics CRM

by Ruben Overkemping
With better reporting and analysis tools, today's marketers can gain insight into multi-channel performance and execution like never before
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM KPIs Marketing Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CoreMotives Adds Ticketmaster Revenue Tracking; AX Dealer Management Solution; AttachmentExtractor for CRM; Fundraising CRM Win

by Linda Rosencrance
A selection of recent news and announcements from the Microsoft Dynamics partner channel
CRM 2011 Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Email Management Marketing Marketing Marketing Automation Not For Profit xRM
winter-forest-night-240.jpg

The Story of the CRM Field Guide

by Donna Edwards
Microsoft Dynamics CRM MVPs share a little magic with the realm
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MVP Marketing Sales Sales & Marketing

LATEST VENDOR RESOURCES

Specialized Views in Dynamics 365 CRM

Encore Business Solutions

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

By the Power of Data! Using Marketing Forms in Dynamics 365 Customer Insights - Journeys

Coffee + Dunn

The Impact of AI on (our) Business - Dynamics 365 Customer Service

WebSan Solutions

Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn
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

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

Enterprise Inns Achieves 25% Increase of Completed Property Inspections with Resco

Resco

Learn how Britain's largest pub company transformed the way their field agents do business

Architecture Business Central Configuration & Development Construction Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Field Service Field Service Food & Beverage

EMCO Streamlines Services With Microsoft Dynamics 365 Sales

enVista

Real-time visibility and centralized data with the implementation of Microsoft Dynamics CRM

Call Tracking Chemicals Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Loyalty Management Sales & Marketing
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