Customer Relationship Mgmt news & resources

Microsoft Dynamics CRM UR12 and Polaris: Clarifying the Differences for the Community

by Jason Gumpert
Flow UI is not part of Update Rollup 12, as expected
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Polaris Sales Sales & Marketing UR12 Yammer

Bob Stutz Addresses Microsoft Dynamics CRM Partners in Rome on Update Rollups, Mobile Roadmap, Usability

by Jason Gumpert
At eXtremeCRM event, Stutz talks Dynamics CRM product vision, goals
CRM 2011 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Leo Mobile Applications Orion Polaris

Setting Long-Term Workflows in Microsoft Dynamics CRM

by Leon Tribe
Working around timeout limitations by tracking Execution Time
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Workflow Management

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics RMS E-Commerce 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
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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

LATEST VENDOR RESOURCES

Mailchimp and Dynamics 365 CRM Integration: Unify Customer Data and Marketing Insights

Inogic

Unlock New Recurring Revenue in Business Central: Stratos Cloud Alliance & Velosio IP Solutions Every Partner Should Know!

Stratos Cloud Alliance

Marketing4Dynamics: Simplifying Mailchimp and Dynamics 365 CRM Integration

Inogic

Dynamics CRM Mailchimp Integration | Unify Sales & Marketing with Marketing4Dynamics

Inogic

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Inogic
More Customer Relationship Mgmt Videos

Lead the Change: Build a Future-Proof Customer Contact Center with AI

JourneyTeam
Ready to modernize your contact center? This guide breaks down exactly how.
Call Tracking Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Telephony

Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM

JourneyTeam
Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity
AI and Machine Learning Azure Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

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

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
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Scaling Consulting Services Delivery with Power Platform

iTransition
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Marketing Power Automate Power Platform Sales Sales & Marketing

Sales Automation for a Special Equipment Dealer

iTransition
How a special equipment dealer approached sales automation.
Automotive BI and Reporting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate Power Platform Sales Sales & Marketing Sales and Operations Planning

Protech Automotive Solutions – Field Operations / Dynamics 365 + Power Platform

JourneyTeam
Transforming field operations with a connected Microsoft Dynamics 365 and Power Platform solution
Automotive Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Platform Project Operations Project Service Automation
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Next Best Action - AI/ML-Powered Recommendations for Microsoft Dynamics 365 CRM

Next Best Action is an AI/ML-powered assistant for Microsoft Dynamics 365 CRM that analyzes CRM data, customer interactions...
AI Agents Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation

LiveChat4Dynamics

LiveChat4Dynamics is a powerful Live Chat integration for Microsoft Dynamics 365 CRM and Dataverse that enables businesses to...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Unified Communication

Undo2Restore - Restore/recover deleted records in Dynamics 365

Undo2Restore is a powerful recovery solution for Microsoft Dynamics 365 CRM and Dataverse that helps administrators quickly...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales

Click2Clone – Copy and Clone Records in Dynamics 365 CRM with One Click

Click2Clone is an advanced data cloning app for Dynamics 365 CRM that makes it easy to copy records in Dynamics CRM with a...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Data Management Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales

Predict4Dynamics – AI-Powered Predictive Intelligence & Explainable Forecasting for Dynamics 365 CRM

Predict4Dynamics brings powerful predictive analytics to Microsoft Dynamics 365, enabling organizations to make smarter...
AI Agents AI and Machine Learning Azure Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Forecasting Power Apps
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