Know Your Customer: How Banks and Financial Institutions Can Reduce Waste & Improve Business Outcomes
A culture of compliance must begin from the top and filter down to the lower echelons of the financial institution
- Azure
- Banking
- Business Performance Mgmt
- Business Process Mgmt
- Complex Billing
- Consolidation Accounting
- Credit Card Processing
- Customer Experience (CX)
- Customer Relationship Mgmt
- Customer Service
- Data Warehousing
- Document Automation
- Document Management
- Dynamics 365
- Dynamics AX
- Dynamics CRM
- Enterprise Architecture
- Expense Management
- Financial Management
- Financial Services
- Governance, Risk, and Compliance (GRC)
- HR Management
- Insurance
- Invoice Processing
- Loan Management
- Microsoft Azure
- Microsoft Lync
- Microsoft Office
- Microsoft Office 365
- Payment Processing
- Power platform
- Regulatory Compliance
- Retail POS
- Risk Management
- Security
- Tax and Accounting
- Workflow Management
Types of requirements to consider when evaluating your organization's needs for CRM-related alerts and notifications
A look at the features and benefits of adding this type of visualization to a Dynamics 365 CRM solution.
Keep these capabilities in mind when looking for user adoption tools to support your CRM solution
Examining common use cases for location data in the context of marketing, sales, and service scenarios
Empower your Contact Center to provide world-class customer service and satisfaction.
4 Changes Microsoft Partners Need to Make Today
Take control of your growing cloud services business!
How Emerging CX Technology Solutions Meet Evolving Customer Expectations
Learn how you can leverage modern CX solutions to deliver high-quality, omnichannel experiences to your customers
A selection of announcements from the Dynamics partner channel
A selection of announcements from the Dynamics partner channel
Mastering ASC 842 and IFRS 16 and their impact on your Dynamics ERP
Learn how to manage these changes and risks within your Dynamics ERP
- 3PL
- AP Automation
- Accounting
- Advanced Pricing
- Aerospace & Defense
- Agriculture
- Architecture
- Associations
- Auditing
- Automated Data Collection
- Automotive
- BI and Reporting
- Banking
- Bill Of Material Mgmt
- Billing
- Boating
- Budgeting
- Business Central
- Business Performance Mgmt
- Business Process Mgmt
- Business Rules Mgmt
- CAD/CAM/CAE
- CPQ (Configure, Price, Quote)
- Call Tracking
- Check Printing
- Chemicals
- Collaborative Workspaces
- Collections Management
- Commission Calculation
- Communications
- Complex Billing
- Configuration & Development
- Consolidation Accounting
- Construction
- Consumer Goods
- Contact Center
- Content Management
- Contract Management
- Corporate Perf Mgmt (CPM)
- Credit Card Processing
- Customer Relationship Mgmt
- Customer Service
- Data Archiving
- Data Integration
- Data Management
- Data Migration
- Data Warehousing
- Deduction Management
- Demand Planning
- Design & Decorating
- Design & Living
- Direct Store Delivery (DSD)
- Distribution
- Distribution
- Document Automation
- Document Imaging
- Document Management
- Donor Management
- Dynamics 365
- Dynamics AX
- Dynamics GP
- Dynamics NAV
- Dynamics SL
- E-Commerce
- EDI
- ETL
- Education
- Electronic Signatures
- Electronics
- Email Management
- Energy
- Engineering
- Enterprise Architecture
- Enterprise Asset Mgmt
- Enterprise Content Mgmt
- Environmental Sustainability
- Event Management
- Expense Management
- External Systems Interface
- Fabless Semiconductor
- Fashion
- Field Service
- Finance and Operations
- Financial Management
- Financial Services
- Food & Beverage
- Footwear
- Forecasting
- Freight Management
- Fundraising
- Furniture
- Governance, Risk, and Compliance (GRC)
- Government
- HR Management
- Health & Wellness
- Healthcare
- Hospitality
- Hosting Services
- IT Asset Management (ITAM)
- IT Service Management (ITSM)
- Industrial Equipment
- Insurance
- Inventory Management
- Invoice Processing
- Jewelry
- Job cost
- KPIs
- Knowledge Management
- Labor Management
- Learning Management System
- Lease Management
- Legal
- Legal Matters
- Licensing
- Life Sciences
- Load Planning
- Loan Management
- Localization
- Logistics
- Loyalty Management
- Lumber
- Managed Services
- Manufacturing
- Manufacturing
- Marketing
- Marketing Automation
- Marketing Resource Mgmt (MRM)
- Master Data Mgmt
- Material Rqmts Planning
- Media & Entertainment
- Medical Devices
- Metals
- Minerals
- Mobile Applications
- Multi-Entity Management
- Multicurrency
- Not For Profit
- Oil
- Order Management
- Partner Relationship Management (PRM)
- Partner Strategy
- Payment Processing
- Payroll Processing
- Pharmaceuticals
- Planning & Scheduling
- Planning and Scheduling
- Plant Maintenance
- Portals
- Preventive Maintenance
- Printing
- Process Manufacturing
- Procurement
- Product Lifecycle Mgmt
- Product Traceability
- Professional Services
- Project Management
- Property Management
- Proposal Generation
- Purchasing
- Quality Control
- RFID
- Real Estate
- Rebates
- Regulatory Compliance
- Rental
- Research
- Resource Dispatch & Scheduling
- Retail
- Retail POS
- Returns Management
- Revenue recognition
- Risk Management
- Robotic Process Automation (RPA)
- Route Optimization
- Royalty Mgmt
- SaaS
- Sales & Marketing
- Sales & Ops Planning
- Sales Order Processing
- Sales and Operations Planning
- Software
- Specialty Vehicles & Boats
- Sports
- Staffing & Recruiting
- Supply Chain Management
- Tax and Accounting
- Telecommunications
- Telemarketing
- Textile & Apparel
- Transportation
- Travel & Leisure
- Utilities
- Waste Management
- Windows & Doors
Moving Beyond CRM to True Customer Engagement
Learn how leading companies are moving beyond traditional CRM capabilities and achieving true customer engagement
American Freight Furniture Uses D365 and enVista OMS for Unified Commerce Across 300+ Stores
Reduced maintenance costs by moving 30+ POS instances to one cloud-based solution
The Dirty Little Secrets of CRM: Why Your Customer Service Is Not as Good as You Think It Is
3 Secrets all Dynamics CRM customers should know about customer service
The Analytics-Led Future of Banking
How machine learning can enable banks to optimize the vast amount of data that they already possess
Understand the trends driving new channel growth across commerce sectors
The Collected Group Achieves Omnichannel Excellence
Real-time operational visibility and analytics for decision making
2021 Marketing with Microsoft Dynamics 365 Idea eBook
How to transform your marketing in an all-digital world
The Critical Importance of Integrated Marketing Technology and CRM for IT and Marketing Teams
The value of native for Microsoft Dynamics