xRM news & resources

Managing complex relationship models in Microsoft Dynamics CRM, Part 1

by Patrick Huisman
Understanding the standard relationships between Accounts, Contacts, and Leads - and valuable alternative scenarios
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing xRM

CxM through xRM: Focusing on outcomes when modeling relationship management in your CRM solution

by Christopher Barry
Challenging the tenets of interaction-based relationship management
Dynamics CRM xRM

Toys Not Included: Making CRM a Company-wide Strategy

by JC Quintana
Sell the organization-wide CRM vision from the start, even if the solution starts small
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing xRM

Legacy application upgrades: xRM lessons learned from the field

by Patrick Huisman
Key principles to remember when evaluating Dynamics CRM's xRM platform to replace a legacy application
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Sales Quoting xRM

Speed reigns as Microsoft blitzes Dynamics CRM pros on CRM 2013 details

by Jason Gumpert
With 12 weeks before the presumed release of CRM 2013, Microsoft begins opening up on release plans, product enhancements, licensing, and more
CRM 2013 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Resource Mgmt (MRM) Mobile Applications Orion Polaris

Dynamics Profile: Sharing a decade of experience in the Dynamics CRM game

by Linda Rosencrance
New MVP Jason Lattimer's Dynamics CRM expertise goes back to CRM 1.2, and his passion for helping others is matched by his depth of experience
Dynamics CRM xRM

Dynamics Profile: Giving Back to the Community, One Dynamics CRM Tool at a Time

by Linda Rosencrance
CRM MVP Tanguy Touzard's free developer toolbox has grown into a popular customization resource, and he's not done
Dynamics CRM xRM

From the Microsoft Dynamics CRM blogs: Active Directory sync; xRM wedding planner; Subject bulk operations; Tagging

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Content Management Data Management Data Migration Dynamics CRM xRM

For public agencies, Microsoft Dynamics CRM integration success starts with smart strategy

by Linda Rosencrance
Three common integration options for integrating Dynamics CRM that, when correctly used, can improve performance, service to public
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Government crmug xRM

Microsoft Dynamics Partner Roundup: eCommerce Integration for NAV, AX; AX Win8 app; DonorVision Update; Partner Promotion; NAV in UK Politics

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting BI and Reporting Business Central Commerce Customer Relationship Mgmt Data Integration Distribution Donor Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV

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Patagonia Achieves Omnichannel Success and Elevates its Customer Journey with Vertex Tax Solutions and Microsoft D365

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How Dynamics CRM/CE Partners Benefit from ITSM Technology

Prodware

How Dynamics 365 Customer Service and ITIL help Microsoft partners meet customer demand through technology and best practice

Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Hosting Services IT Asset Management (ITAM) IT Service Management (ITSM) Inventory Management KPIs Knowledge Management
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