Dynamics CRM news & resources

CRMUG Summit: End User Needs Drive Event Planning, Says Program Director

by Dann Anthony Maurno
CRMUG Summit runs October 13-16, where Microsoft, CRM users and partners create CRM success for one another
CRMUG Summit 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing UG Summit 2015 crmug

Microsoft Dynamics Partner Roundup: ERP partner acquisition; AX equipment dealer win; VAR executive promotion

by Linda Rosencrance
A selection of recent announcements from around the Dynamics community
Dynamics AX Dynamics CRM Dynamics GP

Windows 10: Any Excitement (or Disruption) Among Microsoft Dynamics Partners, Customers?

by Dann Anthony Maurno
Partners urge diligence, praise Microsoft for its SaaS model of continuous updates
Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Windows 10

Multichannel Customer Service: Why Companies Choose Microsoft Parature

by Dann Anthony Maurno
For companies committed to expanding their customer service across a growing list of channels and unifying that customer experience, Parature offers a strong solution, says o...
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM SaaS Social Networks

6 Steps to Successfully Manage Your Microsoft Dynamics CRM or ERP Environment

by Linda Rosencrance
Companies that want to increase both ROI and user adoption must actively manage the capabilities of their Dynamics solution, and user expectations
AXUG Adoption Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL GPUG NAVUG crmug

Customers Expect Support Across Ever More Channels: New Microsoft Parature Report

by Dann Anthony Maurno
Parature and Microsoft’s 2015 US State of Multichannel Customer Service Report finds that winning customer service is in the eye of the beholder.
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Parature

Cobalt Iterates on Dynamics CRM Snapshot with Deep Cloning, Rollbacks, Backups

by Dann Anthony Maurno
Dynamics CRM Snapshot 3D offers hierarchical backups, deep clones and deep rollbacks, plus repeatable CRM workflows
CRM 2013 CRM 2015 Data Archiving Data Management Dynamics CRM

Women Find Tech Career Opportunities in the Microsoft Channel, Part 1

by Karen Kroll
Are women averse to technology, or is the tech industry averse to them? Microsoft tackles the subject in a new eBook focused on the partner channel
Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics RMS Dynamics SL Resellers

Microsoft Looks To Boost Dynamics CRM Adoption with Gamification Acquisition, FantasySalesTeam

by Jason Gumpert
Acquisition will lead to integrated gamification tools in Dynamics CRM, says CVP Bob Stutz
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing gamification

Microsoft Dynamics Partner Roundup: AX and CRM Win; Master VAR affiliate; Microsoft partner award winners

by Linda Rosencrance
A selection of recent announcements from the Dynamics channel
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Manufacturing Master VAR Minerals Oil Professional Services Project Service Automation

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The Marketer's Guide to Meaningful Measurement

Coffee + Dunn

SharePoint Knowledge AI Search – Your Copilot for SharePoint Search with Azure AI Search

Inogic

How to Detect and Merge Duplicate Records in Dynamics 365 CRM

Inogic

D365 Hidden Costs Series #3 - Damaged Relationships

Plauti

D365 Hidden Costs Series #2 - Low CRM Adoption

Plauti
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End-of-Year Microsoft Dynamics 365 Data Cleaning: An Executive Playbook

Plauti
Master duplicate elimination and prevention to start January with clean customer data.
Customer Engagement Data Management Dynamics 365 Dynamics CRM

The Modern Guide to Microsoft Dynamics and Marketing Automation

emfluence
Turn your Microsoft Dynamics data into automated, revenue-driving campaigns with this practical guide to marketing automation
Customer Engagement Dynamics 365 Dynamics CRM Marketing Automation Sales & Marketing

AI-Powered xFP&A: The Future of Financial Planning

Solver
Explore the transformative power of AI in xFP&A
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management

Connect the Customer Journey with Dynamics and Marketing Automation

emfluence
Unify your CRM and marketing automation to deliver smarter, more connected customer experiences that drive revenue.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Sales Sales & Marketing

How to Use Custom Views and Charts in Dynamics 365 CRM

Encore Business Solutions
Leveraging customized views and charts in Dynamics 365 CRM makes it easier for sales and service teams to manage and analyze data.
Customer Engagement Dynamics 365 Dynamics CRM Sales
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Infographic: Enhancing City of Austin’s Economic Development with Microsoft Dynamics 365 CRM

Sikich
Discover how the City of Austin's Economic Development Department leveraged Microsoft Dynamics 365 CE to drive economic growth and operational success.
Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Government Power Apps Power Automate Power Platform

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

Sikich
Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
Azure Construction Customer Engagement Customer Insights - Data Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

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
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Customer Service Agent: Smarter Customer Service Starts Here

Customer Service-focused. Microsoft-powered. HSO-delivered. The HSO Customer Service Agent is an AI-powered digital assistant...
Architecture Construction Copilot Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics CRM Email Management Engineering Financial Services Government Legal

Solver Datasheet

For organizations looking to accelerate growth and gain complete insight into their business, Solver is a cloud-based...
Azure Copilot Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Dynamics SL Fabric

Alerts4Dynamics – Real-Time Alerts & Notifications in Dynamics 365 CRM

Alerts4Dynamics is a comprehensive Dynamics 365 alert tool that helps you create, schedule, and manage real-time...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales

The emfluence Marketing Platform for Microsoft Dynamics

The emfluence Marketing Platform is a marketing automation solution built to work hand-in-hand with Microsoft Dynamics 365...
Dynamics 365 Dynamics CRM Dynamics Marketing Education Financial Services Healthcare Insurance Manufacturing Marketing Automation Sales & Marketing

Maplytics — a Location Analytical Companion for Dynamics 365 CRM

Maplytics is a Microsoft-certified geo-analytical mapping solution that embeds location intelligence directly into Microsoft...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Power Pages Power Platform Project Service Automation
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