Dynamics CRM news & resources

MSDW Podcast: Talking Microsoft Dynamics platform plays and eclipses with Steve Mordue

by Jason Gumpert
After an eventful week at Directions North America, Steve Mordue of RapidStart CRM joins us to look back at the impact of some key announcements.
Business Central Customer Engagement Directions NA 2017 Dynamics 365 Dynamics CRM Dynamics NAV MSDW Podcast Tenerife

The real cost of Microsoft Dynamics 365/CRM: Make smart estimates

by Koen Van
Before you buy, know the factors that contribute to the total cost of ownership in SaaS CRM.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

Microsoft Dynamics channel VP Tony de Freitas to depart

by Jason Gumpert
The Microsoft veteran is departing for a channel executive role at survey and research firm Qualtrics.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Microsoft Corporate

Microsoft Dynamics Partner Roundup: Payment platform for NAV; Partners for accounting in Portugal; Partner rebrands; Rapid deployment for food & bev

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Business Central Commerce Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Food & Beverage Government Payment Processing

Sales pipelines: Sales leaders need more than snapshots, they need trends

by Dann Anthony Maurno
Only with historic data can a sales pipeline become an analytical tool, describes Edgewater Fullscope Managing Director David Kohar
CRMUG Summit 2017 Customer Engagement Dynamics 365 Dynamics CRM Power BI Power BI Power Platform Sales & Ops Planning Summit 2017

What are buyers demanding from B2B ecommerce in 2017?

by Dann Anthony Maurno
A choice of ordering methods, using their own shipping accounts among B2B buyers’ demands, says Jason Dias with Hitachi Solutions America.
Business Central CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Service Customer Service Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

MSDW Podcast: Recapping the first two days of Directions NA 2017 with Todd McDaniel

by Jason Gumpert
Todd McDaniel joins us onsite to reflect on Tenerife, SMB sales and marketing apps, AppSource, and on how Microsoft landed its latest news.
Business Central Customer Engagement Directions NA 2017 Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL MSDW Podcast Tenerife

Microsoft Dynamics Partner Roundup: PSA on AppSource; Quote-to-cash funding round; Energy consultancy goes cloud; Automotive solutions CEO

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Automotive Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Energy Finance and Operations Order Management

What Microsoft Dynamics SMB partners can expect from Directions 2017 events

by Guus Krabbenborg
Partners are eager for updates from Microsoft will strengthen the Dynamics product line and the channel.
Business Central Customer Engagement Directions EMEA 2017 Directions NA 2017 Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Microsoft Dynamics 365/CRM cloud deployments: Taking on CIO concerns in regulated industries

by Dann Anthony Maurno
The cloud is not always the answer, and it presents challenges. TechLabs London’s Mohamed Mostafa will describe those challenges, and their solutions, at Directions North Ame...
Customer Engagement Data Integration Data Management Data Migration Data Warehousing Directions NA 2017 Dynamics 365 Dynamics CRM Financial Services Power Automate Regulatory Compliance

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The Marketer's Guide to Meaningful Measurement

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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

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D365 Hidden Costs Series #3 - Damaged Relationships

Plauti

D365 Hidden Costs Series #2 - Low CRM Adoption

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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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