Dynamics CRM news & resources

Deployment methodologies, Part 4: Why Microsoft Dynamics partners go vertical

by Alan R. Earls
Vertical-specific IP is important, of course. Knowing that vertical’s language is important to gain confidence, and to tailor solutions, find these partners.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Implementation Professional Services

Partner-to-Partner (P2P) success, Part 2: The York Group on revenue objectives, identifying Dynamics partners and selection criteria

by Dann Anthony Maurno
Both the channel partner and ISV are responsible for building a business case.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations One Commercial Partner Partner Center

Microsoft partner foresees tech roadmap for IoT with Dynamics 365

by Dann Anthony Maurno
Mazik Global believes in the IoT enough that it moved into the US, gained giant customers and partnered with the region’s most significant IoT software provider
Customer Engagement Dynamics 365 Dynamics CRM Internet of Things (IoT) Power Automate

Partner-to-Partner (P2P) success, Part 1: The York Group on managing expectations

by Dann Anthony Maurno
There is no such thing as a “Partnership Lite”: Both the channel partner and ISV must hammer out their expectations for profit, commitment.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Inspire 2017 Microsoft Corporate

When "It's So Easy" goes to pieces: Two tales about the complexities of Azure and Amazon clouds

by Greg Pierce
What happens when the promises of the public cloud have failed to come true.
Business Central Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate hybrid cloud

Veteran Microsoft Dynamics 365 / CRM manager Bill Patterson departs for Salesforce

by Jason Gumpert
Now a senior VP for service engagement at Salesforce, Patterson leaves behind a lengthy career at Microsoft.
Customer Engagement Dynamics 365 Dynamics CRM Microsoft Corporate Salesforce.com

Deployment methodologies, Part 3: What does project success look like?

by Alan R. Earls
Project success is an agreement between partner and client; and it begins at project launch.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Implementation Project Management

From the Microsoft Dynamics CRM/365 Blogs: Form editor; Marketing lists; Power of Under; Message listener

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics CRM/Dynamics 365 blogs
Customer Engagement Customer Insights - Journeys (Marketing) Data Management Dynamics 365 Dynamics CRM Marketing Automation

Microsoft Dynamics Partner Roundup: D365O for food; Contact center on AppSource; Just-named ISV Dev Center; D365 for leisure/entertainment

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Contact Centers Customer Engagement Dynamics 365 Dynamics CRM Financial Management Food & Beverage ISV Media & Entertainment Mobile Applications Power Automate Supply Chain Execution

eXtreme365 returns to US in November 2017

by MSDW Reporter
November 6 to 9 in Long Beach, California, the event will feature 3 top Microsoft execs.
Customer Engagement Dynamics 365 Dynamics CRM Microsoft Corporate eXtreme365 US 2017

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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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