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[GUIDE] Improve Consumer Engagement with Microsoft Dynamics 365 Marketing

Improving consumer engagement is top goal for most enterprises today. Yet, it is not an easy task. From juggling the demands of traditional consumer outreach and marketing to exploring ways to educate consumers about your organization, the landscape can be rugged with no clear path to success. Further complicating matters, consumers today expect you to […]

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Dynamics 365 for Healthcare Marketers – Email Campaign Basics

Our previous post highlighted the challenges healthcare marketers are facing today. In this post we will highlight how Microsoft Dynamics 365 for Marketing can help healthcare marketers manage the basics of email marketing campaigns. How often do you receive an email with inconsistent spacing, fonts, and other formatting issues? Does it inspire you with confidence when […]

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Microsoft Dynamics 365 for Healthcare Marketers

Healthcare marketers today have a lot on their plates. From juggling the demands of traditional community outreach and marketing to exploring ways to educate health consumers about the services your organization provides, the landscape can be rugged with no clear path to success. Further complicating matters, consumers today expect you to know them and offer […]

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Every Version of the Microsoft Dynamics Family Explained

I love Microsoft. Between their powerful technology and comprehensive support, I’m never left wanting for functionality or help. But with a legacy of great products as large as theirs—which includes upgrades, updates, and versions of most of their platforms and packages—it’s easy even for hardened Microsoft veterans to get lost in the verbiage and name […]

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Using Flow for Dynamics 365 Record Creation

The ability to automatically create records in Dynamics 365/CRM based on an email received has been possible for quite some time.  In most instances, without the use of a custom workflow activity or plugin, the processing of the content of the email is limited to the To, From, Subject and Body, where the email Body […]

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Key Announcements at Microsoft Ignite Keynote – Satya Nadella

It’s absolutely stunning atmosphere here in Chicago. What a breathtaking use of technology and level of energy with 23,000 technology folks here at Microsoft Ignite. It took two full days just to arrange chairs for the keynote! Microsoft CEO Satya Nadella spoke about how businesses are being transformed and will be the focus of Microsoft […]

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New Additions to Delve

This post goes one level further in showcasing features within Office 365 which makes day in life more productive (Read the previous post in this series) In order to get more background on Delve, read my previous articles here 1. Delve 2. Everything about Delve 3. How Delve makes life easier 4. Global Rollout “Check out […]

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The CIO’s Guide to Understanding Microsoft Cloud Services

Over the last few years, the software market has changed shape. According to Joanne Correia, research vice president at Gartner, the cloud is the main driver behind that change. Given this, over the same time period, it makes sense to see Microsoft moving its core business functions to the cloud (and the other major software […]

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Microsoft-Salesforce Integrations as Cloud Giants Shake Hands

Microsoft and Salesforce has made significant progress to their strategic partnership announced in May. They unveiled new joint solutions—including Salesforce1 for Windows, Salesforce for Office, and Power BI for Office 365 and Excel integrations with Salesforce—at Dreamforce 2014.  The companies disclosed that in early 2015, they will release a Salesforce1 app for Windows Phone. Alongside, […]

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Microsoft and Salesforce… in a Partnership?

From yesterday’s announcement: Salesforce will support Windows, Windows 8.1, build “interoperability Salesforce and Office 365,” Microsoft’s subscription-based productivity suite, and integrate OneDrive for Business, SharePoint Online, and Outlook in various capacities. Salesforce will use Microsoft’s Azure broadly. Who would have ever thought there would be a picture containing both a Microsoft CEO and Mark Benioff […]

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Microsoft Dynamics CRM 2013 Spring Release Coming Soon!

Very exciting time for Microsoft Dynamics CRM 2013 as the Spring 2014 Release is about to be available. Key themes for this release for both online and on-premises:  Marketing – Drag and drop visual Campaign Designer – Lead lifecycle management – Scalable Email Marketing – Improved Sales & Marketing Connector Sales – CRM tablet app […]

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Busy Pre-Build week for Microsoft and Azure!

The Microsoft Build Conference is set to kick off next week but the company got off to an early start this week with several different announcements. Windows Azure now generally available in China This may not sound like a huge accomplishment worthy of being called out individually but a little known fact is that Windows […]

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Microsoft’s Roadmap for Social: Detailed Analysis from SPC14

“Work like a network.”  Spend just a few minutes at SharePoint Conference 2014 and you’re bound to hear or see this phrase sooner than later. It’s here in the keynote and it’s here in the signage.  It’s here on the lips of the Yammer and Social product marketing people I had the good fortune to […]

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Microsoft acquires Parature to add customer suite to CRM

This week Microsoft made a very strategic acquisition of Parature to fill a gap that customers need that Microsoft Dynamics CRM has not been able to fulfill in the past without third-party software. Customer Support/Knowledgebase/Portal are features that Parature offers and I am sure like other recent Microsoft acquisitions Microsoft will do a nice job in tightly […]

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Webinar Replay: Microsoft Dynamics CRM for Customer Engagement

On Wednesday, we hosted a webinar, “How Memorial Hermann is Using Microsoft Dynamics CRM for Customer Engagement.” Guest speaker Kevin Kelly, manager of online marketing at Memorial Hermann, and Perficient’s Robert Fitzer, a senior solutions architect and Microsoft CRM practice lead, demonstrated how Memorial Hermann leveraged Microsoft Dynamics CRM to handle community outreach, call center […]

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Dynamics CRM for Patient Engagement: Memorial Hermann Case Study

Perficient recently worked with Memorial Hermann Health System, implementing Microsoft Dynamics CRM to handle community outreach, call center management and specialty patient onboarding. Here is an excerpt from the case study describing the challenge: …the management of disparate systems had become an increasingly arduous task. The marketing department wished to consolidate all data into an […]

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Memorial Hermann Uses Dynamics CRM for Patient Engagement Webinar

Most would agree that it’s critical to leverage technology solutions that’ll increase your competitive advantage while decreasing your costs. Healthcare organizations are doing just that, using Microsoft Dynamics CRM to reduce inefficiencies, optimize care plans and improve financial management. To learn more about customer relationship management (CRM), and specifically what your organization can accomplish using […]

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What’s Changed in CRM 2013?

Many people have been asking me lately, “So, what is new in the new version of CRM?” Microsoft recently released an overview of the new items for CRM 2013. This will be release for both on-premises and online in October 2013. Very exciting changes coming including four key themes of: Redesigned user experience Process agility CRM on […]

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Final Stages for the release of Microsoft Dynamics CRM 2013

The latest from Microsoft concerning the next release of Microsoft Dynamics CRM (2013) scheduled to be released in October 2013. This documentation (Release Preview Guide) contains the latest information as of this morning from Microsoft about what will be contained in the release. As you can see above it contacts the key these me have been […]

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CRM 2013 – Changes the Way You Will Interact with your Customers

Just attended an overview of the next release of CRM, known as Microsoft Dynamics CRM 2013, which will be released in October 2013. Many new ideas and thoughts about how the product is evolving based on the changing market place. In particular:  1. Reimagined experience  2. Process agility  3. CRM on the go and social […]

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