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Dynamics 365

Explore business resources and insights

Explore these resources to empower your business with actionable insights on managing customer relationships, streamlining operations, and enhancing service.

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CRM

What is customer relationship management (CRM)?

Learn more about how CRM helps businesses manage interactions with customers, streamline processes, and improve profitability.
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More articles to explore

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ERP
What is enterprise resource planning (ERP)?
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ERP
What is cloud ERP?
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Service
Inventory system management basics
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Dynamics 365 resources

Essential resources for business growth

Dive deeper into strategic resources that cover key aspects of business management, from optimizing operations to enhancing customer experiences.
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ERP

What is cloud ERP?

Explore the benefits of cloud enterprise resource planning (ERP) systems—and learn how to adopt this technology at your company.
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CRM

What is a CRM system?

Discover how CRM systems enhance customer interactions, streamline processes, and drive business growth.
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Service

What is customer self service?

Learn how empowering customers to find answers and resolve issues on their own helps improve service operations and experiences.
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CRM

What is CRM?

Learn how to centralize and manage customer data efficiently and why it’s critical to operations.
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ERP

What is ERP?

Discover how ERP boosts efficiency, cuts costs, and seamlessly unites people, data, and processes.
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ERP

Why you need an ERP system

Learn about ERP systems and the benefits they offer our business.
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CRM

An introduction to CRM tools

Explore how CRM tools track connections, gather data, personalize experiences, and streamline sales.
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Service

Inventory management system basics

See how to ensure total inventory visibility from receipt to ship date to maximize profitability.
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Service

How help desk software supports customers

Learn how to enhance services with online help desk software and chat and email self-service tools.
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ERP

What is a subsidiary company?

Explore how subsidiary companies help your business plan and grow strategically.
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ERP

A guide to order management systems (OMS)

Eliminate ecommerce order hassles, streamline sales, and enhance efficiency with an OMS.
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CRM

What is customer experience management?

Find out how strategic tech transforms customer relationships with personalized experiences.
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CRM

Choosing the best CRM business solution

Learn how to assess your needs and goals to find the right CRM for your business.
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ERP

What is financial management?

Strategically establish controls and monitor all resources to achieve business goals.
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ERP

What is fixed asset accounting?

Discover fixed asset accounting and how it helps businesses track inventory, sales, and production.
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CRM

What is marketing automation?

Automate marketing tasks to simultaneously boost ROI and enhance customer satisfaction.
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CRM

What is customer experience (CX)?

Discover strategies to upgrade CX for greater business success.
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ERP

What is financial analytics?

Maintain accurate financial statements to ensure business health and remain competitive.
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CRM

What is a customer data platform (CDP)?

Learn about CDP software and how it unifies customer data for personalized insights.
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CRM

How to get the most out of CRM software

Maximize your CRM system beyond automation by engaging customers and anticipating their needs.
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ERP

Finding the right ERP software solution

Explore ways to choose the best ERP solution based on your business needs.
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ERP

How ERP systems enhance supply chain management

Streamline supply chain management processes with ERP integration.
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Service

How field service management software works

Empower your mobile workforce with field service management software for proactive customer care.
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CRM

What is customer journey mapping?

Visualize the steps customers take to effectively complete specific actions.
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CRM

What is a customer journey?

Explore the benefits of optimizing customer journeys to nurture customer loyalty and drive success.
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ERP

Four key financial management software benefits

Control finances, streamline processes, enhance visibility, and improve planning.
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CRM

A comprehensive guide to lead generation

Explore lead generation’s importance, mechanics, and impact on your sales pipeline.
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Service

What is customer service?

Learn the definition and pillars of good customer service to elevate journeys and boost retention.
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Service

Customer service software and brand loyalty

Streamline workflows, speed up responses, and exceed customer expectations with the right software.
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ERP

Understanding project accounting

Learn how to track expenses, manage resources, and gain insights for future success.
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CRM

What is behavioral analytics?

Discover how to use behavioral analytics to understand and predict customer behavior.
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ERP

Your essential guide to inventory control

Learn about the benefits of inventory control systems and how to find the right one for your needs.
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ERP

Seven trends in supply chain innovation

Learn how new supply chain technology leads to greater resiliency and efficiency.
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CRM

Sales force automation: How to close more deals

Boost sales, revenue, and efficiency to close deals faster with sales force automation.
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ERP

What to look for in HR Solutions

Explore insights into modern HR solutions to learn which HR software suits your company best.
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ERP

What is account takeover?

Understand different types of account takeovers and ways to prevent account takeover fraud.
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A person wearing a hard hat and blazer is using a tablet in a warehouse filled with stacked boxes.
ERP

What is supply chain management (SCM)?

Learn how SCM helps businesses control the flow of goods and services.
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ERP

What is globalization?

Utilize global expansion for financial visibility, streamlined operations, and growth.
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CRM

What is a data management platform (DMP)?

Explore how a DMP can unify and analyze customer data effectively.
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CRM

Benefits of finding the right CRM system

Automating and streamlining sales, marketing, and service has benefits for customers and businesses.
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CRM

What is sentiment analysis?

Learn how sentiment analysis uncovers customer feelings and audience insights.
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CRM

What is sales enablement?

Learn about how sales enablement targets the right customers at the right time.
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ERP

How to allocate resources

Explore how to allocate resources for efficient, cost-effective projects and organizational success.
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CRM

What is customer retention?

Retaining customers helps maximize loyalty, increase profits, and optimize customer lifetime value.
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A man wearing glasses and a blue shirt holds a credit card while looking at a laptop.
ERP

Types of credit card fraud

Learn about the kinds of credit card fraud and why online retailers need to invest in credit card fraud detection technology.
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ERP

Why retailers need loss prevention strategies

Discover approaches to loss prevention in retail and how fraud protection software can protect profits.
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ERP

What is fraud prevention?

Learn how a fraud prevention service detects and prevents activities that put your business at risk.
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CRM

What is demand generation?

Explore a holistic approach to cultivating long-term customer relationships.
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CRM

What is inbound marketing?

Learn the variety of techniques used to attract customers and convert them into leads.
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ERP

What is augmented reality?

Augmented reality boosts business outcomes by enhancing training, efficiency, and future readiness.
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