Category: CRM



In this special edition of the MSDW Podcast we are featuring a recent conversation between Microsoft MVP Rick McCutcheon and Microsoft global strategic ISV alliance manager John O'Donnell on how partners are utilizing Microsoft AppSource. Rick originally published this conversation as part of his Partner Talks series. Microsoft launched its AppSource ISV solution directory in 2016 as a replacement for a collection of old and fragmented systems. The initial coverage compared it to Salesforce AppExchange and Microsoft promised it would lead to higher ISV solution quality and that it would evolve quickly with. Nearly five years later, AppSource has evolved and grown, though probably not as quickly as Microsoft has wanted. Still, most ISVs in the Dynamics 365 and Power Platform space list their solutions there, and some partners even list services offerings. Some vendors report closing sales thanks to the platform, others don't. In this conversation, O'Donnell emphasizes several strengths of the platform, from its global reach to its expanding set of offerings, beyond Dynamics 365 and Azure into other areas of Microsoft's business. They also discuss some ways vendors can optimize their listings to get the most out of the platform today. https://www.youtube.com/watch?v=xOyvYisAFVM



In this session we will guide you through: – Member Management: Sort members by type or level and accommodate staggered or irregular fees, dues or renewal periods. Members will be able to easily change their membership level or cancel membership – Event Management: Seamlessly accept registrations, track attendance numbers and accept payments – Store Front: Provide your members the opportunity to purchase relevant professional material directly through your online store. Process and schedule credit card payments and refunds in real time – Fundraising and Donor Management: Manage and track multiple campaigns and identify potential donors – Portal: Allow your members to easily manage their own profiles, register for events, purchase materials, and make donations. – Directory of Services: The directory of services offers a way for an organization to present other affiliated organizations that may provide a service that may be beneficial to a member. – Dashboards: Included in the solution is a set of four prebuilt dashboards. These dashboards are built around the different aspect of the DAB solution, but they can be further customized to meet each organization’s needs. https://www.youtube.com/watch?v=fySh3qN2LKM