Category: CRM



For companies adopting Dynamics 365 Customer Engagement (CRM) solutions, struggling with report development in SQL Server Reporting Services (SSRS) can feel like being trapped in the past. But there is a more user-friendly, modern alternative! Watch this recorded webcast to see a reporting solution that reduces your dependence on IT. Learn how Xpertdoc Smart Flows for Dynamics 365 eliminates the struggle of dealing with SSRS reports. https://www.youtube.com/watch?v=GXGtbDFD1tU



Discover how Campus Management is using the Microsoft Power platform and Dynamics 365 to build solutions to address the unique needs in Higher Education. Campus Management’s Engage solution allows Higher Education Institutions to gain insights across the student lifecycle and drive actions based on the holistic view of the student. In this video, you will learn how Campus Management used the Microsoft Power platform and the new Dynamics 365 Higher Education Accelerator in their Engage solution. Learn more: https://dynamics.microsoft.com/en-us/microsoft-power-platform/ https://www.youtube.com/watch?v=mUGyp_lrNGg



Mike Dickerson,the CEO of marketing technology vendor ClickDimensions, joins us to discuss his company and its evolution in the Microsoft channel over the last two years. Now owned by private equity firm Accel KKR, the company has adjusted its focus today to three main challenges for customers and partners in the future – simplifying the technology, reducing costs, and solving the skills and resources gap. He discusses some fascinating findings about Microsoft partners, how the company has adapted to Microsoft's other marketing technology moves, and some principles of leadership. Show Notes 1:25 – The ClickDimensions origin story 3:15 – The company's position in today's market 5:15 – What a focus on the Microsoft channel and technology has meant in go-to-market and distribution 8:00 – How the company and martech field have changed in the last two years 14:00 – Addressing the marketing skills gap in B2B 17:00 – Bridging the skills gap – for partners and for customers 24:00 – A "Center of Excellence" strategy for digital agency needs, and why it is needed 34:00 – What is ClickDimensions is doing differently from Microsoft 40:00 – Serving the on-prem customer base 42:30 – Leading the company under private equity ownership 46:30 – Guidance on decision making in leadership and advisory roles at tech companies https://www.youtube.com/watch?v=SyAVOddy-Cc