Customer Engagement news & resources

MSDW Podcast: 2D/3D visualization for CPQ solutions with Microsoft Dynamics

by MSDW Reporter
Business Central CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations MSDW Podcast Product Lifecycle Mgmt Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Workflows; Sales sequences; RenderTemplate request; SSRS report

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Dynamics 365 Dynamics CRM Sales & Marketing
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Event Preview: D365 Tech Connect welcomes Dynamics developers, admins, and SMEs

by Jason Gumpert

The annual D365 technical event from Ellipse Solutions returns to Dayton, Ohio this November

Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Power platform

Microsoft Dynamics Partner Roundup: Payment integration: Industry alliance; Engagement letters; Learner engagement

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Accounting Business Central Business Process Mgmt Customer Engagement Document Automation Dynamics 365 Education Finance and Operations Financial Management Financial Services Life Sciences Manufacturing
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Key Features in a Microsoft Dynamics 365 CRM User Action Monitoring Solution

by Sam Kumar

4 features that a user action monitoring app for D365 CRM should provide, from activity tracking to data quality and beyond

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM User Adoption User Management

Microsoft Dynamics Partner Roundup: Print connector; Migration; Email marketing; Cloud advanced specializations

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Data Integration Document Automation Dynamics 365 Dynamics CRM Finance and Operations Manufacturing Marketing Automation Sales & Marketing Supply Chain Management
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Success with Integration: Uniting Microsoft Dynamics 365 CRM and QuickBooks

by Sam Kumar

Tips for implementing an integration and realizing the benefits

Customer Engagement Data Integration Dynamics 365
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The changing business opportunities of modern location intelligence

by Sam Kumar

We can understand today's location intelligence technology opportunities by studying the recent past.

BI and Reporting Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Government Hospitality Sales & Marketing

Microsoft Dynamics Partner Roundup: AEC solution; New Power Apps; PLM win; Specializations

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Architecture Business Central Construction Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Engineering Finance and Operations Food & Beverage Power Apps

From the Microsoft Dynamics 365 CRM Blogs: Workflows; Sales sequences; 'RenderTemplate' request; SSRS report

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales & Marketing

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What You Need to Know About the Perils of Overly Customizing Microsoft Dynamics CRM

Aha Apps

Syncing Field Service Technician Bookings To Outlook Calendar

Aha Apps

Think “Outside the Box” with Document Automation for Dynamics CE

Experlogix

Building Scalable Sales Processes with Automated Playbooks in Microsoft Dynamics 365 CRM

Inogic

Automation Unleashed: Streamlining Successful Events

emfluence
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The Right Questions To Seal The Deal

Aha Apps

Mastering the art of asking the right questions is vital to qualifying prospects and closing the sale

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Field Service Finance and Operations Manufacturing Sales & Ops Planning

Supercharge Your Sales with The Ultimate Sales Playbook

Aha Apps

This comprehensive guide provides a sales playbook template and key information to level up your performance

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Sales & Marketing

The CRM Selection Checklist

Aha Apps
Make your CRM adoption process a smooth one
Customer Engagement Dynamics 365 Dynamics CRM

Why Microsoft Dynamics CRM Projects Fail and 8 Things You Can Do to Prevent Failure

Aha Apps

This eBook will help you identify the best practices to avoid CRM project failure.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics Marketing Sales & Marketing User Adoption

Achieving Your Growth Goals with World-Class Subscription Management - A Buyer's Guide

Bluefort

This Buyer's Guide will walk you through picking the perfect subscription management solution

Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Chemicals Construction Consumer Goods Customer Engagement Design & Decorating
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Ukraine War Animals Relief Fund Uses Maplytics to Help Find Animal Shelters

Inogic

The nonprofit society uses Maplytics to trace and plot the shelters that rescue the animals rendered homeless during the War and trace their needs for food, medicine, or o...

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Not For Profit Power Apps Route Optimization Sales Web-based Mapping

Performance Brokerage Services uses Maplytics to identify and plot the dealerships!

Inogic

Performance Brokerage Services was able to derive locational insights of prospective businesses near their new dealerships with the Radius search feature of Maplytic...

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Financial Services Power Apps Professional Services Route Optimization Sales Web-based Mapping

Strong Spas Uses Maplytics To Efficiently Schedule Service Calls With The Customers And Provide High-Quality Service

Inogic

 Maplytics to match each service ticket with the closest technician available on the field, ensuring prompt and efficient service delivery.

Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Manufacturing Power Apps Web-based Mapping

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
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Prevent Duplicate Dynamics 365 CRM Records with Real-Time Deduplication - DeDupeD

DeDupeD is a data hygiene app for detecting and preventing duplicate records in Microsoft Dynamics 365 CRM and Dataverse. It...
Customer Engagement Dynamics CRM

Enforce best practices in Dynamics 365 CRM - Business Process Checklist

Simplify your internal processes by enforcing best practices using Business Process Checklist within Microsoft Dynamics 365...
Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM

Gamification for Dynamics 365 CRM - Gamifics365

Gamifics365 is a gamification app that helps to improve user adoption and productivity with engaging games and activities...
Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM User Adoption

ServiceTeam ITAM

ServiceTeam ITAM lets you leverage Microsoft Power Apps, Dynamics 365 and the Power Platform eco-system to proactively plan...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Power Apps Power Apps Portals Power Automate Power BI Power platform

Dynamics Advanced Field Service - HSO Innovation

HSO Innovation offers new ways, using new technology, new applications, new processes, and new approaches to assist our...
Customer Engagement Dynamics 365 Field Service Field Service Invoice Processing Professional Services Service Management
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