Customer Insights - Journeys (Marketing) news & resources

Pocketstop integrates communication, loyalty solutions with Dynamics AX, CRM

by Linda Rosencrance
Pocketstop’s Loyalty and Rewards Platform to integrate with AX; Broadcast API to integrate with CRM Online
AX 2012 R3 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics CRM Online Marketing Automation Mobile Applications

From the Microsoft Dynamics CRM Blogs: Fixing status reasons; Option set labels via OData + Power Query; CRM 2013 Load Balancing; Early v. late binding performance

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Business Performance Mgmt CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Automation Power BI

How adding 'Insights' to Microsoft Dynamics CRM has boosted one GP partner's sale intelligence in unexpected ways

by Mark Anderson
The free solution for CRM Online professional users has yielded unexpected benefits, says one Microsoft partner
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Dynamics GP Professional Services SaaS Sales Sales & Marketing

Microsoft Social Listening now rolling out to Dynamics CRM Online customers

by Jason Gumpert
Provisioning for eligible customers taking place throughout August
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM SaaS Sales Sales & Marketing Social CRM Social Networks

InfoHounds mortgage customer retention tool integrates with Microsoft Dynamics CRM

by Linda Rosencrance
Integration aims to boost customer retention by adding mortgage market data to CRM
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Financial Services Loan Management Marketing Automation Sales Sales & Marketing

Microsoft extends Dynamics CRM Online to 17 new locations, adds Brazil data center

by Jason Gumpert
Dynamics CRM Online is now available in four global regions serving over 50 global markets
CRM Online Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Sales Sales & Marketing

Dynamics Profile: Development of a Microsoft Dynamics CRM professional, from student to MVP

by Linda Rosencrance
Atilio Rosas Estigarribia found Dynamics CRM as a student. Ten years later his professional development with the product continues.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MVP Sales Sales & Marketing xRM

Microsoft to partners: Dynamics CRM pursuing aggressive customer growth, product improvement, integrated vision

by Jason Gumpert
Dynamics CRM pitches vision for connecting sales, marketing, and customer care, with social as the fabric
BI and Reporting CPQ (Configure, Price, Quote) Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM)

How We’re Using Microsoft Dynamics: AX 2012 R2 motoring across a company in three phases

by Bridget McCrea
How one automotive restoration and performance products seller plans to deploy AX from sales and marketing to call centers, product management, logistics and beyond
Accounting Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX E-Commerce Financial Management Logistics

TinderBox integrates its sales automation software with Microsoft Dynamics CRM

by Jason Gumpert
Four year old venture-funded firm developing partner alliances in Microsoft channel
Customer Engagement Customer Insights - Journeys (Marketing) Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Sales Sales & Marketing Sales & Ops Planning Sales Quoting

LATEST VENDOR RESOURCES

Power Automate Essentials for Customer Insights – Journeys

Coffee + Dunn

The Permission Slip: Managing Consent in D365 Customer Insights - Journeys

Coffee + Dunn

[Dynamics 365 CE @ Work] Turning Customer Data into Revenue: Leveraging D365 Customer Insights for Better Engagement

TD SYNNEX

Send It Right: Email Basics for Customer Insights – Journeys

Coffee + Dunn

5 Ways to Drive Revenue with Copilot and Agents in Customer Insights

Coffee + Dunn
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Beyond Go-Live: How to Maximize the Long-Term Value of Microsoft Dynamics

AlfaPeople
How to keep Microsoft Dynamics creating value long after go-live.
Business Central Commerce Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics AX Dynamics CRM

5 Operational Gaps Manufacturers Must Address Before AI

Inner Join Technologies
Assess your manufacturing organization's readiness for AI.
AI Agents AI and Machine Learning Azure Business Central Business Performance Mgmt Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Databases

The Ultimate Guide to Dynamics 365 | Expert Edition 2026

Dynamics Square USA
Discover how Microsoft Dynamics 365, Fabric, Power Platform, and Copilot work better together.
AI and Machine Learning Azure Business Central Commerce Compute Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service

Building a Connected Revenue Engine with Microsoft Dynamics 365, Customer Insights, and AI

Coffee + Dunn
Predictable growth starts with a connected revenue engine. Learn how Microsoft Dynamics 365 and AI can help align sales, marketing, service, and data.
AI and Machine Learning Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Fabric Finance and Operations

Downloadable Checklist: Customer Insights-Journeys vs. Marketing Automation

emfluence
A quick checklist to determine whether Customer Insights-Journeys is the right fit for your team.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing
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How Defaqto Took Back Control of Its Dynamics 365 CE Data

Plauti
How Defaqto cleaned up 2,000+ duplicate Dynamics 365 accounts and improved ongoing data quality.
AI Agents Contact Center Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Power Apps

Adrian Steel Unified CRM and Marketing Data Across Five Platforms with Inner Join's Power BI Expertise

Inner Join Technologies
Unified reporting turns fragmented data into actionable intelligence. See what's possible when your data works together!
Automated Data Collection Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Integration Databases Dynamics 365 Dynamics CRM

How CorVent Medical Unified Sales and Marketing with Microsoft Dynamics 365

New Dynamic
Discover how CorVent Medical unified sales and marketing with Dynamics 365 to boost alignment and pipeline visibility.
Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Health & Wellness Healthcare Manufacturing Medical Devices Sales

Global Rotational Molded Plastics Transforms with Business Central

VCIO Global
Learn how PolyJohn Enterprises undertook their digital transformation with VCIO Global, M365, CRM and Business Central.
AI and Machine Learning Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Dynamics 365 Manufacturing Power Apps Power Automate Power BI

How WatchBox Turned Scattered Customer Data into One Trusted View of Every Collector

Plauti
When a collector’s buying history is spread across a dozen records, personal service is out of reach. See how WatchBox built a single trusted customer view and saw month-over-month
AI Agents Contact Center Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Jewelry
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Next Best Action - AI/ML-Powered Recommendations for Microsoft Dynamics 365 CRM

Next Best Action is an AI/ML-powered assistant for Microsoft Dynamics 365 CRM that analyzes CRM data, customer interactions...
AI Agents Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation

Microsoft Dynamics 365 AI Opportunity Lab

Turn AI Possibilities into Practical Outcomes for D365 CE/CRM Microsoft Dynamics 365 CE/CRM contains rich business data, and...
Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing

Microsoft Dynamics 365 CE/CRM Health Check

Maximize Your Investments With a Dynamics 365 Health Check • Is CRM adoption meeting expectations? • Is CRM being used the...
Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing

TextSMS4Dynamics - SMS Integration for Dynamics 365 CRM

TextSMS4Dynamics is a powerful SMS integration solution for Microsoft Dynamics 365 CRM and Dataverse that enables businesses...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Unified Communication

LiveChat4Dynamics

LiveChat4Dynamics is a powerful Live Chat integration for Microsoft Dynamics 365 CRM and Dataverse that enables businesses to...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Unified Communication
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