Customer Engagement news & resources

Microsoft advises remaining Dynamics 365/CRM Online customers on v8.1: Prepare to update

by MSDW Reporter
All 8.1 users must be up to v9 by July 31, Microsoft stated in a new blog post
Customer Engagement Dynamics 365 Dynamics CRM

Dynamics channel vet Mike Gillis named leader of DXC Technology North American Microsoft practice

by MSDW Reporter
Enterprise software veteran to oversee practice, including Tribridge and Concerto Cloud subsidiaries.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

From the Microsoft Dynamics 365/CRM Blogs: Virtual entities; Email invoice; Duplicate e-mail signatures; Restrict 'from lookup'

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/CRM blogs
Customer Engagement Dynamics 365 Dynamics CRM Email Management Invoice Processing

Microsoft Dynamics Partner Roundup: D365 cloud integration; Credit union CRM win; Workflow for D365; Reseller network grows

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV Workflow Management

Microsoft intros Outlook category-based tracking in server-side synchronization for Dynamics 365

by MSDW Reporter
Microsoft aims to bridge the gap between the D365 App for Outlook and the legacy Outlook add-in
Customer Engagement Dynamics 365 Dynamics CRM Email Management

Summit EMEA News & Notes, Part 1: Microsoft Dynamics 365 for Finance and Operations

by Jason Gumpert
Microsoft focuses on service, data analytics, and PowerApps in discussions of Dynamics 365 at Summit EMEA
AXUG Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Human Resources (Talent) Summit EMEA 2018 Talent crmug

Summit EMEA News & Notes, Part 2: Microsoft Dynamics 365 for Customer Experience

by Jason Gumpert
Microsoft seems destined to blur product lines even further, based on presentations at Summit EMEA
BI and Reporting Bots Business Performance Mgmt Business Process Mgmt Business Rules Mgmt CDS CDS for Analytics CDS for Apps Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service

Microsoft UK refreshes its marketing: What the changes mean for partners

by Steve Sydee
Findings from an Executive Round Table with Scott Allen, Microsoft UK's CMO.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Finance and Operations IAMCP Microsoft Corporate

24 Hour Fitness to deploy Microsoft Dynamics 365 for Sales with Adobe Experience Cloud

by MSDW Reporter
Aims to combined view of guests, members, performance, and messaging for its different business units and across 420 clubs.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Marketing Automation Marketing Resource Mgmt (MRM) SaaS Sales Sales & Marketing

Preparing for GDPR: How Power BI usage impacts Dynamics 365 / CRM compliance

by Eamon McCarthy Earls
Power BI users need to understand how to prepare for the EU GDPR regulations, set to be implemented in May, 2018
BI and Reporting Customer Engagement Data Archiving Data Integration Data Management Data Warehousing Dynamics 365 Dynamics CRM GDPR Microsoft Power BI Power BI Power BI

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Dynamics Futures - The Next Decade of Microsoft: Predictions, Priorities, and Progress

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Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions
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Your Guide, Your Partner, Your Microsoft Advantage

JourneyTeam
When technology projects feel overwhelming, the right partner changes everything.
Azure Copilot Customer Engagement Dynamics 365 Fabric Partner Strategy Power Platform Purview

Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM

JourneyTeam
Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity
AI and Machine Learning Azure Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment

Coffee + Dunn
Explore the strategic benefits of aligning sales and marketing, from first touch to closed deal.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Sales & Marketing

Connecting Marketing Impact to Revenue Growth: Building a Modern Value Measurement Framework

Coffee + Dunn
A practical model that connects performance metrics across stages, departments, and systems
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Sales & Marketing

The Modern Guide to Microsoft Dynamics and Marketing Automation

emfluence
Turn your Microsoft Dynamics data into automated, revenue-driving campaigns with this practical guide to marketing automation
Customer Engagement Dynamics 365 Dynamics CRM Marketing Automation Sales & Marketing
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QualiChem Drives Smarter Field Operations with Maplytics for Dynamics 365

Inogic
Customer Engagement Dynamics 365 Web-based Mapping

Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting

Forvis Mazars
An upgraded CRM system led to improved sales processes with better forecasting for Axiom.
Customer Engagement Dynamics 365 Dynamics GP Engineering Sales Sales & Marketing

Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM

Forvis Mazars
Haire Group’s Microsoft integration helped streamline processes and improve efficiency.
Customer Engagement Dynamics 365 Manufacturing Sales Sales & Marketing

Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Oil Sales Sales & Marketing
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WhatsApp4Dynamics – WhatsApp Integration with Microsoft Dynamics 365 CRM

WhatsApp4Dynamics is a powerful communication and customer engagement solution that integrates WhatsApp Business directly...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Power Apps Power Platform Sales

PlanAutomate Project Analyst AI Overview

Download the 2-page brochure to learn more about PlanAutomate's AI Analyst included in their software. Don’t settle for “book...
Aerospace & Defense Architecture Chemicals Construction Customer Engagement Dynamics 365 Dynamics AX Energy Engineering Finance and Operations Government Government Contractors

PlanAutomate Overview

Download this 2-page brochure that provides a high-level overview of PlanAutomate, our solutions, and services for project...
Aerospace & Defense Architecture Business Process Mgmt Construction Customer Engagement Dynamics 365 Dynamics AX Energy Engineering Finance and Operations Financial Management Government

User Adoption Monitor – Track, Measure & Improve Dynamics 365 CRM Engagement

User Adoption Monitor is an intelligent user activity tracking and performance analytics app for Microsoft Dynamics 365 CRM...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

PlanAutomate Quick Guide

This Quick Guide will help you understand PlanAutomate and Project Automation for Dynamics 365 Finance at a high-level and...
Aerospace & Defense Architecture Chemicals Construction Customer Engagement Dynamics 365 Energy Engineering Finance and Operations Government Contractors Industrial Equipment Life Sciences
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