Customer Engagement news & resources

Best of 2017: Among Microsoft Dynamics 365/CRM experts, some preach pragmatism while others push tech limits

by Jason Gumpert
What we learned about Microsoft’s CRM roadmap in 2017, and how it fits with broader cloud tech plans.
Artificial Intelligence (AI) Azure Azure Machine Learning BI and Reporting CDS Cloud Common Data Service Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Digital Transformation Dynamics 365

Microsoft Dynamics Webcasts, December 11-15, 2017: Vendor card payments; NAV sales & use tax; Blockchain for CRM; Replace Management Reporter

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Accounting BI and Reporting Budgeting Business Central Credit Card Processing Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

Microsoft Dynamics Partner Roundup: Customer engagement for insurance; Payroll for D365; German VAR acquisition; New training; Executive hires

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 HR Management Insurance Marketing Marketing Automation Payroll Processing Power Automate

The Role of Time Tracking Software in Making Your Organization Profitable

by Ruth Ann Ellerbrock
Know the benefits of good time tracking software for Microsoft Dynamics before you begin your evaluation.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Time & Attendance

MSDW Podcast: Microsoft MVP Leon Tribe on Salesforce, Flow, and agile Dynamics 365 CRM projects

by Jason Gumpert
Azure Customer Engagement Dynamics 365 Dynamics CRM Flow MSDW Podcast MVP Power Automate Power Platform Salesforce.com

Microsoft enhances Dynamics 365 data integration in latest Common Data Service update

by MSDW Reporter
Lets users sync accounts from Dynamics 365 for Sales to customers in Dynamics 365 for Finance and Operations, Enterprise edition.
Azure Common Data Service Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Marketing Power Platform Project Management SaaS Sales Sales & Marketing

Microsoft Commercial and Enterprise CVP to analysts: Aggressive cloud investment can co-exist with customers' hybrid, on-prem interests

by Dann Anthony Maurno
The company is ready for customers’ cloud migrations, but at customers' speed, says Microsoft’s Dave O’Hara
Business Central Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Microsoft Corporate Power Automate azure

Manufacturing and Microsoft: Making the marriage work

by Lou Washington
Microsoft and manufacturers continue to “work on the relationship” to keep it fresh.
Artificial Intelligence (AI) BI and Reporting Business Central Business Performance Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Field Service

Blockchain and CRM: Opportunities to boost our trust in government and industry

by Stefano Tempesta
Understand the technology behind Bitcoin and how it could drive a new generation of government and industry solutions.
Bitcoin Blockchain Customer Engagement Dynamics 365 Dynamics CRM Government Power Automate Security

MSDW Podcast: SAP on Azure; GDPR with D365; NAV excitement; The ISV journey, and more

by MSDW Reporter
A roundup of two weeks of Microsoft Dynamics news and expert opinions with MSDynamicsWorld editors
Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations GDPR MSDW Podcast Power Automate S4HANA SAP Virtualization

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Business Benefits of the Microsoft Ecosystem

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Advanced View Controls in Dynamics 365 CRM

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Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

Tips for Selecting a Microsoft Dynamics 365 Partner

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Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

emfluence
Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

MSDW Solution Evaluation Report: Celigo

Celigo
Detailed solution feedback from an expert panel of independent evaluators from the Microsoft MVP (Business Applications) community
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Finance and Operations

Revenue Recognition Module Deprecation in D365 Finance and Next Steps

Binary Stream
Learn what factors to consider when migrating from RevRec to Subscription Billing, and explore what the most crucial steps to take
AI Bill Of Material Mgmt Business Central Customer Engagement Customer Insights Customer Service Databases Development Dynamics 365 Finance and Operations Financial Services Marketing

Dynamics CRM Integration with Multiple NAV instances using Connect Bridge

Connecting Software
Many organizations connect Dynamics CRM to their Dynamics NAV using Microsoft's out-of-the-box integration, but how can you achieve this for multiple NAV instances?
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV

Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

TheTestMart
Discover how to revolutionize your automated testing strategy for Microsoft Dynamics 365 with our expert guide
Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations Sales
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Infographic: Enhancing City of Austin’s Economic Development with Microsoft Dynamics 365 CRM

Sikich
Discover how the City of Austin's Economic Development Department leveraged Microsoft Dynamics 365 CE to drive economic growth and operational success.
Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Government Marketing Power Apps Power Automate Power Platform Sales Insights

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

Sikich
Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
Azure Construction Customer Engagement Customer Insights Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart
Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

TheTestMart
Discover how Reily Foods streamlined their testing processes after upgrading to Dynamics 365 Finance
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations
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MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...
AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

MetaShip - Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive...
AI Business Central Commerce Customer Engagement Distribution Dynamics 365 E-Commerce Field Service Finance and Operations Forecasting Manufacturing Mixed Reality

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
AI Aerospace & Defense Automotive Customer Engagement Distribution Dynamics 365 Dynamics CRM Education Industrial Equipment Manufacturing Professional Services Sales & Marketing
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