Customer Engagement news & resources

MSDW Podcast: R "Ray" Wang on key themes of the Microsoft Biz Apps Analyst Forum

by Jason Gumpert
Digital feedback is key to Microsoft's current approach to biz apps, says Wang, and the Dynamics brand name could be taking a step back to support that.
Artificial Intelligence (AI) Azure BI and Reporting Business Performance Mgmt Business Process Mgmt Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management

CCM vendor Xpertdoc buys XperiDo, gaining document automation, industry expertise

by MSDW Reporter
All stock deal will expand global market reach, offering customers better platform capabilities.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Enterprise Content Mgmt Financial Services Government Insurance

Private Equity Firm Thoma Bravo takes majority stake in process automation vendor Nintex

by MSDW Reporter
As new lead investor in Nintex, Thoma Bravo says it will focus on continued growth and market leadership.
Business Process Mgmt Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Workflow Management

Challenge: Can Microsoft Dynamics partners meet market needs in 2018?

by Jason Gumpert
Technology buyers have practical expectations around digital transformation, but can Dynamics VARs talk about it effectively?
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations eXtreme365 Dubrovnik 2018

Enterprise analysts react to latest Microsoft Business Apps accomplishments, strategy

by Jason Gumpert
From Dynamics 365 to Power BI to LinkedIn and Adobe, analysts tweeted their way through a day's worth of roadmaps, demos, and planning.
CPQ (Configure, Price, Quote) Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Automation Power Automate SaaS Sales Sales & Marketing

Microsoft Dynamics Profile: MVP Marius Pedersen on solving the puzzle of Dynamics 365 / CRM

by Linda Rosencrance
From features and functions to building a new D365 practice, Pedersen describes his evolving perspective on the value of CRM-based solutions.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM MVP

Microsoft Dynamics Partner Roundup: Project accounting; GP 2018 add-ons; Regulate 365; CSP addition

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Accounting Business Central Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations GP 2018 Government

LinkedIn Sales Navigator moves to quarterly release cycle, continues to broaden app platform reach

by MSDW Reporter
SNAP adds InsideSales.com, SugarCRM, Oracle Sales Cloud; Account pages get an updated look and new features.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 LinkedIn LinkedIn Sales Navigator SaaS Sales Sales & Marketing

Public preview of Microsoft Dynamics 365 for Marketing aims to showcase the customer experience platform model

by Jason Gumpert
Available in multiple countries now, with a plan for general availability in April 2018.
BI and Reporting Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Email Management LinkedIn LinkedIn Sales Navigator Marketing Automation

MSDW Podcast: Exploring the Dynamics 365 for Marketing Public Preview with Microsoft's Kishan Chetan

by MSDW Reporter
Learn what the public preview of the Marketing app means for partners, customers, and prospects.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 MSDW Podcast Marketing Automation Sales Sales & Marketing

LATEST VENDOR RESOURCES

Maximize Your Microsoft Incentives: CSP Rebates, Co-op Funds & the New Growth Accelerator

MSDW Features

From Pain Points to Boardroom Priorities: Elevate Data Quality with Executive Ready Messaging

Plauti

How to Inject Mobility Into Your Construction Operation with WorkSiteOps + Resco

Resco

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

WebSan Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions
More Customer Engagement Videos

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
More Customer Engagement White Papers

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
More Customer Engagement Case Studies

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
More Customer Engagement Solutions