Customer Engagement news & resources

Microsoft Dynamics ISV To-Increase acquires equipment rental and leasing software firm HiGH Software

by MSDW Reporter
The deal includes HGH Business Consultancy, augments To-Increase’s rental, leasing, transport, and services offerings.
Customer Engagement Distribution Dynamics 365 Dynamics AX Finance and Operations Freight Management Industrial Equipment Logistics Manufacturing Project Service Automation Rental Service Management

How to differentiate your partner business in the crowded world of Microsoft Dynamics 365/CRM VARs

by Mohamed Mostafa
Understand the growing danger of approaching your current and prospective customers with a "vanilla" approach to delivering their next business solution.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: NAV manufacturing partnership; Supply chain for NAV 2018; ERP Connectors; Partner name change

by MSDW Reporter
A selection of announcements from the Dynamics partner channel.
Business Central Customer Engagement Data Integration Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL EDI

Updated: Microsoft ending Dynamics 365 CRM's Cortana assistant preview but planning "long term intelligent solution experience"

by Jason Gumpert
Dynamics 365 will no longer appear in Cortana’s notebook and prompts will cease, team says.
Artificial Intelligence (AI) Cortana Customer Engagement Dynamics 365 Dynamics CRM

Atrio acquires NuSoft Solutions, broadening its Microsoft solution offerings

by MSDW Reporter
New practice, NuSoft, to be led by founder Dale Mansour with focus on digital transformation journeys.
Customer Engagement Digital Transformation Dynamics 365 Dynamics CRM

Five reasons why every organization should conduct regular cybersecurity self-assessments

by Kathy Killingsworth
From documentation to risk and user management, organizations can easily lose track of their ability to defend against cyber threats.
Business Central Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate Regulatory Compliance

From the Microsoft Dynamics 365/CRM Blogs: Project service automation; Missing account fields; Console connection; SharePoint integration

by MSDW Reporter
A selection of the latest insight from the Microsoft Dynamics 365/CRM blogs
Customer Engagement Dynamics 365 Dynamics CRM Project Management SharePoint

Social selling: Microsoft Relationship Sales brings LinkedIn Sales Navigator to Dynamics 365/CRM

by Dann Anthony Maurno
How LinkedIn Sales Navigator builds on the classic job-seeking/hiring application data for social selling, and where Dynamics 365/CRM customers stand to benefit.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM LinkedIn Sales Navigator Sales Sales & Marketing Social Networks

January plans: Get ready to schedule your Microsoft Dynamics 365 CRM v9 update

by MSDW Reporter
Version 9 update scheduling should start in January, for updates from February through August 2018, says company.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate

Executive Q&A: Predicting Microsoft Dynamics 365’s role in the future of retail

by Dann Anthony Maurno
BDO Canada’s Eric Matusiak on how Microsoft technology meets customers’ lengthy list of demands
Commerce Customer Engagement Dynamics 365 Dynamics CRM E-Commerce Loyalty Management Machine Learning Power Automate Retail Retail POS Web Storefront

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Unleash Copilot in Dynamics 365 Customer Engagement

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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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