Customer Engagement news & resources

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

Running government from the cloud: Tips for implementation teams

by Alicia L. Antonetti-Tricker
Naturally, government is different from the private sector. Crowe Horwath describes what is different, and the unique elements of project success.
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Government

Microsoft Dynamics Partner Roundup: D365 retail replenishment; Donor management; EDI for GP 2018; Inspections for government

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
BI and Reporting Commerce Customer Engagement Dynamics 365 Dynamics CRM Dynamics GP EDI Government Inventory Management Not For Profit Power BI Power BI

Our Microsoft Dynamics predictions for 2018

by Jason Gumpert
Will there be a LinkedIn-magnitude story in 2018? Growth or consolidation in the channel? Sunrise on talent and, maybe, a sunset for GP? Here are our prognostications.
AppSource Azure Business Central CDS Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing

Microsoft Dynamics 365 for Finance & Operations: December update includes Power BI reports, self-serve vendor collab, India regs (and more)

by MSDW Reporter
Microsoft sends off 2017 with a comprehensive service update, with new efficiencies in both implementation and end-to-end integration
Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics CRM Localization Power BI Power BI Power Platform Sales Sales & Marketing

MSDW Podcast: Microsoft MVP Pablo Peralta on building a business and a community around Dynamics 365/CRM

by Jason Gumpert
Microsoft MVP Pablo Peralta talks about Comunidad365 and changes in the Spanish language Dynamics 365 community.
Comunidad365 Customer Engagement Dynamics 365 Dynamics CRM MSDW Podcast

SBS Group and Socius to merge into Velosio, a scaled-up Microsoft partner

by Jason Gumpert
Executives see “strategic combination” as the spark for next level of growth
Business Central Cloud Solution Provider (CSP) Customer Engagement Digital Transformation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations ICSP

LATEST VENDOR RESOURCES

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

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
More Customer Engagement Videos

Lead the Change: Build a Future-Proof Customer Contact Center with AI

JourneyTeam
Ready to modernize your contact center? This guide breaks down exactly how.
Call Tracking Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Telephony

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
More Customer Engagement White Papers

Palmer-Donavin Elevates Sales Planning and Customer Engagement with Power Apps and Dynamics 365

JourneyTeam
How Palmer-Donavin moved from spreadsheets to real-time insights
Customer Engagement Customer Service Distribution Dynamics 365 Sales Sales & Marketing Sales & Ops Planning

How Smarter Furnishings Unified Sales, Operations, and Finance with Dynamics 365 Business Central

JourneyTeam
Unifying operations and scaling faster with Dynamics 365 Business Central
Accounting Business Central Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Furniture Manufacturing Power BI Power Platform Retail Sales

Protech Automotive Solutions – Field Operations / Dynamics 365 + Power Platform

JourneyTeam
Transforming field operations with a connected Microsoft Dynamics 365 and Power Platform solution
Automotive Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Platform Project Operations Project Service Automation

Modernizing Student Engagement at UVA’s Batten School with Microsoft Power Platform

JourneyTeam
Outgrown its legacy student engagement tools, relying on scattered systems and manual processes
Azure Customer Engagement Dataverse (CDS) Dynamics 365 Education Power Apps Power BI Power Pages Power Platform Student Information System

QualiChem Drives Smarter Field Operations with Maplytics for Dynamics 365

Inogic
Customer Engagement Dynamics 365 Web-based Mapping
More Customer Engagement Case Studies

Attach2Dynamics - Attachments & Documents Management for Optimized Storage in Dynamics 365 CRM

Attach2Dynamics helps you migrate heavy attachments, reduce Dynamics 365 storage costs, and streamline document operations...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Storage

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
More Customer Engagement Solutions