Customer Engagement news & resources

MSDW Podcast: CafeX and the Microsoft Dynamics 365 customer service opportunity

by Jason Gumpert
Lisa Craig, director of channel marketing at CafeX, talks customer service and partnering with Microsoft in an OCP world.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast One Commercial Partner

Microsoft Dynamics 365 and GDPR: What do customers and partners really think?

by Mohamed Mostafa
New data and a chance to participate in a new anonymous survey about Dynamics 365/CRM users' GDPR requirements.
Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM GDPR Regulatory Compliance SaaS Sales

Executive Q&A: How to accelerate the Microsoft Dynamics NAV channel's cloud journey

by Dann Anthony Maurno
The channel cannot wait to embrace the cloud when born-in-the-cloud ERP providers are eager for their business; they need to align with cloud partners, says SaaSplaza.
Business Central Cloud Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Managed Services

Microsoft Dynamics Partner Roundup: Data integration for AX; CPQ in a hurry; D365 fashion retail app

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Migration Dynamics 365 Dynamics AX Dynamics CRM Fashion Finance and Operations Manufacturing Marketing Automation

Esri releases subscription-based GIS for Power BI

by MSDW Reporter
Esri's Plus service aimed at enabling business users to do more with spatial data from Power BI
Automated Data Collection Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Power BI Power BI Power Platform

Microsoft Dynamics partners urge execs: Embrace digital transformation despite employee fears

by Linda Rosencrance
There is fear among users’ ranks about job loss, complexity. So digital transformation is a “people exercise,” as well as an organizational change.
Business Central Customer Engagement Digital Transformation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Event Management Finance and Operations

Microsoft announces Skype Professional Account Preview, with native billing, scheduling and notes

by Dann Anthony Maurno
Yes, you can give a guitar lesson and bill for it via Skype; you can also consult with customers.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Services Invoice Processing Professional Services

MSDW Podcast: eXtreme365 US 2017 Wrap-up with Joe Corigliano

by Jason Gumpert
An event that got Dynamics 365 partners thinking about change - in their own businesses and at Microsoft.
Customer Engagement Dynamics 365 Dynamics CRM MSDW Podcast eXtreme365 US 2017

MSDW Podcast: Dynamics 365/CRM channel impressions with Rick McCutcheon, from eXtreme365 US 2017

by Jason Gumpert
How One Commercial Partner, Dynamics 365, and the latest Microsoft product team shifts came to light at this week's eXtreme365.
Customer Engagement Dynamics 365 Dynamics CRM MSDW Podcast Power Automate eXtreme365 US 2017

Microsoft Dynamics Partner Roundup: GSA contract; SOC 2 Type II certification; UK partner buyout; Microsoft CRM vet joins partner

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations

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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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