Customer Engagement news & resources

Microsoft Dynamics Webcasts, October 23-27, 2017: D365 doc management; AWS for ISVs; Sales Navigator lead gen; Migrating AX, NAV, GP, SL to cloud

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
Business Central Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

Microsoft Dynamics Partner Roundup: Data integration for D365; AP automation; New productivity apps; Florida partnership

by Linda Rosencrance
A selection of the latest news from the Dynamics partner channel.
AP Automation Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Payment Processing Power Automate

Directions EMEA 2017: Beyond Madrid, Dynamics NAV partners are eager for more Microsoft long term vision

by Jason Gumpert
Event chairman Christian Sega reflects on the event’s outcome and what EMEA partners and subsidiaries will be pushing for next.
Business Central Customer Engagement Directions EMEA 2017 Dynamics 365 Dynamics CRM Dynamics NAV NAV 2018 Tenerife

Microsoft channel anxiety? November's eXtreme365 aims to guide Dynamics 365 partners

by Jason Gumpert
A look at the guidance partners will be looking for at eXtreme365 in November.
Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Microsoft Corporate eXtreme365 US 2017

It's not all gloom: Why GDPR is also an opportunity for Microsoft customers and partners

by Mohamed Mostafa
Microsoft Dynamics solutions provide the necessary tools for GDPR compliance, but it is up to partners and customers to use them effectively
Customer Engagement Directions EMEA 2017 Dynamics 365 Dynamics CRM GDPR Power Automate Regulatory Compliance

Microsoft Dynamics Webcasts, October 16-20, 2017: Automated budgeting; Azure AD Integration; What’s new in CRM?; Smart budgeting for GP

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Budgeting Cloud Common Data Service Customer Engagement Customer Relationship Mgmt Data Integration Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

From the Microsoft Dynamics CRM/365 Blogs: Option sets; Autonumber; Relevance Search; License required?

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics CRM/D365 blogs.
Customer Engagement Customer Relationship Mgmt Data Integration Data Management Data Migration Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: HP taps CafeX; No-cost AX migrations/upgrades; Cloud collaboration; AX for warehousing

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Collaborative Workspaces Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Inventory Management Omnichannel

Summit 2017: Microsoft introduces Dynamics 365/CRM v9 enhanced usability, LinkedIn integration, Azure analytics

by Jason Gumpert
Sales Navigator integration is improving, company says, and so are analytics tools like Customer Insights.
CRMUG Summit 2017 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM LinkedIn LinkedIn Sales Navigator Sales

LinkedIn rolls out Sales Navigator updates for CRM data validation, sales & marketing integration, Dealbook

by MSDW Reporter
Updates aim to help sales, marketing professionals work better together.
Customer Engagement Dynamics 365 Dynamics CRM LinkedIn LinkedIn Sales Navigator

LATEST VENDOR RESOURCES

Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights

Coffee + Dunn

How to Infuse AI into Microsoft Business Applications

HSO

Scaling on Dynamics 365 CE: When Built-In Deduplication Isn’t Enough, and How Plauti Bridges the Gap

Plauti

Exploring Microsoft Copilot in Dynamics 365 and Microsoft 365

Encore Business Solutions

Smarter Sales, Stronger Financials: Driving Revenue with ERP + Dynamics 365 Sales

ENAVATE
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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

AI-Powered xFP&A: The Future of Financial Planning

Solver
Explore the transformative power of AI in xFP&A
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management

Project Management HEADSTART for Microsoft Dynamics 365 Sales

Sikich
A project management solution to help you manage your workforce effectively.
BI and Reporting Customer Engagement Dynamics 365 Project Management Sales
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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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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

Map My Relationships – Visualize Relationships and Hierarchies in Dynamics 365 CRM

Map My Relationships is an advanced visualization app for Microsoft Dynamics 365 CRM and Dataverse, designed to help users...
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