Customer Engagement news & resources

Microsoft Dynamics Webcasts, May 15-19, 2017: Excel reporting; GP, SL process automation; EDI, ecommerce for GP

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Business Central Customer Engagement Customer Relationship Mgmt Data Integration Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

How CRM supports a unified customer experience (if it’s used right)

by JC Quintana
True CRM manages relationships, not transactions, says consultant and author JC Quintana.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

Dynamics Profile: From accidental CRM consultant to Microsoft MVP

by Linda Rosencrance
This MVP seized opportunities to move from microcontrollers to .NET to Microsoft Dynamics CRM and Dynamics 365.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: Marketing integration CRM for construction; Azure-based PaaS; VAR expansion

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
BI and Reporting Business Central Construction Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

Power BI Premium: Expect higher capacity, simpler licensing, private cloud (or on-prem), at a premium price

by Dann Anthony Maurno
Power BI Premium aimed at enterprise-level distribution, consumption of business intelligence
BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Power BI Power BI Power Platform

Dynamics Profile: New Microsoft MVP brings .NET expertise to growing CRM career

by Linda Rosencrance
Perseverance paid when this Microsoft Dynamics MVP was nominated once, then twice for the award
Customer Engagement Dynamics 365 Dynamics CRM Electronics

Microsoft Dynamics Partner Roundup: Dynamics on AWS; Azure portal; D365 doc management; Live Assist; ISV's new director

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
AP Automation Business Central Customer Engagement Data Integration Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

The MSDW Podcast: What IoT is, isn't & could be

by Dann Anthony Maurno
Start with a compelling business need, says Nucleus Research Analyst Joe Mathias, but beware of marketing labels.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Internet of Things (IoT) MSDW Podcast

InsideSales rolls out "AI-fueled sales growth" with Playbooks for Dynamics 365

by Linda Rosencrance
“Neuralytics” help sales reps to take the next logical action to close a deal, says InsideSales.com
Customer Engagement Customer Relationship Mgmt Dynamics 365 Marketing Sales Sales & Marketing

ESW Capital Acquires RoseASP, Adds New Leadership

by Linda Rosencrance
Former CEO Linda Rose announces her retirement from the Dynamics channel
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

LATEST VENDOR RESOURCES

Business Benefits of the Microsoft Ecosystem

Encore Business Solutions

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

Tips for Selecting a Microsoft Dynamics 365 Partner

Encore Business Solutions
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Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

emfluence
Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

MSDW Solution Evaluation Report: Celigo

Celigo
Detailed solution feedback from an expert panel of independent evaluators from the Microsoft MVP (Business Applications) community
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Finance and Operations

Revenue Recognition Module Deprecation in D365 Finance and Next Steps

Binary Stream
Learn what factors to consider when migrating from RevRec to Subscription Billing, and explore what the most crucial steps to take
AI Bill Of Material Mgmt Business Central Customer Engagement Customer Insights Customer Service Databases Development Dynamics 365 Finance and Operations Financial Services Marketing

Dynamics CRM Integration with Multiple NAV instances using Connect Bridge

Connecting Software
Many organizations connect Dynamics CRM to their Dynamics NAV using Microsoft's out-of-the-box integration, but how can you achieve this for multiple NAV instances?
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV

Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

TheTestMart
Discover how to revolutionize your automated testing strategy for Microsoft Dynamics 365 with our expert guide
Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations Sales
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Infographic: Enhancing City of Austin’s Economic Development with Microsoft Dynamics 365 CRM

Sikich
Discover how the City of Austin's Economic Development Department leveraged Microsoft Dynamics 365 CE to drive economic growth and operational success.
Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Government Marketing Power Apps Power Automate Power Platform Sales Insights

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

Sikich
Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
Azure Construction Customer Engagement Customer Insights Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart
Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

TheTestMart
Discover how Reily Foods streamlined their testing processes after upgrading to Dynamics 365 Finance
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations
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MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...
AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

MetaShip - Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive...
AI Business Central Commerce Customer Engagement Distribution Dynamics 365 E-Commerce Field Service Finance and Operations Forecasting Manufacturing Mixed Reality

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
AI Aerospace & Defense Automotive Customer Engagement Distribution Dynamics 365 Dynamics CRM Education Industrial Equipment Manufacturing Professional Services Sales & Marketing
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