Customer Engagement news & resources

Veteran Microsoft Dynamics 365 / CRM manager Bill Patterson departs for Salesforce

by Jason Gumpert
Now a senior VP for service engagement at Salesforce, Patterson leaves behind a lengthy career at Microsoft.
Customer Engagement Dynamics 365 Dynamics CRM Microsoft Corporate Salesforce.com

Deployment methodologies, Part 3: What does project success look like?

by Alan R. Earls
Project success is an agreement between partner and client; and it begins at project launch.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Implementation Project Management

From the Microsoft Dynamics CRM/365 Blogs: Form editor; Marketing lists; Power of Under; Message listener

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics CRM/Dynamics 365 blogs
Customer Engagement Customer Insights - Journeys (Marketing) Data Management Dynamics 365 Dynamics CRM Marketing Automation

Microsoft Dynamics Partner Roundup: D365O for food; Contact center on AppSource; Just-named ISV Dev Center; D365 for leisure/entertainment

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Contact Centers Customer Engagement Dynamics 365 Dynamics CRM Financial Management Food & Beverage ISV Media & Entertainment Mobile Applications Power Automate Supply Chain Execution

eXtreme365 returns to US in November 2017

by MSDW Reporter
November 6 to 9 in Long Beach, California, the event will feature 3 top Microsoft execs.
Customer Engagement Dynamics 365 Dynamics CRM Microsoft Corporate eXtreme365 US 2017

Deployment methodologies, Part 2: Is agile, waterfall, or another best for Microsoft Dynamics projects?

by Alan R. Earls
Both classic waterfall and iterative agile have their charms, and flaws. Only a combination is up to a complex Microsoft Dynamics deployment.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Implementation Project Management

Deployment methodologies, Part 1: The promise of a proprietary approach to your Microsoft Dynamics project

by Alan R. Earls
Microsoft Dynamics partners differentiate themselves with deployment methods, as well as product
Business Central Customer Engagement Customer Relationship Mgmt Data Integration Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Implementation

New survey: 9 in 10 Microsoft Dynamics 365 users would recommend it, but roadblocks remain for some

by Chris Thompson
Nigel Frank salary survey reveals customer sentiments toward Dynamics evolution, from both users and the channel.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

Microsoft Dynamics Partner Roundup: D365-based student information; Two new competencies; Display services win; D365 for food producer

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Customer Engagement Dynamics 365 Dynamics CRM Education Food & Beverage Student Information System Supply Chain Execution Supply Chain Management

Microsoft Q4 2017 Earnings Release: Revenue beats expectations, Azure accelerates

by Dann Anthony Maurno
Microsoft Cloud strength highlights Q4 results; Commercial cloud annualized revenue run rate exceeds $18.9 billion.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Microsoft Corporate

LATEST VENDOR RESOURCES

Better Together: Dynamics 365 Finance & Operations and ​Dynamics 365 Customer Engagement

WebSan Solutions

Measuring What Matters - Dynamics 365 Field Service KPIs and Dashboards

WebSan Solutions

The Marketer's Guide to Meaningful Measurement

Coffee + Dunn

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
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End-of-Year Microsoft Dynamics 365 Data Cleaning: An Executive Playbook

Plauti
Master duplicate elimination and prevention to start January with clean customer data.
Customer Engagement Data Management Dynamics 365 Dynamics CRM

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
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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
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Translate4Dynamics - Real-Time Translation for Microsoft Dynamics 365 CRM

Translate4Dynamics is an intelligent multilingual enablement solution built for Microsoft Dynamics 365 CRM. It enables real...
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Field Service Power Apps Power Platform Sales

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
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