Customer Engagement news & resources

Strategies for Elevating Sales Performance with Microsoft Dynamics CRM

by Satish Reddy
Check out five strategies for simplifying the Dynamics 365 CRM interface to empower sales teams to exceed their quotas and drive business growth
Customer Engagement Dynamics 365
Copilot for Dynamics 365 Customer Insights

Microsoft announces new retail-focused AI and data tools and partnerships

by Jason Gumpert
Industry updates coming to Cloud for Retail, Dynamics 365 Customer Insights, Azure Open AI Service
AI AI and Machine Learning Azure BI and Reporting Communications Customer Engagement Customer Insights Dynamics 365 E-Commerce Marketing NRF 2024 Project Management

Field Service: Death by a thousand paper cuts?

by Satish Reddy
What factors are keeping field service teams on their paper-based processes?
Construction Customer Engagement Customer Service Data Integration Dynamics 365 Field Service Manufacturing Mobile Applications Professional Services Property Management User Adoption

Travel Insurance Industry’s Email Problem: Storage strategies for Microsoft customers

by Ankit Shah
In an email-intensive industry like travel insurance, organizations need a plan to avoid costly storage mistakes
Azure BI and Reporting Customer Engagement Customer Service Data Management Data Warehousing Databases Dynamics 365 Email Management Insurance Sales Storage
DynamicsMinds 2024

DynamicsMinds 2024 Preview: Community members share memories, tips

by MSDW Reporter
Six community members share their outlook on the growing community event
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV DynamicsMinds 2024 Finance and Operations Power Platform

Ways to optimize Dynamics 365 CE in a high-turnover environment

by Tara Porter
From onboarding to ongoing training, use these strategies to keep your Dynamics game strong
Customer Engagement Dynamics 365 Training User Adoption User Management

Top Microsoft Dynamics ERP & CRM News of 2023

by Jason Gumpert
AI dominated Microsoft presentations, blog posts, and earnings calls, with cloud services not far behind
AI AI and Machine Learning Accounting Azure BI and Reporting Business Central Customer Engagement Data Management Data Warehousing Databases Dataverse (CDS) Dynamics 365

Why Using Microsoft Clarity for Dynamics 365 CE Is a Game-Changer

by Tara Porter
Steps you can take with Clarity findings to level up your team's adoption of D365 applications
Customer Engagement Dynamics 365 Dynamics CRM Power Apps Power Platform User Adoption

Microsoft Dynamics Partner Roundup: New hire; Acquisition; COO hire; Dealer integration; Warehouse Insight update

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Construction Customer Engagement Data Integration Dynamics 365 Finance and Operations Industrial Equipment Power Platform Rental

Biz Apps Classroom, Episode 2: Why Microsoft certifications matter

by MSDW Reporter
Discussing certification experiences over the years, both good and bad, and what Microsoft has done to improve their approach
Biz Apps Classroom Customer Engagement Dynamics 365 MSDW Podcast Power Platform Training

LATEST VENDOR RESOURCES

Unlock the Power of GYDE365: Transform Your Dynamics 365 Practice

MSDW Features

CRM Horror Story: User Revolt Transformed into a Standing Ovation

MSDW Features

CRM Horror Stories: A Dynamics 365 CE Cautionary Tale of Customization and Poor Partnership

MSDW Features

Maximizing Your Dynamics 365 Business Central Experience: How We Ensure You Succeed

WebSan Solutions

Business Benefits of the Microsoft Ecosystem

Encore Business Solutions
More Customer Engagement Videos

How Digital Tools Bring New Levels of Productivity and Accuracy to Field Inspections

Resco
Are outdated inspection processes slowing your team down?
Business Central Construction Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Energy Field Service Government Healthcare Manufacturing Oil

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
More Customer Engagement White Papers

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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