Customer Engagement news & resources

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

How to resolve post-update display issues in a Dynamics 365 organization

by Nikhil Rajendran
When this mode is enabled, model-driven apps in Dynamics 365 can be opened in a browser without menus, navigation, or toolbars
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Power Apps Power Platform

From the Microsoft Dynamics 365 CRM Blogs: Monitoring and resolving issues; Retrieving audit data; Managing appointments; Focused view

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 CRM blogs
Auditing Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Data Integration Dynamics 365 Sales & Marketing

Beyond Implementation: Providing Continuous Learning for Your Microsoft Dynamics 365 Users

by Tara Porter
To get the most out of Dynamics, it’s important to keep users learning and using it effectively.
Business Central Customer Engagement Dynamics 365 Finance and Operations User Adoption

Biz Apps Classroom, Episode 1: Let's talk training and learning

by MSDW Reporter
Kicking off a new podcast series all about training and learning in the Microsoft Dynamics 365 and Power Platform space.
Biz Apps Classroom Customer Engagement Dynamics 365 Power Platform Training

MSDW Podcast: Assessing Microsoft Dynamics 365 Service Providers

by MSDW Reporter
Reviewing Everest Group's latest ratings of systems integrators in the Microsoft Dynamics 365 ecosystem
Customer Engagement Dynamics 365 Finance and Operations

LATEST VENDOR RESOURCES

Tips for Selecting a Microsoft Dynamics 365 Partner

Encore Business Solutions

Secrets to Selling Microsoft Dynamics Masterclass: Customer Insights into Navigating the Software Buying Journey

MSDW Features

Unlocking Value: How to Save on Microsoft Licensing and Azure Costs

Velosio

Enhancing Customer Journeys - Deliver Exceptional Experiences with Copilot for Customer Service

WebSan Solutions

Mapping the Partner Landscape - Discovering the Ideal Dynamics 365 Partner for Your Business

WebSan Solutions
More Customer Engagement Videos

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
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
More Customer Engagement Case Studies

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
More Customer Engagement Solutions