Customer Engagement news & resources

Microsoft Dynamics Roundup: Healthcare engagement; D365 for apparel; Olympic e-signatures; Partner's new cloud talent

by Linda Rosencrance
AKA Enterprise Solutions Expands Its Cloud Consulting Practice with New Leadership
Business Central Cloud Customer Engagement Customer Relationship Mgmt Digital Transformation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Electronic Signatures Fashion

From the Microsoft Dynamics 365/CRM Blogs: Custom pricing; Service account; Sales opportunities; External links

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics 365 and Dynamics CRM blogs
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Education Portals Sales Sales & Marketing Sales & Ops Planning

Microsoft Updates Roadmap on Dynamics 365 Marketing app for SMBs

by Jason Gumpert
Guidance on seven modules, including LinkedIn Lead Gen integration now on the roadmap site.
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Event Management Marketing Automation Portals Sales Sales & Marketing

New Power BI usage metrics will reveal more dashboard/report consumption insights

by Dann Anthony Maurno
Admins no longer required, dashboard and report authors can check usage by volume, but not by department or individuals
BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Microsoft Power BI Power BI

Cross-region disaster recovery for Azure IaaS VMs in public preview

by Dann Anthony Maurno
Microsoft promises seamless failover and recovery, plus ISO/IEC 27001 compliance
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate disaster recovery

Microsoft Dynamics Webcasts, June 5-9, 2017: Cloud BI; Doc management; T&E; Process manufacturing for GP; EDI for D365; Common Data Service basics

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Business Central Chemicals Common Data Model Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management

Microsoft Dynamics Partner Roundup: Rentals for Dynamics 365; Fresh food partnership; P2PE for Dynamics ERP; Finnish D365 win

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Business Central Credit Card Processing Customer Engagement Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Field Service Field Service

Consolidate or integrate? What to do with ERPs after mergers and acquisitions

by Daniel Chilcott
iPaaS mitigates the urgency and expense of consolidating on a single ERP
Accounting Business Central Cloud Customer Engagement Data Integration Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Microsoft announces 2017 Partner of the Year winners and finalists

by Linda Rosencrance
SAGlobal, Hitachi, Tribridge and AvePoint among 2017 Microsoft channel achievers worldwide
BI and Reporting Business Central Cortana Intelligence Suite Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Government

Executive Q&A: Solver's Nils Rasmussen talks BI360 Cloud, Microsoft and the channel

by Karen Kroll
The company takes its Excel-based BI/CPM solution to the Microsoft Azure cloud, where customers are going
BI and Reporting Budgeting Business Central Customer Engagement Data Integration Digital Transformation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

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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