Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: Invoice automation on AppSource; Rental and service CfMD; Partner's D365 Team; AX, CRM acquisition

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Accounting Customer Engagement Customer Insights - Journeys (Marketing) Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Field Service Field Service Finance and Operations Invoice Processing

APIs Expand Utility of AppSource Solutions with Microsoft Dynamics

by Matt Bolch
Static user interface helps ISVs avoid lengthy Microsoft validation process
App Development AppSource Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Manufacturing

Purchasing in Microsoft Dynamics 365 for Field Service: Crucial to single-visit success

by Ruston Eads
Purchasing is a lesser-known functionality in Field Service Management, but is critical to ensuring technicians have the right products at the right time, advises Hitachi Sol...
Customer Engagement Dynamics 365 Field Service Field Service Inventory Management Preventive Maintenance Purchasing

Indegene, Microsoft plan 'conversational CRM', digital content management for life sciences with Dynamics 365, Omnipresence

by Jason Gumpert
Indegene to integrate its Omnipresence suite with Microsoft Dynamics 365 for Sales to improve performance of sales and medical representatives
Azure Machine Learning Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Indegene Omnipresence Life Sciences Power Automate

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

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

LATEST VENDOR RESOURCES

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

LPA Lays the Groundwork for a Data-Driven Future with Dynamics 365 and aec360

HSO

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights

Coffee + Dunn

How to Infuse AI into Microsoft Business Applications

HSO
More Customer Engagement Videos

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

Connecting Marketing Impact to Revenue Growth: Building a Modern Value Measurement Framework

Coffee + Dunn
A practical model that connects performance metrics across stages, departments, and systems
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Sales & Marketing

The Modern Guide to Microsoft Dynamics and Marketing Automation

emfluence
Turn your Microsoft Dynamics data into automated, revenue-driving campaigns with this practical guide to marketing automation
Customer Engagement Dynamics 365 Dynamics CRM Marketing Automation Sales & Marketing

AI-Powered xFP&A: The Future of Financial Planning

Solver
Explore the transformative power of AI in xFP&A
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management

Project Management HEADSTART for Microsoft Dynamics 365 Sales

Sikich
A project management solution to help you manage your workforce effectively.
BI and Reporting Customer Engagement Dynamics 365 Project Management Sales
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QualiChem Drives Smarter Field Operations with Maplytics for Dynamics 365

Inogic
Customer Engagement Dynamics 365 Web-based Mapping

Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting

Forvis Mazars
An upgraded CRM system led to improved sales processes with better forecasting for Axiom.
Customer Engagement Dynamics 365 Dynamics GP Engineering Sales Sales & Marketing

Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM

Forvis Mazars
Haire Group’s Microsoft integration helped streamline processes and improve efficiency.
Customer Engagement Dynamics 365 Manufacturing Sales Sales & Marketing

Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Oil Sales Sales & Marketing
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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

User Adoption Monitor – Track, Measure & Improve Dynamics 365 CRM Engagement

User Adoption Monitor is an intelligent user activity tracking and performance analytics app for Microsoft Dynamics 365 CRM...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

PlanAutomate Quick Guide

This Quick Guide will help you understand PlanAutomate and Project Automation for Dynamics 365 Finance at a high-level and...
Aerospace & Defense Architecture Chemicals Construction Customer Engagement Dynamics 365 Energy Engineering Finance and Operations Government Contractors Industrial Equipment Life Sciences
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