Customer Engagement news & resources

What if your organization still prefers a network file share? Consider the updated Azure File Services.

by Rob Curls
Why an update to Azure File Server enables users to securely connect to the shares from any location.
Business Central Cloud Customer Engagement Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate

Implementation audit and reconciliation: 5 risk factors and 7 audit steps

by Don Riggs
The warning signs of an off-the-rails ERP implementation are pretty clear. An audit gets to the causes, and charts a roadmap for successful completion.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Microsoft to customers: Cloud continues to transform Dynamics 365

by Jason Gumpert
Dynamics 365 advances are being architected, developed, deployed, and measured in ways that reflect a new world of enterprise solutions, says Dynamics CTO Mike Ehrenberg
Azure BI and Reporting Business Central CDS Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Management Data Migration Data Warehousing

What digital transformation is (and is not): One partner's definition and guidance

by Billy Lyle
Customer expectations and corporate goals drive digital transformation. Redspire provides a practical example, from the professional services industry.
Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dataverse (CDS) Digital Transformation Dynamics 365 Financial Services Power Platform Professional Services Sales Sales & Marketing

From the Microsoft Dynamics CRM Blogs: Attachment storage; Child records; Upgrade tips; Social Engagement; Improved search

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics CRM blogs
Customer Engagement Data Migration Dynamics 365 Dynamics CRM Email Management Power Automate Social Networks

As Microsoft Dynamics 365 CRM apps mature, can we still talk customization?

by Sarah Critchley
An expanding functional footprint for the core product is great, but there is still room for well-planned configuration and customization.
Business Process Mgmt Configuration & Development Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing

Three new user adoption tactics for Microsoft Dynamics 365 CRM apps

by Jason Gumpert
Complexity kills CRM adoption. Simplified interfaces, wizard-based implementations and task flows all make Dynamics 365 easier on the end user. 
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing eXtreme365 Lisbon 2017

Executive Q&A: SBS Group on how to navigate on the fast-moving Dynamics highway

by Jill Rose
SBS Group CEO James Bowman there’s enough certainty around Dynamics 365 for partners to chart their futures
Business Central Common Data Service Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

The MSDW Podcast: Roadmap updates on D365 Financials, GP 2018, Adobe Marketing Cloud, D365 CRM, and more (29:46 mins)

by Jason Gumpert
A rich half-hour of new Microsoft Dynamics product news, best practices from the channel and worst practices in IT. 
Adobe Marketing Cloud Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations MSDW Podcast Power Automate eXtreme365 Lisbon 2017

From the Microsoft Dynamics NAV Blogs: SQL Server Management Studio; CRM/NAV integration; Service management; UI elements removal

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics NAV blogs
Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Project Service Automation Service Management

LATEST VENDOR RESOURCES

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

Coffee + Dunn

How to Infuse AI into Microsoft Business Applications

HSO

Scaling on Dynamics 365 CE: When Built-In Deduplication Isn’t Enough, and How Plauti Bridges the Gap

Plauti

Exploring Microsoft Copilot in Dynamics 365 and Microsoft 365

Encore Business Solutions

Smarter Sales, Stronger Financials: Driving Revenue with ERP + Dynamics 365 Sales

ENAVATE
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
More Customer Engagement White Papers

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
More Customer Engagement Case Studies

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

Map My Relationships – Visualize Relationships and Hierarchies in Dynamics 365 CRM

Map My Relationships is an advanced visualization app for Microsoft Dynamics 365 CRM and Dataverse, designed to help users...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales
More Customer Engagement Solutions