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Customer Engagement news & resources
How soon will Common Data Service (CDS) have a real impact on Microsoft Dynamics 365?
by
Jason
Gumpert
Microsoft is committed to the Common Data Service, and yes, there is proof of its evolution. But for now, partners must still use traditional means of integration.
Business Central
CDS
Common Data Service
Customer Engagement
Data Integration
Data Migration
Dataverse (CDS)
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics NAV
Finance and Operations
Microsoft Dynamics Webcasts, March 20-24, 2017: Dedupe CRM data; Managed services for AX, D365; Easy Excel budgeting
by
Dann Anthony
Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
Accounting
Budgeting
Business Central
Customer Engagement
Customer Relationship Mgmt
Data Management
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
Dynamics SL
Two new predictive tools for Microsoft Dynamics 365 will help measure, act on customer intent
by
Jason
Gumpert
Versium Predict integration readies for launch, and Microsoft Social Engagement is adding new machine learning to analyze intent, create CRM entities.
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Machine Learning (ML)
Microsoft Social Engagement
Sales
Sales & Marketing
Social Listening
Versium
Microsoft Dynamics 365 customer engagement roadmap prioritizes integration, strategic use of Azure services
by
Jason
Gumpert
Flurry of new tools, partnerships, platform plans highlight Microsoft Dynamics 365 Enterprise customer app roadmap.
Common Data Model
Customer Engagement
Dynamics 365
Dynamics CRM
Power Automate
eXtreme365 Lisbon 2017
CaféX launches Live Assist for Microsoft Dynamics 365
by
Jason
Gumpert
After a year of planning and development, OEM arrangement comes to fruition with new multi-channel chat, co-browsing integration.
Call Tracking
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Sales
Sales & Marketing
eXtreme365 Lisbon 2017
Dynamics Profile: CRM MVP says confidence to contribute comes with hard-won expertise
by
Linda
Rosencrance
Dynamics CRM MVP Natraj Yegnaraman feels a renewed responsibility to share his intelligence with the CRM community
Customer Engagement
Customer Relationship Mgmt
Data Integration
Data Management
Dynamics 365
Dynamics CRM
The MSDW Podcast, March 13, 2017: Dynamics 365 for Ops on-prem; Delta goofs; Riding the CRM wave; Selling on Amazon
by
Jason
Gumpert
Taking on the latest Dynamics announcements, plus best practices from the channel, the world of productivity apps, and worst practices in IT.
Cloud
Commerce
Customer Engagement
Distribution
Dynamics 365
Dynamics AX
Dynamics CRM
Finance and Operations
MSDW Podcast
Retail
disaster recovery
Microsoft Dynamics Partner Roundup: NAV mobile app; Digital transaction app; New ICSP; New ISV CEO
by
Linda
Rosencrance
A selection of announcements from the Dynamics partner channel
AppSource
Business Central
CPQ (Configure, Price, Quote)
Customer Engagement
Customer Insights - Journeys (Marketing)
Data Integration
Document Management
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics NAV
Finance and Operations
New analyst shortlist of sales productivity tools: What Dynamics CRM / 365 customers stand to gain
by
Jason
Gumpert
Improved productivity and execution are core goals of CRM, sales productivity apps promise to bring those results the rest of the way round.
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Sales
Sales & Marketing
11 steps to conducting an effective ERP vendor due diligence
by
David
Ogilvie
The right questions keep your company moving forward rather than trying to “get back on the rails," says ERP Consultant David Ogilvie.
Business Central
Customer Engagement
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
Dynamics SL
Finance and Operations
Project Management
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LATEST VENDOR RESOURCES
Videos
White Papers
Case Studies
Solutions
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
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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
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
More Customer Engagement Solutions