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Customer Engagement news & resources
Microsoft rolls out Dynamics 365 for PSA Power BI solution template
by
Linda
Rosencrance
Includes reports for professional service practice managers, resource and account managers
Azure
BI and Reporting
Business Performance Mgmt
Customer Engagement
Dynamics 365
Dynamics CRM
Power BI
Power BI
Power Platform
Professional Services
Project Management
Executive Q&A: How a CRM firm grows and adapts in Microsoft's innovation ecosystem
by
Dann Anthony
Maurno
PowerObjects SVP Jim Sheehan describes the company’s journey with Microsoft Dynamics CRM, and the opportunity that Microsoft’s relentless R&D engine presents
Customer Engagement
Customer Relationship Mgmt
Dynamics 365
Dynamics AX
Dynamics CRM
Executive Q&A
Finance and Operations
Power Automate
Sable37 acquires stake in Payfields payroll solution, Xalari
by
Linda
Rosencrance
New deal aimed at expanding development, reach of Xalari payroll offering
Customer Engagement
Dynamics 365
Dynamics AX
Dynamics CRM
Finance and Operations
HR Management
Payroll Processing
Regulatory Compliance
Security
Microsoft Dynamics Webcasts, March 6-10, 2017: Dynamics AX MPOS; CRM + IoT + Machine Learning; Dynamics AX for Commodities
by
Dann Anthony
Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting
Business Performance Mgmt
Business Process Mgmt
Commerce
Contract Management
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Dynamics 365
Dynamics AX
Dynamics CRM
Finance and Operations
The MSDW Podcast: ISV perspective on the promise of Microsoft Dynamics 365 SMB CRM apps
by
Jason
Gumpert
Dynamics CRM MVP Steve Mordue has a few recommendations, and a few questions, for Microsoft about Dynamics 365 Business Edition.
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
MSDW Podcast
Sales
Sales & Marketing
xRM
Oh No, Not Again!?! How A Second Global IT Outage Suggests Delta Airlines Still Has No Decent Disaster Recovery Strategy
by
Greg
Pierce
Following its massive 2016 IT outage, Delta must have learned and adjusted, right? Maybe not.
Business Central
Cloud
Customer Engagement
Data Management
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
Dynamics SL
Finance and Operations
Transportation
eXtreme365 Lisbon: Rebranded event broadens Microsoft product focus, opens doors to customers
by
Linda
Rosencrance
eXtremeCRM rebrands as eXtreme365 for its 14th conference.
Customer Engagement
Dynamics 365
Dynamics CRM
Power Automate
eXtreme365 Lisbon 2017
Mintigo integrates predictive sales AI with Microsoft Dynamics 365
by
Linda
Rosencrance
Partnership signals “healthy competition” with Microsoft OEM Versium, signed in October 2016
Artificial Intelligence (AI)
Customer Engagement
Customer Insights - Journeys (Marketing)
Dynamics 365
Sales
Sales & Marketing
predictive marketing
Conflict: A critical ingredient to ERP implementation success
by
David
Ogilvie
In ERP implementations, a healthy level of conflict achieves the best result, observes ERP consultant David Ogilvie
Business Central
Customer Engagement
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
Finance and Operations
Global Software acquires Globe, makers of Atlas reporting solution
by
Jason
Gumpert
Private equity owned Global adds Dynamics-focused reporting to its Excel-based portfolio
BI and Reporting
Business Central
Customer Engagement
Data Management
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
Finance and Operations
Financial Management
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Videos
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Case Studies
Solutions
Unleash Copilot in Dynamics 365 Customer Engagement
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LPA Lays the Groundwork for a Data-Driven Future with Dynamics 365 and aec360
HSO
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Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights
Coffee + Dunn
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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
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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
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Customer Engagement
Dynamics 365
Energy
Engineering
Finance and Operations
Government Contractors
Industrial Equipment
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