Customer Engagement news & resources

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

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

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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