Customer Engagement news & resources

Norsync platform enables offline data sync for mobile Microsoft Dynamics CRM

by Dann Anthony Maurno
Quiet collaboration with Norwegian company enables cross-platform one-time coding for Dynamics CRM
Commerce Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics CRM Mobile Applications Rebates Retail Retail POS Sales Sales & Marketing

Dynamics Profile: Microsoft MVP Andre Margono builds, finds motivation from CRM community

by Linda Rosencrance
Three-time Dynamics CRM MVP learned from experts willing to share their knowledge, like he does now.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: CSP adds Dynamics 365; Dynamics AX for legal; Dynamics 365 extensions; NAV for Indian conglomerate

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting BI and Reporting Business Central Construction Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Email Management Finance and Operations

Webcast preview: Why AX and CRM users owe themselves a strategic look at Microsoft Dynamics 365

by Dann Anthony Maurno
Tribridge’s Kevin Armstrong details why Dynamics 365 is unique in its field, and who (like Dynamics AX and CRM users and SMBs) should consider it  
Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics CRM Online Finance and Operations Power Automate Upgrades

Digital transformation or an ERP upgrade? Depends on goals, industry, vision.

by Dann Anthony Maurno
Panorama Consulting’s Eric Kimberling describes the difference between the two, and how your priorities should inform your selection.
BI and Reporting Commerce Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Government Managed Services Manufacturing

From the Microsoft Dynamics CRM Blogs: Diagnostic web sign-in; Data migration from MySQL; Form headers in Dynamics 365; Relationship insights

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Customer Engagement Data Migration Dynamics 365 Dynamics CRM Security

Dynamics User Group (DUG) bolsters leadership, plans new offerings

by Jason Gumpert
Two AX consulting veterans join Erik Ernst, plan to transform DUG into US non-profit entity.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations

What's new in Microsoft Dynamics CRM Portals

by Nicholas Hayduk
Partner relationship management, government support, advanced visualization and even new languages make for a very significant CRM Portals release.
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Government Knowledge Management Portals Procurement

Service Industry Focus: Advertising, marketing & PR, powered by Microsoft Dynamics AX

by Dann Anthony Maurno
Dynamics AX’s project lifecycle capabilities are exactly what the service industries like advertising require. But don’t expect an all-in-one solution from Dynamics AX, or Dy...
Accounting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Finance and Operations HR Management Marketing Automation Project Management Unified Communication

How Microsoft's Bot Framework works with Dynamics CRM

by Andre Margono
The new framework enables devs to build a bot once and deploy it to many different channels
Bots Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Power Automate

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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