Customer Engagement news & resources

Former software rivals create Kuvana sales acceleration solution

by Jason Gumpert
Kuvana founders Rhett Thompson and Chad Ruff shift focus from large scale marketing automation to individual sales engagement
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

The MSDW Podcast, May 6, 2016: Choosing Project Services - Dynamics CRM vs. Dynamics AX (and Microsoft Project)

by Dann Anthony Maurno
Now you have choices. An expert in both Dynamics AX and Dynamics CRM helps you narrow it down.
AX 2012 AX 7 CRM 2016 Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM MSDW Podcast Project Management Project Service Automation Service Management

Fundamentals of Defining a Material Item Using Microsoft Dynamics AX

by Scott Hamilton
Reviewing some of the fundamentals of defining a material item within AX, and how to support the differing viewpoints
AX 2012 R3 AX 7 Bill Of Material Mgmt Business Process Mgmt Customer Engagement Distribution Dynamics 365 Dynamics AX Manufacturing Marketing Purchasing Quality Control

Evolution of Customer Service, And How to Adapt with Microsoft Dynamics CRM

by Angela Grom
Having spent more time than ever before dealing with customer service departments, the author reflects on why companies fail to deliver a satisfactory experience and how CRM ...
CRM 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM

NBA Team Reboots Customer Engagement with Microsoft Dynamics CRM Upgrade, Data Management Refresh

by Jason Gumpert
The Oklahoma City Thunder wanted to take their sales and fan experience from good to great, and they were willing to rethink both CRM and data management to get there
BI and Reporting CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Migration Data Warehousing Dynamics 365 Dynamics CRM Marketing

Microsoft Adds Operational Workloads to Dynamics CRM with Project Service Solution

by Andy Yeomans
What is CRM Project Service, and how can it improve project sales, delivery, resourcing, and billing?
Customer Engagement Dynamics 365 Dynamics CRM Project Management Project Service Automation Service Management

No Longer Salesforce-Only, Apttus Intelligent Cloud Now Native to Microsoft

by Dann Anthony Maurno
The quote-to-cash solution that was available only to Salesforce users now runs natively on Azure and interfaces with Dynamics CRM.
CPQ (Configure, Price, Quote) Configuration & Development Customer Engagement Dynamics 365 Dynamics CRM Envision 2016 Marketing Power Automate Sales Sales & Marketing Sales Order Processing Sales Quoting

Microsoft Dynamics Partner Roundup: Predictive Marketing for Dynamics CRM; Partnering for HRMS; NAV for IT Services Firm

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel.
Artificial Intelligence (AI) Business Central Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV E-Commerce HR Management Marketing

The Internet of Things is Real, Practical, and Ready to Grow, Microsoft Partners Say

by Linda Rosencrance
With Microsoft’s Azure IoT Hub and a range of enthusiastic partners - from the Dynamics ecosystem and beyond - the accessibility of IoT capabilities are poised for a big step...
Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Industrial Equipment Internet of Things (IoT) Manufacturing Power Automate Project Service Automation Retail Service Management

Microsoft Dynamics CRM 2016 Spring Wave Will Extend Service Management, Add Portals

by Jason Gumpert
FieldOne, Adxstudio acquisitions will be re-launched in 2016 Q2, along with new project service capabillities and Azure-based services for Social Engagement.
CRM 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM HR Management Internet of Things (IoT) Machine Learning (ML) Power Automate Project Management

LATEST VENDOR RESOURCES

Business Benefits of the Microsoft Ecosystem

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Advanced View Controls in Dynamics 365 CRM

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Unleash Copilot in Dynamics 365 Customer Engagement

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Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

Tips for Selecting a Microsoft Dynamics 365 Partner

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Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

emfluence
Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

MSDW Solution Evaluation Report: Celigo

Celigo
Detailed solution feedback from an expert panel of independent evaluators from the Microsoft MVP (Business Applications) community
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Finance and Operations

Revenue Recognition Module Deprecation in D365 Finance and Next Steps

Binary Stream
Learn what factors to consider when migrating from RevRec to Subscription Billing, and explore what the most crucial steps to take
AI Bill Of Material Mgmt Business Central Customer Engagement Customer Insights Customer Service Databases Development Dynamics 365 Finance and Operations Financial Services Marketing

Dynamics CRM Integration with Multiple NAV instances using Connect Bridge

Connecting Software
Many organizations connect Dynamics CRM to their Dynamics NAV using Microsoft's out-of-the-box integration, but how can you achieve this for multiple NAV instances?
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV

Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

TheTestMart
Discover how to revolutionize your automated testing strategy for Microsoft Dynamics 365 with our expert guide
Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations Sales
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Infographic: Enhancing City of Austin’s Economic Development with Microsoft Dynamics 365 CRM

Sikich
Discover how the City of Austin's Economic Development Department leveraged Microsoft Dynamics 365 CE to drive economic growth and operational success.
Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Government Marketing Power Apps Power Automate Power Platform Sales Insights

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

Sikich
Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
Azure Construction Customer Engagement Customer Insights Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart
Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

TheTestMart
Discover how Reily Foods streamlined their testing processes after upgrading to Dynamics 365 Finance
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations
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MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...
AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

MetaShip - Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive...
AI Business Central Commerce Customer Engagement Distribution Dynamics 365 E-Commerce Field Service Finance and Operations Forecasting Manufacturing Mixed Reality

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
AI Aerospace & Defense Automotive Customer Engagement Distribution Dynamics 365 Dynamics CRM Education Industrial Equipment Manufacturing Professional Services Sales & Marketing
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