Customer Engagement news & resources

LinkedIn Integrates Sales Navigator with Microsoft Dynamics CRM

by Jason Gumpert
Integration will embed LinkedIn profile and company information, connection and message actions to CRM interface
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM LinkedIn Marketing Sales Sales & Marketing Social Networks

Microsoft Cloud Coming to Canada: Partners Expect Warm Welcome from Government, Industry

by Linda Rosencrance
Regulatory restrictions and data policy fears have prevented many organizations from taking advantage of CRM Online, Azure, and Office 365
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Power Automate Regulatory Compliance SaaS

Microsoft Inks Partnership with Enterprise Social Platform Provider Lithium

by Jason Gumpert
Partnership includes technical integration and alignment of go-to-market strategies
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing SaaS Sales Sales & Marketing Social Networks

Growing the Microsoft Dynamics CRM Opportunity, Part 2: Stepping up partner channel development and goals

by Bridget McCrea
Microsoft looks to build on strong CRM sales growth in FY2015 by adding partners and upping existing partner goals in 2016
CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Resellers Sales Sales & Marketing

Growing the Microsoft Dynamics CRM Opportunity, Part 1: Partners adapt to changing demands

by Bridget McCrea
In the first part of this series, three Microsoft partners recount their decision to start delivering Dynamics CRM and the results.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Sales Sales & Marketing xRM

Microsoft Dynamics Partner Roundup: AX-PLM Integration; Real Estate CRM; Marketing Automation Integration

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
CRM 2015 Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Manufacturing Marketing Marketing Marketing Automation Product Lifecycle Mgmt Product Traceability

Dynamics Introspective: Microsoft’s CRM, Cloud Application Goals Beyond Salesforce

by Jason Gumpert
With rumors now perhaps behind them, what can Dynamics CRM partners and customers take from the recent reports of Microsoft’s interest in buying Salesforce?
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Power Automate SaaS Sales Sales & Marketing Salesforce.com

Microsoft Dynamics Partner Roundup: Contact Center App Integration; New Indian development and support centers; Partner award

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM

Can Microsoft Dynamics AX help manufacturers bridge the customer experience gap?

by Wendy Scheuring
Why should Dynamics AX customers start paying attention to the blending of manufacturing trends with social applications and mobility?
AXUG AXUG Focus 2015 Azure IoT Suite Customer Engagement Data Management Dynamics 365 Dynamics AX Internet of Things (IoT) Manufacturing Marketing Mobile Applications Project Service Automation

Create advanced views in Microsoft Dynamics CRM using FetchXML Builder

by Jonas Rapp
Demonstrating an easy way to create a view query emulating the SQL union functionality
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM FetchXML FetchXML Builder Marketing Sales Sales & Marketing

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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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