Customer Engagement news & resources

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

Microsoft Dynamics Partner Roundup: SaaS enterprise practice management; CRM document management; AX security add-on; AX test prep

by Jason Gumpert
A selection of recent announcements from the Dynamics partner channel
AX 2012 R3 CfMD Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Logistics Professional Services Project Service Automation SaaS

To build smarter sales processes in Microsoft Dynamics CRM 2015, use new tools together

by Linda Rosencrance
In a new webcast and blog post, CRM MVP Jukka Niiranen explains how CRM 2015 capabilities can be used in combination to build richer capabilities without writing code
Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Workflow Management

BluePrint Healthcare IT's xRM solution wins Microsoft 2015 Health Innovation Award for Personalized Care

by Linda Rosencrance
BluePrint Healthcare IT uses Dynamics CRM and custom mobile apps to improve patient-caregiver communication and coordination
BI and Reporting Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Health & Wellness Healthcare Workflow Management xRM

Microsoft Dynamics Partner Roundup; New AX document management, CRM sales tools; AX public sector win; BI partnership

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
AP Automation BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM

3 ways to master field sales in Microsoft Dynamics GP

by Pam Burnham
How key mobile device technology improves both efficiency and customer satisfaction for field work
Customer Engagement Document Management Dynamics 365 Dynamics GP Electronic Signatures Inventory Management Marketing Mobile Applications Order Management Project Service Automation Sales Sales & Marketing

3 Ways Businesses Are Leveraging Microsoft Dynamics AX to Improve the Customer Experience

by Sean Harmon
Maximize your usage of AX 2012 R3 to improve customer experience across channels
AX 2012 R3 Commerce Customer Engagement Customer Service Customer Service Distribution Dynamics 365 Dynamics AX E-Commerce Marketing Rebates Retail

Microsoft Dynamics Partner Roundup: AX POS fuel pricing integration; GP for long term care facilities; GP, NAV, SL team hires and promotions

by Linda Rosencrance
A selection of recent announcements from around the Dynamics partner channel
Business Central Commerce Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Healthcare Marketing Oil

Microsoft and Adobe partner to deliver 'large scale' customer experience solution

by Jason Gumpert
Integration of Dynamics CRM and Microsoft Dynamics Marketing with Adobe Marketing Cloud will deliver more comprehensive customer engagement processes, Microsoft says
Adobe Marketing Cloud Azure BI and Reporting Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing

Microsoft readies Parature 15.2 content as Dynamics CRM Spring 2015 release wave continues

by Jason Gumpert
More than 30 enhancements include unified portals, expanded language support, real time chat translation, API enhancements
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Parature SaaS Social Networks

LATEST VENDOR RESOURCES

Business Benefits of the Microsoft Ecosystem

Encore Business Solutions

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

Tips for Selecting a Microsoft Dynamics 365 Partner

Encore Business Solutions
More Customer Engagement Videos

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
More Customer Engagement White Papers

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
More Customer Engagement Case Studies

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
More Customer Engagement Solutions