Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: AX SCM on Azure Marketplace; CRM pre-built for AEC; CfMD CPQ for NAV; Customer lifecycle management

by Linda Rosencrance
A selection of announcements from around the Dynamics partner channel
Architecture Business Central CPQ (Configure, Price, Quote) Construction Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM

Microsoft Dynamics CRM 2016 Will Offer New Customer Service Tools, Cloud Pricing

by Jason Gumpert
Interactive service hub, knowledgebase authoring and recommendations, voice of customer on tap for CRM 2016 and beyond.
CRM 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Knowledge Management Power Automate Social Engagement Social Networks

HCL Technologies Grabs Microsoft Dynamics CRM Market Share with $46M PowerObjects Deal

by Jason Gumpert
Global system integrator HCL adds North American CRM shop to its broad CRM portfolio
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing xRM

Adxstudio Founders Launch Adoxio Business Solutions

by Linda Rosencrance
Spin-off from Microsoft’s recent Dynamics CRM web portal acquisition will offer professional services around those solutions. 
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Portals

Growing Pains: How to Adapt Microsoft Dynamics CRM to Your Changing Business

by Brian Sallee
What do you do when you've outgrown your CRM 2013 or 2015 implementation? 
Business Process Mgmt CRM 2013 CRM 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: PSA Win; Security Tool Update; New CSP

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Life Sciences Metals Minerals Project Service Automation Security Service Management

The Microsoft Dynamics CRM Team Foresees Seamless Experiences and Blurred Boundaries

by Jason Gumpert
Microsoft used to be about demarcation, but now it is about seamless experiences, says GM Bill Patterson in a new interview
Business Performance Mgmt Business Process Mgmt CRM 2016 CRMUG Summit 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation

Scribe Integration Platform OK'd for Canada's Federal Agencies

by Dann Anthony Maurno
Canada’s Fed standardizing on Dynamics CRM, with Scribe Software and A Hundred Answers pre-approved for integration.  
Customer Engagement Customer Service Customer Service Data Integration Data Migration Dynamics 365 Dynamics CRM Government

Microsoft Dynamics AX the Choice for Multi-Tool Manufacturer Leatherman Tool Group

by Dann Anthony Maurno
Only one system was flexible enough and had the right toolset for this out-of-the-ordinary manufacturer/distributor. 
AX 2012 R3 BI and Reporting Consumer Goods Customer Engagement Customer Service Customer Service Distribution Dynamics 365 Dynamics AX Manufacturing Manufacturing Shipping

Consultancy Services - Has Efficient Project Management Become a Major Project In Its Own Right?

by Martyn Kemp
As competitive pressures increase project complexities, a professional services organization should look to ERP for better delivery, financial performance, and customer satis...
Accounting BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics NAV Expense Management Professional Services Project Service Automation Service Management Time & Attendance

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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