Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: AEC solution; New Power Apps; PLM win; Specializations

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Architecture Business Central Construction Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Engineering Finance and Operations Food & Beverage Power Apps

From the Microsoft Dynamics 365 CRM Blogs: Workflows; Sales sequences; 'RenderTemplate' request; SSRS report

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales & Marketing

Microsoft Dynamics Partner Roundup: Partner tools; APAC expansion; Gamification in D365 CRM; Payroll processing

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Dynamics 365 Energy Finance and Operations Labor Management Payroll Processing Power Platform
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WhatsApp Integration with Microsoft Dynamics 365 CRM: Everything You Need to Know

by Sam Kumar

What makes the app an ideal channel for effective customer engagement?

Communications Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Unified Communication

From the Microsoft Dynamics 365 CRM Blogs: Org charts; Resource scheduling; Debugging JavaScript code; Import outbound emails

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Dynamics 365 Field Service Field Service Marketing Resource Dispatch & Scheduling Sales
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5 ways to improve work for field sales and service employees

by Sam Kumar

Improving flexibility, lowering stress, and offering greater empowerement can all become realities

Customer Engagement Dynamics 365 Dynamics CRM Field Service HR Management Mobile Applications Power Platform Service Management

Microsoft Dynamics Partner Roundup: Location-based intelligence; Data cleansing tool; Healthcare app; Partnership

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Dynamics 365 E-Commerce Healthcare Power Platform Web-based Mapping
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The Benefits of Outsourcing Customization and Integration in Microsoft Dynamics 365 CRM and Power Platform

by Sam Kumar

Implementing and customizing business apps can be daunting without expertise built on experience.

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Apps Power Automate Power Platform Sales & Marketing

Microsoft Dynamics Partner Roundup: WhatsApp integration; Fraud protection; GP & BC support; Production scheduling

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AI Business Central Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics GP Finance and Operations Fraud Protection Manufacturing

4 Benefits of Standardizing Your Sales Process

by Sam Kumar

Reasons why you need to have a sales playbook for your sales team

Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Marketing

LATEST VENDOR RESOURCES

Unlock the Power of GYDE365: Transform Your Dynamics 365 Practice

MSDW Features

CRM Horror Story: User Revolt Transformed into a Standing Ovation

MSDW Features

CRM Horror Stories: A Dynamics 365 CE Cautionary Tale of Customization and Poor Partnership

MSDW Features

Maximizing Your Dynamics 365 Business Central Experience: How We Ensure You Succeed

WebSan Solutions

Business Benefits of the Microsoft Ecosystem

Encore Business Solutions
More Customer Engagement Videos

How Digital Tools Bring New Levels of Productivity and Accuracy to Field Inspections

Resco
Are outdated inspection processes slowing your team down?
Business Central Construction Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Energy Field Service Government Healthcare Manufacturing Oil

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
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
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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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