Customer Engagement news & resources

Microsoft Corporate Vice President Vik Singh to Keynote Community Summit North America 2024

by MSDW Reporter
Vik Singh, CVP of AI and Apps at Microsoft, will keynote Community Summit NA on Oct 14, 2024, in San Antonio
Business Central Community Summit North America 2024 Copilot Customer Engagement Dynamics 365 Dynamics GP Finance and Operations Power Platform

Microsoft Dynamics Partner Roundup: Financial spreading; Banking Partnership; New HQ

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
BI and Reporting Banking Business Central Customer Engagement Data Integration Dynamics 365 Finance and Operations Financial Management Financial Services

From the Microsoft Dynamics 365 CRM Blogs: Process returns; Marketing calendar; Optimize dashboard; Aligning sales & marketing

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Dynamics 365 Field Service Field Service Marketing Automation Sales Sales & Marketing
d365psa-project-planning.png

The end is near for Dynamics 365 Project Service Automation, Microsoft reminds commercial customers

by Jason Gumpert
Customers should embrace the upgrade process for the newer D365 Project Operations; Gov cloud deadline not yet set
Customer Engagement Dynamics 365 Project Management Project Operations Project Service Automation

Biz Apps Classroom, Ep. 17: Power Platform Community Conference 2024 Preview with Lisa Crosbie

by MSDW Reporter
Lisa's AI-centric workshop at #PPCC24 takes a different approach to introducing AI and Copilot concepts
Biz Apps Classroom Copilot Copilot Studio Customer Engagement Dynamics 365 MSDW Podcast Power Apps Power Automate Power Platform Power Platform Community Conference 2024

MSDW Podcast: Why CTI is a customer service game-changer, with Upland Software

by MSDW Reporter
Why CTI holds a fascinating place among IT assets as a bridge between AI and customer experience
Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Telephony

From the Microsoft Dynamics 365 CE/CRM Blogs: Dark mode; Track site visits; Relationship Sales

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Experience (CX) Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Sales Copilot features; Streamline workflows; Omnichannel tools; SharePoint integration permissions

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
Copilot Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Customer Service wave 2; Customer journey map; Copilot to boost sales; Radius search

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Marketing Automation Sales Sales & Marketing Web-based Mapping

MSDW Podcast: Preparing Data for AI Governance with insightsoftware

by MSDW Reporter
Planning for the data-related challenges and opportunities of AI and ML in the Microsoft Biz Apps space
BI and Reporting Business Central Business Performance Mgmt Commerce Customer Engagement Data Management Dynamics 365 Fabric Finance and Operations Forecasting KPIs

LATEST VENDOR RESOURCES

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

Maximize Your Microsoft Incentives: CSP Rebates, Co-op Funds & the New Growth Accelerator

MSDW Features

From Pain Points to Boardroom Priorities: Elevate Data Quality with Executive Ready Messaging

Plauti

How to Inject Mobility Into Your Construction Operation with WorkSiteOps + Resco

Resco

Dynamics Futures - The Next Decade of Microsoft: Predictions, Priorities, and Progress

WebSan Solutions
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Your Guide, Your Partner, Your Microsoft Advantage

JourneyTeam
When technology projects feel overwhelming, the right partner changes everything.
Azure Copilot Customer Engagement Dynamics 365 Fabric Partner Strategy Power Platform Purview

Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM

JourneyTeam
Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity
AI and Machine Learning Azure Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

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
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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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