Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: CRM for insurance; VAR merger; CRM mobile security; Banking CRM win

by Linda Rosencrance
A selection of recent announcements from around the Dynamics ERP and CRM partner channel
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance Mobile Applications Sales Sales & Marketing

Hewlett-Packard, Microsoft to launch industry accelerators for Microsoft Dynamics

by Linda Rosencrance
New ‘business process as-a-service’ offerings to cover case management, benefits administration, citizen services, and more.
Automotive Business Process Mgmt Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Financial Services Government Loan Management Portals

Microsoft Dynamics Partner Roundup: Italy E-billing for AX, NAV; CRM CoffeeSender; New Cloud budgeting, Services automation partnerships

by Linda Rosencrance
A selection of recent announcements from around the Dynamics partner channel
AP Automation Budgeting Business Central Cloud Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Forecasting Invoice Processing

Internet of Things, in context: How Microsoft plans to align the Azure IoT Suite with Dynamics CRM and ERP

by Jason Gumpert
The MBS industry team's Colin Masson explains how companies should look to capitalize on new, simpler tool sets like Azure IoT Suite
Azure IoT Suite Convergence 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Internet of Things (IoT) Manufacturing Power Automate

Microsoft Dynamics Partner Roundup: CRM customer service win; BI for private cloud; BI for trade promotion; CRM mobility hire

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
BI and Reporting Cloud Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Mobile Applications Trade Promotion Mgmt

LyntonWeb leverages Scribe Online to simplify HubSpot to Microsoft Dynamics CRM integration

by Jason Gumpert
News self-service portal allows HubSpot users to purchase, configure and deploy integration software in hours
Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM HubSpot Marketing Automation SaaS

Beyond Convergence: Keeping Microsoft Dynamics partners in the loop

by Jason Gumpert
As Microsoft evolves its Dynamics, Office, Power BI, and other product marketing, partners watch carefully
Azure BI and Reporting Business Central Business Performance Mgmt Convergence 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

Beyond Convergence: Microsoft Dynamics ERP, CRM product marketing commit to solutions, platform focus

by Jason Gumpert
Veterans on the MBS product marketing team are shifting their focus as the team aims to go to market with more cross-product solution stories
Azure BI and Reporting Business Central Convergence 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM

Microsoft Dynamics Partner Roundup: E-Signatures for Document Management; CRM Forecast Management; WMS for GP; CRM Network Performance

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Process Mgmt CRM 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Dynamics CRM Dynamics CRM Online Dynamics GP Electronic Signatures

Convergence 2015: With sales productivity in focus, Microsoft, CRM partners offer a slew of complementary tools

by Mark Anderson
Microsoft’s sales productivity story extended well beyond Dynamics CRM at Convergence 2015, and partners stand ready to help take businesses even further
Convergence 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing Sales & Ops Planning

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
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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
More Customer Engagement Case Studies

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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