Customer Engagement news & resources

From the Microsoft Dynamics 365 CRM Blogs: Dataverse search; Multiple cases; Keep data clean; Import records

by MSDW Reporter

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

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

Microsoft Dynamics Partner Roundup: Student info system; D365 win; FP&A research; International expansion

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Corporate Perf Mgmt (CPM) Customer Engagement Dynamics 365 Education Finance and Operations Financial Management Industrial Equipment Project Management Project Operations Service Management

Microsoft announces 2024 release wave 2 for Dynamics 365 apps

by Jason Gumpert

Preview and GA features across the suite focus on Copilot, core functions, and integrated scenarios

Accounting Business Central Commerce Contact Center Contact Center Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Fabric

From the Microsoft Dynamics 365 CRM Blogs: Customer Service Copilot; Extend dialogs; Personal settings; AI summaries

by MSDW Reporter

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

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Power Apps Power Platform Sales Sales & Marketing

From the Microsoft Power Platform blogs: Live coauthoring; Multiple flow triggers; Customer enquiry; Delegate approval tasks

by MSDW Reporter

A selection of the latest insight from the Power Platform blogs

Business Process Mgmt Copilot Studio Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power Platform Workflow Management

Microsoft Dynamics Partner Roundup: New partners; Fashion & apparel copilot; New hire; Partner designation

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Dynamics 365 Fashion Finance and Operations Manufacturing Power Platform Supply Chain Management Warehouse Management

From the Microsoft Dynamics 365 CRM Blogs: Marketing consent; Sales strategies; Dialer enhancements; Clone order records

by MSDW Reporter

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

Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Marketing Automation Sales Sales & Marketing Sales Order Processing

Microsoft reveals pricing of Dynamics 365 Contact Center and a new Customer Service Premium option

by Jason Gumpert

D365 Contact Center reaches GA as planned, with a new option that adds Customer Service Enterprise

Contact Center Contact Center Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM

Maximizing the Benefits of Copilot in Dynamics 365: Best-Practices and Strategies for Users

by Jamie Evans

In its current form, Copilot in Dynamics 365 has three core uses for most customers

Customer Engagement Customer Experience (CX) Customer Service Data Management Dynamics 365 Email Management Knowledge Management

Microsoft names 2024 Partner of the Year Winners and Finalists

by MSDW Reporter

Seven business app categories see dense cluster of winners and finalists

Business Central Business Process Mgmt Copilot Studio Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Service Dynamics 365 Finance and Operations Financial Management Power Apps

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WebSan Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

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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

More Customer Engagement White Papers

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