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Customer Engagement news & resources
Microsoft Dynamics CRM 2015 to arrive in Q4, emphasizing sales and marketing unity, expanded locales
by
Jason
Gumpert
Guided sales processes, sales hierarchies, enhanced SLA management, field level security and more addressed in new release
BI and Reporting
Business Performance Mgmt
Business Process Mgmt
CRM 2015
Cloud
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Field Service: The Foundation for Innovation in Customer Experience
by
Kris
Brannock
Why field service has re-emerged as a broad area of opportunity in a device-enabled world
Customer Engagement
Customer Service
Customer Service
Dynamics 365
Dynamics AX
Internet of Things (IoT)
Life Sciences
Manufacturing
Medical Devices
Professional Services
Project Service Automation
Service Management
Microsoft Dynamics Partner Roundup: AX support app; Texting for Dynamics CRM; NAV TFS integration; New customer care plan
by
Linda
Rosencrance
A selection of recent news from the Dynamics partner channel
AX 2012 R3
Acumatica
BI and Reporting
Business Central
CRM 2013
Configuration & Development
Customer Engagement
Customer Relationship Mgmt
Customer Service
Customer Service
Data Integration
Dynamics 365
New look at Microsoft Dynamics CRM roadmap through Q2 2015 reveals new code names, more four-part release waves
by
Jason
Gumpert
Vega, the next Dynamics CRM major release, is due in late 2014 and will introduce new software compatibility
CRM 2013
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Electra
Hydra
Marketing Automation
Marketing Resource Mgmt (MRM)
News Review: Microsoft Dynamics CRM, ERP compete for healthcare IT opportunities
by
Jason
Gumpert
A look at recent articles examining how Microsoft and its partners continue to invest in the healthcare market
BI and Reporting
Customer Engagement
Customer Relationship Mgmt
Customer Service
Customer Service
Data Integration
Data Management
Dynamics 365
Dynamics AX
Dynamics CRM
Healthcare
Workflow Management
Demand for ERP in healthcare driven by data growth, complexity of care
by
Bridget
McCrea
Dynamics ERP solutions well positioned to solve today’s problems in managing healthcare information
BI and Reporting
Business Central
Customer Engagement
Customer Service
Customer Service
Data Integration
Dynamics 365
Dynamics AX
Dynamics GP
Dynamics NAV
Dynamics SL
Healthcare
From the Microsoft Dynamics AX Blogs: AX 2012 Security Development Tools; Importing sales order history; Searching AX
by
Jason
Gumpert
A selection of the latest insight from the Dynamics AX blogs
AX 2012
AX 2012 R3
Customer Engagement
Customer Insights - Journeys (Marketing)
Data Integration
Dynamics 365
Dynamics AX
Sales
Sales & Marketing
Sales & Ops Planning
Sales Order Processing
Security
In healthcare industry, opportunities abound to make Microsoft Dynamics CRM a key component of the future
by
Bridget
McCrea
With government regulation calling for better patient outcomes, solution providers are seeing explosion in awareness by healthcare execs
Customer Engagement
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Healthcare
Regulatory Compliance
Workflow Management
xRM
Driven by regulation, cost, quality goals, Microsoft, partners to pilot new mobile health management solution featuring Dynamics CRM
by
Jason
Gumpert
Seeking a trusted approach to mobile patient care, solution will launch in partnership with TracFone with a trial involving 100 diabetes patients
Customer Engagement
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Health & Wellness
HealthVault
Healthcare
Medical Devices
Workflow Management
xRM
Pocketstop integrates communication, loyalty solutions with Dynamics AX, CRM
by
Linda
Rosencrance
Pocketstop’s Loyalty and Rewards Platform to integrate with AX; Broadcast API to integrate with CRM Online
AX 2012 R3
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics CRM Online
Marketing Automation
Mobile Applications
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LATEST VENDOR RESOURCES
Videos
White Papers
Case Studies
Solutions
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
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
More Customer Engagement Solutions