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Customer Engagement news & resources
A big year for Microsoft Dynamics CRM: 8 questions for CRM MVPs about 2014
by
Gus
Gonzalez
Whether it’s marketing, customer service, social, mobile, xRM or another topic, MVPs anticipate value in the range of 2014 Dynamics CRM releases
Customer Engagement
Customer Insights - Journeys (Marketing)
Dynamics 365
Dynamics CRM
Marketing Automation
Marketing Resource Mgmt (MRM)
Mobile Applications
Sales
Sales & Marketing
Social Networks
xRM
Microsoft Dynamics Retail Essentials offering for SMBs met with optimism, questions as RMS end nears
by
Valerie
Miller
Dynamics RMS partners respond favorably to the approach, but the scope and direction of the new offering will require more learning
AX 2012 R3
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Service
Customer Service
Dynamics 365
Dynamics AX
Dynamics RMS
Inventory Management
Payment Processing
Retail POS
Retail Realm 2014
Five Habits of Data-Driven Sales Departments
by
Dave
Boulet
From the VP of Sales down to the intern, there are lessons to learn for optimizing processes without adding headcount
BI and Reporting
Business Central
Business Performance Mgmt
Business Process Mgmt
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Data Management
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Microsoft maps out Dynamics for Retail plans for enterprise, SMB markets at Retail Realm event in Las Vegas
by
Valerie
Miller
Retail Essentials aims to simplify Dynamics for Retail for smaller deployments; Standalone Essentials release in the works
AX 2012 R3
AX for Retail
Commerce
Credit Card Processing
Customer Engagement
Customer Insights - Journeys (Marketing)
Dynamics 365
Dynamics AX
Dynamics RMS
E-Commerce
Mobile Applications
Retail
Choosing a focal point: How to approach Microsoft Dynamics CRM's Spring 2014 release wave
by
Jason
Gumpert
Details of this release wave cement Microsoft’s commitment to a broader product strategy
CRM 2013
CRM Online
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Dynamics CRM Online
Marketing Automation
Marketing Resource Mgmt (MRM)
Market forces shaping Microsoft Dynamics CRM partners' cloud ambitions
by
Jason
Gumpert
As software giants build out unified cloud platforms, integrated vertical offerings remain a lucrative market, executives say
CRM 2013
Cloud
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Data Integration
Dynamics 365
Dynamics CRM
Dynamics Marketing
Government
IBM
Life Sciences
HP expanding delivery of Microsoft Dynamics AX, CRM enterprise services in Asia
by
Linda
Rosencrance
Acquisition of Arvato Systems’ regional Dynamics practice will accelerate investments in cloud, analytics, data management, mobility, company says
Automotive
Banking
Cloud
Commerce
Consumer Goods
Customer Engagement
Customer Relationship Mgmt
Customer Service
Customer Service
Data Management
Dynamics 365
Dynamics AX
Ambition abounds in Microsoft Dynamics AX 2012 R3 launch event
by
Linda
Rosencrance
From cloud to mobile to retail to customer experience, Microsoft expands Dynamics AX vision with 2012 R3
AX 2012 R3
BI and Reporting
Commerce
Customer Engagement
Customer Service
Customer Service
Dynamics 365
Dynamics AX
Government
Manufacturing
Manufacturing
Power Automate
From the Microsoft Dynamics CRM Blogs: Yammer API update; Outlook contact sync; Mail Merge tips; CRM 2013 developer updates
by
Linda
Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
CRM 2013
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Dynamics 365
Dynamics CRM
Email Management
Sales
Sales & Marketing
Yammer
Adding mobility to Microsoft Dynamics CRM: The best app for the job
by
Jason
Gumpert
How the NFL’s Detroit Lions satisfied demands of both sales and marketing with a new mobile sales app
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Document Management
Dynamics 365
Dynamics CRM
Media & Entertainment
Mobile Applications
OneDrive
Sales
Sales & Marketing
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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
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Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights
Coffee + Dunn
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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
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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
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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
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