Customer Engagement news & resources

After Convergence 2013, Analysts and Influencers Share Their Outlook on Microsoft Dynamics ERP and CRM

by Linda Rosencrance
Optimism on product direction, mixed with caution in Microsoft's enterprise progress
BI and Reporting Business Central Convergence 2013 Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV HR Management Marketing Marketing Automation
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Spaces by Moxie Adds Microsoft Lync Integration

by Linda Rosencrance
Moxie Software builds on its Dynamics CRM integration with more Microsoft platform support
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Unified Communication
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A Look Back: Judging our Convergence 2013 Predictions

by Jason Gumpert
Grading our crystal ball's performance before Convergence 2013 in New Orleans?
AX 2012 Business Central CfMD Convergence 2013 Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV GP 2013 Marketing

Microsoft Dynamics CRM Team Focuses on Pushing Further, Faster

by Jason Gumpert
Aiming to deliver more process-driven apps in a new experience on more platforms in upcoming releases
BI and Reporting Convergence 2013 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Gemini Marketing MarketingPilot NetBreeze

MarketingPilot's First Microsoft Release Online Only, Adds Dynamics CRM Integration

by Jason Gumpert
MarketingPilot 15 available online only, but with integration to CRM on-premise and Online
Convergence 2013 Customer Engagement Data Integration Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot

The Five Faces of Marketing Resource Management

by Bridget McCrea
Gartner analyst discusses aligning business opportunities with the five core competencies of MRM
Content Management Customer Engagement Dynamics 365 Dynamics CRM Financial Management Knowledge Management Marketing Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot

The Big (Data) Game Changer in CRM

by Ruben Overkemping
Big Data is about more than just volume, and Microsoft now offers a range of tools to work with the growing variety and complexity of data sources
BI and Reporting Big Data Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Power Automate Sales Sales & Marketing
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Dynamics CRM for iPad: Microsoft Shares Details on First Release

by Jason Gumpert
A frank discussion of the features that made it into the iPad Safari interface
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Polaris Sales Sales & Marketing iPad

Are You Ready to Add Integrated Marketing Management to Microsoft Dynamics CRM?

by Bridget McCrea
With the Gemini release right around the corner, now is the time to start thinking about Microsoft Dynamics CRM’s new integrated marketing management capabilities.
Convergence 2013 Customer Engagement Dynamics 365 Dynamics CRM Gemini Marketing Marketing Resource Mgmt (MRM) MarketingPilot Sales Sales & Marketing

How To Get The Best IT Team In The Business: Fostering First Class Problem Solvers

by Richard Turkel
When ERP issues arise, great IT professionals move quickly to diagnose, research, and act on a solution
Business Central Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Knowledge Management

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Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

emfluence
Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

MSDW Solution Evaluation Report: Celigo

Celigo
Detailed solution feedback from an expert panel of independent evaluators from the Microsoft MVP (Business Applications) community
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Finance and Operations

Revenue Recognition Module Deprecation in D365 Finance and Next Steps

Binary Stream
Learn what factors to consider when migrating from RevRec to Subscription Billing, and explore what the most crucial steps to take
AI Bill Of Material Mgmt Business Central Customer Engagement Customer Insights Customer Service Databases Development Dynamics 365 Finance and Operations Financial Services Marketing

Dynamics CRM Integration with Multiple NAV instances using Connect Bridge

Connecting Software
Many organizations connect Dynamics CRM to their Dynamics NAV using Microsoft's out-of-the-box integration, but how can you achieve this for multiple NAV instances?
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV

Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

TheTestMart
Discover how to revolutionize your automated testing strategy for Microsoft Dynamics 365 with our expert guide
Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations Sales
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Infographic: Enhancing City of Austin’s Economic Development with Microsoft Dynamics 365 CRM

Sikich
Discover how the City of Austin's Economic Development Department leveraged Microsoft Dynamics 365 CE to drive economic growth and operational success.
Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Government Marketing Power Apps Power Automate Power Platform Sales Insights

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

Sikich
Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
Azure Construction Customer Engagement Customer Insights Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart
Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

TheTestMart
Discover how Reily Foods streamlined their testing processes after upgrading to Dynamics 365 Finance
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations
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MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...
AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

MetaShip - Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive...
AI Business Central Commerce Customer Engagement Distribution Dynamics 365 E-Commerce Field Service Finance and Operations Forecasting Manufacturing Mixed Reality

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
AI Aerospace & Defense Automotive Customer Engagement Distribution Dynamics 365 Dynamics CRM Education Industrial Equipment Manufacturing Professional Services Sales & Marketing
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