Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: Veo for CRM; MNSure call center CRM; AX practice acquisition; NAV not-for-profit win

by Linda Rosencrance
A selection of the latest announcements from the Dynamics partner channel
Accounting BI and Reporting Budgeting Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM

Best of 2013: Top Microsoft Dynamics CRM news of the year

by Jason Gumpert
The team delivered on its plan to release CRM 2013, setting up a roadmap of enhancements in social, marketing, and customer service in 2014
CRM 2013 CRM Online Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation MarketingPilot NetBreeze

Take a picture: Exploring mobile device photo options with Microsoft Dynamics CRM 2013

by Mark Anderson
CRM 2013 added image support via the web interface, but camera access for mobile lags on the free smartphone and tablet apps
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing

Dynamics CRM 2013 for smartphones offers a good experience - with the right expectations

by Mark Anderson
Despite mixed app store reviews, experts see real use cases for CRM 2013 smartphone apps
Android CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing iPhone

Microsoft Dynamics CRM 2013 tablet interface favors sales scenarios initially, experts find

by Mark Anderson
As CRM 2013 usage expands, partners see possibilities for broader range of possible tablet use cases
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing Tablet

Microsoft Dynamics CRM Online upgrades to CRM 2013 proceeding with few headaches, partners report

by Jason Gumpert
Challenges of adopting CRM 2013 before, after upgrade range from technical to organizational
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online SaaS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: AX for retail suppliers; Socius adds affiliate; SL apparel win; Postcode data for CRM 2013

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Commerce Customer Engagement Customer Insights - Journeys (Marketing) Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics SL Invoice Processing Master VAR Retail
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Microsoft ecosystem in action: ISV argues for full-featured mobility with Dynamics CRM 2013

by Jason Gumpert
Forceful comparison by Resco pits the benefits of full-featured mobility solution against Microsoft’s free apps
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing

Microsoft Dynamics CRM 2013 Realizes the CRM Anywhere Vision

by Nancy Kuppich
Why Microsoft's push to make Dynamics CRM a pervasive tool has paid off in the latest release
Android CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing

Improved campaign management, Dynamics CRM integration planned for MarketingPilot in Mira release

by Jason Gumpert
Browser-based drag and drop interface, social campaign metrics, CRM single sign among the Mira updates planned, according to recent guidance
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot Mira Sales Sales & Marketing

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
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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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