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Customer Engagement news & resources
Microsoft Dynamics Partner Roundup: Order entry trials; Partner acquisition; New hires; Dexterity training roadshow
by
Linda
Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Central
Customer Engagement
Customer Service
Customer Service
Dexterity
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
E-Commerce
Order Management
As CRM 2013 release nears, Microsoft Dynamics partners talk CRM Online readiness
by
Linda
Rosencrance
With a relatively short window of time to upgrade, partners are pushing their teams and their customers to prepare for CRM Online’s Fall 2013 update
CRM 2013
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Dynamics CRM Online
Sales
Sales & Marketing
xRM
More pricing talk expected as partners, customers prepare for Dynamics CRM Online Fall 2013 update
by
Linda
Rosencrance
With three new pricing levels, customers will likely see changes to their bill once they reach their renewal date
CRM 2013
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Dynamics CRM Online
Sales
Sales & Marketing
xRM
Microsoft Dynamics Partner Roundup: Journyx for GP; i95Dev RMS Ecommerce; Accellos Retail Network Integration; Experlogix partnership
by
Linda
Rosencrance
A selection of recent announcements from the Dynamics partner channel
CPQ (Configure, Price, Quote)
Commerce
Customer Engagement
Customer Insights - Journeys (Marketing)
Data Integration
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics RMS
E-Commerce
Retail
Microsoft Dynamics CRM 2013 moves quietly from Beta to Release Candidate 1 (RC1)
by
Jason
Gumpert
RC1 has been noted for some released with same information sharing restrictions as beta, and
CRM 2013
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Sales
Sales & Marketing
When Agile meets Microsoft Dynamics CRM, Part 1: The Encounter
by
Guus
van
Introducing guidelines for successful use of agile methods when implementing Dynamics CRM
Agile
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Sales
Sales & Marketing
Scrum
xRM
Microsoft Dynamics CRM 2013 favorite features emerging from the partner channel
by
Linda
Rosencrance
With the release date approaching, more Dynamics CRM professionals share the features they are most excited about
CRM 2013
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Sales
Sales & Marketing
Security
Telemarketing
Resource Management and Capacity Planning: Your Guide to Maximum Services Efficiency
by
Colleen
Rodericks
Why great services organizations improve their ability to manage utilization rates, estimate projects, and forecast their future needs
Business Central
Customer Engagement
Dynamics 365
Dynamics AX
Dynamics GP
Dynamics NAV
Dynamics SL
HR Management
Knowledge Management
Professional Services
Project Management
Project Service Automation
Microsoft Dynamics Partner Roundup: CRM data quality; BPM, mobility for CRM; Customer reference program
by
Linda
Rosencrance
A selection of announcements from the Dynamics partner channel
Business Performance Mgmt
Business Process Mgmt
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Data Management
Dynamics 365
Dynamics CRM
Sales
Sales & Marketing
Microsoft Dynamics CRM 2013 Release Preview Guide is out
by
Jason
Gumpert
As the release of CRM 2013 approaches, the new preview guide organizes enhancements among five investment areas
CRM 2013
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Leo
Mobile Applications
Orion
Sales
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Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment
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Explore the strategic benefits of aligning sales and marketing, from first touch to closed deal.
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Connecting Marketing Impact to Revenue Growth: Building a Modern Value Measurement Framework
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A practical model that connects performance metrics across stages, departments, and systems
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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
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AI-Powered xFP&A: The Future of Financial Planning
Solver
Explore the transformative power of AI in xFP&A
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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
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Project Management
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QualiChem Drives Smarter Field Operations with Maplytics for Dynamics 365
Inogic
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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
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Field Service
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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)
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PlanAutomate Quick Guide
This Quick Guide will help you understand PlanAutomate and Project Automation for Dynamics 365 Finance at a high-level and...
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Finance and Operations
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Industrial Equipment
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