Customer Engagement news & resources

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Microsoft Dynamics GP 2013 module changes bring a mix of opportunities, challenges

by Mark Polino
Microsoft's decision to end OEM agreements for many GP ISV solutions should bring positive outcomes overall
BI and Reporting Collections Management Customer Engagement Dynamics 365 Dynamics GP GP 2013 ISV Professional Services Project Service Automation Risk Management Service Management
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SalesFUSION raises new funding, hires new CEO

by Jason Gumpert
Marketing automation solution provider plans to grow operations with new $800K round
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation SaaS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: RMS Integration; Certified eCommerce; GP Win; GP on campus

by Linda Rosencrance
A selection of recent announcement from around the Dynamics partner channel
Business Central Cloud Commerce Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics GP Dynamics NAV Dynamics RMS E-Commerce Retail Sales

WineDirect Acquires Elypsis Winery, adding Dynamics NAV to its direct to consumer wine services

by Jason Gumpert
Elypsis offerings join WineDirect's e-commerce, call center, fulfillment, financial technology
Accounting Business Central Call Tracking Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics NAV E-Commerce Financial Management Food & Beverage Retail POS Sales

How the 'Right' Microsoft Dynamics GP and RMS Integration Can Help Retailers Improve Customer Service and Their Bottom Line

by Jeff Grundey
Why today's data integration for retail should always be about more than moving data from one point to another
Commerce Customer Engagement Customer Service Customer Service Data Integration Distribution Dynamics 365 Dynamics GP Dynamics RMS E-Commerce Inventory Management Manufacturing

Dynamics Profile: From newbie to veteran, one GP user's journey

by Linda Rosencrance
When Palma Hirschfelder Wurzel's company bought GP seven years ago, she dove in, learning about the product and its range of community resources
Accounting Customer Engagement Dynamics 365 Dynamics GP Electronics Project Service Automation Service Management

Managing Complex Relationship models in Microsoft Dynamics CRM, Part 2

by Patrick Huisman
Examining alternative ways to handle Contacts with links to multiple Accounts in Dynamics CRM
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation Sales Sales & Marketing xRM

Managing complex relationship models in Microsoft Dynamics CRM, Part 1

by Patrick Huisman
Understanding the standard relationships between Accounts, Contacts, and Leads - and valuable alternative scenarios
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation Sales Sales & Marketing xRM

Behind some key Microsoft Dynamics CRM 2013 design decisions

by Linda Rosencrance
CRM manager discusses the user testing process and the resulting design choices of CRM 2013
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Orion Sales Sales & Marketing

A Cash Register for the Service Enterprise

by Colleen Rodericks
Why your organization needs a strong framework to make its services organization cash flow positive
Accounting BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Expense Management Managed Services

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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

HSO

Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights

Coffee + Dunn

How to Infuse AI into Microsoft Business Applications

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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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