Customer Engagement news & resources

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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Financial Management Knowledge Management 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Power Automate Sales Sales & Marketing
3264.dashboard.png

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM 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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Gemini 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

The Support Network: Managing Your Microsoft Dynamics CRM Solution After Go-Live

by Sandor Schellenberg
Supporting your new CRM application requires functional and technical understanding, but also expertise on the underlying systems
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CRM Online Telephony; SL Services Automation; AX 2012 Credit Card Solution; Master VAR Growth

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
AX 2012 Business Central Credit Card Processing Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics CRM Online Dynamics NAV

Smart Strategies for Distribution: Collaboration and Diversification

by Steve Weber
Why strategic collaboration and diversification investments are key to growth for today's wholesale distributor
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Distribution Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL E-Commerce Inventory Management
conv2013-logo.png

Microsoft Announces Dynamics Customer Excellence Awards Ahead of Convergence 2013

by Jason Gumpert
Sixteen awards, chosen from 70 finalists
Business Central Cloud Commerce Convergence 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM

Microsoft Dynamics CRM UR12 and Polaris: Clarifying the Differences for the Community

by Jason Gumpert
Flow UI is not part of Update Rollup 12, as expected
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Polaris Sales Sales & Marketing UR12 Yammer

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
More Customer Engagement Videos

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
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
More Customer Engagement Solutions