Customer Engagement news & resources

Bob Stutz Addresses Microsoft Dynamics CRM Partners in Rome on Update Rollups, Mobile Roadmap, Usability

by Jason Gumpert
At eXtremeCRM event, Stutz talks Dynamics CRM product vision, goals
CRM 2011 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Leo Mobile Applications Orion Polaris

Setting Long-Term Workflows in Microsoft Dynamics CRM

by Leon Tribe
Working around timeout limitations by tracking Execution Time
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Workflow Management

Understanding Microsoft's Next Gen RMS Begins with a Closer Look at Dynamics AX for Retail’s POS, Mobile, Omnichannel Capabilities

by Valerie Miller
At Retail Realm 2013, Microsoft's SMB Retail partners learned more about retail end points for the AX 'commerce runtime'
Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics RMS E-Commerce Retail Retail POS

Controlling Your Data: Build a Customer Insight Platform for Microsoft Dynamics CRM

by Ruben Overkemping
Understand the collection of Microsoft products making it possible to get to know your customers
BI and Reporting Big Data Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Power Automate

At NRF 2013, Microsoft Dynamics for Retail Broadens Its Omnichannel Story

by Jason Gumpert
Microsoft stressing the combined e-commerce, POS, and 'omnichannel' value proposition
AX 2012 R2 Commerce Customer Engagement Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX E-Commerce Mobile Applications NRF 2013 Order Management

Supporting Tech Support: An IT Service Management Primer

by Richard Turkel
Understand the benefits of improving your team's focus on service management for internal and external users
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL ITIL Project Service Automation Service Management

Why Now is the Time for Multi-Channel Retail Integration

by Steve Weber
Retailers who resist modernizing legacy systems will face increasingly difficult challenges in meeting customer expectations
Business Central Commerce Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL E-Commerce

Partner Readiness a Key Component for Successful Rollout of Microsoft Dynamics CRM December 2012 Service Update

by Jason Gumpert
Microsoft working with partners to explain impact of mandatory and optional features of new release
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Mobile Applications Polaris SaaS Sales

Four Steps to Getting From CRM Implementation to Increased Revenue

by Lou Guercia
Four steps that are critical to getting from CRM implementation to increased revenue
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Sales Sales & Marketing

Empowered BI: The Evolving Technology Boosting Data Insight in Microsoft Dynamics CRM

by Ruben Overkemping
With better reporting and analysis tools, today's marketers can gain insight into multi-channel performance and execution like never before
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM KPIs 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
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