Customer Engagement news & resources

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Elevating the Customer Engagement Vision: A Look at the New Dynamics CRM Integration to Moxie Spaces

by Jason Gumpert
"Strength to strength" partnership adds new customer engagement option to Dynamics CRM with bi-directional integration
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Knowledge Management Moxie

Dynamic Space: Microsoft Pushes Forward Its Social CRM Vision

by Doug Bonderud
Casting a wider net with Dynamics CRM in emerging social, service scenarios
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Moxie Sales Sales & Marketing Skype Social Networks
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Device-Specific Mobile Apps Live On in Latest Microsoft Dynamics CRM Statement of Direction

by Jason Gumpert
Microsoft lays out its three year vision on browsers, devices, social tools, platform and performance
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation Sales Sales & Marketing Windows 8

Getting Synchronized for the Holidays: Why Multi-Channel Retailers Need to Elevate Their Game for Savvy Consumers

by Bridget McCrea
The value of creating a consistent purchase experience for customers who navigate between your company’s online and offline storefronts.
Business Central Commerce Customer Engagement Customer Service Customer Service Distribution Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV E-Commerce Retail

Microsoft Announces Dynamics CRM Online December 2012 Service Update

by Jason Gumpert
The release formerly known as Polaris adds new user experience, new Microsoft product integrations, Office 2013 compatibility
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Polaris Sales Sales & Marketing
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Dynamics Introspective: Can MarketingPilot Help Microsoft Carve Out an Entirely New Opportunity Area for Dynamics CRM?

by Jason Gumpert
MarketingPilot brings Microsoft a range of sophisticated tools for the CMO, but where will it find value with Dynamics CRM?
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot Sales Sales & Marketing

Users' Questions on the Future of Microsoft Dynamics CRM Highlight Shifting Needs of Existing, New CRM Customers

by Jason Gumpert
Microsoft team elaborates on user experience options, mobile, Office, search, and more.
CRM 2011 CRMUG Summit 2012 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Orion Polaris Sales

Microsoft Dynamics CRM Team Extends Roadmap to 2014 with Focus on Window 8, User Engagement

by Jason Gumpert
Twice-yearly releases through 2014 to include two new interfaces, marketing resource management, process automation
CRMUG Summit 2012 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Leo Orion Polaris Sales
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Sonoma's EZ Opp Gives Sales Reps New Reason to Update Dynamics CRM Opportunities

by Linda Rosencrance
Free Windows 8 app soon to arrive in Windows Store
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing Tablet Windows 8
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Microsoft Dynamics CRM Adds Marketing Automation and Planning with MarketingPilot Acquisition

by Jason Gumpert
Microsoft CVP Bob Stutz announces the deal, expects to meet more CMO needs
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Marketing Automation

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
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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...
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