Customer Engagement news & resources

Supporting Microsoft Dynamics GP: Users at the Help Desk

by Mark Polino
Using a mix of GP tools for real help desk functions
Customer Engagement Dynamics 365 Dynamics GP Field Service Field Service Professional Services Support Debugging Tool help desk

From the American Prairie, a Tale of Venture Capital, an ISV Launch, and a New Take on Microsoft Dynamics CRM and xRM

by Linda Rosencrance
ICORA's initial product release promotes Dynamics CRM as an xRM platform
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing xRM

PowerObjects Launches PowerSurvey Add-On for Microsoft Dynamics CRM

by Linda Rosencrance
Design surveys and collect results from within Dynamics CRM
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM

Microsoft Announces Partner Awards in Advance of Worldwide Partner Conference

by Linda Rosencrance
Twelve awards for Dynamics CRM and ERP VARs and ISVs
Accounting Business Central Customer Engagement Customer Relationship Mgmt Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Food & Beverage Manufacturing

Examining ROI: How an Agile Microsoft Dynamics CRM Deployment Sped Innovation, Smoothed Long Term IT Strategy

by Linda Rosencrance
TradeStation leaves its legacy CRM mess behind
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services xRM

CIBER, VUE Launch Products based on Health Plan Sales Solution for Microsoft Dynamics CRM

by Linda Rosencrance
Solution providers sign on as Microsoft announces growth in customer base
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Healthcare Insurance Marketing Sales Sales & Marketing xRM

Microsoft Dynamics Partner Roundup: CRM4Accounting; RMS Utilities Release; Cloud ERP in Canada; GP for Power Equipment

by Linda Rosencrance
A selection of recent Dynamics partner news and announcements
Accounting BI and Reporting Commerce Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics RMS Financial Services Manufacturing

Sonoma Partners Integrates Microsoft Dynamics CRM with LinkedIn

by Linda Rosencrance
New tool links accounts, contacts, connections to Dynamics CRM
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

14 Health Plans Adopt Microsoft’s Health Plan Sales Solution for Microsoft Dynamics CRM

by Linda Rosencrance
Partner adoption of the solution increased by 225%
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Healthcare Marketing Sales Sales & Marketing

PowerObjects Launches New Add-On Solutions for Microsoft Dynamics CRM

by Linda Rosencrance
Drag and drop images and cross-entity search tools
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Portals Sales Sales & Marketing

LATEST VENDOR RESOURCES

Unlock the Power of GYDE365: Transform Your Dynamics 365 Practice

MSDW Features

CRM Horror Story: User Revolt Transformed into a Standing Ovation

MSDW Features

CRM Horror Stories: A Dynamics 365 CE Cautionary Tale of Customization and Poor Partnership

MSDW Features

Maximizing Your Dynamics 365 Business Central Experience: How We Ensure You Succeed

WebSan Solutions

Business Benefits of the Microsoft Ecosystem

Encore Business Solutions
More Customer Engagement Videos

How Digital Tools Bring New Levels of Productivity and Accuracy to Field Inspections

Resco
Are outdated inspection processes slowing your team down?
Business Central Construction Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Energy Field Service Government Healthcare Manufacturing Oil

Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

emfluence
Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

MSDW Solution Evaluation Report: Celigo

Celigo
Detailed solution feedback from an expert panel of independent evaluators from the Microsoft MVP (Business Applications) community
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Finance and Operations

Revenue Recognition Module Deprecation in D365 Finance and Next Steps

Binary Stream
Learn what factors to consider when migrating from RevRec to Subscription Billing, and explore what the most crucial steps to take
AI Bill Of Material Mgmt Business Central Customer Engagement Customer Insights Customer Service Databases Development Dynamics 365 Finance and Operations Financial Services Marketing

Dynamics CRM Integration with Multiple NAV instances using Connect Bridge

Connecting Software
Many organizations connect Dynamics CRM to their Dynamics NAV using Microsoft's out-of-the-box integration, but how can you achieve this for multiple NAV instances?
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV
More Customer Engagement White Papers

Infographic: Enhancing City of Austin’s Economic Development with Microsoft Dynamics 365 CRM

Sikich
Discover how the City of Austin's Economic Development Department leveraged Microsoft Dynamics 365 CE to drive economic growth and operational success.
Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Government Marketing Power Apps Power Automate Power Platform Sales Insights

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

Sikich
Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
Azure Construction Customer Engagement Customer Insights Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart
Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

TheTestMart
Discover how Reily Foods streamlined their testing processes after upgrading to Dynamics 365 Finance
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations
More Customer Engagement Case Studies

MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...
AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

MetaShip - Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive...
AI Business Central Commerce Customer Engagement Distribution Dynamics 365 E-Commerce Field Service Finance and Operations Forecasting Manufacturing Mixed Reality

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
AI Aerospace & Defense Automotive Customer Engagement Distribution Dynamics 365 Dynamics CRM Education Industrial Equipment Manufacturing Professional Services Sales & Marketing
More Customer Engagement Solutions