Customer Engagement news & resources

The Opportunities and Challenges of Business Process Outsourcing with Microsoft Dynamics NAV

by Vjekoslav Babic

What effect does BPO have on ERP in general and NAV specifically?

Accounting Business Central Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics NAV Financial Management HR Management Logistics

The Power of the Worker Role: Windows Azure + Microsoft Dynamics CRM 2011 Better Together, Part Three

by Sebastian Waksmundzki

Taking advantage of elasticity, scalability for two real world CRM challenges

CRM 2011 Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Enterprise Content Mgmt Power Automate

Keep All the Balls in the Air: Microsoft Dynamics CRM as a Service Firm's Total Operations Solution

by Jason Gumpert

One industrial electronics repair firm built out visibility to quotes, orders, suppliers, shipping, and more

BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics CRM Dynamics CRM Online Electronics KPIs

With Dual Product Strategy, Silverpop Broadens Microsoft Dynamics CRM Presence

by Jason Gumpert

Four months after the CoreMotives acquisition, product managers reflect on the future

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Email Management Marketing Automation SaaS WPC2012

Microsoft Dynamics CRM Pivots Off R8 Misfire with New App Vision and Schedule at WPC 2012

by Jason Gumpert

Bill Patterson discusses the updated roadmap and need for innovation in Dynamics CRM

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Automation Metro Sales Sales & Marketing WPC2012 Windows 8

SilverPop Adds Microsoft Dynamics CRM Integration to Engage Platform

by Jason Gumpert

Differentiating from CoreMotives based on volume, complexity of marketing automation needs

Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics CRM Marketing Automation WPC2012

Sikich Claims First North American Deployment of Microsoft Dynamics NAV 2013

by Jason Gumpert

First hosted implementation by TAP customer anywhere for NAV 2013

Accounting Business Central Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics NAV Inventory Management NAV 2013 Pharmaceuticals SaaS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Supply Chain Analytics; iPad Sales Mapper; Master VARs; Food Systems AX Win; Pulse Expands Reach

by Linda Rosencrance

A selection of recent announcements from the Dynamics partner channel

AX 2012 BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics SL Food & Beverage Inventory Management Manufacturing Master VAR

Emailvision, Microsoft Announce Integration of Campaign Commander Enterprise Edition with Dynamics CRM

by Linda Rosencrance

Access to customer data for better management of digital campaigns

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Email Management Marketing Automation Mobile Applications Social Networks

Zendesk Offers Bi-Directional View of Customers with Dynamics CRM Online

by Linda Rosencrance

Puts Zendesk support data in CRM, CRM data in customer support view

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Dynamics CRM Online SaaS 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

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