Customer Engagement news & resources

Altitude Software Launches New Microsoft Dynamics CRM 2011 Connector for Unified Customer Interaction in Contact Centers

by Linda Rosencrance

Altitude+ MS-CRM Connector unifies customer contact history for sales, contact center teams

CRM 2011 Call Tracking Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing

ClickDimensions Raises Series A Funding to Drive Global Expansion

by Jason Gumpert

Canal Partners invests, joins Board of Directors

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Marketing Automation Power Automate xRM

Microsoft Dynamics Partner Roundup: Project Management for AX 2012; CRM Module Boosts AX Value; Ameyo Integrated with CRM; LINKFresh in Six Weeks

by Linda Rosencrance

A selection of recent Dynamics partner happenings

AX 2012 Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Food & Beverage Quality Control

Microsoft Dynamics Partner Roundup: Social Media for Partners; AX 2012 for Utilities; BI with AX for Retail; Streamlining Credit Union Customer Service; Agreements and Hires

by Linda Rosencrance

A selection of recent Dynamics partner announcements

AX 2012 Business Central Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

Microsoft Addresses Dynamics CRM UG Summit on the Future of Mobile Devices, Windows, Web Technology

by Jason Gumpert

Mobile CRM to evolve from companion app to contextual experience, company says

ADFS CRMUG Summit 2011 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Web Client xRM

Driving Profit from Sales and Marketing: Wholesale Distributors Discover, React to Customer Profitability Data in Microsoft Dynamics CRM

by Jason Gumpert

Bringing key ERP data, customer profitability data to Dynamics CRM

BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Distribution Dynamics 365 Dynamics CRM Power Automate SaaS

Microsoft Dynamics Partner Roundup: SutiExpense Integration; CRM4Legal UK Win; Partnerships and Go-Lives

by Jason Gumpert

A selection of recent Dynamics partner news and announcements

AP Automation Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

LBMC Announces New Microsoft Dynamics CRM Integration to Intacct Cloud ERP

by Linda Rosencrance

An alternative to Salesforce integration

CPQ (Configure, Price, Quote) CRM 2011 Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Financial Management Intacct Marketing Automation SaaS Sales Sales & Marketing

The Business of People: How the Right Analytics Bring Retailers Closer to Customers

by Will Roche

Why CRM should be both the repository and delivery mechanism of customer information

BI and Reporting Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Warehousing Dynamics 365 Dynamics CRM Retail Retail POS

Microsoft Launches First Wave of Social Features for Dynamics CRM in November 2011 Service Update

by Jason Gumpert

Also looking ahead to cross-browser, platform support in 2012

BI and Reporting CRM 2011 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Mobile Applications Regulatory Compliance

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