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Customer Engagement news & resources
How Microsoft Dynamics solutions are transforming the holiday home industry
by
Jamaine
Campbell
Why the industry is finally investing in new solutions after years of being left in technical limbo
Accounting
Business Performance Mgmt
Customer Engagement
Customer Experience (CX)
Customer Service
Dynamics 365
Financial Management
Hospitality
Power Platform
Sales & Marketing
Travel & Leisure
What to ask before investing in your next Microsoft Dynamics add-on solution
by
Farah
Harajli
Questions to ask when evaluating your need for additional solutions to integrate with Dynamics
Business Central
Business Process Mgmt
Customer Engagement
Data Integration
Data Management
Dynamics 365
Dynamics CRM
Dynamics GP
Dynamics NAV
Workflow Management
Microsoft Dynamics Partner Roundup: Lease partnership; Education endeavors; D365 win: New solution
by
MSDW
Reporter
A selection of announcements from the Dynamics partner channel
Aerospace & Defense
Automotive
Business Central
Customer Engagement
Customer Relationship Mgmt
Data Integration
Dynamics 365
Finance and Operations
Lease Management
Rental
Sales & Marketing
Microsoft Dynamics Partner Roundup: CRM integration; Partnership; Apps on AppSource; New hire
by
MSDW
Reporter
A selection of announcements from the Dynamics partner channel
BI and Reporting
Business Central
Customer Engagement
Data Integration
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics NAV
Finance and Operations
Financial Services
Sales & Marketing
Microsoft Dynamics Partner Roundup: QMS, analytics partnerships; Typeface AI integration; New VAR president
by
MSDW
Reporter
A selection of announcements from the Dynamics partner channel
BI and Reporting
Business Central
Customer Engagement
Customer Experience (CX)
Customer Insights - Data
Data Management
Dynamics 365
Dynamics AX
Dynamics NAV
Finance and Operations
Marketing Automation
Strategies for Elevating Sales Performance with Microsoft Dynamics CRM
by
Satish
Reddy
Check out five strategies for simplifying the Dynamics 365 CRM interface to empower sales teams to exceed their quotas and drive business growth
Customer Engagement
Dynamics 365
Microsoft announces new retail-focused AI and data tools and partnerships
by
Jason
Gumpert
Industry updates coming to Cloud for Retail, Dynamics 365 Customer Insights, Azure Open AI Service
AI and Machine Learning
Azure
BI and Reporting
Communications
Customer Engagement
Customer Insights - Data
Customer Insights - Journeys (Marketing)
Dynamics 365
E-Commerce
NRF 2024
Project Management
Field Service: Death by a thousand paper cuts?
by
Satish
Reddy
What factors are keeping field service teams on their paper-based processes?
Construction
Customer Engagement
Customer Service
Data Integration
Dynamics 365
Field Service
Manufacturing
Mobile Applications
Professional Services
Property Management
User Adoption
Travel Insurance Industry’s Email Problem: Storage strategies for Microsoft customers
by
Ankit
Shah
In an email-intensive industry like travel insurance, organizations need a plan to avoid costly storage mistakes
Azure
BI and Reporting
Customer Engagement
Customer Service
Data Management
Data Warehousing
Databases
Dynamics 365
Email Management
Insurance
Sales
Storage
DynamicsMinds 2024 Preview: Community members share memories, tips
by
MSDW
Reporter
Six community members share their outlook on the growing community event
Business Central
Customer Engagement
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics NAV
DynamicsMinds 2024
Finance and Operations
Power Platform
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Your Guide, Your Partner, Your Microsoft Advantage
JourneyTeam
When technology projects feel overwhelming, the right partner changes everything.
Azure
Copilot
Customer Engagement
Dynamics 365
Fabric
Partner Strategy
Power Platform
Purview
Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM
JourneyTeam
Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity
AI and Machine Learning
Azure
Contact Center
Contact Center
Copilot
Customer Engagement
Customer Experience (CX)
Customer Insights - Data
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
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
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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
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
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