Customer Engagement news & resources

Copilot in Dynamics 365 Guides with HoloLens 2

Ignite 2023: Microsoft to add Copilot to mixed reality experience of Dynamics 365 Guides

by Jason Gumpert
The AI-based experience comes first to HoloLens2, then to mobile devices
Customer Engagement Dynamics 365 Field Service Field Service Guides HoloLens Ignite 2023 Knowledge Management Mixed Reality Remote Assist

Ignite 2023: Microsoft aims for technician, manager productivity gains with AI in Dynamics 365 Field Service

by Jason Gumpert
A preview of Copilot in Microsoft Dynamics 365 Field Service will aim to improve productivity for both technicians and managers
Customer Engagement Customer Experience (CX) Customer Service Data Integration Dynamics 365 Field Service Field Service Finance and Operations Financial Management Ignite 2023 Inventory Management Sales

Ignite 2023: Microsoft broadens role-based generative AI with Copilot for Service preview

by Jason Gumpert
Preview in December will offer pre-built CRM and contact center app integrations
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Ignite 2023 Knowledge Management Sales & Marketing Service Management

Microsoft Dynamics Partner Roundup: Acquisition; Partnerships; Integration

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Collections Management Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations
THIS initiative

Women in Dynamics strengthens plans for Directions EMEA 2023 and beyond

by Jason Gumpert
The team behind Women in Dynamics builds on this year's momentum to bring their framework and new event experiences to Directions EMEA 2023.
Business Central Customer Engagement Directions EMEA 2023 Dynamics 365 Dynamics CRM Dynamics NAV Power Platform

Microsoft Dynamics Partner Roundup: App management service: ISV acquisitions; Loan and lease management; Exec hire

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Associations Business Central Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Finance and Operations Government Lease Management Loan Management Real Estate Rental
Community Summit 2023 Partner Preconference

Community Summit Preview: Partner Preconference to bring Microsoft FY24 channel goals into focus

by Jason Gumpert
Microsoft representatives and partners will share a range of perspectives on strategy and trends
Business Central Community Summit 2023 Customer Engagement Dynamics 365 Finance and Operations Microsoft Corporate Partner Strategy Power Platform

From the Microsoft Dynamics 365 CRM Blogs: Workflows; Sales sequences; RenderTemplate request; SSRS report

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Dynamics 365 Dynamics CRM Sales & Marketing
d365techconnect-550.jpg

Event Preview: D365 Tech Connect welcomes Dynamics developers, admins, and SMEs

by Jason Gumpert

The annual D365 technical event from Ellipse Solutions returns to Dayton, Ohio this November

Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Power Platform

Microsoft Dynamics Partner Roundup: Payment integration: Industry alliance; Engagement letters; Learner engagement

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Accounting Business Central Business Process Mgmt Customer Engagement Document Automation Dynamics 365 Education Finance and Operations Financial Management Financial Services Life Sciences Manufacturing

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Maximize Your Microsoft Incentives: CSP Rebates, Co-op Funds & the New Growth Accelerator

MSDW Features

From Pain Points to Boardroom Priorities: Elevate Data Quality with Executive Ready Messaging

Plauti

How to Inject Mobility Into Your Construction Operation with WorkSiteOps + Resco

Resco

Dynamics Futures - The Next Decade of Microsoft: Predictions, Priorities, and Progress

WebSan Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions
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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
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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...
Aerospace & Defense Architecture Chemicals Construction Customer Engagement Dynamics 365 Energy Engineering Finance and Operations Government Contractors Industrial Equipment Life Sciences
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