Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: Inventory management; Acquisition: New partners; Solutions on Azure Marketplace

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Distribution Dynamics 365 Finance and Operations Inventory Management Manufacturing User Adoption
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Microsoft Partner of the Year Awards honor Dynamics and Power Platform wins and solution advances

by Jason Gumpert

Many industry-focused award winners featured biz apps usage

Azure Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform

MSDW Podcast: Using Dynamics 365 Commerce across industries

by MSDW Reporter
Commerce Customer Engagement Dynamics 365 E-Commerce Finance and Operations Government MSDW Podcast Manufacturing Retail
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Microsoft Dynamics Profile: New MVP is an educator at heart

by Linda Rosencrance

Gill Walker was recognized this year with the Microsoft MVP award, which she sees as a "thank you" for her work supporting the community

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Training User Adoption

From the Microsoft Dynamics 365 CRM Blogs: Teams chat; Error handling; Emails; Assigning permissions

by MSDW Reporter

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

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Power Automate Power Platform Security

From the Microsoft Dynamics 365 Customer Engagement Blogs: CRM data to PDF; Sales order holds; License consumption; Reporting error

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 Customer Engagement and CRM blogs

Customer Engagement Dynamics CRM
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Microsoft offers developers new framework to build their own copilots via plugins

by Jason Gumpert

At Build 2023, the company is announcing more areas where Copilot will play a role: Power Pages, Power BI, Microsoft Fabric, and Windows

Azure Business Central Customer Engagement Development Dynamics 365 Finance and Operations
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Microsoft sheds more light on Dynamics 365 Copilot's security and privacy guardrails

by Jason Gumpert

With Microsoft accelerating its AI offerings, users and partners will need a more complete view of the services that drive copilots

Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform

Microsoft Dynamics Partner Roundup: Bank payments; Generative AI; Specialty retail; New CFO

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Azure Business Central Compute Customer Engagement Customer Service Dynamics 365 E-Commerce Finance and Operations Government Healthcare Manufacturing Payment Processing

Microsoft Cloud for Nonprofit adding Copilot AI features to Fundraising and Engagement

by Jason Gumpert

New AI-based tools from nonprofit partners aimed at humanitarian aid organizations, fundraisers, marekters

BI and Reporting Collaborative Workspaces Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Fundraising Not For Profit Power Platform Sales Sales & Marketing

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

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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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