Customer Engagement news & resources

3 ways to improve your field sales performance

by Sam Kumar

Addressing the common challenges of the travelling sales rep with productivity apps

Customer Engagement Dynamics 365 Expense Management Mobile Applications Sales Sales & Marketing Travel Management Web-based Mapping

Quiq announces digital messaging integration with Microsoft Dynamics 365

by MSDW Reporter

Adds pre-built integration of messaging channels with D365 Sales and Customer Service

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Sales Sales & Marketing

Finding the right fit: A Microsoft partner CEO shares his acquisition experience in the channel

by Eamon McCarthy Earls

How Andy Neal aimed to sell his Microsoft partner business on his own terms

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Marketing Portals Power Pages Power Platform Sales

5 ways productivity add-ons add value to your Dynamics 365 CRM

by Sam Kumar

How the popular types of apps meet business needs that would otherwise require custom development

BI and Reporting Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Data Integration Document Management Dynamics 365 Dynamics CRM Sales & Marketing Web-based Mapping

Boost your B2B customers' experiences in Microsoft Dynamics 365 Marketing

by Jelena Yaruchyk

Exploring the many touchpoints between the potential buyer and seller in a customer journey

Business Process Mgmt Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing Workflow Management

WalkMe announces UI process analysis tool for Microsoft Dynamics 365

by MSDW Reporter

UI Intelligence for Microsoft Dynamics 365 is the first in a new line of analytical tools for enterprise systems

Business Performance Mgmt Business Process Mgmt Customer Engagement Dynamics 365 User Adoption

4 recommendations for a successful Microsoft Dynamics 365 CRM user adoption strategy

by Sam Kumar

Keep these capabilities in mind when looking for user adoption tools to support your CRM solution

BI and Reporting Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Sales & Marketing User Adoption User Management

Security and blockchain for Microsoft business apps: A Q&A with Thomas Berndorfer

by Eamon McCarthy Earls

Connecting Software founder and CEO Thomas Berndorfer explains how the company leverages blockchain and their work in the Microsoft channel

AppSource Azure Compute Customer Engagement Document Management Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations ISV Connect Integration Power Automate

Planning a document management investment with Dynamics 365 CRM: 5 ways to prioritize

by Sam Kumar

How to improve your productivity and select the right type of solution for your needs

Content Management Customer Engagement Customer Relationship Mgmt Data Integration Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Enterprise Content Mgmt Security

MSDW Podcast: Document visibility across Dynamics applications

by MSDW Reporter

Business Central Business Performance Mgmt Content Management Customer Engagement Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

LATEST VENDOR RESOURCES

Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

emfluence

Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!

Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

MSDW Solution Evaluation Report: Celigo

Celigo

Detailed solution feedback from an expert panel of independent evaluators from the Microsoft MVP (Business Applications) community

Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Finance and Operations

Revenue Recognition Module Deprecation in D365 Finance and Next Steps

Binary Stream

Learn what factors to consider when migrating from RevRec to Subscription Billing, and explore what the most crucial steps to take

AI Bill Of Material Mgmt Business Central Customer Engagement Customer Insights Customer Service Databases Development Dynamics 365 Finance and Operations Financial Services Marketing

Dynamics CRM Integration with Multiple NAV instances using Connect Bridge

Connecting Software

Many organizations connect Dynamics CRM to their Dynamics NAV using Microsoft's out-of-the-box integration, but how can you achieve this for multiple NAV instances?

Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV

Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

TheTestMart

Discover how to revolutionize your automated testing strategy for Microsoft Dynamics 365 with our expert guide

Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations Sales

More Customer Engagement White Papers

Infographic: Enhancing City of Austin’s Economic Development with Microsoft Dynamics 365 CRM

Sikich

Discover how the City of Austin's Economic Development Department leveraged Microsoft Dynamics 365 CE to drive economic growth and operational success.

Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Government Marketing Power Apps Power Automate Power Platform Sales Insights

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

Sikich

Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!

Azure Construction Customer Engagement Customer Insights Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart

Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study

Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart

Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing

AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

TheTestMart

Discover how Reily Foods streamlined their testing processes after upgrading to Dynamics 365 Finance

AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

More Customer Engagement Case Studies

Customer Engagement news & resources

3 ways to improve your field sales performance

Quiq announces digital messaging integration with Microsoft Dynamics 365

Finding the right fit: A Microsoft partner CEO shares his acquisition experience in the channel

5 ways productivity add-ons add value to your Dynamics 365 CRM

Boost your B2B customers' experiences in Microsoft Dynamics 365 Marketing

WalkMe announces UI process analysis tool for Microsoft Dynamics 365

4 recommendations for a successful Microsoft Dynamics 365 CRM user adoption strategy

Security and blockchain for Microsoft business apps: A Q&A with Thomas Berndorfer

Planning a document management investment with Dynamics 365 CRM: 5 ways to prioritize

MSDW Podcast: Document visibility across Dynamics applications

LATEST VENDOR RESOURCES

Business Benefits of the Microsoft Ecosystem

Advanced View Controls in Dynamics 365 CRM

Unleash Copilot in Dynamics 365 Customer Engagement

Best Practices for Lead Management in Dynamics 365 CRM

Tips for Selecting a Microsoft Dynamics 365 Partner

Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

MSDW Solution Evaluation Report: Celigo

Revenue Recognition Module Deprecation in D365 Finance and Next Steps

Dynamics CRM Integration with Multiple NAV instances using Connect Bridge

Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

Infographic: Enhancing City of Austin’s Economic Development with Microsoft Dynamics 365 CRM

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

MetaDocs - Document Management System

MetaShip - Packing & Shipping Solution

MetaPro - ERP for Professional Services

TheTestMart: Automated Testing for Microsoft Dynamics 365

2 Day Workshop: Microsoft Sales Copilot