Customer Engagement news & resources

MSDW Podcast: Optimizing Dynamics 365 projects with business process modelling

by MSDW Reporter
Business Central Business Process Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations MSDW Podcast
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DUG team gives DynamicsUser forum a SaaS refresh

by Jason Gumpert

The team behind Dynamics User Group and DynamicsCon have modernized the forum with a migration to a SaaS Discourse deployment

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Power Platform

Microsoft Dynamics Partner Roundup: Construction win; Services billing integration; AP automation; UAE gold partner

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Billing Business Central Complex Billing Construction Customer Engagement Data Integration Dynamics 365 Finance and Operations Invoice Processing Project Operations
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DynamicsCon Fall 2021 Preview: How to become a Power Automate Desktop hero

by Jason Gumpert

Goloknath Mishra shares his perspective on the current and future value of PAD in Microsoft's RPA strategy

Business Process Mgmt Customer Engagement Dynamics 365 DynamicsCon September 2021 Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management

MSDW Podcast: How Microsoft business apps customers can improve change management

by MSDW Reporter
Business Central Customer Engagement Dynamics 365 Finance and Operations MSDW Podcast Power Apps Power Platform Training User Adoption
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DynamicsCon 2021 Preview: Learning from business transformation successes with Power Platform and Dynamics 365

by Eamon McCarthy Earls

Consultant and author Lipi Sarkar will co-present two sessions, one focused on Power Platform and another exploring a transition to Dynamics 365

Customer Engagement Dynamics 365 DynamicsCon September 2021 Power Platform
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Updates to Dynamics 365 media and entertainment accelerator adds Teams integration, content workflow support

by Jason Gumpert

Version 2.0 expands the data model for events, adds portals, uses Teams API for new guest participation

Content Management Customer Engagement Dataverse (CDS) Dynamics 365 Enterprise Asset Mgmt Enterprise Content Mgmt Media & Entertainment Portals Power Apps Power Automate Power BI Power Pages
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How the Canadian public sector is using Microsoft Dynamics 365 and Azure

by Eamon McCarthy Earls

Canada's public sector is moving quickly to adopt Azure and Microsoft business apps, experts say

Azure Compute Customer Engagement Databases Development Dynamics 365 Dynamics CRM Government Integration Security Storage
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Solution Match: New Dynamics matchmaking event opens for registration

by Jason Gumpert

Solution Match 2021 offers a unique way for the Dynamics and Power Platform community to discover and research new ISV solutions

Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Apps Power Platform

From the Microsoft Dynamics 365 Customer Engagement & CRM Blogs: Date fields; Proactive chats; Entity relationship; Required fields

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM

LATEST VENDOR RESOURCES

Business Benefits of the Microsoft Ecosystem

Encore Business Solutions

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

Tips for Selecting a Microsoft Dynamics 365 Partner

Encore Business Solutions
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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
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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
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MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...
AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

MetaShip - Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive...
AI Business Central Commerce Customer Engagement Distribution Dynamics 365 E-Commerce Field Service Finance and Operations Forecasting Manufacturing Mixed Reality

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
AI Aerospace & Defense Automotive Customer Engagement Distribution Dynamics 365 Dynamics CRM Education Industrial Equipment Manufacturing Professional Services Sales & Marketing
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