Customer Engagement news & resources

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Customer journey orchestration in Dynamics 365 Marketing reaches GA

by MSDW Reporter

Journeys using Power Automate triggers could extend Marketing app to broader scenarios

AI Business Process Mgmt Customer Engagement Customer Insights Dynamics 365 Marketing Marketing Automation Power Automate Power Platform Sales & Marketing Workflow Management
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My favorite new features coming to Microsoft Dynamics 365 Sales, Marketing, and Customer Service in 2021 release wave 2

by Heidi Neuhauser

15 new and updated capabilities that are sure to improve customer experiences

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing Telephony
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Software adoption vendor Pendo raises $150 million Series F round

by MSDW Reporter

Firm reaches $100 million in annual revenue with latest valuation over $2.6 billion

Customer Engagement Dynamics 365
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DynamicsCon: Session voting for September 2021 event is open now and it features new twists

by Jason Gumpert

Each of five tracks will select twelve sessions based on community voting

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV DynamicsCon September 2021 Finance and Operations Power Platform
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Digital adoption vendor Whatfix launches Dynamics 365 CE integration

by MSDW Reporter

Adds to company's Microsoft integration suite that includes Teams, Office 365, SharePoint

Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Marketing Sales Training User Adoption
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Microsoft reveals plans for Dynamics 365 and industry cloud 2021 release wave 2

by Jason Gumpert

Updates arriving from October 2021 to March 2022 include plans for Industry Cloud offerings.

2021 release wave 2 AI Accounting BI and Reporting Business Central Customer Engagement Customer Insights Customer Relationship Mgmt Customer Service Dynamics 365 Field Service Finance and Operations
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Microsoft Teams customers to gain new level of Dynamics 365 access

by Jason Gumpert

No-cost read and edit access to D365 CRM entities is coming to Teams users, Microsoft has announced

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Field Service Inspire 2021 Marketing Microsoft Teams Sales
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Microsoft to update ISV Connect with lower fees, new benefits, and commerce in AppSource

by Jason Gumpert

ISV Connect program will offer greater flexibility and simplicity, bringing it into line with broader Microsoft commercial marketplace policies.

AppSource Customer Engagement Dynamics 365 ISV Connect Inspire 2021 Power Apps Power Platform licenses
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How to apply non-working hours from a Calendar Template in Dynamics 365 Project Operations & PSA

by Kuldeep Gupta

A step-by-step process to scale settings for non-working hours across your resources

Customer Engagement Dynamics 365 Legal Professional Services Project Management Project Operations Project Service Automation Time & Attendance Workforce Management

Microsoft Dynamics Partner Roundup: Visual scheduling; Sales data; Commerce partnership; VP promotion

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 E-Commerce Finance and Operations Manufacturing Manufacturing Planning & Scheduling Planning and Scheduling Process Manufacturing

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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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