Customer Engagement news & resources

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Event Preview: DynamicsCon Virtual 2022 returns in March with new speakers, fresh content

by Jason Gumpert

DynamicsCon returns March 15 to 17 with a new virtual event and plans for a September live conference

Business Central Customer Engagement Dynamics 365 Dynamics GP DynamicsCon March 2022 Finance and Operations Power Platform
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Event Preview: Microsoft 365 Conference adds Dynamics 365, Power Platform tracks

by Asif Rehmani

Event is expanding from Office 365, SharePoint, and Teams to business apps

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Microsoft 365 Conference April 2022 Power Platform Sales & Marketing
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Podcast Transcript: Microsoft MVP Kuldeep Gupta on Project Operations advances

by MSDW Reporter

A discussion of Kuldeep's latest observations about the current and future updates in D365 Project Operations

Business Performance Mgmt Customer Engagement Dynamics 365 Expense Management Invoice Processing Professional Services Project Management Project Operations Project Service Automation Time & Attendance Workflow Management

MSDW Podcast: Microsoft MVP Kuldeep Gupta on Project Operations advances

by Jason Gumpert
Business Process Mgmt Contract Management Customer Engagement Dynamics 365 MSDW Podcast Professional Services Project Management Project Operations Project Service Automation Time & Attendance Workflow Management
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Bridging the information gap with a modern alerts and notification system for CRM

by Sam Kumar

Types of requirements to consider when evaluating your organization's needs for CRM-related alerts and notifications

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Sales & Marketing
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Microsoft Dynamics channel firms 1ClickFactory and QBS Group to form Companial

by Jason Gumpert

The new company and brand will continue to evolve as a services firm, CEO Louis Rustenhoven tells MSDW

Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Power Apps Power Automate Power Platform
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Microsoft Dataverse Search: A better way to traverse Dynamics 365 CRM and Power Platform data

by Sam Kumar

Exploring the benefits of a comprehensive search method for model-driven apps

Customer Engagement Dataverse (CDS) Dynamics 365 Power Apps Power Pages Power Platform
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Shorten the journey for leads to sales with a lead assignment and distribution automation app

by Sam Kumar

Five capability areas to look for in a sales automation app

Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Customer Engagement Dynamics 365 Sales Sales & Marketing
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Why did Microsoft add Modern Approvals for Dynamics 365 Project Operations?

by Kuldeep Gupta

Walking through the setup of an important improvement in time entry approvals

Business Process Mgmt Customer Engagement Dynamics 365 Professional Services Project Management Project Operations Time & Attendance

MSDW Podcast: Aligning low code trends with BPM

by MSDW Reporter
Business Central Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations MSDW Podcast Power Apps Power Automate

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Unleash Copilot in Dynamics 365 Customer Engagement

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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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