Customer Engagement news & resources

MSDW Podcast: News Roundup - Industry clouds, Field Service revenue, ISV acquisition, & more

by MSDW Reporter
Business Central Customer Engagement Dynamics 365 Dynamics AX Field Service Field Service Finance and Operations Financial Services Health & Wellness Healthcare MSDW Podcast Pharmaceuticals

Microsoft Dynamics Partner Roundup: Payments integration; Nonprofit ISV acquisition; Products on AppSource

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AppSource Business Central Customer Engagement Dynamics 365 Fundraising Not For Profit Payment Processing Power Apps Power Platform Workflow Management
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Microsoft Dynamics 365 Field Service closing in on $200 million in annual revenue: Analyst report

by Jason Gumpert

Microsoft notes the positive results as 2021 release wave 2 is set to begin

Customer Engagement Dynamics 365 Field Service Field Service Mobile Applications Power Apps Power Platform

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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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

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How to Inject Mobility Into Your Construction Operation with WorkSiteOps + Resco

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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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