Customer Engagement news & resources

From the Microsoft Dynamics 365 CRM Blogs: Populate dates; Conversational CRM; Duplicate data; Close an opportunity

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Business Process Mgmt Copilot Customer Engagement Customer Insights - Data Customer Relationship Mgmt Data Management Dynamics 365 Power Automate Power Platform Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Roses grower selects Agriware; Healthcare firm taps Contracts 365; Electric firm selects SIS system; Solutions Partner

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Agriculture Contract Management Customer Engagement Dynamics 365 Healthcare Project Management Supply Chain Management

From the Microsoft Power Platform blogs: Single-page apps; Customer service agents; Track time and cost savings; Command button

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Business Process Mgmt Customer Engagement Customer Service Customer Service Dynamics 365 Portals Power Apps Power Automate Power Pages Power Platform

Microsoft Dynamics Partner Roundup: Ag sales, commodity accounting; AI Agent initiative; New executive chairman; Solutions partner

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Agriculture Copilot Customer Engagement Dynamics 365 Finance and Operations Financial Services
Field Service Evolution with Copilot Support

Solving Real-World Retail Operations Challenges with Dynamics 365 Field Service and Copilot

by Pradeep Raja
Common field service challenges the retail space and how to address them with Microsoft Biz Apps
Copilot Copilot Studio Customer Engagement Dynamics 365 Field Service Field Service Power Apps Power Automate Power BI Power Pages Power Platform

From the Microsoft Dynamics 365 CRM Blogs: D365 Sales sequences; Masked field values; Dashboards; Migrate to Customer Insights – Journeys

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Insights - Data Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Automation Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Teams Phone extensibility; Solutions Partner; EAM innovation; Partnership

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Commerce Communications Contact Center Contact Center Customer Engagement Dynamics 365 E-Commerce Enterprise Asset Mgmt

From the Microsoft Dynamics 365 CRM Blogs: Deleting work orders; Attachment control; Customer voice surveys; Fix CRM with Power Platform

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Customer Voice Dynamics 365 Dynamics CRM Field Service Field Service Power Platform Sales

Microsoft Dynamics Partner Roundup: Low-code partnership; Cobrowse app; Loan origination; AEC win

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Architecture Construction Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Dynamics AX Dynamics CRM Engineering Finance and Operations Project Management

Microsoft Dynamics Partner Roundup: AP automation; Conversation analytics; New product for D365 CE

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
AP Automation Business Central Call Tracking Customer Engagement Dynamics 365 Dynamics GP Dynamics NAV Finance and Operations Partner Relationship Management (PRM) Payment Processing

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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
More Customer Engagement White Papers

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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