Customer Engagement news & resources

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New Microsoft tech quizzes will fundraise for regional causes, with focus on diversity and inclusion

by Jason Gumpert

A series of July 30 online pub quizzes is a benefit - and it aims to open dialog on the challenges that people of color face in the IT workforce.

Business Central Customer Engagement Dynamics 365 Dynamics CRM Finance and Operations Power Platform
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How do Contracts, Milestones and Projects flow between Dynamics 365 Project Operations and F&O?

by Kuldeep Gupta

Learn how to shift data between new apps and Dynamics 365 Finance and Operations

Contract Management Customer Engagement Data Integration Dynamics 365 Finance and Operations Project Management Project Operations Project Service Automation Sales & Marketing Service Management
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Samsung and Microsoft announce a smart property management partnership

by MSDW Reporter

Samsung and Microsoft announce a partnership focused on smart building management

AI and Machine Learning Azure Customer Engagement Customer Service Dynamics 365 Field Service Field Service Industrial Equipment Integration Internet of Things (IoT) Preventive Maintenance Real Estate

Dynamics 365 and Power Platform winners and finalists in Microsoft's 2020 Partner of the Year awards

by MSDW Reporter

Ahead of Inspire, Microsoft issues its Partner of the Year awards for 2020, including for business applications and industries.

Business Central Customer Engagement Dynamics 365 Field Service Finance and Operations Marketing Power Apps Power Automate Power BI Power Platform

Microsoft Dynamics Partner Roundup: Life sciences; Intelligence cloud; Award winners; New hire

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

BI and Reporting Business Central Content Management Customer Engagement Dynamics 365 E-Commerce Finance and Operations Life Sciences Marketing Automation
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First Take: Key updates for Dynamics 365 Customer Experience apps in 2020 release wave 2

by Heidi Neuhauser

A new mobile sales experience, service integrations, a quickly approaching deadline for customers, and a lot more

CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Marketing Mobile Applications Power Apps Power Automate Power BI

MSDW Podcast: The importance of pre-project planning for Dynamics 365 success

by MSDW Reporter
Azure Customer Engagement Dynamics 365 Finance and Operations MSDW Podcast Project Management
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Microsoft reveals 2020 release wave 2 plans for Power Platform, Dynamics 365

by Jason Gumpert

A range of improvement, including launch of new apps in the October 2020 to March 2021 timeframe.

BI and Reporting Business Process Mgmt Commerce Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Field Service Finance and Operations Human Resources (Talent) KPIs Marketing
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Unification of Dynamics 365 apps still a challenge and a long-term priority, Microsoft GMs say

by Jason Gumpert

Dynamics 365 and Power Platform product managers discussed priorities and new features in a user group Q&A.

AI AI and Machine Learning Azure BI and Reporting Business Central Commerce Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM
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Dynamics 365 Sales investing in velocity, new mobile apps, says Microsoft GM

by Jason Gumpert

New D365 Sales GM Ray Smith spoke to users as part of a virtual event and noted several priorities. 

AI Customer Engagement Customer Relationship Mgmt Dynamics 365 Forms Pro Sales Sales & Marketing Sales & Ops Planning Sales Insights

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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
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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...
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