Customer Engagement news & resources

Microsoft channel veterans HSO acquire AKA, gaining new US leadership

by MSDW Reporter

The deal is HSO's first following private equity funding

Azure Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Power Platform

John Gravely, an entrepreneur with deep Microsoft channel ties, dies at 53

by Jason Gumpert

Gravely founded CRM-focused firms c360, ClickDimensions, and SalesSpark

Customer Engagement Dynamics 365 Dynamics CRM Marketing Automation Sales & Marketing

Microsoft Dynamics Partner Roundup: Supply chain; Project modeling; Partnership; New contract

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Azure CPQ (Configure, Price, Quote) Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Government Manufacturing Manufacturing Retail

Microsoft moves up in Gartner's field service ratings with big user, asset growth

by Jason Gumpert

Upgrade attributed to big user counts, strength of features and related Azure services

AI and Machine Learning Azure Customer Engagement Dynamics 365 Field Service Internet of Things (IoT)

Flows from the field: Trigger messages; HTTP requests; Citrix apps; Change tracking

by Eamon McCarthy Earls

Recent Power Automate flows from intrepid Dynamics 365 professionals - and beyond

Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management

Microsoft Dynamics Partner Roundup: License and subscription; Final mile delivery; Call center; Geo Expansion

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Licensing Logistics Subscription Management Subscription billing Supply Chain Management

MSDW Podcast: Microsoft Dynamics and Azure News Roundup, July 2020

by MSDW Reporter

Azure Business Central Collaborative Workspaces Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics NAV MSDW Podcast Power Apps

MSDW Podcast: Mark Stuyt of Neural Impact on the challenge of COVID selling

by MSDW Reporter

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations MSDW Podcast Sales & Marketing

Improve Sales with AI in Microsoft Dynamics 365

by Stefano Tempesta

D365 Sales Insights now gives organizations out of the box access to predictive analytics that could only be customized in years past.

AI and Machine Learning Artificial Intelligence (AI) Azure Customer Engagement Dynamics 365 Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: EMEA partnership; Data cleansing; Security; ISV Connect

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

BI and Reporting Business Central Customer Engagement Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC) Marketing Automation Sales & Marketing Security Supply Chain Management

LATEST VENDOR RESOURCES

Maximize Your Microsoft Incentives: CSP Rebates, Co-op Funds & the New Growth Accelerator

MSDW Features

From Pain Points to Boardroom Priorities: Elevate Data Quality with Executive Ready Messaging

Plauti

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

Resco

Dynamics Futures - The Next Decade of Microsoft: Predictions, Priorities, and Progress

WebSan Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

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

More Customer Engagement Case Studies

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