Customer Engagement news & resources

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Insurance models and apps coming to Microsoft Dynamics 365 Financial Services Accelerator

by Jason Gumpert

Microsoft rolls out the new Dynamics 365 Financial Services Accelerator, focusing on insurance

Azure BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Financial Services Insurance Portals Power Apps Power Automate
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Former Microsoft business applications sales chief heads to Pega

by MSDW Reporter

Hayden Stafford will lead client engagement for Pega, reporting to the CEO

Business Central Customer Engagement Dynamics 365 Dynamics GP Dynamics NAV Finance and Operations Microsoft Corporate Power Platform

Microsoft Dynamics Partner Roundup: European expansion; GP interface; Integration; Sales, customer service

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Banking Customer Engagement Customer Service Dynamics 365 Dynamics AX Dynamics CRM Field Service Finance and Operations Financial Management Healthcare Service Management
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Microsoft previews a bundled cloud healthcare offering, focused on providers

by Jason Gumpert

Microsoft believes its Cloud for Healthcare will become its own product offering in the future

Azure Customer Engagement Dynamics 365 Power BI Power Platform

MSDW Podcast: Developing a roadmap to solution development success

by MSDW Reporter
Azure Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations MSDW Podcast
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Microsoft Dynamics Profile: New MVP's role keeps growing with the business apps landscape

by Linda Rosencrance

Aurélien Clere has broadened his work from mobile apps and CRM to Dynamics 365, Azure, Power Platform and beyond.

Azure BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Financial Management Mobile Applications
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ERP for food processing: Why industry-specific technology matters

by Matthew Boese

Exploring examples of why food processing businesses need operational solutions that fit their unique requirements.

Advanced Pricing Customer Engagement Demand Planning Dynamics 365 Finance and Operations Food & Beverage Job cost Manufacturing Process Manufacturing Regulatory Compliance Supply Chain Management
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How we use Power BI to run our technology business

by Kuldeep Gupta

Like many technology businesses, CloudFronts uses Power BI for insights and visibility

Accounting BI and Reporting Billing Customer Engagement Dynamics 365 Field Service Financial Management Invoice Processing KPIs Power BI Power Platform Professional Services

MSDW Podcast: Encouraging Power Platform adoption

by MSDW Reporter
Business Performance Mgmt Business Process Mgmt Customer Engagement Data Management Dataverse (CDS) Dynamics 365 Governance, Risk, and Compliance (GRC) MSDW Podcast Power Apps Power Automate Power Platform Security

Microsoft Dynamics Partner Roundup: Business unit acquired; HR integration; ISV Connect opportunities

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Dynamics 365 Dynamics AX Finance and Operations HR Management Human Resources (Talent)

LATEST VENDOR RESOURCES

LPA Lays the Groundwork for a Data-Driven Future with Dynamics 365 and aec360

HSO

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights

Coffee + Dunn

How to Infuse AI into Microsoft Business Applications

HSO

Scaling on Dynamics 365 CE: When Built-In Deduplication Isn’t Enough, and How Plauti Bridges the Gap

Plauti
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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

AI-Powered xFP&A: The Future of Financial Planning

Solver
Explore the transformative power of AI in xFP&A
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management

Project Management HEADSTART for Microsoft Dynamics 365 Sales

Sikich
A project management solution to help you manage your workforce effectively.
BI and Reporting Customer Engagement Dynamics 365 Project Management Sales
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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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