Customer Engagement news & resources

Microsoft expands Dynamics 365 education accelerator, adding K-12 scenarios

by MSDW Reporter

Formerly the 'higher education accelerator', it now includes features to manage attendance, fundraising, and more

BI and Reporting Business Performance Mgmt Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Education KPIs Portals Power Apps Power Automate Power BI

MSDW Podcast: Microsoft news roundup, June 2020

by MSDW Reporter

AI and Machine Learning Azure Business Central Compute Customer Engagement Databases Dataverse (CDS) Dynamics 365 Dynamics GP Dynamics NAV Dynamics SL Integration

Microsoft's Dynamics 365, Power Platform 2020 release wave 2 materials arrive in July

by MSDW Reporter

Release plan documents due July 8, with early access in August

Business Central Commerce Customer Engagement Dataverse (CDS) Dynamics 365 Finance and Operations Human Resources (Talent) Mixed Reality Power Apps Power Automate Power BI

Microsoft Dynamics 365 nonprofit accelerator improves project, finance, case management

by MSDW Reporter

Updates to the data model, solutions, and mobile app.

Customer Engagement Dataverse (CDS) Dynamics 365 Expense Management Financial Management Mobile Applications Not For Profit Power Apps Power Platform Project Management Service Management Time & Attendance

Microsoft Dynamics Partner Roundup: PSA partnership; Cloud migration; New hire; EDI integration

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Data Integration Data Migration Dynamics 365 EDI Project Management Service Management

Flows from the field: Service Bus Queues; Maintaining user security settings; Generating data; Grouping and summing

by Eamon McCarthy Earls

Recent Power Automate flows from intrepid D365 professionals - and beyond

Azure Customer Engagement Dynamics 365 Integration Power Automate Power Platform Robotic Process Automation (RPA) Sales Security Storage

Navigating the dangerous waters of data management to find a practical solution

by Adam Perry

Two concepts about data management will help you focus your team's efforts and investments.

Customer Engagement Data Management Dynamics 365 Dynamics CRM Power Platform Sales & Marketing

MSDW Podcast: Mike Dickerson on marketing in a crisis and the needs of Microsoft partners

by MSDW Reporter

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM ISV Connect MSDW Podcast Marketing Automation Sales & Marketing

MSDW Podcast: Guus Krabbenborg on the challenge of better enterprise software projects

by MSDW Reporter

Business Central Customer Engagement Dynamics 365 Dynamics NAV Finance and Operations MSDW Podcast

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

LATEST VENDOR RESOURCES

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

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

Plauti

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

Resco

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

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Lead the Change: Build a Future-Proof Customer Contact Center with AI

JourneyTeam

Ready to modernize your contact center? This guide breaks down exactly how.

Call Tracking Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Telephony

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

More Customer Engagement White Papers

Palmer-Donavin Elevates Sales Planning and Customer Engagement with Power Apps and Dynamics 365

JourneyTeam

How Palmer-Donavin moved from spreadsheets to real-time insights

Customer Engagement Customer Service Distribution Dynamics 365 Sales Sales & Marketing Sales & Ops Planning

How Smarter Furnishings Unified Sales, Operations, and Finance with Dynamics 365 Business Central

JourneyTeam

Unifying operations and scaling faster with Dynamics 365 Business Central

Accounting Business Central Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Furniture Manufacturing Power BI Power Platform Retail Sales

Protech Automotive Solutions – Field Operations / Dynamics 365 + Power Platform

JourneyTeam

Transforming field operations with a connected Microsoft Dynamics 365 and Power Platform solution

Automotive Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Platform Project Operations Project Service Automation

Modernizing Student Engagement at UVA’s Batten School with Microsoft Power Platform

JourneyTeam

Outgrown its legacy student engagement tools, relying on scattered systems and manual processes

Azure Customer Engagement Dataverse (CDS) Dynamics 365 Education Power Apps Power BI Power Pages Power Platform Student Information System

QualiChem Drives Smarter Field Operations with Maplytics for Dynamics 365

Inogic

Customer Engagement Dynamics 365 Web-based Mapping

More Customer Engagement Case Studies

Attach2Dynamics - Attachments & Documents Management for Optimized Storage in Dynamics 365 CRM

Attach2Dynamics helps you migrate heavy attachments, reduce Dynamics 365 storage costs, and streamline document operations...

Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Storage

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