Customer Engagement news & resources

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Microsoft to introduce two new Dynamics 365 apps: Project Operations, Finance Insights

by Jason Gumpert

D365 Project Operations, a replacement for PSA, promises a new solution for front and back office needs.

3PL Accounting Customer Engagement Customer Insights - Data Customer Relationship Mgmt Dynamics 365 Finance and Operations Financial Management Forecasting Project Management Project Operations

Community Summit Europe 2020 Session Preview: Projects & People in a SaaS World

by James Crowter

At Community Summit Europe, attendees will explore the changing role of Dynamics ERP consultants.

Business Central Community Summit Europe 2020 Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Power Platform Project Management SaaS extreme365 Europe 2020

Microsoft Dynamics Partner Roundup: Acquisition; D365CE implementation; New president; Expansion

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Azure Business Central Customer Engagement Dynamics 365

MSDW Podcast: Chuck Ingram on the quest for great CRM outcomes

by Jason Gumpert
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Project Management
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LinkedIn Sales Navigator to add improved contact integration for Microsoft Dynamics 365 Sales

by MSDW Reporter

Contact creation from Sales Navigator and data validation to improve the integration quality.

BI and Reporting Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 LinkedIn Sales Navigator Power BI Power Platform Sales Sales & Marketing
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Community Summit and extreme365 Europe 2020: Prepare for your Power Apps Portals project

by Jason Gumpert

Microsoft MVP Nicholas Hayduk will offer four portals-focused sessions on project planning, skills, features, and successes.

Community Summit Europe 2020 Customer Engagement Dataverse (CDS) Dynamics 365 Power Pages Power Platform extreme365 Europe 2020
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Microsoft's first release of Dynamics 365 Commerce officially launches

by Jason Gumpert

The new release promises personalized experiences that transcend transactional retail, Commerce reaches GA

BI and Reporting Commerce Customer Engagement Customer Insights - Data Dynamics 365 E-Commerce Finance and Operations Power Platform Retail Retail POS
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Community Summit and extreme365 Europe 2020: Building shared experiences in Dynamics 365 and Power Platform technology

by Jason Gumpert

Microsoft MVP and Dynamics 365 technical specialist Jonas Rapp will be talking about XrmToolBox, Canvas apps, and more.

Community Summit Europe 2020 Customer Engagement Dynamics 365 Power Apps Power Platform XrmToolBox extreme365 Europe 2020

From the Microsoft Dynamics 365 Customer Engagement and CRM Blogs: Customer insights; Organizer; Fixing errors; Import emails

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 Customer Engagement-CRM blogs

BI and Reporting Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Sales & Marketing

Power BI in 2020: MVP perspective on what's driving product growth, customer demand

by Eamon McCarthy Earls

Microsoft MVP Matt Allington shares his thoughts on the evolution of Power BI in 2020

BI and Reporting Customer Engagement Data Management Dataverse (CDS) Dynamics 365 Dynamics CRM Power Automate Power BI Power Platform

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

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Unleash Copilot in Dynamics 365 Customer Engagement

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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
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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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