Customer Engagement news & resources

From the Microsoft Dynamics 365 for Customer Engagement/CRM Blogs: Flow vs. workflow; Email options; Notifications; Import emails

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM

Top Microsoft Dynamics 365 Customer Engagement articles of 2019

by MSDW Reporter

A look back at the top Dynamics 365 Customer Engagement expert articles of 2019

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Marketing Automation Project Management Sales & Marketing Workflow Management
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Microsoft Dynamics Profile: With startup launched, new MVP is following his dream

by Linda Rosencrance

Newly minted MVP Bruce Sithole shares his journey with Dynamics and Power Platform

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM MVP Power Apps Power Platform Sales & Marketing

Best Of 2019: The biggest Microsoft Dynamics 365 product news

by Jason Gumpert

A look back at the top Dynamics 365 stories of 2019

Customer Engagement Customer Insights - Data Dataverse (CDS) Dynamics 365 Dynamics GP Finance and Operations Forms Pro Human Resources (Talent) Power Apps Power Automate
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Best of 2019: The biggest Microsoft Dynamics licensing news

by Jason Gumpert

A look back at the top Dynamics 365 licensing stories of 2019

Business Central Customer Engagement Dynamics 365 Dynamics GP Finance and Operations Portals Power Apps Power Automate Power Platform
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Best of 2019: The biggest Microsoft Dynamics and Power Platform partner news

by Jason Gumpert

A look back at the top Microsoft Dynamics partner stories of 2019

Business Central Customer Engagement Dynamics 365 Dynamics GP Finance and Operations Microsoft Corporate Power Platform
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A first cut review of the new Microsoft Dynamics 365 Project Service

by Kuldeep Gupta

Microsoft is retooling PSA as Dynamics 365 Project Service Automation which entails a new setup process

Customer Engagement Dynamics 365 Project Management Project Operations Project Service Automation Service Management
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Touchdown launches email marketing for Microsoft Dynamics 365

by MSDW Reporter

Start-up out of Sarbane Software uses parent's platform and ties into CRM data and processes.

Azure Customer Engagement Dynamics 365 Email Management Marketing Automation Sales & Marketing
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Microsoft has started setting Dynamics 365 CE Unified Interface transition dates. Do you know yours?

by Jason Gumpert

With an overall deadline of October 1, 2020, customers should investigate whether their individual transition dates could have already been assigned.

Customer Engagement Dynamics 365 Dynamics CRM
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10 reasons why you should use the Microsoft Dynamics 365 Banking Accelerator

by Wim Geukens

The Dynamics 365 Banking Accelerator offers new ways to enhance customer engagement

AppSource Banking Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Financial Services Power BI Power Platform Sales

LATEST VENDOR RESOURCES

Better Together: Dynamics 365 Finance & Operations and ​Dynamics 365 Customer Engagement

WebSan Solutions

Measuring What Matters - Dynamics 365 Field Service KPIs and Dashboards

WebSan Solutions

The Marketer's Guide to Meaningful Measurement

Coffee + Dunn

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

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

MSDW Features
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End-of-Year Microsoft Dynamics 365 Data Cleaning: An Executive Playbook

Plauti
Master duplicate elimination and prevention to start January with clean customer data.
Customer Engagement Data Management Dynamics 365 Dynamics CRM

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
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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
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Translate4Dynamics - Real-Time Translation for Microsoft Dynamics 365 CRM

Translate4Dynamics is an intelligent multilingual enablement solution built for Microsoft Dynamics 365 CRM. It enables real...
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Field Service Power Apps Power Platform Sales

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
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