Customer Engagement news & resources

TechFluent Academy plans a new training cohort, seeks Dynamics and Power Platform mentors

by Linda Rosencrance

Training in D365, Power BI, and Power Platform, as well as consulting fundamentals aims to build career-ready skills

Customer Engagement Dynamics 365 Power Apps Power Automate Power BI Power Platform

Microsoft Dynamics Partner Roundup: New platform features; Automotive partnership; Regional expansion; Enterprise planning

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Field Service Finance and Operations Planning & Scheduling Power BI Power Platform

From the Microsoft Dynamics 365 CRM Blogs: Boost field service operations; Connected customer service; Case management agent; Speed up form filling

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CRM blogs

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Sales

Integration vendor eOne Solutions acquires DataBlend

by MSDW Reporter

Finance-focused integration vendor DataBlend offers strength in non-Microsoft systems

Business Central Customer Engagement Data Integration Dynamics 365 Dynamics GP Dynamics NAV Finance and Operations

From the Microsoft Dynamics 365 CRM Blogs: Scheduling operations agent; Capture user questions; New sales features; Agent experiences

by Jason Gumpert

A selection of the latest insight from the Dynamics 365 CRM blogs

Customer Engagement Customer Service Dynamics 365 Field Service Sales

Microsoft Dynamics Partner Roundup: Payment solution; Government win; New VAR leadership; New brand identity

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Dynamics 365 Dynamics NAV Government Payment Processing

Microsoft launches paid public previews of three Dynamics 365 AI agents for Service

by Jason Gumpert

Case management, customer intent, and knowledge management agents now available in various geographies

Contact Center Contact Center Copilot Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Knowledge Management

From the Microsoft Dynamics 365 CRM Blogs: Field service bookings; Improve sales efficiency; Routing rule administration; Field Service schedule board

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CRM blogs

Contact Center Contact Center Copilot Customer Engagement Customer Service Customer Service Dynamics 365 Email Management Field Service Field Service Sales

Microsoft Dynamics Partner Roundup: Acquisition New resellers; Celebrating 30-year partnership; Executive transition

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Commission Calculation Customer Engagement Dynamics 365 Dynamics GP Supply Chain Management

5 Tactical Ways to Strengthen Sales with Marketing Automation

by Linda Rosencrance

How different roles can collaborate to apply metrics, develop campaigns, and deliver better results

Customer Engagement Dynamics 365 Marketing Automation Power Platform Sales Sales & Marketing

LATEST VENDOR RESOURCES

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

Exploring Microsoft Copilot in Dynamics 365 and Microsoft 365

Encore Business Solutions

Smarter Sales, Stronger Financials: Driving Revenue with ERP + Dynamics 365 Sales

ENAVATE

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

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

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

Map My Relationships – Visualize Relationships and Hierarchies in Dynamics 365 CRM

Map My Relationships is an advanced visualization app for Microsoft Dynamics 365 CRM and Dataverse, designed to help users...

Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales