Customer Engagement news & resources

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When deploying your data estate to Azure, automation is the key

by Heine Krog Iversen

Time-to-data matters when migrating a data warehouse, and using automation for Azure might be the key

BI and Reporting Business Central Business Performance Mgmt Cloud Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations
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User Group Summit Europe 2019 Preview: Priming CRM users for the Power Platform

by Eamon McCarthy Earls

The User Group Summit Europe event, taking place in Amsterdam in March 2019, will highlight the impact of the Power Platform and other updates to the Dynamics product line.

BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Flow Microsoft Power BI Power Apps Power Automate Power BI Power BI Power Platform
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Say hello to the new ones: Microsoft Dynamics 365 AI for Customer Service, Sales, and Market Insights

by Hannes Holst

Microsoft continues to integrate the benefits of artificial intelligence (AI) technology into its products, including with the latest additions to the Dynamics 365  A...

3PL Artificial Intelligence (AI) BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Power Automate Sales
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Bulk delete project task allocations in Microsoft Dynamics 365 / CRM

by Kuldeep Gupta

When it comes to deleting allocations in Dynamics 365 for Customer Engagement, bulk deletion can be very helpful

Customer Engagement Dynamics 365 Dynamics CRM

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Read Auditing; Phones app; Competitors entity; PowerBI URL query

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
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Microsoft Dynamics 365 in Healthcare: Delivering on the need for value-based metrics

by Sara Camden Hou

Microsoft's Dynamics 365 Healthcare Accelerator helps with interoperability needed to uphold FHIR and HIPAA compliant data models in Dynamics 365 for Customer Engagement

Customer Engagement Data Management Dynamics 365 Dynamics CRM Healthcare Power Automate
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Flows from the field: April 2019 release notes; Security workflows; Flow, Dropbox auto-backup; Price lists; CRM on-prem; SharePoint

by Eamon McCarthy Earls

Recent flows from intrepid D365 professionals - and beyond

Advanced Pricing Customer Engagement Data Integration Document Automation Document Management Dynamics 365 Dynamics CRM Flow Power Automate Power Platform
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DXC Technology to acquire service business of Scandinavian Microsoft Dynamics partner EG A / S

by MSDW Reporter

EG's service division to become part of DXC's Eclipse unit, adding 570 employees, 4,000 clients

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Infor SAP

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: D365 processes; Microsoft Flow; Record creation and update rules; Retrieve N:N-related records

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM
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Adding images in the thank you page in Voice of Customer in Microsoft Dynamics 365 for Customer Engagement

by Ankit Gupta

Exploring an alternative approach to tailoring the appearance and behavior of Voice of Customer to a retailer's needs.

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

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Business Benefits of the Microsoft Ecosystem

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Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

emfluence
Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

MSDW Solution Evaluation Report: Celigo

Celigo
Detailed solution feedback from an expert panel of independent evaluators from the Microsoft MVP (Business Applications) community
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Finance and Operations

Revenue Recognition Module Deprecation in D365 Finance and Next Steps

Binary Stream
Learn what factors to consider when migrating from RevRec to Subscription Billing, and explore what the most crucial steps to take
AI Bill Of Material Mgmt Business Central Customer Engagement Customer Insights Customer Service Databases Development Dynamics 365 Finance and Operations Financial Services Marketing

Dynamics CRM Integration with Multiple NAV instances using Connect Bridge

Connecting Software
Many organizations connect Dynamics CRM to their Dynamics NAV using Microsoft's out-of-the-box integration, but how can you achieve this for multiple NAV instances?
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV

Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

TheTestMart
Discover how to revolutionize your automated testing strategy for Microsoft Dynamics 365 with our expert guide
Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations Sales
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Infographic: Enhancing City of Austin’s Economic Development with Microsoft Dynamics 365 CRM

Sikich
Discover how the City of Austin's Economic Development Department leveraged Microsoft Dynamics 365 CE to drive economic growth and operational success.
Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Government Marketing Power Apps Power Automate Power Platform Sales Insights

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

Sikich
Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
Azure Construction Customer Engagement Customer Insights Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart
Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
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Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

TheTestMart
Discover how Reily Foods streamlined their testing processes after upgrading to Dynamics 365 Finance
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations
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MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...
AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

MetaShip - Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive...
AI Business Central Commerce Customer Engagement Distribution Dynamics 365 E-Commerce Field Service Finance and Operations Forecasting Manufacturing Mixed Reality

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
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