Customer Engagement news & resources

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Beyond the Data, Part 2: Turning Industry Insights into Icebreakers

by Heidi Tucker

Why industry knowledge is so important when meeting your prospects.

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Data migration; Resource scheduling; Static marketing list; Email

by MSDW Reporter

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

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Planning & Scheduling Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Acquisition; New CEO; Cloud first; Gold Partner

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Customer Engagement Data Integration Document Automation Dynamics 365 Dynamics AX Dynamics CRM Education Finance and Operations Government

Environment setup for a Dynamics 365 Project Service Automation integration to Finance and Operations with CDS

by Gurunath -

Users can integrate and synchronize Dynamics 365 Project Service Automation and Finance and Operations, bridging the gap with the Common Data Service

Business Process Mgmt Common Data Model Common Data Service Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Dynamics CRM Planning & Scheduling Power Platform Project Service Automation Service Management

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Solution checker; Opportunity products; Qualify lead; Targeted surveys

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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Build 2019: New accelerators bring Dynamics 365 and Power Platform ISVs to AppSource and Azure Marketplace

by MSDW Reporter

Microsoft announces new Industry Accelerators and opportunities for Dynamics 365 and Power Platform ISVs to co-sell at Build 2019

Automotive Azure Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Financial Services Healthcare

Microsoft Dynamics Partner Roundup: Channel management; Document + payment automation; Jet acquired; VAR buy; Payroll for BC; Connected field service

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation BI and Reporting Business Central Customer Engagement Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Field Service Field Service Finance and Operations
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Non-Billable classification for a task work around in Microsoft Dynamics 365 Project Service Automation V3

by Kuldeep Gupta

When a team upgraded to Dynamics 365 Project Service Automation V3 they found the role field had disappeared, posing new challenges for assigning resources

Customer Engagement Dynamics 365 Dynamics CRM Project Management Project Service Automation Service Management
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MSDW Podcast: News Roundup featuring Business Central growth; ISV co-sell; New vertical solutions; Partner strategy

by MSDW Reporter
Accounting Business Central Customer Engagement Directions NA 2019 Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Financial Management Financial Services Flow MSDW Podcast
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Beyond the Data, Part 1: Turning News into Sales

by Heidi Tucker

How to use business insights from your CRM data to identify sales triggers.

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM 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
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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

2025 Microsoft Business Applications Partner Marketing Insights Report

MSDW Features
Exclusive new research from MSDW reveals how Microsoft Biz Apps partners and customers are navigating a rapidly evolving market
Azure Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform Sales & Marketing

Connect the Customer Journey with Dynamics and Marketing Automation

emfluence
Unify your CRM and marketing automation to deliver smarter, more connected customer experiences that drive revenue.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Sales 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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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
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