Customer Engagement news & resources

d365fo_reference_number-customer_account.png

Microsoft Dynamics 365 for Finance & Operations: Understanding the E-commerce returns process

by MSDW Reporter

Integrating e-commerce platforms with Dynamics 365 for Finance and Operations is a recipe for enhanced efficiency.

Accounting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX E-Commerce Finance and Operations Financial Management Returns Management

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Site map; Azure Functions; Product unit pricing; Email engagement

by MSDW Reporter

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

Configuration & Development Customer Engagement Dynamics 365 Dynamics CRM Email Management Power Automate

Best of 2018: Expert articles on Microsoft Dynamics 365 for Customer Engagement

by Jason Gumpert

No look back at 2018 would be complete without an examination of the many capabilities of Dynamics 365 for Customer Engagement

Customer Engagement Dynamics 365 Marketing Sales Sales & Marketing
kyle_hill_photo.jpg

Microsoft Dynamics Profile: Working to boost interest in the intersection of IoT and Customer Engagement

by Linda Rosencrance

Kyle Hill has become an evangelist of sorts for artificial intelligence, IoT, and bots in the contexrt of Dynamics 365 for Customer Engagement.

Bots Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Field Service Field Service Internet of Things (IoT) MVP Manufacturing

Microsoft Dynamics Partner Roundup: Channel Integration Framework; Production IoT; Fashion ERP; Nonprofit partnership

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Accounting Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Fashion Financial Management Furniture Internet of Things (IoT) Not For Profit
clouds-sunset.jpg

The biggest Microsoft Dynamics stories of 2018

by Jason Gumpert
Leadership, platform, community concerns defined a year in which business apps seemed to coalesce around platform and R&D models.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations

Microsoft Dynamics Partner Roundup: Flow connector; VAR acquisition; ERP integration; Manufacturer ERP implementation

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Dynamics 365 Field Service Field Service Marketing Sales Sales & Marketing
adobe-msft-1.jpg

Microsoft will support Adobe Sign e-signatures in Dynamics 365 for Talent

by MSDW Reporter

Attract module will offer access to Adobe e-sign capabilities with "no additional software or configuration needed"

Adobe Customer Engagement Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures HR Management

Webcast Review: Advice on launching a Microsoft Dynamics vertical ISV startup

by Eamon McCarthy Earls

Mohamed Mostafa, founder of TechLabs London fielded questions from Dynamics users about running an ISV during a webcast with MSDW

Customer Engagement Dynamics 365 Dynamics CRM Marketing Power Automate Product Lifecycle Mgmt Sales Sales & Marketing Software xRM
outbound_and_inbound_requests_with_webhooks.png

Microsoft Dynamics 365/CRM business process integration with webhooks

by Herve Roggero

Webhook callback mechanisms can help to ensure a simple point-to-point topology and speed time to market

Azure Functions Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Power Automate Workflow Management

LATEST VENDOR RESOURCES

Business Benefits of the Microsoft Ecosystem

Encore Business Solutions

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

Tips for Selecting a Microsoft Dynamics 365 Partner

Encore Business Solutions
More Customer Engagement Videos

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
More Customer Engagement White Papers

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
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

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
More Customer Engagement Case Studies

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...
AI Aerospace & Defense Automotive Customer Engagement Distribution Dynamics 365 Dynamics CRM Education Industrial Equipment Manufacturing Professional Services Sales & Marketing
More Customer Engagement Solutions