Customer Engagement news & resources

alpine-landscape.jpg

Building a smart ISV strategy amid the cloud platform battles

by Raman Dhooria

Why service providers must engage their clients with a value proposition built upon a cloud platform.

AWS Business Central Cloud Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Google Oracle Power Automate

Microsoft Dynamics 365 Channel Integration Framework (CIF) reaches general availability

by MSDW Reporter

Microsoft  emphasizes the "bring your own channel providers" ethos and bi-directional flow of actions and events.

Configuration & Development Customer Engagement Customer Service Customer Service Dynamics 365

Microsoft Dynamics Partner Roundup: CTI integration; VAR acquisition; Cloud accounting win; Medical marijuana; Spend management; Fashion pairing

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

3PL Accounting Business Central Call Tracking Customer Engagement Customer Relationship Mgmt Distribution Dynamics 365 Dynamics CRM Dynamics NAV Expense Management Fashion
renato_fajdiga.jpg

Microsoft Dynamics Profile: A career evolution from Student Partner to NAV & Business Central MVP

by Linda Rosencrance

Fajdiga says he's looking forward to expanding the Dynamics community in Central and Eastern Europe

Business Central Configuration & Development Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV MVP Software
flow-field-dec2018-lead.png

Flows from the field: Recurring jobs in Microsoft Dynamics 365; Swapping dialogs; Opportunity forms; Document generation; Rich text editing

by Eamon McCarthy Earls

Recent flows from intrepid D365 professionals - and beyond.

Business Central Business Process Mgmt Business Rules Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Flow Marketing
mic-headset.jpg

MSDW Podcast: Microsoft Dynamics news roundup, 3 December 2018

by MSDW Reporter

The news roundup is back! With a busy few weeks behind us, the MSDW editorial team looks back at the most important news and announcements in the D365 ERP and CRM ecosystem.

Accounting AppSource Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Financial Management MSDW Podcast
help-wanted-sign.jpg

The shortage of Microsoft Dynamics help: Real or self-induced?

by Beth Burrell

What role do partners have in the cause – and solution – to the current hiring squeeze?

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations jobs

Microsoft Dynamics Partner Roundup: $1M deal; D365 for Fashion; Lead connector; Field service

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Commerce Customer Engagement Data Integration Dynamics 365 Field Service Field Service Industrial Equipment Manufacturing Marketing Retail Sales Sales & Marketing
actuals_vs_estimated_hours_in_psa.jpg

Fixing my mistake for actual versus estimated hours in Microsoft Dynamics 365 PSA

by Kuldeep Gupta

Mystified by actual versus estimated hours in Dynamics Project Service Automation? Explore steps to clear up your confusion

Billing Customer Engagement Dynamics 365 Planning & Scheduling Professional Services Project Management Project Service Automation Service Management
felix-robitaille.jpg

Microsoft partner challenges in a time of rapid innovation: eXtreme365 Preview

by Eamon McCarthy Earls

Felix Robitaille of XRM Vision reflects on running a Dynamics 365 focused partner business and how the demands are changing

Customer Engagement Dynamics 365 Dynamics CRM eXtreme365 US 2018

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