Customer Engagement news & resources

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Flow; Business rules: Portal access; Email engagement

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM
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Microsoft Tech for Social Impact team launches Dynamics 365 Nonprofit Accelerator with open data standard

by Jason Gumpert

Combination of Dynamics-based solutions and a Common Data Model for Nonprofits aim to attract broad partner base to the initiative

Azure Common Data Model Common Data Service Customer Engagement Data Integration Data Management Dataverse (CDS) Donor Management Dynamics 365 Dynamics CRM Fundraising Not For Profit
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Project Service Automation: Tips for doing correct time entries in Microsoft Dynamics 365

by Kuldeep Gupta

How importing resource bookings can help reduce mistakes

Customer Engagement Dynamics 365 Marketing Sales Sales & Marketing
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Microsoft Dynamics 365 AI for Sales now generally available, with other apps entering public preview

by Jason Gumpert

D365 AI solution is "generally available" while others reach public and private preview milestones

Customer Engagement Dynamics 365 Marketing Power Automate Sales Sales & Marketing Sales & Ops Planning

Microsoft Dynamics Partner Roundup: Fresh fruit supply chain win; VAR acquisition; New hire; New board chair

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations
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MSDW Podcast: Winning over SMBs with Microsoft Business Solutions

by Jason Gumpert

Andrew King of WebSan Solutions returns to talk about the Microsoft technology that is winning over new and existing SMB customers.

Azure Bots Business Central Cloud Customer Engagement Data Migration Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Flow MSDW Podcast
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Microsoft Dynamics Profile: First-time D365 Field Service & PSA MVP supports growing community

by Linda Rosencrance

Antti Pajunen says the award is the icing on the cake after years of professional progress.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Marketing Project Service Automation Sales Sales & Marketing Service Management

Podcast Review: Adapting Dynamics for marketing with ClickDimensions CEO, Mike Dickerson

by Eamon McCarthy Earls

Mike Dickerson, CEO of ClickDimensions, talks marketing skills gap and go-to market in new MSDW podcast

Customer Engagement Dynamics 365 Marketing Sales Sales & Marketing
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MSDW Podcast: Mike Dickerson of ClickDimensions on marketing tech in the Microsoft channel

by Jason Gumpert

Discussing the well-known marketing technology firm, its evolution over the last two years, and some clues about its future.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM MSDW Podcast Marketing Marketing Automation Sales Sales & Marketing
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Microsoft Dynamics Profile: First-time D365 CRM MVP encourages better collaboration

by Linda Rosencrance

Chris Huntingford  articulates the value of the Microsoft solution stack by day and cultivates the community with Those Dynamics Guys in his off hours.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

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