Customer Engagement news & resources

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Microsoft Dynamics Profile: Building a strong partner presence in the Czech Republic

by Linda Rosencrance

MVP Jaromir Sponar and the  Konica Minolta IT Solutions team in the Czech Republic are working to collaborate more closely with Microsoft and make customers aware of ...

Customer Engagement Dynamics 365 Dynamics CRM MVP
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Extreme365 Europe 2019 Preview: Microsoft partners anticipate latest Business Apps priorities

by Eamon McCarthy Earls

ClickLearn's Jakob Bjorning anticipates an opportunity for his team to absorb plenty from other partners and Microsoft at Extreme365

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Extreme365 Europe 2019 Finance and Operations UG Summit Europe 2019

Microsoft plans to shift Project Service Automation app away from Dynamics 365 portfolio

by Jason Gumpert

New guidance to partners shows that PSA will be offered in new combination with MS Project, Project Online, not in D365.

Customer Engagement Dynamics 365 Dynamics CRM Project Management Project Service Automation Service Management
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Microsoft quietly sets new data storage pricing for PowerApps, Dynamics 365 Customer Engagement

by Jason Gumpert

New Common Data Model for Apps storage pricing goes into effect April 1, 2018.

Business Central Common Data Service Customer Engagement Data Management Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Power Apps Power Platform

Using Microsoft Flow to allocate Outlook meetings on the schedule board in Dynamics 365 Project Service Automation

by Kuldeep Gupta

Using Microsoft Flow and Dynamics 365 Project Service Automation together can help avoid the risks of overbooking

Customer Engagement Data Integration Dynamics 365 Dynamics CRM Flow Planning & Scheduling Power Automate Power Platform Project Management Project Service Automation Service Management
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Formstack acquires online data integration platform Bedrock Data

by MSDW Reporter

Deal is part of Formstack's larger data platform vision, says CEO.

Business Process Mgmt Customer Engagement Data Integration Document Automation Dynamics 365 Dynamics CRM
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What should IT leaders know about Azure management groups?

by Greg Leonardo

Azure management groups offer users a chance to simplify subscription management

Business Central Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics SL Finance and Operations Power Automate
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Managing Microsoft Dynamics 365 for Customer Engagement documents in SharePoint Online

by Abhishek Kumar

Thanks to the integration between SharePoint and Dynamics 365, you can store documents and control their security permissions

Customer Engagement Document Management Dynamics 365 Dynamics CRM Security

Run on-demand workflows with Microsoft Flow in Dynamics 365 for Customer Engagement UCI Apps

by Shailesh Wath

Microsoft has introduced a new user experience that uses responsive web design and by default requires the use of Flow for on-demand workflows via configuration. 

Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Flow Power Automate Power Platform Workflow Management

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Production instance; Mailbox details; Disaster recovery; Authentication

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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From Pain Points to Boardroom Priorities: Elevate Data Quality with Executive Ready Messaging

Plauti

How to Inject Mobility Into Your Construction Operation with WorkSiteOps + Resco

Resco

Dynamics Futures - The Next Decade of Microsoft: Predictions, Priorities, and Progress

WebSan Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions
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Your Guide, Your Partner, Your Microsoft Advantage

JourneyTeam
When technology projects feel overwhelming, the right partner changes everything.
Azure Copilot Customer Engagement Dynamics 365 Fabric Partner Strategy Power Platform Purview

Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM

JourneyTeam
Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity
AI and Machine Learning Azure Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment

Coffee + Dunn
Explore the strategic benefits of aligning sales and marketing, from first touch to closed deal.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Sales & Marketing

Connecting Marketing Impact to Revenue Growth: Building a Modern Value Measurement Framework

Coffee + Dunn
A practical model that connects performance metrics across stages, departments, and systems
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Sales & Marketing

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
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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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WhatsApp4Dynamics – WhatsApp Integration with Microsoft Dynamics 365 CRM

WhatsApp4Dynamics is a powerful communication and customer engagement solution that integrates WhatsApp Business directly...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Power Apps Power Platform Sales

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...
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