Customer Engagement news & resources

InsideView launches integration with Microsoft Dynamics 365 relationship assistant

by MSDW Reporter

InsideView integrates its Targeting Intelligence platform with Microsoft Relationship Assistant

Artificial Intelligence (AI) Customer Engagement Dynamics 365 Marketing Microsoft Relationship Sales Power Automate Sales Sales & Marketing Sales & Ops Planning Sales and Operations Planning
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Davinci App is early adopter of Microsoft Dynamics 365 Channel Integration Framework for contact center communications

by MSDW Reporter

The cloud-based contact center solution consolidates communication channels.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: Touchless invoice processing; Acquisition; Retail replenishment; New implementation; Cleaner data

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Finance and Operations Invoice Processing Robotic Process Automation (RPA)

From the Microsoft Dynamics 365 for Customer Engagement & CRM Blogs: Missing form; Field service: e-Signatures; Portal page; Comparing dates

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: Security; Support offering; Healthcare interoperability; Education win

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Education Finance and Operations Healthcare Power Automate Security
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Scheduling a project task in Microsoft Dynamics 365 Project Service Automation

by Kuldeep Gupta

A good approach to resource allocation through Dynamics 365 Project Service Automation can help you better utilize resources

Customer Engagement Dynamics 365 Dynamics CRM Project Management Project Service Automation Service Management
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Ignite 2018: Microsoft, Adobe, SAP plan Open Data Initiative for improved customer experience

by Jason Gumpert

Shared data across applications, built on Azure data and AI services, aims to bring in other vendors with ideal of lowering barriers to customer data visibility.

Adobe Experience Manager Adobe Marketing Cloud Business Central Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Dynamics CRM
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Microsoft offers simpler connected field service with Dynamics 365 and Azure IoT Central

by MSDW Reporter

New integration aligns with entry-level spirit of Azure IoT Central

Azure Azure IoT Central Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Flow

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Custom upload; Auditing: Access entity; Account specific dashboards

by MSDW Reporter

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

Auditing Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM
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Workflow efficiency through app integrations with Microsoft Dynamics 365 and Flow

by Jocelyn Ledezma

What we learned from developing a new D365 integration with Flow, the D365 API, and a third party SDK.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Dynamics CRM Flow Freshdesk Power Automate Power Platform

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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!
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MSDW Solution Evaluation Report: Celigo

Celigo
Detailed solution feedback from an expert panel of independent evaluators from the Microsoft MVP (Business Applications) community
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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
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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.
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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!
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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
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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
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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
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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...
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MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
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TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
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2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
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