Customer Engagement news & resources

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
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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
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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 Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Flow
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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
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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 Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Field Service Field Service Industrial Equipment Manufacturing Retail Sales Sales & Marketing
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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
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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

Validity integrates with Microsoft Dynamics 365 for Customer Engagement

by MSDW Reporter

Validity integrates its DemandTools platform with Dynamics 365, adding to a growing list of CRM integrations

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Management Data Migration Dynamics 365 Sales Sales & Marketing
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MSDW Podcast: ISVs and the Microsoft Power platform opportunity

by Jason Gumpert

Why the team behind PowerISV wanted to put application development services out front.

Azure Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Flow MSDW Podcast Microsoft Power BI Power Apps Power Automate Power BI

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Unleash Copilot in Dynamics 365 Customer Engagement

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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

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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

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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

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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...
Aerospace & Defense Architecture Chemicals Construction Customer Engagement Dynamics 365 Energy Engineering Finance and Operations Government Contractors Industrial Equipment Life Sciences
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