Customer Engagement news & resources

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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 Customer Insights - Journeys (Marketing) Dynamics 365 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 Customer Insights - Journeys (Marketing) Dynamics 365 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service 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 Customer Insights - Journeys (Marketing) Dynamics 365 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM MSDW Podcast 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
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OpenText launches ECM integration for Microsoft Dynamics 365 for Customer Engagement

by MSDW Reporter

OpenText and Contesto co-launch Extended ECM Enabler for Dynamics 365

Content Management Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Document Management Dynamics 365 Dynamics CRM Enterprise Content Mgmt Power Automate Sales Sales & Marketing Sales & Ops Planning

Microsoft Dynamics 365 Portal: Updates accelerate in the October 2018 release and beyond

by Nicholas Hayduk

After a quiet period, Portal gets its most needed enhancements now, and sees a path to joining the Power platform in earnest in the foreseeable future.

Azure Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Portals Power Apps Power BI Power BI Power Platform PowerApps

LATEST VENDOR RESOURCES

Maximize Your Microsoft Incentives: CSP Rebates, Co-op Funds & the New Growth Accelerator

MSDW Features

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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