Customer Engagement news & resources

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
ignite-2018-open-data-initiative-ceos.png

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
cfs-overview.png

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
customer-service-devices.jpg

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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Microsoft Dynamics Profile: Making customers happy is the goal of this four-time MVP

by Linda Rosencrance
Deepesh Somani says he's as happy and honored to receive the fourth award as he was the first time
Customer Engagement Dynamics 365 Dynamics CRM Power Automate
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Microsoft to launch new Dynamics 365 apps for AI, mixed-reality

by Eamon McCarthy Earls

Microsoft announces new Dynamics 365 mixed reality, AI offerings ahead of the Ignite conference

Artificial Intelligence (AI) BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Ignite 2018

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Your Guide, Your Partner, Your Microsoft Advantage

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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

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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

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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

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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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