Customer Engagement news & resources

Podcast Review: Measuring Microsoft's biz apps market progress, from ERP to the citizen developer

by Eamon McCarthy Earls

Highlights from the recent MSDW Podcast with industry analyst Josh Greenbaum

Artificial Intelligence (AI) Business Central Cloud Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Machine Learning (ML) Power Apps
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A new look for MSDW

by Jason Gumpert

More than just a new look, the site update will enable us to move ahead with more improvements.

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

MSDW Podcast: Why a free(er) Dynamics Learning Portal matters to Microsoft customers and partners

by Jason Gumpert

Microsoft MVP and trainer Gus Gonzalez talks about the importance of DLP and other training options in the Dynamics 365 community.

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics Learning Portal Finance and Operations MSDW Podcast MVP Training
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Robotic Process Automation (RPA): The Microsoft channel adapts to market growth

by Alan R. Earls
The booming technology is transforming businesses and becoming a growing factor for Microsoft Dynamics customers.
AP Automation Automated Data Collection Business Central Business Process Mgmt Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

From the Microsoft Dynamics 365/CRM Blogs: Sorting views; Existing contacts; Workflows; Configurable cascading

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 and CRM blogs
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM

Podcast Review: Dynamics 365 CRM training, consulting, and conferences with Microsoft MVP Julie Yack

by Eamon McCarthy Earls
A writeup of the MSDW Podcast episode with Microsoft MVP Julie Yack, including the themes of training, roadmap, and conferences.
Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM LinkedIn Sales Navigator Microsoft Social Engagement Power Platform xrm

MSDW Podcast: Dynamics 365 CRM training, consulting, and conferences with Microsoft MVP Julie Yack

by Jason Gumpert
A discussion of conferences, training, and keeping up with the Dynamics 365 product roadmap.
Customer Engagement Dynamics 365 Dynamics CRM MSDW Podcast Microsoft Social Engagement Training

From the Microsoft Dynamics 365/CRM Blogs: Testing tools; Currency management; Field security profiles; Portals

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 and CRM blogs
Customer Engagement Dynamics 365 Dynamics CRM

Automating data governance for improved BI insight

by Trey Johnson
Automated data governance can boost BI environments and empower end users
Automated Data Collection BI and Reporting Business Central Business Performance Mgmt Customer Engagement Data Archiving Data Integration Data Management Data Warehousing Dynamics 365 Dynamics AX Dynamics CRM

What free access to the Dynamics Learning Portal means for Microsoft customers and partners

by Gus Gonzalez
How partner readiness and customer satisfaction converged to produce Microsoft's decision to update DLP.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Learning Portal Dynamics NAV Dynamics SL Finance and Operations

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
More Customer Engagement White Papers

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