Customer Engagement news & resources

Microsoft Dynamics Profile: Investing in emerging tech around Dynamics 365 / CRM

by Linda Rosencrance
New MVP Michael Ochs says he's driven by his desire to see the future of customer relationship software.
Associations Bots Cloud Customer Engagement Customer Relationship Mgmt Data Management Data Migration Dynamics 365 Dynamics CRM SaaS xRM

EY scales up Microsoft Dynamics commitment with Sonoma Partners acquisition

by Linda Rosencrance
Move by EY part of plans to improve digital transformation journeys, enhance Microsoft relationship.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Microsoft Corporate

Microsoft Dynamics Partner Roundup: Acquisition; Partner program; CfMD solution; Reporting for D365 Business Central

by MSDW Reporter
A selection of announcements from the Dynamics partner channel.
BI and Reporting Business Central CfMD Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics NAV Government Marketing Power Automate SaaS

More from the Microsoft Business Apps spring wave: xRM's new identity with Common Data Service, PowerApps

by Jason Gumpert
Microsoft, MVPs remark on how the xRM platform will play broader role in app development thanks to the spring 2018 wave.
Azure Business Process Mgmt Business Rules Mgmt CDS for Apps Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Warehousing

Microsoft to expand business apps lineup in spring 2018 with new Dynamics 365, Power BI, Common Data Service offerings

by Jason Gumpert
“Sales Professional” and Marketing apps will reach the market, along with CDS for Analytics, Power BI Insights.
Business Central CDS for Analytics CDS for Apps Common Data Model Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dataverse (CDS)

TeleSign Brings SMS Messaging to Microsoft Dynamics 365 for Marketing

by MSDW Reporter
SMS engine to enable enterprise-grade communications capabilities from Marketing app.
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation SaaS Sales Sales & Marketing

MSDW Podcast: Cloud services series, Part 3 - Azure, who is it for, what is it for?

by Jason Gumpert
What is Azure, how is it different from other cloud offerings, and what are the opportunities to use it in context of Dynamics solutions?
Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV MSDW Podcast Power Automate SaaS

MSDW Podcast: Cloud services series, Part 2 - What makes Dynamics 365 unique as a SaaS offering?

by Jason Gumpert
Looking at Dynamics 365’s origins, its capabilities, and how the solutions differ from the legacy Dynamics products.
Business Central Cloud Customer Engagement Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV MSDW Podcast Power Automate SaaS

MSDW Podcast: Cloud services series, Part 1 - Demystifying Microsoft's Dynamics 365 cloud strategy

by Jason Gumpert
Kicking off a new podcast mini-series with the team at Catapult ERP exploring the current and future cloud opportunities.
Business Central Cloud Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV MSDW Podcast Power Automate SaaS

Building a Smart Customer Service Desk in Microsoft Dynamics 365 with Artificial Intelligence

by Stefano Tempesta
Exploring three cognitive services tools that can add improve to a service agent's performance with D365 and Unified Service Desk.
Artificial Intelligence (AI) Azure Machine Learning Business Process Mgmt Cloud Customer Engagement Customer Service Customer Service Data Management Document Management Dynamics 365 Dynamics CRM Power Automate

LATEST VENDOR RESOURCES

Business Benefits of the Microsoft Ecosystem

Encore Business Solutions

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

Tips for Selecting a Microsoft Dynamics 365 Partner

Encore Business Solutions
More Customer Engagement Videos

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!
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

MSDW Solution Evaluation Report: Celigo

Celigo
Detailed solution feedback from an expert panel of independent evaluators from the Microsoft MVP (Business Applications) community
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Finance and Operations

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
Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations Sales
More Customer Engagement White Papers

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.
Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Government Marketing Power Apps Power Automate Power Platform Sales Insights

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!
Azure Construction Customer Engagement Customer Insights Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

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
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

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
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

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
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations
More Customer Engagement Case Studies

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...
AI Business Central Commerce Customer Engagement Distribution Dynamics 365 E-Commerce Field Service Finance and Operations Forecasting Manufacturing Mixed Reality

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
AI Aerospace & Defense Automotive Customer Engagement Distribution Dynamics 365 Dynamics CRM Education Industrial Equipment Manufacturing Professional Services Sales & Marketing
More Customer Engagement Solutions