Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: Omnichannel service; NFP acquisition; Business Central consulting; Digital strategy; Predictive hiring

by MSDW Reporter
A selection of announcements from the Dynamics partner channel.
Artificial Intelligence (AI) Bots Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Not For Profit Tenerife

Migrating from Salesforce to Microsoft Dynamics 365: Preparing for effective resource management

by James Lloyd
Switching to Dynamics 365 can do wonders for your organization, but it means nothing if your people aren’t using it correctly - or at all.
Adoption Customer Engagement Dynamics 365 Dynamics CRM Salesforce.com

Microsoft is losing more Dynamics 365 R&D leadership, now on the CRM side

by Jason Gumpert
Principal program manager for Marketing Kishan Chetan will depart, with two other CRM program managers rumored to be leaving.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Microsoft Corporate Sales Sales & Marketing xRM

From the Microsoft Dynamics 365 / CRM blogs: External scheduler; Reset CRM version; Ownership records; Creating a trial

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/CRM blogs.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing SaaS Sales Sales & Marketing xRM

Microsoft Dynamics Partner Roundup: ISV acquired; Automotive deal; EDI partnership; VAR celebrates 65 years

by MSDW Reporter
A selection of announcements from the Dynamics partner channel.
Automotive Azure Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM EDI Finance and Operations Food & Beverage Freight Management Power BI Power BI

Dynamics 365 Saturday heads to the US with a first stop in Dallas

by Linda Rosencrance
Event organizer and D365 solution architect Brandon Ahmad discusses the event schedule and how it came together.
365 Saturday Accounting BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Field Service Field Service

Microsoft Dynamics Webcasts, March 5 - 9, 2018: Sales intelligence; CSP demystified; AX to 365 transformation

by MSDW Reporter
A review of the week’s Dynamics webcasts
Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations ICSP

When Your Field Reps Have to Call Service Reps for Sales Insights - It's Time for Digital Change

by Sarah Morgan
How one industrial equipment manufacturer transformed its field service through an agile data management and reporting initiative with Power BI.
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Field Service Field Service Finance and Operations Industrial Equipment Manufacturing Manufacturing

From the Microsoft Dynamics 365/AX Blogs: User color theme; Case status; Actions feature; Draining the AOS

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/AX blogs.
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Finance and Operations

Microsoft Dynamics Partner Roundup: Healthcare materials management; NAV warehouse integration; D365 search; Mapping integration

by MSDW Reporter
A selection of announcements from the Dynamics partner channel .
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV EDI Healthcare Material Rqmts Planning Power Automate Warehouse Management

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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
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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
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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
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