Customer Engagement news & resources

From the Microsoft Dynamics 365 CRM Blogs: Monitoring and resolving issues; Retrieving audit data; Managing appointments; Focused view

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 CRM blogs
Auditing Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Data Integration Dynamics 365 Sales & Marketing

Beyond Implementation: Providing Continuous Learning for Your Microsoft Dynamics 365 Users

by Tara Porter
To get the most out of Dynamics, it’s important to keep users learning and using it effectively.
Business Central Customer Engagement Dynamics 365 Finance and Operations User Adoption

Biz Apps Classroom, Episode 1: Let's talk training and learning

by MSDW Reporter
Kicking off a new podcast series all about training and learning in the Microsoft Dynamics 365 and Power Platform space.
Biz Apps Classroom Customer Engagement Dynamics 365 Power Platform Training

MSDW Podcast: Assessing Microsoft Dynamics 365 Service Providers

by MSDW Reporter
Reviewing Everest Group's latest ratings of systems integrators in the Microsoft Dynamics 365 ecosystem
Customer Engagement Dynamics 365 Finance and Operations
Copilot in Dynamics 365 Guides with HoloLens 2

Ignite 2023: Microsoft to add Copilot to mixed reality experience of Dynamics 365 Guides

by Jason Gumpert
The AI-based experience comes first to HoloLens2, then to mobile devices
Customer Engagement Dynamics 365 Field Service Field Service Guides HoloLens Ignite 2023 Knowledge Management Mixed Reality Remote Assist

Ignite 2023: Microsoft aims for technician, manager productivity gains with AI in Dynamics 365 Field Service

by Jason Gumpert
A preview of Copilot in Microsoft Dynamics 365 Field Service will aim to improve productivity for both technicians and managers
Customer Engagement Customer Experience (CX) Customer Service Data Integration Dynamics 365 Field Service Field Service Finance and Operations Financial Management Ignite 2023 Inventory Management Sales

Ignite 2023: Microsoft broadens role-based generative AI with Copilot for Service preview

by Jason Gumpert
Preview in December will offer pre-built CRM and contact center app integrations
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Ignite 2023 Knowledge Management Sales & Marketing Service Management

Microsoft Dynamics Partner Roundup: Acquisition; Partnerships; Integration

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Collections Management Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations
THIS initiative

Women in Dynamics strengthens plans for Directions EMEA 2023 and beyond

by Jason Gumpert
The team behind Women in Dynamics builds on this year's momentum to bring their framework and new event experiences to Directions EMEA 2023.
Business Central Customer Engagement Directions EMEA 2023 Dynamics 365 Dynamics CRM Dynamics NAV Power Platform

Microsoft Dynamics Partner Roundup: App management service: ISV acquisitions; Loan and lease management; Exec hire

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Associations Business Central Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Finance and Operations Government Lease Management Loan Management Real Estate Rental

LATEST VENDOR RESOURCES

CRM Community Call: D365/CRM Data Risks with AI

Aha Apps

PartnerTalks: Monica Hoyer of emfluence

emfluence

PartnerTalks: Special 200th Episode with Heather Cook of Microsoft

Microsoft

CRM Community Call: The role of eCommerce in your Dynamics 365 integration strategy

Aha Apps

CRM Horror Stories: A Dynamics 365 CE Cautionary Tale of Customization and Poor Partnership

Western Computer
More Customer Engagement Videos

Modern Service Delivery Models: A Business Guide for Users and Providers of Microsoft Power Platform and Dynamics 365

Forceworks
How Services as a Subscription is having a powerful impact on how organizations engage with their providers
AI Customer Engagement Customer Insights Customer Service Insights Dynamics 365 Dynamics CRM Power Platform SaaS

(Infographic) The Ultimate Checklist for Choosing the Best Subscription Billing Software

Binary Stream
This guide is designed to concentrate on actionable steps
AI Bill Of Material Mgmt Complex Billing Customer Engagement Customer Insights Customer Service Dynamics 365 Fraud Protection Marketing Insights Revenue recognition Sales Sales Insights

5 Simple Steps for Safeguarding Your Revenue

Binary Stream
This guide is centered on actionable steps, assisting you in recognizing specific profit-draining issues and offering practical solutions
AI Accounting Auditing Business Central Business Process Mgmt CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice

Supply Chain Tech: 7 Secrets to Instant Value with HEADSTART for D365

Sikich
See how you can get to value faster, and minimize your risk with HEADSTART for D365.
Automotive Construction Consumer Goods Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Industrial Equipment

5 Simple Steps to Revenue Leakage Prevention

Binary Stream
Actionable steps to help you to identify specific profit drain issues and find practical solutions
Accounting Auditing Business Process Mgmt Customer Engagement Dynamics 365 Finance and Operations Fraud Protection Marketing Marketing Insights Mixed Reality Preventive Maintenance Product Visualize
More Customer Engagement White Papers

Consolidating CRM Systems for a Marine Construction Company

Arctic IT
Learn how the marine construction company worked with Arctic IT to migrate from Salesforce to Dynamics 365 Sales for a better connected solution.
Construction Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Power BI Power Platform Sales

Modernizing Service to the American Public for U.S. Department of Housing and Urban Development

Arctic IT
Learn how HUD worked with Arctic IT to develop a solution on Dynamics 365 to better respond to the needs of homeowners, homebuyers, and renters.
Customer Engagement Customer Service Customer Service Dynamics 365 Field Service Government

Better Management and Reporting for Seattle Public Utilities Watershed Protection

Arctic IT
Learn how SPU moved to a modern, mobile-enabled, integrated solution on Dynamics 365 and the Power Platform for monitoring and reporting on the watersheds.
Customer Engagement Dynamics 365 Field Service Field Service Mobile Applications Power Automate Power Platform Utilities

Bringing the Modern Workplace to the Bureau of Indian Affairs

Arctic IT
Learn how the Bureau of Indian Affairs gained efficiency and mobility for its case management system with Dynamics 365 Customer Engagement.
Customer Engagement Customer Service Customer Service Dynamics 365 Government

Streamlined Operations and Elevated Security for AER’s Enterprise Business Management System

Arctic IT
Learn how AER replaced their legacy system with a streamlined solution built on Dynamics 365 and Azure to meet security standards for FedRAMP, DISA STIGs, and NIST-800-53.
Azure Customer Engagement Customer Service Dynamics 365 Dynamics GP Finance and Operations Financial Management Not For Profit Power BI Power Pages Power Platform Sales and Operations Planning
More Customer Engagement Case Studies

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

ServiceTeam ITAM

ServiceTeam ITAM lets you leverage Microsoft Power Apps, Dynamics 365 and the Power Platform eco-system to proactively plan...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power BI Power Pages Power Platform

Dynamics Advanced Field Service - HSO Innovation

HSO Innovation offers new ways, using new technology, new applications, new processes, and new approaches to assist our...
Customer Engagement Dynamics 365 Field Service Field Service Invoice Processing Professional Services Service Management

IT Service Management for Dynamics 365 Customer Service

Combine ITIL best practice with a market-leading service CRM to boost customer loyalty, internal productivity and team...
Customer Engagement Customer Service Customer Service Dataverse (CDS) Dynamics 365 IT Asset Management (ITAM) IT Service Management (ITSM) Power Pages Power Platform

Mazars Client Care Managed Services

What is Mazars Client Care Managed Services? From On-demand to Managed Services, we support your full Microsoft suite helping...
Azure Customer Engagement Customer Service Dynamics 365 Enterprise Content Mgmt Field Service Finance and Operations Human Resources (Talent) IT Asset Management (ITAM) Managed Services Microsoft Corporate Power Platform
More Customer Engagement Solutions