Customer Engagement news & resources

Strategies for Elevating Sales Performance with Microsoft Dynamics CRM

by Satish Reddy
Check out five strategies for simplifying the Dynamics 365 CRM interface to empower sales teams to exceed their quotas and drive business growth
Customer Engagement Dynamics 365
Copilot for Dynamics 365 Customer Insights

Microsoft announces new retail-focused AI and data tools and partnerships

by Jason Gumpert
Industry updates coming to Cloud for Retail, Dynamics 365 Customer Insights, Azure Open AI Service
AI AI and Machine Learning Azure BI and Reporting Communications Customer Engagement Customer Insights Dynamics 365 E-Commerce Marketing NRF 2024 Project Management

Field Service: Death by a thousand paper cuts?

by Satish Reddy
What factors are keeping field service teams on their paper-based processes?
Construction Customer Engagement Customer Service Data Integration Dynamics 365 Field Service Manufacturing Mobile Applications Professional Services Property Management User Adoption

Travel Insurance Industry’s Email Problem: Storage strategies for Microsoft customers

by Ankit Shah
In an email-intensive industry like travel insurance, organizations need a plan to avoid costly storage mistakes
Azure BI and Reporting Customer Engagement Customer Service Data Management Data Warehousing Databases Dynamics 365 Email Management Insurance Sales Storage
DynamicsMinds 2024

DynamicsMinds 2024 Preview: Community members share memories, tips

by MSDW Reporter
Six community members share their outlook on the growing community event
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV DynamicsMinds 2024 Finance and Operations Power Platform

Ways to optimize Dynamics 365 CE in a high-turnover environment

by Tara Porter
From onboarding to ongoing training, use these strategies to keep your Dynamics game strong
Customer Engagement Dynamics 365 Training User Adoption User Management

Top Microsoft Dynamics ERP & CRM News of 2023

by Jason Gumpert
AI dominated Microsoft presentations, blog posts, and earnings calls, with cloud services not far behind
AI AI and Machine Learning Accounting Azure BI and Reporting Business Central Customer Engagement Data Management Data Warehousing Databases Dataverse (CDS) Dynamics 365

Why Using Microsoft Clarity for Dynamics 365 CE Is a Game-Changer

by Tara Porter
Steps you can take with Clarity findings to level up your team's adoption of D365 applications
Customer Engagement Dynamics 365 Dynamics CRM Power Apps Power Platform User Adoption

Microsoft Dynamics Partner Roundup: New hire; Acquisition; COO hire; Dealer integration; Warehouse Insight update

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Construction Customer Engagement Data Integration Dynamics 365 Finance and Operations Industrial Equipment Power Platform Rental

Biz Apps Classroom, Episode 2: Why Microsoft certifications matter

by MSDW Reporter
Discussing certification experiences over the years, both good and bad, and what Microsoft has done to improve their approach
Biz Apps Classroom Customer Engagement Dynamics 365 MSDW Podcast Power Platform Training

LATEST VENDOR RESOURCES

Exploring Two Automated Testing Success Stories for Microsoft Dynamics 365

TheTestMart

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
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