Customer Engagement news & resources

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

Diving into new Microsoft Dynamics 365 Portal capabilities and official guidance for upgrades from Adxstudio Portals

by Nicholas Hayduk
With the new release and new documentation on migrating from Adxstudio Portals, the Dynamics 365 ecosystem was a busy place in February 2018, finds Engineered Code.
Adxstudio Customer Engagement Data Migration Dynamics 365 Dynamics CRM Portals SaaS Upgrades

Microsoft raises Dynamics 365 Cloud Business Apps competency requirements, seeking partner differentiation

by Linda Rosencrance
The need to weed out certifications on smaller partners understandable, say some VARs.
Cloud Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations ICSP

Bedrock Data aims to unify customer data across clouds with launch of Fusion

by Jason Gumpert
The SaaS solution offers pre-built connectors and automation technology that it says will eliminate most of the labor from data warehousing and BI efforts.
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Data Warehousing Dynamics 365 Dynamics CRM Marketing Power BI Power BI

Why Microsoft Dynamics partners should join the CSP Program

by Alexandre Painchaud
An indirect CSP's perspective on why partners cannot wait any longer to learn about their Cloud Solution Provider program options.
Azure Business Central Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Power BI Power BI Power Platform

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How to Schedule Work Orders in Dynamics 365 Field Service

WebSan Solutions

CDP 101: The Lowdown on Customer Data Platforms

Coffee + Dunn

Enhancing Views With Charts in Dynamics 365 CRM

Encore Business Solutions

From CRM to Campaign: A Microsoft Partner’s Guide to Smarter Marketing Automation

emfluence

Specialized Views in Dynamics 365 CRM

Encore Business Solutions
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2025 Microsoft Business Applications Partner Marketing Insights Report

MSDW Features
Exclusive new research from MSDW reveals how Microsoft Biz Apps partners and customers are navigating a rapidly evolving market
Azure Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform Sales & Marketing

Connect the Customer Journey with Dynamics and Marketing Automation

emfluence
Unify your CRM and marketing automation to deliver smarter, more connected customer experiences that drive revenue.
Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Sales Sales & Marketing

How to Use Custom Views and Charts in Dynamics 365 CRM

Encore Business Solutions
Leveraging customized views and charts in Dynamics 365 CRM makes it easier for sales and service teams to manage and analyze data.
Customer Engagement Dynamics 365 Dynamics CRM Sales

Microsoft Dynamics 365 Pricing & Licensing Guide 2025

Dynamics Square USA
Choose the right apps, users, and plans without getting lost in the technical jargon
AI Business Central Commerce Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Dynamics GP Dynamics Marketing

The Smart Leader’s Guide to Microsoft Copilot

Dynamics Square USA
Discover how smart leaders are using Copilot to accelerate decisions, streamline operations, and drive measurable value
AI AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Dynamics 365
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Case Story: How a Solar Company in North America Streamlined its Business with Business Central and CRM

Dynamics Square USA
How a solar energy company in Canada fixed their workflow problems by switching to modern business software
Business Central Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics NAV Electronic Signatures Energy Sales Insights

How a Non-Profit Slashed ERP Costs by 60%

Dynamics Square USA
See how a leading non-profit cut ERP costs by 60% and redefined global operations with Dynamics 365.
Copilot Customer Engagement Customer Service Dynamics 365 Finance and Operations Government Health & Wellness Healthcare Human Resources (Talent) Not For Profit

Microsoft Dynamics 365 Sales Implementation: How a USA Manufacturer Transformed Its Sales Operations

Dynamics Square USA
Real-time visibility into every stage of the sales pipeline
AI Customer Engagement Distribution Distribution Dynamics 365 Manufacturing Sales Insights

Digital Transformation at UBCJA

Encore Business Solutions
How UBCJA is Enhancing Organizational Efficiency and Member Connectivity Through Strategic Technology Partnership
Business Central Construction Customer Engagement Dynamics 365 Sales Sales Insights

Lights, Camera, Automation: How Cinespace Studios Streamlined AP for Global Growth

SignUp Software
Discover how Cinespace Studios brought efficiency to the spotlight by replacing manual AP processes with ExFlow — setting the stage for seamless global expansion
AI AI and Machine Learning AP Automation Azure Business Central Commerce Customer Engagement Customer Insights Customer Voice Dynamics 365 Financial Management Fraud Protection
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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 - Dynamics 365 Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive packing...
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)

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

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
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