Customer Engagement news & resources

Enterprise analysts react to latest Microsoft Business Apps accomplishments, strategy

by Jason Gumpert
From Dynamics 365 to Power BI to LinkedIn and Adobe, analysts tweeted their way through a day's worth of roadmaps, demos, and planning.
CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Marketing Automation Power Automate SaaS Sales Sales & Marketing

Microsoft Dynamics Profile: MVP Marius Pedersen on solving the puzzle of Dynamics 365 / CRM

by Linda Rosencrance
From features and functions to building a new D365 practice, Pedersen describes his evolving perspective on the value of CRM-based solutions.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM MVP

Microsoft Dynamics Partner Roundup: Project accounting; GP 2018 add-ons; Regulate 365; CSP addition

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Accounting Business Central Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations GP 2018 Government

LinkedIn Sales Navigator moves to quarterly release cycle, continues to broaden app platform reach

by MSDW Reporter
SNAP adds InsideSales.com, SugarCRM, Oracle Sales Cloud; Account pages get an updated look and new features.
Customer Engagement Customer Relationship Mgmt Dynamics 365 LinkedIn LinkedIn Sales Navigator Marketing SaaS Sales Sales & Marketing

Public preview of Microsoft Dynamics 365 for Marketing aims to showcase the customer experience platform model

by Jason Gumpert
Available in multiple countries now, with a plan for general availability in April 2018.
BI and Reporting Cloud Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Email Management LinkedIn LinkedIn Sales Navigator Marketing Marketing Automation

MSDW Podcast: Exploring the Dynamics 365 for Marketing Public Preview with Microsoft's Kishan Chetan

by MSDW Reporter
Learn what the public preview of the Marketing app means for partners, customers, and prospects.
Customer Engagement Dynamics 365 MSDW Podcast Marketing Marketing Automation Sales Sales & Marketing

Microsoft Dynamics Webcasts, February 5 – 9, 2018: Get started with Automated AP; CRM VARs can't ignore CSP

by MSDW Reporter
Microsoft Dynamics Webcasts, February 5 – 9, 2018: Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction.
AP Automation AX 2012 AX 2012 R2 AX 2012 R3 Accounting Business Process Mgmt Cloud Solution Provider (CSP) Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365

From the Microsoft Dynamics 365/CRM Blogs: App for Outlook; Post-deployment; v9 update; Inline editing

by MSDW Reporter
A selection of the latest insight from the Microsoft Dynamics 365/CRM blogs
Customer Engagement Customer Relationship Mgmt Data Integration Data Migration Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: Nordic expansion; New CSP ally; CRM training; UK NFP Cloud CRM; Doc management update

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel.
Customer Engagement Customer Relationship Mgmt Document Management Donor Management Dynamics 365 Dynamics AX Dynamics CRM Electronic Signatures Finance and Operations Financial Management Government Not For Profit

Microsoft Q2 2018 Earnings Release: Azure up 98%, Dynamics 365 up 67%

by MSDW Reporter
Consistent growth a testament to Nadella’s cloud-first strategy
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Microsoft Corporate Power Automate

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Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

By the Power of Data! Using Marketing Forms in Dynamics 365 Customer Insights - Journeys

Coffee + Dunn

Dynamics 365 F&O: Benefits of Connecting to CRM, the Power Platform, and the Rest of Your Stack

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

The Impact of AI on (our) Business - Dynamics 365 Customer Service

WebSan Solutions
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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

Salesforce 101: A Detailed Analysis for Positioning Dynamics 365

Seer 365
What to know about the architecture, ISV market, migrations, licensing, and more
Customer Engagement Customer Relationship Mgmt Dynamics 365 Sales & Marketing Salesforce

How Digital Tools Bring New Levels of Productivity and Accuracy to Field Inspections

Resco
Are outdated inspection processes slowing your team down?
Business Central Construction Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Energy Field Service Government Healthcare Manufacturing Oil
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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

How Pinnacle Textiles Boosted Sales and Unburdened Service Teams with Dynamics GP-Integrated Ecommerce

k-ecommerce
How k-ecommerce Helped Pinnacle Textiles Reach Their Ecommerce and Customer Service Goals
Business Central Commerce Customer Engagement Dynamics 365 Dynamics GP Sales Textile & Apparel

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
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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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