Customer Engagement news & resources

Atrio acquires NuSoft Solutions, broadening its Microsoft solution offerings

by MSDW Reporter
New practice, NuSoft, to be led by founder Dale Mansour with focus on digital transformation journeys.
Customer Engagement Digital Transformation Dynamics 365 Dynamics CRM

Five reasons why every organization should conduct regular cybersecurity self-assessments

by Kathy Killingsworth
From documentation to risk and user management, organizations can easily lose track of their ability to defend against cyber threats.
Business Central Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate Regulatory Compliance

From the Microsoft Dynamics 365/CRM Blogs: Project service automation; Missing account fields; Console connection; SharePoint integration

by MSDW Reporter
A selection of the latest insight from the Microsoft Dynamics 365/CRM blogs
Customer Engagement Dynamics 365 Dynamics CRM Project Management SharePoint

Social selling: Microsoft Relationship Sales brings LinkedIn Sales Navigator to Dynamics 365/CRM

by Dann Anthony Maurno
How LinkedIn Sales Navigator builds on the classic job-seeking/hiring application data for social selling, and where Dynamics 365/CRM customers stand to benefit.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM LinkedIn Sales Navigator Marketing Sales Sales & Marketing Social Networks

January plans: Get ready to schedule your Microsoft Dynamics 365 CRM v9 update

by MSDW Reporter
Version 9 update scheduling should start in January, for updates from February through August 2018, says company.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate

Executive Q&A: Predicting Microsoft Dynamics 365’s role in the future of retail

by Dann Anthony Maurno
BDO Canada’s Eric Matusiak on how Microsoft technology meets customers’ lengthy list of demands
Commerce Customer Engagement Dynamics 365 Dynamics CRM E-Commerce Loyalty Management Machine Learning Power Automate Retail Retail POS Web Storefront

Running government from the cloud: Tips for implementation teams

by Alicia L. Antonetti-Tricker
Naturally, government is different from the private sector. Crowe Horwath describes what is different, and the unique elements of project success.
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Government

Microsoft Dynamics Partner Roundup: D365 retail replenishment; Donor management; EDI for GP 2018; Inspections for government

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
BI and Reporting Commerce Customer Engagement Dynamics 365 Dynamics CRM Dynamics GP EDI Government Inventory Management Not For Profit Power BI Power BI

Our Microsoft Dynamics predictions for 2018

by Jason Gumpert
Will there be a LinkedIn-magnitude story in 2018? Growth or consolidation in the channel? Sunrise on talent and, maybe, a sunset for GP? Here are our prognostications.
AppSource Azure Business Central CDS Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing

Microsoft Dynamics 365 for Finance & Operations: December update includes Power BI reports, self-serve vendor collab, India regs (and more)

by MSDW Reporter
Microsoft sends off 2017 with a comprehensive service update, with new efficiencies in both implementation and end-to-end integration
Customer Engagement Data Integration Dynamics 365 Dynamics CRM Localization Marketing Power BI Power BI Power Platform Sales Sales & Marketing

LATEST VENDOR RESOURCES

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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