Customer Engagement news & resources

From the Microsoft Dynamics 365 / CRM Blogs: Online Authentication; Plug-in error; Error generating Excel; Custom apps

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/CRM blogs.
Customer Engagement Dynamics 365 Dynamics CRM Power Automate

Microsoft Dynamics Partner Roundup: D365 food win; Retail payment tech; New sales director; Vendor partnership

by MSDW Reporter
A selection of announcements from the Dynamics partner channel.
Business Central Commerce Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Food & Beverage Manufacturing Payment Processing

MSDW Podcast: R "Ray" Wang on key themes of the Microsoft Biz Apps Analyst Forum

by Jason Gumpert
Digital feedback is key to Microsoft's current approach to biz apps, says Wang, and the Dynamics brand name could be taking a step back to support that.
Artificial Intelligence (AI) Azure BI and Reporting Business Performance Mgmt Business Process Mgmt Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dataverse (CDS)

CCM vendor Xpertdoc buys XperiDo, gaining document automation, industry expertise

by MSDW Reporter
All stock deal will expand global market reach, offering customers better platform capabilities.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Enterprise Content Mgmt Financial Services Government Insurance

Private Equity Firm Thoma Bravo takes majority stake in process automation vendor Nintex

by MSDW Reporter
As new lead investor in Nintex, Thoma Bravo says it will focus on continued growth and market leadership.
Business Process Mgmt Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Workflow Management

Challenge: Can Microsoft Dynamics partners meet market needs in 2018?

by Jason Gumpert
Technology buyers have practical expectations around digital transformation, but can Dynamics VARs talk about it effectively?
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations eXtreme365 Dubrovnik 2018

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

LATEST VENDOR RESOURCES

50 Dynamics 365 Customer Insights Tips in 50 Minutes

Coffee + Dunn

Training That Works: How to Access Self-Paced D365 Learning from Item by Item & MSDW

AI Business Solutions Partner Show, September 2025: Maximizing SMB Sales with Microsoft's Eric Fink

TD SYNNEX

How to Configure Views and Charts in Dynamics 365 CRM

Encore Business Solutions

Dynamics GP “Would You Rather?” with Syvantis

Syvantis Technologies
More Customer Engagement Videos

Project Management HEADSTART for Microsoft Dynamics 365 Sales

Sikich
A project management solution to help you manage your workforce effectively.
BI and Reporting Customer Engagement Dynamics 365 Project Management Sales

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
More Customer Engagement White Papers

QualiChem Drives Smarter Field Operations with Maplytics for Dynamics 365

Inogic
Customer Engagement Dynamics 365 Web-based Mapping

Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting

Forvis Mazars
An upgraded CRM system led to improved sales processes with better forecasting for Axiom.
Customer Engagement Dynamics 365 Dynamics GP Engineering Sales Sales & Marketing

Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM

Forvis Mazars
Haire Group’s Microsoft integration helped streamline processes and improve efficiency.
Customer Engagement Dynamics 365 Manufacturing Sales Sales & Marketing

Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement Dynamics 365 Marketing Marketing Automation Oil Sales Sales & Marketing
More Customer Engagement Case Studies

Alerts4Dynamics – Real-Time Alerts & Notifications in Dynamics 365 CRM

Alerts4Dynamics is a comprehensive Dynamics 365 alert tool that helps you create, schedule, and manage real-time...
Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Marketing Power Apps Power Platform Project Service Automation Sales

Maplytics — a Location Analytical Companion for Dynamics 365 CRM

Maplytics is a Microsoft-certified geo-analytical mapping solution that embeds location intelligence directly into Microsoft...
Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Marketing Power Apps Power Pages Power Platform Project Service Automation

Marketing4Dynamics - Connect MailChimp with Dynamics 365 CRM

Marketing4Dynamics connects MailChimp with Dynamics 365 CRM in real time. It’s more than just a sync; it bridges marketing...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Sales

DeDupeD – Detect, Prevent & Merge Duplicates in Dynamics 365 CRM

DeDupeD is an advanced duplicate data management solution for Microsoft Dynamics 365 CRM and Dataverse. It ensures your CRM...
Agriculture Architecture Automotive Customer Engagement Customer Service Data Management Dataverse (CDS) Design & Decorating Dynamics 365 Dynamics CRM Field Service Power Apps

Inogic Productivity Apps for Microsoft Business Solutions

Inogic is a leading Microsoft Microsoft Dynamics 365 CRM ISV, delivering innovative apps and professional services on...
AI Azure Copilot Copilot Studio Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Fabric Power Apps Power Automate Power BI
More Customer Engagement Solutions