Customer Engagement news & resources

Sales pipelines: Sales leaders need more than snapshots, they need trends

by Dann Anthony Maurno
Only with historic data can a sales pipeline become an analytical tool, describes Edgewater Fullscope Managing Director David Kohar
CRMUG Summit 2017 Customer Engagement Dynamics 365 Dynamics CRM Power BI Power BI Power Platform Sales & Ops Planning Summit 2017

What are buyers demanding from B2B ecommerce in 2017?

by Dann Anthony Maurno
A choice of ordering methods, using their own shipping accounts among B2B buyers’ demands, says Jason Dias with Hitachi Solutions America.
Business Central CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Service Customer Service Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

MSDW Podcast: Recapping the first two days of Directions NA 2017 with Todd McDaniel

by Jason Gumpert
Todd McDaniel joins us onsite to reflect on Tenerife, SMB sales and marketing apps, AppSource, and on how Microsoft landed its latest news.
Business Central Customer Engagement Directions NA 2017 Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL MSDW Podcast Tenerife

Microsoft Dynamics Partner Roundup: PSA on AppSource; Quote-to-cash funding round; Energy consultancy goes cloud; Automotive solutions CEO

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Automotive Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Energy Finance and Operations Order Management

What Microsoft Dynamics SMB partners can expect from Directions 2017 events

by Guus Krabbenborg
Partners are eager for updates from Microsoft will strengthen the Dynamics product line and the channel.
Business Central Customer Engagement Directions EMEA 2017 Directions NA 2017 Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Microsoft Dynamics 365/CRM cloud deployments: Taking on CIO concerns in regulated industries

by Dann Anthony Maurno
The cloud is not always the answer, and it presents challenges. TechLabs London’s Mohamed Mostafa will describe those challenges, and their solutions, at Directions North Ame...
Customer Engagement Data Integration Data Management Data Migration Data Warehousing Directions NA 2017 Dynamics 365 Dynamics CRM Financial Services Power Automate Regulatory Compliance

MSDW Podcast: Gus Gonzalez on delivering Microsoft Dynamics 365/CRM success

by Jason Gumpert
A wide ranging discussion on fixed fee projects, gaining MVP status, partner learning priorities, vertical specialization, LinkedIn, and more.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast MVP Marketing Professional Services Sales Sales & Marketing

Encore Buys Fine Solutions, aims to lead in Pacific Northwest

by Linda Rosencrance
Combined company will have four Canadian, two US offices and a headcount of 120.
Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Finance and Operations

Microsoft Dynamics Webcasts, September 11-15, 2017: D365 extensibility model, integration design patterns

by MSDW Reporter
Microsoft Dynamics Webcasts, September 11-15, 2017: Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction.
Customer Engagement Customer Relationship Mgmt Data Integration Data Migration Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations

Microsoft Dynamics Partner Roundup: HighJump acquired; Vertical-oriented partnership; D365 for materials handling; Lean project delivery

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel.
Business Central CPQ (Configure, Price, Quote) Configuration & Development Customer Engagement Customer Relationship Mgmt Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Fashion

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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