Customer Engagement news & resources

How to manage a phased Microsoft Dynamics CRM and GP upgrade and migration to the cloud

by Brad Trevaskis
An all-at-once cloud migration is preferable, but not always possible. This Dynamics GP and CRM migration required a phased approach. 
Cloud Customer Engagement Data Migration Dynamics 365 Dynamics CRM Dynamics GP Power Automate Upgrades

The Missing Link in Fraud Detection: Content Management

by Francois Pienaar
Detecting fraud within a business shouldn't be difficult, but still remains a challenge for most of the industry. What is missing?
Auditing Business Process Mgmt Business Rules Mgmt Content Management Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Document Management Dynamics 365 Dynamics CRM

Inc 5000 2017: Number of Microsoft Dynamics partners doubles

by Dann Anthony Maurno
The mature Microsoft Dynamics channel still finds its place among entrepreneurial gamers, alternative energy, and Pilates franchises.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

MSDW Podcast: Charting the evolving Dynamics 365 opportunity for Microsoft partners

by Jason Gumpert
Guus Krabbenborg offers a unique view into Microsoft's Dynamics 365 channel future.
Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Inspire 2017 MSDW Podcast

The end of Microsoft Dynamics Marketing: Service to be discontinued in May 2018

by Jason Gumpert
Microsoft guiding customers to Adobe Marketing Cloud, Dynamics 365, and ISVs
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

Directions North America 2017 broadens focus to Microsoft Dynamics 365, SMB channel prep

by Linda Rosencrance
A larger event means more product content, and more partner skills training.
Business Central Customer Engagement Directions NA 2017 Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Tenerife

From the Microsoft Dynamics CRM/365 Blogs: Solution Changes; Statuscode; Plugins; Themes; Data Mover Jobs

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs.
Auditing Customer Engagement Dynamics 365 Dynamics CRM Power Automate

Microsoft Dynamics Partner Roundup: Services acquisition; New Legal360 VP; Cloud integration update; Manufacturer CRM go-live

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel.
Customer Engagement Data Integration Dynamics 365 Dynamics CRM Legal Manufacturing xRM

Microsoft Social Engagement 2017 Update 1.7: YouTube listening, engagement

by Dann Anthony Maurno
Microsoft clearly believes that its customers cannot know their own customers too well.
Business Central Consumer Goods Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Marketing Marketing Automation

Microsoft Dynamics Webcasts This Week: GP Employee performance; AP Automation; Virtual Entities for D365/CRM

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Business Central Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations HR Management

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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