Customer Engagement news & resources

Summit Nashville 2017 Preview: Microsoft to share vision for purpose-built apps suited to Dynamics ERP & CRM users

by Jason Gumpert
One of Microsoft’s revamped leadership team explains the “new value” that LinkedIn, PowerApps, embedded Power BI and more deliver to Microsoft Dynamics users.
Azure Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Power BI Power BI Power Platform

InsideView boosts Microsoft's Insights, launches Refresh data cleaner for Dynamics 365

by MSDW Reporter
Insights enables more effective prospecting while Refresh keeps CRM data fresh
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

ClickDimensions, Oktopost team on new social engagement platform

by MSDW Reporter
Partnership marries B2B social media tools with marketing automation from a Microsoft Dynamics 365 interface
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Social Networks

3 Pros Share their Microsoft Dynamics 365 / CRM v9 First Impressions

by Linda Rosencrance
A selection of insights on Microsoft Dynamics 365/CRM v9 from the Dynamics CRM blogs
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

Microsoft launches Dynamics 365 / CRM v9, separating platform from apps

by Jason Gumpert
New user of Azure infrastructure, Unified Interface, and Virtual Entities will contribute to the solution's evolution as an app platform, Microsoft believes.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Power Automate SaaS Sales Sales & Marketing

Does Microsoft really care about the SME business market?

by James Crowter
Why SMB partners may have doubts on the future of Microsoft's commitment to Dynamics 365 SMB solutions.
Business Central Customer Engagement Directions EMEA 2017 Directions NA 2017 Dynamics 365 Dynamics CRM Dynamics NAV Tenerife eXtreme365 US 2017

Digital invoice processing and automation is leaving OCR behind

by Anna Tujunen
Optical character recognition (OCR) was a great start to invoice automation; but it is too error-prone to be in its future.
AP Automation Accounting Aerospace & Defense Agriculture Architecture Business Central Customer Engagement Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX

Marketing automation vendor Lead Liaison to integrate with Dynamics 365 for Sales

by Linda Rosencrance
New integration effort driven by user demand, market opportunity, says vendor.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Automation Sales Sales & Marketing

Microsoft to launch AI-driven business apps under Dynamics 365 brand

by Jason Gumpert
First Dynamics 365 AI offering is an intelligent bot for customer service.
Artificial Intelligence (AI) Bots Customer Engagement Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Ignite 2017 Machine Learning (ML) Power Automate

Microsoft Dynamics Webcasts, September 25-29, 2017: Beyond Management Reporter; Next-level ecommerce; Query optimization

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Business Central Commerce Customer Engagement Customer Relationship Mgmt Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

LATEST VENDOR RESOURCES

Exploring Microsoft Copilot in Dynamics 365 and Microsoft 365

Encore Business Solutions

Smarter Sales, Stronger Financials: Driving Revenue with ERP + Dynamics 365 Sales

ENAVATE

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
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AI-Powered xFP&A: The Future of Financial Planning

Solver
Explore the transformative power of AI in xFP&A
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management

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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics 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
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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 Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Oil Sales Sales & Marketing
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PlanAutomate Quick Guide

This Quick Guide will help you understand PlanAutomate and Project Automation at a high-level and how it applies to your...
Aerospace & Defense Architecture Chemicals Construction Customer Engagement Dynamics 365 Energy Engineering Finance and Operations Government Contractors Industrial Equipment Life Sciences

Map My Relationships – Visualize Relationships and Hierarchies in Dynamics 365 CRM

Map My Relationships is an advanced visualization app for Microsoft Dynamics 365 CRM and Dataverse, designed to help users...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

Kanban Board for Dynamics 365 CRM – Visualize & Manage CRM Data in Dynamics 365

Kanban Board is an advanced visualization solution for Microsoft Dynamics 365 CRM and Dataverse that transforms static CRM...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM

SharePoint Security Sync is an integration for Dynamics 365 CRM and SharePoint, designed to enhance document management by...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Security

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 Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales
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