Customer Engagement news & resources

New Microsoft FastTrack for Dynamics 365 services underscore focus on customer success

by Dann Anthony Maurno
With new resources for Field Service and PSA, and for user adoption, Microsoft expands hands-on commitment to cloud services success
Customer Engagement Dynamics 365 FastTrack Field Service Field Service Financial Management Microsoft Corporate Order Management

Microsoft partner foresees tech roadmap for IoT with Dynamics 365

by Dann Anthony Maurno
Mazik Global believes in the IoT enough that it moved into the US, gained giant customers and partnered with the region’s most significant IoT software provider
Customer Engagement Dynamics 365 Dynamics CRM Internet of Things (IoT) Power Automate

Partner-to-Partner (P2P) success, Part 1: The York Group on managing expectations

by Dann Anthony Maurno
There is no such thing as a “Partnership Lite”: Both the channel partner and ISV must hammer out their expectations for profit, commitment.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Inspire 2017 Microsoft Corporate

When "It's So Easy" goes to pieces: Two tales about the complexities of Azure and Amazon clouds

by Greg Pierce
What happens when the promises of the public cloud have failed to come true.
Business Central Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate hybrid cloud

Veteran Microsoft Dynamics 365 / CRM manager Bill Patterson departs for Salesforce

by Jason Gumpert
Now a senior VP for service engagement at Salesforce, Patterson leaves behind a lengthy career at Microsoft.
Customer Engagement Dynamics 365 Dynamics CRM Microsoft Corporate Salesforce.com

Deployment methodologies, Part 3: What does project success look like?

by Alan R. Earls
Project success is an agreement between partner and client; and it begins at project launch.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Implementation Project Management

From the Microsoft Dynamics CRM/365 Blogs: Form editor; Marketing lists; Power of Under; Message listener

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics CRM/Dynamics 365 blogs
Customer Engagement Data Management Dynamics 365 Dynamics CRM Marketing Marketing Automation

Microsoft Dynamics Partner Roundup: D365O for food; Contact center on AppSource; Just-named ISV Dev Center; D365 for leisure/entertainment

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Contact Centers Customer Engagement Dynamics 365 Dynamics CRM Financial Management Food & Beverage ISV Media & Entertainment Mobile Applications Power Automate Supply Chain Execution

eXtreme365 returns to US in November 2017

by MSDW Reporter
November 6 to 9 in Long Beach, California, the event will feature 3 top Microsoft execs.
Customer Engagement Dynamics 365 Dynamics CRM Microsoft Corporate eXtreme365 US 2017

Deployment methodologies, Part 2: Is agile, waterfall, or another best for Microsoft Dynamics projects?

by Alan R. Earls
Both classic waterfall and iterative agile have their charms, and flaws. Only a combination is up to a complex Microsoft Dynamics deployment.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Implementation Project 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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