Customer Engagement news & resources

Executive Q&A: Solver's Nils Rasmussen talks BI360 Cloud, Microsoft and the channel

by Karen Kroll
The company takes its Excel-based BI/CPM solution to the Microsoft Azure cloud, where customers are going
BI and Reporting Budgeting Business Central Customer Engagement Data Integration Digital Transformation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

Directions EMEA 2017 will support Microsoft partners in Dynamics 365 cloud transition, say organizers

by Linda Rosencrance
Conference focuses on VARs and ISVs that serve small to midsize business customers.
Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV

PandaDoc raises $15 Million Series B, backed in part by Microsoft Ventures

by Linda Rosencrance
Microsoft Ventures expects PandaDoc's document automation product to raise industry standards for digital transformation
Customer Engagement Document Management Dynamics 365 Dynamics CRM Electronic Signatures Microsoft Corporate

Experts see promise in Learning Path Authoring for Dynamics 365 CRM apps

by Linda Rosencrance
Enables companies to customize their own “Help” experiences for users. 
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

Microsoft Dynamics 365 for Project Service Automation: Five collaboration tools for sales & project delivery

by Ashley Harbaugh
Microsoft Dynamics 365 for Project Service Automation offers tools to move seamlessly between closing a sale through closing a project, advises Hitachi Solutions
Collaborative Workspaces Customer Engagement Document Management Dynamics 365 Email Management Marketing Project Management Sales Sales & Marketing Social Networks

Microsoft Dynamics Webcasts, May 22-26, 2017: Infrastructure for digital transformation; AP automation; Dynamics 365 demos; eSignatures

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Cloud Customer Engagement Customer Relationship Mgmt Digital Transformation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Electronic Signatures Finance and Operations IaaS

Microsoft Dynamics Partner Roundup: Invoice automation on AppSource; Rental and service CfMD; Partner's D365 Team; AX, CRM acquisition

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Accounting Customer Engagement Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Field Service Field Service Finance and Operations Invoice Processing Marketing

APIs Expand Utility of AppSource Solutions with Microsoft Dynamics

by Matt Bolch
Static user interface helps ISVs avoid lengthy Microsoft validation process
App Development AppSource Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Manufacturing

Purchasing in Microsoft Dynamics 365 for Field Service: Crucial to single-visit success

by Ruston Eads
Purchasing is a lesser-known functionality in Field Service Management, but is critical to ensuring technicians have the right products at the right time, advises Hitachi Sol...
Customer Engagement Dynamics 365 Field Service Field Service Inventory Management Preventive Maintenance Purchasing

Indegene, Microsoft plan 'conversational CRM', digital content management for life sciences with Dynamics 365, Omnipresence

by Jason Gumpert
Indegene to integrate its Omnipresence suite with Microsoft Dynamics 365 for Sales to improve performance of sales and medical representatives
Azure Machine Learning Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Indegene Omnipresence Life Sciences Marketing Power Automate

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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
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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
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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 Dynamics 365 Marketing Marketing Automation Oil Sales Sales & Marketing
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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
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