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Customer Engagement news & resources
As Microsoft Dynamics 365 CRM apps mature, can we still talk customization?
by
Sarah
Critchley
An expanding functional footprint for the core product is great, but there is still room for well-planned configuration and customization.
Business Process Mgmt
Configuration & Development
Customer Engagement
Customer Relationship Mgmt
Customer Service
Customer Service
Data Management
Dynamics 365
Dynamics CRM
Marketing
Sales
Sales & Marketing
Three new user adoption tactics for Microsoft Dynamics 365 CRM apps
by
Jason
Gumpert
Complexity kills CRM adoption. Simplified interfaces, wizard-based implementations and task flows all make Dynamics 365 easier on the end user.
Customer Engagement
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Marketing
Sales
Sales & Marketing
eXtreme365 Lisbon 2017
Executive Q&A: SBS Group on how to navigate on the fast-moving Dynamics highway
by
Jill
Rose
SBS Group CEO James Bowman there’s enough certainty around Dynamics 365 for partners to chart their futures
Business Central
Common Data Service
Customer Engagement
Customer Relationship Mgmt
Data Integration
Data Management
Dataverse (CDS)
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
The MSDW Podcast: Roadmap updates on D365 Financials, GP 2018, Adobe Marketing Cloud, D365 CRM, and more (29:46 mins)
by
Jason
Gumpert
A rich half-hour of new Microsoft Dynamics product news, best practices from the channel and worst practices in IT.
Adobe Marketing Cloud
Business Central
Customer Engagement
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
Finance and Operations
MSDW Podcast
Power Automate
eXtreme365 Lisbon 2017
From the Microsoft Dynamics NAV Blogs: SQL Server Management Studio; CRM/NAV integration; Service management; UI elements removal
by
Linda
Rosencrance
A selection of the latest insight from the Microsoft Dynamics NAV blogs
Business Central
Customer Engagement
Dynamics 365
Dynamics CRM
Dynamics NAV
Project Service Automation
Service Management
Microsoft Dynamics Partner Roundup: Unified communications for D365; Euro CRM partner acquisition; Aussie D365 partner; New sales & marketing exec
by
Linda
Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Customer Engagement
Customer Relationship Mgmt
Digital Transformation
Dynamics 365
Dynamics CRM
Financial Services
From Adobe Summit 2017: Deep Microsoft partnership is part of a careful transition plan
by
Dann Anthony
Maurno
Customer relationship guru Paul Greenberg on the Microsoft/Adobe partnership – a powerful offering, but, why the silence until now?
Azure
Common Data Service
Customer Engagement
Customer Relationship Mgmt
Customer Service
Customer Service
Data Integration
Data Management
Dataverse (CDS)
Dynamics 365
Marketing
Marketing Automation
Collaboration needed to address the complexities of financial services
by
Carel
du
Microsoft-hosted FSI CRM Roadshow highlights the complex customer-facing and back-office requirements of financial services, and the digital answers
Customer Engagement
Digital Transformation
Dynamics 365
Dynamics CRM
Financial Services
Microsoft at Adobe Summit: A "common data schema" and plans for months ahead
by
Dann Anthony
Maurno
Microsoft’s Scott Guthrie describes the Microsoft/Adobe partnership for the Experience Data Model; promises rapid-fire development.
Adobe Marketing Cloud
Business Central
Customer Engagement
Customer Relationship Mgmt
Data Management
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
Finance and Operations
Executive Q&A: TrueCommerce on B2B market pressures for unified commerce, retail-like experience
by
Karen
Kroll
TrueCommerce President Nick Manolis describes new demands upon manufacturers and distributors for unified commerce, a superior buying experience and a seamless global flow am...
Business Central
Customer Engagement
Distribution
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
EDI
Finance and Operations
Manufacturing
TrueCommerce
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LATEST VENDOR RESOURCES
Videos
White Papers
Case Studies
Solutions
Copilot Wizardry in Dynamics 365 Customer Insights
Coffee + Dunn
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
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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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