Customer Engagement news & resources

Microsoft Dynamics channel VP Tony de Freitas to depart

by Jason Gumpert
The Microsoft veteran is departing for a channel executive role at survey and research firm Qualtrics.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Microsoft Corporate

Microsoft Dynamics Partner Roundup: Payment platform for NAV; Partners for accounting in Portugal; Partner rebrands; Rapid deployment for food & bev

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Business Central Commerce Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Food & Beverage Government Payment Processing

Sales pipelines: Sales leaders need more than snapshots, they need trends

by Dann Anthony Maurno
Only with historic data can a sales pipeline become an analytical tool, describes Edgewater Fullscope Managing Director David Kohar
CRMUG Summit 2017 Customer Engagement Dynamics 365 Dynamics CRM Power BI Power BI Power Platform Sales & Ops Planning Summit 2017

What are buyers demanding from B2B ecommerce in 2017?

by Dann Anthony Maurno
A choice of ordering methods, using their own shipping accounts among B2B buyers’ demands, says Jason Dias with Hitachi Solutions America.
Business Central CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Service Customer Service Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

MSDW Podcast: Recapping the first two days of Directions NA 2017 with Todd McDaniel

by Jason Gumpert
Todd McDaniel joins us onsite to reflect on Tenerife, SMB sales and marketing apps, AppSource, and on how Microsoft landed its latest news.
Business Central Customer Engagement Directions NA 2017 Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL MSDW Podcast Tenerife

Microsoft Dynamics Partner Roundup: PSA on AppSource; Quote-to-cash funding round; Energy consultancy goes cloud; Automotive solutions CEO

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Automotive Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Energy Finance and Operations Order Management

What Microsoft Dynamics SMB partners can expect from Directions 2017 events

by Guus Krabbenborg
Partners are eager for updates from Microsoft will strengthen the Dynamics product line and the channel.
Business Central Customer Engagement Directions EMEA 2017 Directions NA 2017 Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Microsoft Dynamics 365/CRM cloud deployments: Taking on CIO concerns in regulated industries

by Dann Anthony Maurno
The cloud is not always the answer, and it presents challenges. TechLabs London’s Mohamed Mostafa will describe those challenges, and their solutions, at Directions North Ame...
Customer Engagement Data Integration Data Management Data Migration Data Warehousing Directions NA 2017 Dynamics 365 Dynamics CRM Financial Services Power Automate Regulatory Compliance

MSDW Podcast: Gus Gonzalez on delivering Microsoft Dynamics 365/CRM success

by Jason Gumpert
A wide ranging discussion on fixed fee projects, gaining MVP status, partner learning priorities, vertical specialization, LinkedIn, and more.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast MVP Professional Services Sales Sales & Marketing

Encore Buys Fine Solutions, aims to lead in Pacific Northwest

by Linda Rosencrance
Combined company will have four Canadian, two US offices and a headcount of 120.
Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Finance and Operations

LATEST VENDOR RESOURCES

Is Your Dynamics CRM Ready for Copilot? See What's Wrong, Fix It, Keep It Fixed

Plauti

CRM @ Work: Connecting Dynamics 365 Sales and Contract Management with Contracts 365

TD SYNNEX

Power Automate Essentials for Customer Insights – Journeys

Coffee + Dunn

Benefiting from Microsoft's FY27 CSP Changes: Incentives, Margins, Compliance, and Beyond

MSDW Features

CRM @ Work: Modernizing Quote-to-Cash in Dynamics 365 with Native CPQ and Document Automation

TD SYNNEX
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From Revenue Friction to Revenue Flow with CRM Modernization

Velosio
Where CRM friction is slowing revenue growth and how modernization can help.
Copilot Customer Engagement Dynamics 365

Beyond Go-Live: How to Maximize the Long-Term Value of Microsoft Dynamics

AlfaPeople
How to keep Microsoft Dynamics creating value long after go-live.
Business Central Commerce Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics AX Dynamics CRM

Deploying OpenClaw for Business: From Local Agent to Secure Business Infrastructure

RapidStart
How to turn OpenClaw into secure, governed business infrastructure on Microsoft.
AI Agents AI and Machine Learning Azure Business Central Copilot Customer Engagement Customer Service Dynamics 365 Enterprise Architecture Field Service Power Platform Sales

5 Operational Gaps Manufacturers Must Address Before AI

Inner Join Technologies
Assess your manufacturing organization's readiness for AI.
AI Agents AI and Machine Learning Azure Business Central Business Performance Mgmt Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Databases

The Ultimate Guide to Dynamics 365 | Expert Edition 2026

Dynamics Square USA
Discover how Microsoft Dynamics 365, Fabric, Power Platform, and Copilot work better together.
AI and Machine Learning Azure Business Central Commerce Compute Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service
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How Defaqto Took Back Control of Its Dynamics 365 CE Data

Plauti
How Defaqto cleaned up 2,000+ duplicate Dynamics 365 accounts and improved ongoing data quality.
AI Agents Contact Center Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Power Apps

Unifying Operations with Microsoft Dynamics 365 Finance and Supply Chain Management

iTransition
Automotive Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Finance and Operations Human Resources (Talent) Power Platform Sales Supply Chain Management

Scaling Consulting Services Delivery with Power Platform

iTransition
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Marketing Power Automate Power Platform Sales Sales & Marketing

Optimizing Field Service Operations with Dynamics 365

iTransition
AI and Machine Learning Azure Business Process Mgmt Customer Engagement Dynamics 365 Field Service Field Service Healthcare

Centralized Customer Engagement Platform

iTransition
Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Healthcare Manufacturing Sales Sales & Marketing
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Next Best Action - AI/ML-Powered Recommendations for Microsoft Dynamics 365 CRM

Next Best Action is an AI/ML-powered assistant for Microsoft Dynamics 365 CRM that analyzes CRM data, customer interactions...
AI Agents Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation

Microsoft Dynamics 365 AI Opportunity Lab

Turn AI Possibilities into Practical Outcomes for D365 CE/CRM Microsoft Dynamics 365 CE/CRM contains rich business data, and...
Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing

Microsoft Dynamics 365 CE/CRM Health Check

Maximize Your Investments With a Dynamics 365 Health Check • Is CRM adoption meeting expectations? • Is CRM being used the...
Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing

TextSMS4Dynamics - SMS Integration for Dynamics 365 CRM

TextSMS4Dynamics is a powerful SMS integration solution for Microsoft Dynamics 365 CRM and Dataverse that enables businesses...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Unified Communication

LiveChat4Dynamics

LiveChat4Dynamics is a powerful Live Chat integration for Microsoft Dynamics 365 CRM and Dataverse that enables businesses to...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Unified Communication
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