Customer Engagement news & resources

The hidden gaps in public and private clouds

by Greg Pierce

Consider cloud tradeoffs and determine the right mix for your organization.

Business Central Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate SaaS

Vic Air Supplies moves to the cloud with Microsoft Dynamics NAV

by Linda Rosencrance

Microsoft Gold Partner EBS helps company move to the cloud, and to bring along some reluctant employees

Accounting BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365

Microsoft Dynamics Partner Roundup: CX acquisition; D365 IEM configurator; Scheduling app; Retail win

by Linda Rosencrance

A selection of announcements from the Microsoft Dynamics partner channel

Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Manufacturing Product Lifecycle Mgmt Retail Retail POS

How to manage a phased Microsoft Dynamics CRM and GP upgrade and migration to the cloud

by Brad Trevaskis

An all-at-once cloud migration is preferable, but not always possible. This Dynamics GP and CRM migration required a phased approach.

Cloud Customer Engagement Data Migration Dynamics 365 Dynamics CRM Dynamics GP Power Automate Upgrades

The Missing Link in Fraud Detection: Content Management

by Francois Pienaar

Detecting fraud within a business shouldn't be difficult, but still remains a challenge for most of the industry. What is missing?

Auditing Business Process Mgmt Business Rules Mgmt Content Management Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Document Management Dynamics 365 Dynamics CRM

Inc 5000 2017: Number of Microsoft Dynamics partners doubles

by Dann Anthony Maurno

The mature Microsoft Dynamics channel still finds its place among entrepreneurial gamers, alternative energy, and Pilates franchises.

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

MSDW Podcast: Charting the evolving Dynamics 365 opportunity for Microsoft partners

by Jason Gumpert

Guus Krabbenborg offers a unique view into Microsoft's Dynamics 365 channel future.

Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Inspire 2017 MSDW Podcast

The end of Microsoft Dynamics Marketing: Service to be discontinued in May 2018

by Jason Gumpert

Microsoft guiding customers to Adobe Marketing Cloud, Dynamics 365, and ISVs

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

Directions North America 2017 broadens focus to Microsoft Dynamics 365, SMB channel prep

by Linda Rosencrance

A larger event means more product content, and more partner skills training.

Business Central Customer Engagement Directions NA 2017 Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Tenerife

From the Microsoft Dynamics CRM/365 Blogs: Solution Changes; Statuscode; Plugins; Themes; Data Mover Jobs

by Linda Rosencrance

A selection of the latest insight from the Dynamics CRM blogs.

Auditing Customer Engagement Dynamics 365 Dynamics CRM Power Automate

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

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

More Customer Engagement White Papers

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

More Customer Engagement Case Studies

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...

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