Customer Engagement news & resources

InsideView adds prospecting, engagement tools with Insight Enterprise for Microsoft Dynamics 365 and CRM

by Jason Gumpert
International launch adds prospect list building, custom watchlists and alerts integrated with Dynamics.
Business Performance Mgmt Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Microsoft offers updated integration, new pricing on Dynamics 365 Sales and LinkedIn Sales Navigator

by Jason Gumpert
New combined offering, Microsoft Relationship Sales, will roll out at $135 per user per month before any volume discounts.
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 LinkedIn LinkedIn Sales Navigator Marketing Microsoft Relationship Sales Sales Sales & Marketing

From the Microsoft Dynamics CRM Blogs: Dashboards; Easy scheduling; Process flows; Legacy forms

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics CRM blogs.
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Marketing Project Management Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: NAV for retail garden center; Omnichannel AX retail; Partner marketplace; New competencies

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Business Central Cloud Commerce Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Marketing Retail Sales

How Can Companies Empower Their Deskless Workers?

by David Squibb
Why working to provide a great employee experience will be reflected in customer experience.
Business Performance Mgmt Business Process Mgmt Collaborative Workspaces Content Management Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing SaaS

Mobile mapping helps field reps close more business using Microsoft Dynamics CRM

by Linda Rosencrance
By connecting maps with Dynamics CRM, medical device sales reps plan routes based on CRM data, like proximity, product, next steps – all adding up to two more sales calls per...
Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM Marketing Medical Devices Mobile Applications Sales Sales & Marketing Sales & Ops Planning

Microsoft Dynamics Webcasts, April 17-21, 2017: Choose the right cloud; Dynamic security for AX, D365

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics 365 Dynamics AX Dynamics AX Dynamics GP Dynamics GP E-Commerce EDI Finance and Operations

Microsoft Dynamics Partner Roundup: D365 for field service; Mobile data collection; New hosting CEO; Recruitment ISV recruits

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Field Service Field Service Finance and Operations Inventory Management Supply Chain Execution

Microsoft Dynamics News & Notes, Summit EMEA Edition: Naming bugs; CRM forms; Budgeting tools; GP migration; NAV Tenerife; Ideas site

by Jason Gumpert
Reviewing additional developments from the past week that we're likely to hear more about soon.
Budgeting Business Central Cloud Customer Engagement Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Ideas

What if your organization still prefers a network file share? Consider the updated Azure File Services.

by Rob Curls
Why an update to Azure File Server enables users to securely connect to the shares from any location.
Business Central Cloud Customer Engagement Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate

LATEST VENDOR RESOURCES

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
More Customer Engagement Videos

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
More Customer Engagement White Papers

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
More Customer Engagement Case Studies

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
More Customer Engagement Solutions