Customer Engagement news & resources

Implementation audit and reconciliation: 5 risk factors and 7 audit steps

by Don Riggs
The warning signs of an off-the-rails ERP implementation are pretty clear. An audit gets to the causes, and charts a roadmap for successful completion.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Microsoft to customers: Cloud continues to transform Dynamics 365

by Jason Gumpert
Dynamics 365 advances are being architected, developed, deployed, and measured in ways that reflect a new world of enterprise solutions, says Dynamics CTO Mike Ehrenberg
Azure BI and Reporting Business Central CDS Common Data Service Customer Engagement Customer Relationship Mgmt Data Integration Data Management Data Migration Data Warehousing Dataverse (CDS)

What digital transformation is (and is not): One partner's definition and guidance

by Billy Lyle
Customer expectations and corporate goals drive digital transformation. Redspire provides a practical example, from the professional services industry.
Common Data Service Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Digital Transformation Dynamics 365 Financial Services Marketing Power Platform Professional Services Sales Sales & Marketing

From the Microsoft Dynamics CRM Blogs: Attachment storage; Child records; Upgrade tips; Social Engagement; Improved search

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics CRM blogs
Customer Engagement Data Migration Dynamics 365 Dynamics CRM Email Management Power Automate Social Networks

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

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
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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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