Customer Engagement news & resources

Summit EMEA 2017: Financial, sales data come alive with Power BI dashboards

by Karen Kroll
Where to begin? Njevity’s Belinda Allen helps new Power BI users focus their choices into advanced dashboards and visualizations that are truly useful.
Accounting BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Marketing Microsoft Power BI

Microsoft Dynamics Webcasts, February 20–24, 2017: Dynamics 365 CRM overview; AP automation; Automated budgeting

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Accounting Budgeting Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Microsoft Dynamics Partner Roundup: Mobile CRM on AppSource; D365 mobile healthcare, security; AX mobile framework

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Healthcare Mobile Applications Security

Who said moving to a subscription revenue model is easy?

by Robbie Morrison
Paradigm shifts are never comfortable. But when customers demand even razor blades and music by subscription, Dynamics resellers must adapt.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Licensing

The MSDW Podcast, Feb 14 2017: Dynamics GP manuals; NAV project rescue; XRM police response; 365 vision for CRM users

by Jason Gumpert
Online user help (good enough?), implementations set right, digital urgency, social selling, mobile apps and more
Azure Machine Learning Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Internet of Things (IoT) Machine Learning (ML) Project Management xRM

Ranking Dynamics CRM leads with Azure Machine Learning

by Stefano Tempesta
Learn how to put Azure Machine Learning through all its paces in this real-life use case from an educational organization, to be presented at CRMUG Summit EMEA 2017
Automated Data Collection Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Education Marketing Power Automate Sales Sales & Marketing Summit EMEA 2017

CRM Saturday: The growth of an interactive Dynamics CRM learning experience

by Linda Rosencrance
Attendees get information about the latest Dynamics 365/CRM technologies in a community environment, hosted at Microsoft offices in Europe
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

Summit EMEA 2017: On digital transformation, Microsoft eager to both talk about and listen to Dynamics ERP and CRM customers

by Dann Anthony Maurno
Customer Success EMEA Director Dilip Popat explains why 2017 is a transformative year for both Microsoft, its customers and the channel
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Digital Transformation Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Summit EMEA 2017

Cortana Intelligence Suite: How manufacturers can evaluate the business potential

by Melissa Templeton
Reflecting on how to understand the suite and how the components relate to each other, plus, examples of manufacturing industry use cases.
BI and Reporting Cortana Intelligence Suite Customer Engagement Data Archiving Data Integration Data Management Data Warehousing Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Power Automate

Managing scope to bring a Microsoft Dynamics NAV + CRM implementation back to life

by Dann Anthony Maurno
Catapult with its Lean Deployment methodology put a stalled implementation back on track for Precision Gutters
3PL Accounting Business Central Construction Customer Engagement Customer Relationship Mgmt Data Integration Data Migration Distribution Dynamics 365 Dynamics CRM Dynamics NAV

LATEST VENDOR RESOURCES

Specialized Views in Dynamics 365 CRM

Encore Business 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
More Customer Engagement Videos

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
More Customer Engagement Case Studies

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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