Customer Engagement news & resources

CPQ: The ultimate sales enabler for Microsoft Dynamics users

by Lou Washington
Configure-price-quote capability, backed up by Dynamics AX or Dynamics CRM, means salespeople doesn’t have to say “I’ll check with the office and get back to you.”
CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Electronics Fabless Semiconductor Finance and Operations Manufacturing Manufacturing Sales Quoting

Microsoft Dynamics Partner Roundup: Retail payments for Dynamics 365; CRM data deduping; Quebec managed services acquisition; GP + payment gateway

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Commerce Credit Card Processing Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Finance and Operations Managed Services Payment Processing Retail

Microsoft Flow can extend Dynamics 365 further than you've ever imagined

by Jerry Weinstock
Flow’s ability to connect Microsoft Dynamics 365 customer experience apps to other cloud based applications is extensive and growing
Business Process Mgmt Business Rules Mgmt Customer Engagement Data Integration Data Management Dynamics 365 Dynamics CRM Flow Power Automate Power Platform Workflow Management

InsideSales.com raises $50 million in growth equity led by Polaris, Microsoft

by Linda Rosencrance
Company plans to create Playbooks for Dynamics 365, fund Ireland expansion
Customer Engagement Dynamics 365 Dynamics CRM Marketing Power Automate Sales Sales & Marketing

High-tech manufacturing: The case for Microsoft Dynamics 365 to reach beyond four walls

by Karen Kroll
With both ERP and CRM, Dynamics 365 uniquely suits the high-tech industry and its lengthy supply chains, says Armanino.
Customer Engagement Dynamics 365 Electronics Manufacturing Marketing Sales Sales & Marketing

Data & Analytics: Four ways bleeding edge technology just makes you bleed

by Joni Girardi
Are you and your organization intelligent enough already? DataSelf CEO praises mature technology.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Virtualization

Sitecore unveils major release of Sitecore Commerce at NRF Big Show

by Dann Anthony Maurno
The easy customer experience should be both lifelong and easy on the seller too, says Sitecore.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Finance and Operations Marketing NRF BIG Show 2017 Retail POS

BI: Data collection is easy, but productizing it makes it actionable

by Linda Rosencrance
Productization of data makes it even more immediate, more usable, says ZAP BI
BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Microsoft Dynamics Webcasts, January 16-20, 2017: AX standard costing tools; Future-proof inventory management; Easy BI data builds

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
Accounting BI and Reporting Business Central Costing for Microsoft Dynamics AX & 365 for Operations Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Inventory Management

Building a Microsoft Dynamics practice from Ukraine: Innoware celebrates 15 years in business

by Jason Gumpert
Founder Dmytro Popinako discusses Innoware's journey from its founding in 2001 through major economic fluctuations, changing technology trends, and a complex Microsoft relati...
Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations

LATEST VENDOR RESOURCES

How to Schedule Work Orders in Dynamics 365 Field Service

WebSan Solutions

CDP 101: The Lowdown on Customer Data Platforms

Coffee + Dunn

Enhancing Views With Charts in Dynamics 365 CRM

Encore Business Solutions

From CRM to Campaign: A Microsoft Partner’s Guide to Smarter Marketing Automation

emfluence

Specialized Views in Dynamics 365 CRM

Encore Business Solutions
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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

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
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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

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

Lights, Camera, Automation: How Cinespace Studios Streamlined AP for Global Growth

SignUp Software
Discover how Cinespace Studios brought efficiency to the spotlight by replacing manual AP processes with ExFlow — setting the stage for seamless global expansion
AI AI and Machine Learning AP Automation Azure Business Central Commerce Customer Engagement Customer Insights Customer Voice Dynamics 365 Financial Management Fraud Protection
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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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