Customer Engagement news & resources

The MSDW Podcast, October 03, 2016: Directions 2016 NA download & Microsoft's vision for an AI Future

by Jason Gumpert
An audio recap of a week of Microsoft Dynamics news.
Business Central Customer Engagement Directions 2016 Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Ignite 2016 MSDW Podcast

From the Microsoft Dynamics CRM blogs: Downloading attachments with Java Script; Free address validation; Folder-level tracking; Field service inventory quantities

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service

Your CRM system: Nemesis or ally of the sales team?

by Pani Harito
Companies must battle the misconception that a CRM system will magically help salespeople sell more or become better at their jobs.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Windows 2000, Capex, and IT budget alignment: Three reasons the cloud is not right for your organization

by Brian Sallee
Examining several trends that have emerged based on hundreds of private cloud deployment decisions.
Business Central Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate SaaS

Ignite 2016: Microsoft AI Tech Promises to Touch Consumers, Enterprises with Hyperscale Performance

by Dann Anthony Maurno
Artificial intelligence is already practical – both Rolls-Royce and the NFL use it. Now Microsoft will “democratize” it for all enterprises.
BI and Reporting Business Central Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Microsoft Ignite 2016: AI, CRM Will Drive Customer Experience; Adobe Partnership a Go

by Dann Anthony Maurno
"Democratized" AI and enhanced marketing services the two gold nuggets from Ignite 2016 keynote
Adobe Adobe Marketing Cloud BI and Reporting Customer Engagement Distribution Dynamics 365 Dynamics CRM Ignite 2016 Microsoft Corporate Power Automate

The MSDW Podcast: reIMAGINE 2016 & GP's future; Pricing details leak for Dynamics 365; Microsoft’s HP win, and more

by Jason Gumpert
A recap of two weeks of Microsoft Dynamics news.
Customer Engagement Dynamics 365 Dynamics CRM Dynamics GP reIMAGINE 2016

Microsoft Dynamics Partner Roundup: CRM Data Migration; GP Ecommerce; VAR performance; CfMD Property Management; Route Optimization

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
AP Automation Accounting Business Central Commerce Customer Engagement Customer Relationship Mgmt Data Migration Distribution Distribution Donor Management Dynamics 365 Dynamics AX

Microsoft Azure Germany Now Available via New Cloud Model for Europe

by Linda Rosencrance
Model was developed in response to German customer needs, Microsoft says.
Customer Engagement Dynamics 365 Dynamics CRM Power Automate Regulatory Compliance Security

New Microsoft Dynamics 365 Schema Project Aims to Simplify CRM Projects

by Linda Rosencrance
Joint effort launched to help save time and effort customizing out-of-the-box schema in CRM projects
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM crmug

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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
More Customer Engagement Videos

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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