Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: AX SCM on Azure Marketplace; CRM pre-built for AEC; CfMD CPQ for NAV; Customer lifecycle management

by Linda Rosencrance
A selection of announcements from around the Dynamics partner channel
Architecture Business Central CPQ (Configure, Price, Quote) Construction Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM

Microsoft Dynamics CRM 2016 Will Offer New Customer Service Tools, Cloud Pricing

by Jason Gumpert
Interactive service hub, knowledgebase authoring and recommendations, voice of customer on tap for CRM 2016 and beyond.
CRM 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Knowledge Management Power Automate Social Engagement Social Networks

HCL Technologies Grabs Microsoft Dynamics CRM Market Share with $46M PowerObjects Deal

by Jason Gumpert
Global system integrator HCL adds North American CRM shop to its broad CRM portfolio
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing xRM

Adxstudio Founders Launch Adoxio Business Solutions

by Linda Rosencrance
Spin-off from Microsoft’s recent Dynamics CRM web portal acquisition will offer professional services around those solutions. 
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Portals

Growing Pains: How to Adapt Microsoft Dynamics CRM to Your Changing Business

by Brian Sallee
What do you do when you've outgrown your CRM 2013 or 2015 implementation? 
Business Process Mgmt CRM 2013 CRM 2015 Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: PSA Win; Security Tool Update; New CSP

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Life Sciences Metals Minerals Project Service Automation Security Service Management

The Microsoft Dynamics CRM Team Foresees Seamless Experiences and Blurred Boundaries

by Jason Gumpert
Microsoft used to be about demarcation, but now it is about seamless experiences, says GM Bill Patterson in a new interview
Business Performance Mgmt Business Process Mgmt CRM 2016 CRMUG Summit 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation

Scribe Integration Platform OK'd for Canada's Federal Agencies

by Dann Anthony Maurno
Canada’s Fed standardizing on Dynamics CRM, with Scribe Software and A Hundred Answers pre-approved for integration.  
Customer Engagement Customer Service Customer Service Data Integration Data Migration Dynamics 365 Dynamics CRM Government

Microsoft Dynamics AX the Choice for Multi-Tool Manufacturer Leatherman Tool Group

by Dann Anthony Maurno
Only one system was flexible enough and had the right toolset for this out-of-the-ordinary manufacturer/distributor. 
AX 2012 R3 BI and Reporting Consumer Goods Customer Engagement Customer Service Customer Service Distribution Dynamics 365 Dynamics AX Manufacturing Manufacturing Shipping

Consultancy Services - Has Efficient Project Management Become a Major Project In Its Own Right?

by Martyn Kemp
As competitive pressures increase project complexities, a professional services organization should look to ERP for better delivery, financial performance, and customer satis...
Accounting BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics NAV Expense Management Professional Services Project Service Automation Service Management Time & Attendance

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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
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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
AI Azure Business Central Commerce Copilot Customer Engagement Customer Insights Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

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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