Customer Engagement news & resources

Customers Expect Support Across Ever More Channels: New Microsoft Parature Report

by Dann Anthony Maurno
Parature and Microsoft’s 2015 US State of Multichannel Customer Service Report finds that winning customer service is in the eye of the beholder.
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Parature

Microsoft Looks To Boost Dynamics CRM Adoption with Gamification Acquisition, FantasySalesTeam

by Jason Gumpert
Acquisition will lead to integrated gamification tools in Dynamics CRM, says CVP Bob Stutz
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing gamification

Microsoft Dynamics Partner Roundup: AX and CRM Win; Master VAR affiliate; Microsoft partner award winners

by Linda Rosencrance
A selection of recent announcements from the Dynamics channel
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Manufacturing Master VAR Minerals Oil Professional Services Project Service Automation

5 Ways Microsoft Dynamics CRM Online Users Prepare for Successful Deployments

by Linda Rosencrance
From business process to updates to email, new users must be ready to take on the unique range of capabilities and requirements of CRM Online
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing SaaS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CRM Team Calendar; Managed EDI; CRM VAR Joins CSP; BI in Africa

by Linda Rosencrance
A selection recent news and announcements from the Dynamics partner channel
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM EDI Manufacturing Marketing SaaS Sales Sales & Marketing

Microsoft Releases Azure Mobile Apps Connector and Mobile SDK for Dynamics CRM

by Dann Anthony Maurno
Also online, a new dedicated portal for “creating unique mobile CRM experiences.”
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Marketing Mobile Applications Power Automate SaaS Sales

Microsoft Dynamics CRM: The Lowdown on the New API

by Curt Finch
Examining the goals of Microsoft's new CRM API and how to get started with it
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Mobile Applications Sales Sales & Marketing

Microsoft Updates Dynamics CRM Online Licensing and Pricing, Extends Promotions

by Dann Anthony Maurno
Dynamics CRM Online available in Sales Productivity offering and rolled into CSP program.
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Power BI Power BI Power Platform SaaS

Microsoft Acquires FieldOne Systems, Adding Advanced Field Services to Dynamics CRM

by Jason Gumpert
Dynamics CRM-native solution gives Microsoft end-to-end field service capabilities, new IoT opportunities that it believes will be key in strategic accounts
Customer Engagement Dynamics 365 Dynamics CRM Industrial Equipment Internet of Things (IoT) Machine Learning (ML) Manufacturing Mobile Applications Professional Services Project Service Automation Service Management

Webfortis Announces New Apple Watch App for Microsoft Dynamics CRM and Parature

by Linda Rosencrance
The Microsoft partner is also starting a new mobility practice
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications WPC 2015

LATEST VENDOR RESOURCES

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

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

The Impact of AI on (our) Business - Dynamics 365 Customer Service

WebSan 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
More Customer Engagement White Papers

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
More Customer Engagement Solutions