Customer Engagement news & resources

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

Comparing Services and Pricing: How to Choose a Microsoft Dynamics ERP Hosting Partner

by Linda Rose
Enterprises should keep in mind a these four comparison points to be sure a vendor is able meet their needs
Business Central Cloud Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Regulatory Compliance

Stop Complaining and Solve the Problem: The Hard Truth About Why Your Sales Team Does Not Use CRM

by Megan Thomas
Adoption is a problem that can be solved - consider this ten step approach.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

New Web API Preview for Microsoft Dynamics CRM Offers Stronger Long Term Solution

by Jason Gumpert
With more powerful capabilities and up to date architecture, the new web API will give Microsoft and its partners a more promising way to build sophisticated apps based on CRM.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing OData Power Automate SaaS Sales Sales & Marketing

LinkedIn Integrates Sales Navigator with Microsoft Dynamics CRM

by Jason Gumpert
Integration will embed LinkedIn profile and company information, connection and message actions to CRM interface
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM LinkedIn Marketing Sales Sales & Marketing Social Networks

Microsoft Cloud Coming to Canada: Partners Expect Warm Welcome from Government, Industry

by Linda Rosencrance
Regulatory restrictions and data policy fears have prevented many organizations from taking advantage of CRM Online, Azure, and Office 365
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Power Automate Regulatory Compliance SaaS

Microsoft Inks Partnership with Enterprise Social Platform Provider Lithium

by Jason Gumpert
Partnership includes technical integration and alignment of go-to-market strategies
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing SaaS Sales Sales & Marketing Social Networks

Growing the Microsoft Dynamics CRM Opportunity, Part 2: Stepping up partner channel development and goals

by Bridget McCrea
Microsoft looks to build on strong CRM sales growth in FY2015 by adding partners and upping existing partner goals in 2016
CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Resellers Sales Sales & Marketing

Growing the Microsoft Dynamics CRM Opportunity, Part 1: Partners adapt to changing demands

by Bridget McCrea
In the first part of this series, three Microsoft partners recount their decision to start delivering Dynamics CRM and the results.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Sales Sales & Marketing xRM

Microsoft Dynamics Partner Roundup: AX-PLM Integration; Real Estate CRM; Marketing Automation Integration

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
CRM 2015 Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Manufacturing Marketing Marketing Marketing Automation Product Lifecycle Mgmt Product Traceability

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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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