Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: CRM for insurance; VAR merger; CRM mobile security; Banking CRM win

by Linda Rosencrance
A selection of recent announcements from around the Dynamics ERP and CRM partner channel
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance Marketing Mobile Applications Sales Sales & Marketing

Hewlett-Packard, Microsoft to launch industry accelerators for Microsoft Dynamics

by Linda Rosencrance
New ‘business process as-a-service’ offerings to cover case management, benefits administration, citizen services, and more.
Automotive Business Process Mgmt Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Financial Services Government Loan Management Portals

Microsoft Dynamics Partner Roundup: Italy E-billing for AX, NAV; CRM CoffeeSender; New Cloud budgeting, Services automation partnerships

by Linda Rosencrance
A selection of recent announcements from around the Dynamics partner channel
AP Automation Budgeting Business Central Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Forecasting Invoice Processing Marketing

Internet of Things, in context: How Microsoft plans to align the Azure IoT Suite with Dynamics CRM and ERP

by Jason Gumpert
The MBS industry team's Colin Masson explains how companies should look to capitalize on new, simpler tool sets like Azure IoT Suite
Azure IoT Suite Convergence 2015 Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Internet of Things (IoT) Manufacturing Marketing Power Automate

Microsoft Dynamics Partner Roundup: CRM customer service win; BI for private cloud; BI for trade promotion; CRM mobility hire

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
BI and Reporting Cloud Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Mobile Applications Trade Promotion Mgmt

LyntonWeb leverages Scribe Online to simplify HubSpot to Microsoft Dynamics CRM integration

by Jason Gumpert
News self-service portal allows HubSpot users to purchase, configure and deploy integration software in hours
Cloud Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM HubSpot Marketing Marketing Automation SaaS

Beyond Convergence: Keeping Microsoft Dynamics partners in the loop

by Jason Gumpert
As Microsoft evolves its Dynamics, Office, Power BI, and other product marketing, partners watch carefully
Azure BI and Reporting Business Central Business Performance Mgmt Convergence 2015 Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

Beyond Convergence: Microsoft Dynamics ERP, CRM product marketing commit to solutions, platform focus

by Jason Gumpert
Veterans on the MBS product marketing team are shifting their focus as the team aims to go to market with more cross-product solution stories
Azure BI and Reporting Business Central Convergence 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

Microsoft Dynamics Partner Roundup: E-Signatures for Document Management; CRM Forecast Management; WMS for GP; CRM Network Performance

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Process Mgmt CRM 2015 Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Dynamics CRM Dynamics CRM Online Dynamics GP Electronic Signatures Forecasting

Convergence 2015: With sales productivity in focus, Microsoft, CRM partners offer a slew of complementary tools

by Mark Anderson
Microsoft’s sales productivity story extended well beyond Dynamics CRM at Convergence 2015, and partners stand ready to help take businesses even further
Convergence 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Mobile Applications Sales Sales & Marketing Sales & Ops Planning

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
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
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
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

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
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