Customer Engagement news & resources

The Jetsons, Self-Driving Cars, and Customer Relationship Management (CRM) Success

by Chuck Ingram
How can we apply “what works” in other areas to the field of CRM?
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CRM in G-Cloud 6; Hosting alliance; NAV & CRM manufacturing wins

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
Agriculture Business Central Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Dynamics CRM Online Dynamics NAV Government Inventory Management Manufacturing

Microsoft Dynamics CRM experts in demand: Skills and roles fueling today's job opportunities

by Karen Kroll
As the economy has improved, both Dynamics CRM partners and customers are looking to boost their CRM staffing, say hiring professionals. Where should you look to hire or get hired?
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Recruiting Sales Sales & Marketing jobs

From the Microsoft Dynamics NAV Blogs: Design pattern update; Keyboard controls; Posted sales invoice numbering

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics NAV blogs
Accounting BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics NAV Financial Management Invoice Processing Marketing NAV 2013 R2 NAV 2015 Sales

Microsoft Dynamics Partner Roundup: CRM telephony; RMS payment; Fresh food partnership; Microsoft’s new social selling campaign

by Linda Rosencrance
A selection of announcements from around the Dynamics partner channel
CRM 2015 Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics RMS Food & Beverage Logistics

Microsoft Dynamics Partner Roundup: Gamification update; CRM director hired; AX wins in produce, baked goods

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
Agriculture Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Food & Beverage Marketing Sales Sales & Marketing

Microsoft Dynamics Global ISV Incadea lands 15,000 user win on cloud-based dealer management solution

by Linda Rosencrance
The solution will be hosted by SaaSplaza and deployed across 1,000 dealerships in multiple countries in Asia
Automotive BI and Reporting Business Central Cloud Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Global ISV Marketing Project Service Automation Sales

Will freemium model, new tools, connectivity improvements draw Microsoft Dynamics users to Power BI?

by Jason Gumpert
Details of its new Power BI preview include a range of new connectors, including one for Dynamics CRM Online
BI and Reporting Business Central Customer Engagement Customer Relationship Mgmt Data Integration Data Management Data Warehousing Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing

XrmToolBox is ready for Microsoft Dynamics CRM 2015

by Jason Gumpert
The new release uses CRM 2015 SDK, uses digital signatures to secure 27 tools
CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing XrmToolBox xRM

Retail 2015 Perspective: Microsoft Dynamics AX aligns with retailers' need to boost customer, operational insight

by Jason Gumpert
Last week's NRF BIG Show 2015 demonstrated that retailers are driven by brand loyalty and customer experience, not buzzwords
BI and Reporting Business Performance Mgmt Business Process Mgmt Commerce Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX E-Commerce Fashion Footwear

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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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