Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: CRM partner merger; CRM Online in Dubai; GovCon Alliance growth

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
CRM 2013 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics CRM Online Dynamics GP Dynamics SL Government

Microsoft Dynamics NAV 2015 tablet clients making a good first impression with experts

by Linda Rosencrance
From architecture to customization to user experience, NAV professionals say they are impressed with the new interface
BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Dynamics 365 Dynamics NAV Marketing Mobile Applications NAV 2015 SaaS Sales

Analysts note Microsoft Dynamics ERP and CRM growth, roadmap evolution at Fall Analyst Event 2014

by Jason Gumpert
The five part solution roadmap, FY14 financial performance, new buzzwords, and more in day one of #FAE14
AX 2012 R3 AX 7 BI and Reporting Business Central CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM

How to configure retail customer loyalty features of Microsoft Dynamics AX 2012 R3

by Imran Mahmood
Setting up retail reward cards for multiple levels of loyalty
AX 2012 R3 Commerce Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Rebates Retail Retail POS

Beyond Fall 2014, Microsoft Dynamics CRM team plans Capptain integration, broader marketing reach

by Jason Gumpert
Capptain integration is in the works, says CRM GM Jujhar Singh
BI and Reporting Business Performance Mgmt Business Process Mgmt CRM 2015 CRMUG Summit 2014 Capptain Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365

Microsoft Dynamics Marketing has evolved past its MarketingPilot origins, CRM exec says

by Valerie Miller
Dynamics CRM Director of Product Marketing Angela Bandlow talks about the evolution of Dynamics Marketing and the expanding opportunity for the CRM product line
CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot

Microsoft's new push for Dynamics Marketing renews discussion on Dynamics CRM marketing solution choices

by Valerie Miller
Opinions still vary widely on the impact of Microsoft's increased efforts to sell CRM partners on the Dynamics Marketing opportunity
CRM 2015 Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Marketing Resource Mgmt (MRM)

Microsoft Dynamics Partner Roundup: Parature integration; Employee-customer collaboration; Field services portal; Fueling industry POS

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
AX 2012 R3 CRM 2013 Collaborative Workspaces Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics SL

How Shanghai’s Xuhui District uses Microsoft Dynamics CRM to serve citizens

by Linda Rosencrance
Improving management of the district’s social administrative affairs, social assistance and welfare, marriage and adoption services, and community management and services
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Government xRM

Mobility for Dynamics CRM has advanced, but customers still require a trusted guide, Microsoft advises

by Valerie Miller
Mobile apps for Dynamics CRM have improved in the last 2 years, but customer needs vary greatly, partners told
CRM 2013 CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Mobile Applications Sales Sales & Marketing

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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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