Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: Salesforce-NAV integration; Automated wine broking with NAV; GP Go-live; CRM gold

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Accounting Business Central Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Food & Beverage Project Service Automation Property Management

From the Microsoft Dynamics CRM Blogs: Fixing status reasons; Option set labels via OData + Power Query; CRM 2013 Load Balancing; Early v. late binding performance

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Business Performance Mgmt CRM 2013 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Marketing Automation Power BI

How adding 'Insights' to Microsoft Dynamics CRM has boosted one GP partner's sale intelligence in unexpected ways

by Mark Anderson
The free solution for CRM Online professional users has yielded unexpected benefits, says one Microsoft partner
CRM 2013 Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Dynamics GP Marketing Professional Services SaaS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Supply chain solution for AX 2012 R3; GP Go-Live; AX supply chain win; New CRM partner CEO

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
3PL AX 2012 R3 Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Freight Management GP 2013 R2 Inventory Management Manufacturing Professional Services

Microsoft Social Listening now rolling out to Dynamics CRM Online customers

by Jason Gumpert
Provisioning for eligible customers taking place throughout August
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing SaaS Sales Sales & Marketing Social CRM Social Networks

InfoHounds mortgage customer retention tool integrates with Microsoft Dynamics CRM

by Linda Rosencrance
Integration aims to boost customer retention by adding mortgage market data to CRM
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Financial Services Loan Management Marketing Marketing Automation Sales Sales & Marketing

Microsoft extends Dynamics CRM Online to 17 new locations, adds Brazil data center

by Jason Gumpert
Dynamics CRM Online is now available in four global regions serving over 50 global markets
CRM Online Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Sales Sales & Marketing

Dynamics Profile: Development of a Microsoft Dynamics CRM professional, from student to MVP

by Linda Rosencrance
Atilio Rosas Estigarribia found Dynamics CRM as a student. Ten years later his professional development with the product continues.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MVP Marketing Sales Sales & Marketing xRM

Microsoft Dynamics Partner Roundup: PLM for AX 2012 R3; eMap for CRM; Vehicle management for AX; AX 2012 live in Pakistan

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
AX 2012 AX 2012 R3 Automotive CRM 2013 Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Enterprise Asset Mgmt Fashion Footwear

Microsoft to partners: Dynamics CRM pursuing aggressive customer growth, product improvement, integrated vision

by Jason Gumpert
Dynamics CRM pitches vision for connecting sales, marketing, and customer care, with social as the fabric
BI and Reporting CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Marketing Resource Mgmt (MRM)

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
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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
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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

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
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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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