Customer Engagement news & resources

Microsoft and Salesforce seal partnership with focus on Office 365, Windows integration

by Jason Gumpert
ExactTarget acquisition, selection of Nadella as CEO created conditions for closer relationship, said Saleforce's Benioff
Azure BI and Reporting Cloud Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics CRM ExactTarget Marketing Power BI Power BI

First sightings of Dynamics CRM 2013 Spring '14 release wave

by Jason Gumpert
CRM Online customers begin to see the update to their systems, while CRM 2013 Service Pack 1 expected shortly
CRM 2013 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Leo Marketing Marketing Automation Marketing Resource Mgmt (MRM)

Australian IT firm Empired acquires Microsoft Dynamics CRM partner eSavvy for $2.2 million

by Jason Gumpert
Award winning partner eSavvy helps build Empired CRM staff to 40
Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CRM inline editing; NAV internships; GP financial reporting partnership; AX R&D Council update

by Jason Gumpert
A selection of recent announcements from the Dynamics partner channel
Accounting BI and Reporting Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

New Hampshire DMV taps Dynamics CRM and MOVES in new push for integrated government services

by Linda Rosencrance
$7.8 million legacy replacement project focused on end-to-end customer service, integration with legal and financial systems
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Government Legal xRM

Gartner estimates Microsoft Dynamics CRM revenue rose 23 percent in 2013

by Linda Rosencrance
Microsoft remains fourth in market share behinds Salesforce, Oracle, SAP, report states
Consumer Goods Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services IBM Manufacturing Marketing Media & Entertainment

The ERP-Customer Service Connection: Four ways to boost satisfaction

by Bridget McCrea
With the right strategic goals driving it, ERP can help manufacturers improve customer service levels and outpace competitors
Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

A big year for Microsoft Dynamics CRM: 8 questions for CRM MVPs about 2014

by Gus Gonzalez
Whether it’s marketing, customer service, social, mobile, xRM or another topic, MVPs anticipate value in the range of 2014 Dynamics CRM releases
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Mobile Applications Sales Sales & Marketing Social Networks xRM

Microsoft Dynamics Retail Essentials offering for SMBs met with optimism, questions as RMS end nears

by Valerie Miller
Dynamics RMS partners respond favorably to the approach, but the scope and direction of the new offering will require more learning
AX 2012 R3 Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics RMS Inventory Management Marketing Payment Processing Retail POS Retail Realm 2014

Five Habits of Data-Driven Sales Departments

by Dave Boulet
From the VP of Sales down to the intern, there are lessons to learn for optimizing processes without adding headcount
BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

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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