Customer Engagement news & resources

ISV News and Notes: Catching Up on More Convergence 2013 Updates

by Jason Gumpert
A look at some more solution updates for Dynamics ERP and CRM from Convergence
Business Central Configuration & Development Convergence 2013 Customer Engagement Data Integration Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV E-Commerce

After Convergence 2013, Analysts and Influencers Share Their Outlook on Microsoft Dynamics ERP and CRM

by Linda Rosencrance
Optimism on product direction, mixed with caution in Microsoft's enterprise progress
BI and Reporting Business Central Convergence 2013 Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV HR Management Marketing Marketing Automation
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Spaces by Moxie Adds Microsoft Lync Integration

by Linda Rosencrance
Moxie Software builds on its Dynamics CRM integration with more Microsoft platform support
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Unified Communication
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A Look Back: Judging our Convergence 2013 Predictions

by Jason Gumpert
Grading our crystal ball's performance before Convergence 2013 in New Orleans?
AX 2012 Business Central CfMD Convergence 2013 Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV GP 2013 Marketing

Microsoft Dynamics CRM Team Focuses on Pushing Further, Faster

by Jason Gumpert
Aiming to deliver more process-driven apps in a new experience on more platforms in upcoming releases
BI and Reporting Convergence 2013 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Gemini Marketing MarketingPilot NetBreeze

MarketingPilot's First Microsoft Release Online Only, Adds Dynamics CRM Integration

by Jason Gumpert
MarketingPilot 15 available online only, but with integration to CRM on-premise and Online
Convergence 2013 Customer Engagement Data Integration Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot

The Five Faces of Marketing Resource Management

by Bridget McCrea
Gartner analyst discusses aligning business opportunities with the five core competencies of MRM
Content Management Customer Engagement Dynamics 365 Dynamics CRM Financial Management Knowledge Management Marketing Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot

The Big (Data) Game Changer in CRM

by Ruben Overkemping
Big Data is about more than just volume, and Microsoft now offers a range of tools to work with the growing variety and complexity of data sources
BI and Reporting Big Data Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Power Automate Sales Sales & Marketing
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Dynamics CRM for iPad: Microsoft Shares Details on First Release

by Jason Gumpert
A frank discussion of the features that made it into the iPad Safari interface
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Polaris Sales Sales & Marketing iPad

Are You Ready to Add Integrated Marketing Management to Microsoft Dynamics CRM?

by Bridget McCrea
With the Gemini release right around the corner, now is the time to start thinking about Microsoft Dynamics CRM’s new integrated marketing management capabilities.
Convergence 2013 Customer Engagement Dynamics 365 Dynamics CRM Gemini Marketing Marketing Resource Mgmt (MRM) MarketingPilot Sales Sales & Marketing

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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