Customer Engagement news & resources

Transforming field sales with mobile POS technology: Tips for planning your solution

by Archana Yenna
Mobile POS solutions can drive measurable ROI for field sales teams, but how do you get started on the path to success?
Business Central Customer Engagement Customer Service Customer Service Distribution Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Inventory Management Marketing
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In new webcast, Microsoft Dynamics CRM CVP Bob Stutz discusses a vision for game-changing CRM

by Jason Gumpert
Reflecting on Dynamics CRM's place in the larger Microsoft product line for social, collaboration, device experiences, and release planning
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Knowledge Management Marketing Marketing Automation Mobile Applications Sales Sales & Marketing

Will Microsoft split MarketingPilot into a series of MRM components for Dynamics CRM?

by Jason Gumpert
Dynamics CRM CVP Bob Stutz recently discussed the need to let customers choose the MRM capabilities they want
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot

Microsoft Dynamics Partner Roundup: EDI for NAV 2013, Extender 2013; CRM, AX 2012 Wins; New AX Apparel PLM Solution

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
AX 2012 Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV EDI Fashion GP 2013 Industrial Equipment Manufacturing

Reducing hospital readmission: Can Microsoft Dynamics CRM help hospitals meet new patient standards?

by Linda Rosencrance
New US regulations aim to cut readmission rates, and a new XRM solution aims to make an impact
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Healthcare Regulatory Compliance Risk Management Workflow Management xRM
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At Stonewall Kitchen, 14 Years of Microsoft Dynamics NAV Reflected in Strategic, Multi-Channel Growth

by Jason Gumpert
IS Director Andrea Hall discusses NAV's role in the company's long term growth
Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Food & Beverage Manufacturing Marketing NAV 2009 R2 NAV 2013 Sales Sales & Marketing

Marketing Resource Management Roundup: Gemini, MarketingPilot, Strategic Competencies

by Bridget McCrea
Reviewing Microsoft's MRM outlook with Dynamics CRM Gemini and beyond
Convergence 2013 Customer Engagement Dynamics 365 Dynamics CRM Gemini Marketing Marketing Automation Marketing Resource Mgmt (MRM)

Scribe Online Platform Updated with New Visual Interface

by Jason Gumpert
Company wants to enable development of useful, repeatable integrations by less-skilled resources
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Marketing Marketing Automation

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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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

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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