Customer Engagement news & resources

LBMC Announces New Microsoft Dynamics CRM Integration to Intacct Cloud ERP

by Linda Rosencrance

An alternative to Salesforce integration

CPQ (Configure, Price, Quote) CRM 2011 Customer Engagement Dynamics 365 Dynamics CRM Financial Management Intacct Marketing Marketing Automation SaaS Sales Sales & Marketing

The Business of People: How the Right Analytics Bring Retailers Closer to Customers

by Will Roche

Why CRM should be both the repository and delivery mechanism of customer information

BI and Reporting Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Warehousing Dynamics 365 Dynamics CRM Retail Retail POS

Microsoft Launches First Wave of Social Features for Dynamics CRM in November 2011 Service Update

by Jason Gumpert

Also looking ahead to cross-browser, platform support in 2012

BI and Reporting CRM 2011 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Mobile Applications Regulatory Compliance

Accelerating Deals with Electronic Signatures: DocuSign Releasing eSignature Connector for Microsoft Dynamics CRM

by Linda Rosencrance

Integrates DocuSign eSignature service with Dynamics CRM opportunities and related contracts

Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Marketing SaaS Sales Sales & Marketing

D&B Announces Availability of D&B360 for Use with Microsoft Dynamics CRM

by Linda Rosencrance

Two tiers of access to D&B's business and contact data

Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

For Microsoft Dynamics CRM Newcomers, a Brave New World of Lead Generation

by Linda Rosencrance

Key lead management concepts when ramping up on Dynamics CRM

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Professional Services Sales Sales & Marketing crmug

Examining ROI: How Microsoft Dynamics CRM Helps Packaging Distribution Firm Boost Sales Productivity

by Linda Rosencrance

Clear benefits in sales productivity, but difficult to quantify

BI and Reporting CRM 2011 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Distribution Dynamics 365 Dynamics CRM Sales & Ops Planning Salesforce.com

Vocalocity Launches Integration with Microsoft Dynamics CRM to Bring Caller Data to Customer Service Reps Faster

by Linda Rosencrance

Bi-directional integration with Vocalocity Desktop application

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Round Up: AX in Formula One; AX Win in Customer Service Outsourcing; Datatel Releases V2 of Dynamics CRM-based Recruiting Solution

by Linda Rosencrance

A selection of recent news and announcements from Microsoft Dynamics partners

Bill Of Material Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Inventory Management Marketing Supply Chain Management

Sundrop Mobile Integrates Mobile Loyalty Solution to Microsoft Dynamics RMS

by Linda Rosencrance

Mobile and social loyalty solution features tight integration to the POS

Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics RMS Mobile Applications Retail Retail POS

LATEST VENDOR RESOURCES

50 Dynamics 365 Customer Insights Tips in 50 Minutes

Coffee + Dunn

Training That Works: How to Access Self-Paced D365 Learning from Item by Item & MSDW

AI Business Solutions Partner Show, September 2025: Maximizing SMB Sales with Microsoft's Eric Fink

TD SYNNEX

How to Configure Views and Charts in Dynamics 365 CRM

Encore Business Solutions

Dynamics GP “Would You Rather?” with Syvantis

Syvantis Technologies

Project Management HEADSTART for Microsoft Dynamics 365 Sales

Sikich

A project management solution to help you manage your workforce effectively.

BI and Reporting Customer Engagement Dynamics 365 Project Management Sales

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

Azure Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform Sales & Marketing

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

More Customer Engagement White Papers

QualiChem Drives Smarter Field Operations with Maplytics for Dynamics 365

Inogic

Customer Engagement Dynamics 365 Web-based Mapping

Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars

Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.

Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting

Forvis Mazars

An upgraded CRM system led to improved sales processes with better forecasting for Axiom.

Customer Engagement Dynamics 365 Dynamics GP Engineering Sales Sales & Marketing

Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM

Forvis Mazars

Haire Group’s Microsoft integration helped streamline processes and improve efficiency.

Customer Engagement Dynamics 365 Manufacturing Sales Sales & Marketing

Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars

Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.

Customer Engagement Dynamics 365 Marketing Marketing Automation Oil Sales Sales & Marketing

More Customer Engagement Case Studies

Maplytics — a Location Analytical Companion for Dynamics 365 CRM

Maplytics is a Microsoft-certified geo-analytical mapping solution that embeds location intelligence directly into Microsoft...

Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Marketing Power Apps Power Pages Power Platform Project Service Automation

Marketing4Dynamics - Connect MailChimp with Dynamics 365 CRM

Marketing4Dynamics connects MailChimp with Dynamics 365 CRM in real time. It’s more than just a sync; it bridges marketing...

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Sales

DeDupeD – Detect, Prevent & Merge Duplicates in Dynamics 365 CRM

DeDupeD is an advanced duplicate data management solution for Microsoft Dynamics 365 CRM and Dataverse. It ensures your CRM...

Agriculture Architecture Automotive Customer Engagement Customer Service Data Management Dataverse (CDS) Design & Decorating Dynamics 365 Dynamics CRM Field Service Power Apps

Inogic Productivity Apps for Microsoft Business Solutions

Inogic is a leading Microsoft Microsoft Dynamics 365 CRM ISV, delivering innovative apps and professional services on...

AI Azure Copilot Copilot Studio Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Fabric Power Apps Power Automate Power BI

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)