Customer Engagement news & resources

Why Data Migration Is the Often-Overlooked Key to Microsoft Dynamics CRM Success

by Sandor Schellenberg
Key Obstacles Standing in the Way of Successful Data Migration
Customer Engagement Data Archiving Data Integration Data Management Data Migration Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Sales & Ops Planning

The Critical Input for Lean Manufacturing Sales and Operations Planning Using Microsoft Dynamics AX

by Scott Hamilton
The Role of Kanbans--from a New Book Excerpt
Bill Of Material Mgmt Business Performance Mgmt Business Process Mgmt Customer Engagement Dynamics 365 Dynamics AX Manufacturing Manufacturing Marketing Sales Sales & Marketing Shipping

The Three Biggest Management Problems Behind the Failure of CRM Initiatives

by Dave Malda
The Special Importance of Process Alignment
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

From the CRM Blogs: Social Networking Accelerator; Return of the Import Wizard; Clarifying Dates and Time Zones; the Cascading Wizard

by Jared Berezin
The Latest News on Microsoft Dynamics CRM
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

A Peek Into the Future? Scribe and Celenia Combine Product Offerings Seeking Integration Across All Dynamics Products

by Linda Rosencrance
Building on Complementary Strengths of Scribe and Celenia
Accounting BI and Reporting Business Central Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Migration Dynamics 365

Microsoft Introduces Mobile Express for Dynamics CRM

by Jason Gumpert
Introduction Comes a Year After Announcement
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

New Microsoft Dynamics CRM Accelerator Enables Companies to Keep Tabs on Twitter Conversations

by Jason Gumpert
Dynamics CRM Adds Three New Accelerators
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

New Flexibility: XRM Allows Microsoft Dynamics CRM to Be Widely Used for Non-Marketing Applications

by Jason Gumpert
Dynamics CRM's Platform Capabilities on Display
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Archiving Data Integration Data Management Data Migration Dynamics 365 Dynamics CRM Government Not For Profit

How Microsoft Has Used XRM to Take Dynamics CRM to a New Competitive Level

by Jason Gumpert
The Story of a New Solution--Developed in Four Days
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Mobile Applications Payroll Processing Sales Sales & Marketing Workforce Management

A Bright Spot for Microsoft: Dynamics CRM on a Sharp Growth Curve

by Jason Gumpert
Dynamics CRM team positive as the product approaches 1 million users
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM xRM

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
More Customer Engagement Videos

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
More Customer Engagement White Papers

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
More Customer Engagement Case Studies

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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