Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: New CEO; Revenue operations; Sales & marketing; D365 practice manager

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Dynamics 365
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Binary Stream launches RevOps 365 platform for revenue operations and billing management

by Jason Gumpert

New platform builds on recently acquired IP for AR and collections

Accounting Business Central Collections Management Customer Engagement Data Integration Dynamics 365 Finance and Operations Multi-Entity Management Payment Processing Portals Subscription Management Subscription billing
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Event Preview: Power Platform Classmates 2023 will be a multi-location hybrid event

by MSDW Reporter

The team's third event transitions from virtual to hybrid with meetings in 3 countries and virtual options

Copilot Studio Customer Engagement Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power BI Power Pages Power Platform

Microsoft Dynamics Partner Roundup: Inventory management; Acquisition: New partners; Solutions on Azure Marketplace

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Distribution Dynamics 365 Finance and Operations Inventory Management Manufacturing User Adoption
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Microsoft Partner of the Year Awards honor Dynamics and Power Platform wins and solution advances

by Jason Gumpert

Many industry-focused award winners featured biz apps usage

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

MSDW Podcast: Using Dynamics 365 Commerce across industries

by MSDW Reporter
Commerce Customer Engagement Dynamics 365 E-Commerce Finance and Operations Government MSDW Podcast Manufacturing Retail
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Microsoft Dynamics Profile: New MVP is an educator at heart

by Linda Rosencrance

Gill Walker was recognized this year with the Microsoft MVP award, which she sees as a "thank you" for her work supporting the community

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Training User Adoption

From the Microsoft Dynamics 365 CRM Blogs: Teams chat; Error handling; Emails; Assigning permissions

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Power Automate Power Platform Security

From the Microsoft Dynamics 365 Customer Engagement Blogs: CRM data to PDF; Sales order holds; License consumption; Reporting error

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 Customer Engagement and CRM blogs

Customer Engagement Dynamics CRM
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Microsoft offers developers new framework to build their own copilots via plugins

by Jason Gumpert

At Build 2023, the company is announcing more areas where Copilot will play a role: Power Pages, Power BI, Microsoft Fabric, and Windows

Azure Business Central Customer Engagement Development Dynamics 365 Finance and Operations

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Copilot Wizardry in Dynamics 365 Customer Insights

Coffee + Dunn

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
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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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