Customer Engagement news & resources

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Four ways to tackle customer care challenges with Microsoft Business Apps

by MSDW Reporter

The challenges of harnessing high-value, actionable customer data can impact service agents, security, and beyond

Business Process Mgmt Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Security
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With PowerPack, ClickDimensions offers B2B SMBs a path to better sales and marketing alignment

by Jason Gumpert

The partner-driven offering is methodology-driven, says CEO Mike Dickerson

Customer Engagement Dynamics 365 Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Sales & Marketing

MSDW Podcast: Solving Contact Center challenges with Microsoft Business Applications

by MSDW Reporter
Call Tracking Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 MSDW Podcast Power Platform Telephony
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Inspire 2023: Viva Sales makes way for Microsoft Sales Copilot

by Jason Gumpert

Sales Copilot, the new brand name for Viva Sales, adds new capabilities

AI AI and Machine Learning Azure Customer Engagement Dynamics 365 Sales Sales & Marketing
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Microsoft plans more Copilot features in 2023 release wave 2 plans for Dynamics 365 and Power Platform

by Jason Gumpert

New Bot Framework options in PVA, globalization progress for Finance; Power Pages generation, and more

Accounting Business Central Commerce Copilot Studio Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Finance and Operations Financial Management HR Management Human Resources (Talent)

From the Microsoft Dynamics 365 CE/CRM Blogs: Email templates; Customer 360; Security role; Marketing emails

by MSDW Reporter

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

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Automation Sales & Marketing Security

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

LATEST VENDOR RESOURCES

DUG Webcast: Optimizing Customer Experience with Dynamics 365 Contact Center

Dynamics User Group (DUG)

Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

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
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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
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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

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

Lights, Camera, Automation: How Cinespace Studios Streamlined AP for Global Growth

SignUp Software
Discover how Cinespace Studios brought efficiency to the spotlight by replacing manual AP processes with ExFlow — setting the stage for seamless global expansion
AI AI and Machine Learning AP Automation Azure Business Central Commerce Customer Engagement Customer Insights Customer Voice Dynamics 365 Financial Management Fraud Protection
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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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