Customer Engagement news & resources

traffic-cars.jpg

3 ways to improve your field sales performance

by Sam Kumar

Addressing the common challenges of the travelling sales rep with productivity apps

Customer Engagement Dynamics 365 Expense Management Mobile Applications Sales Sales & Marketing Travel Management Web-based Mapping
quiq-logo.png

Quiq announces digital messaging integration with Microsoft Dynamics 365

by MSDW Reporter

Adds pre-built integration of messaging channels with D365 Sales and Customer Service 

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Sales Sales & Marketing
hbs-logo.png

Finding the right fit: A Microsoft partner CEO shares his acquisition experience in the channel

by Eamon McCarthy Earls

How Andy Neal aimed to sell his Microsoft partner business on his own terms

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Marketing Portals Power Pages Power Platform Sales
cogs-parts-bin.jpg

5 ways productivity add-ons add value to your Dynamics 365 CRM

by Sam Kumar

How the popular types of apps meet business needs that would otherwise require custom development

BI and Reporting Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Data Integration Document Management Dynamics 365 Dynamics CRM Sales & Marketing Web-based Mapping
customer-journey-promx.png

Boost your B2B customers' experiences in Microsoft Dynamics 365 Marketing

by Jelena Yaruchyk

Exploring the many touchpoints between the potential buyer and seller in a customer journey

Business Process Mgmt Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing Workflow Management
walkme-logo.png

WalkMe announces UI process analysis tool for Microsoft Dynamics 365

by MSDW Reporter

UI Intelligence for Microsoft Dynamics 365 is the first in a new line of analytical tools for enterprise systems

Business Performance Mgmt Business Process Mgmt Customer Engagement Dynamics 365 User Adoption
road-guardrails.jpg

4 recommendations for a successful Microsoft Dynamics 365 CRM user adoption strategy

by Sam Kumar

Keep these capabilities in mind when looking for user adoption tools to support your CRM solution

BI and Reporting Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Sales & Marketing User Adoption User Management

Security and blockchain for Microsoft business apps: A Q&A with Thomas Berndorfer

by Eamon McCarthy Earls

Connecting Software founder and CEO Thomas Berndorfer explains how the company leverages blockchain and their work in the Microsoft channel

AppSource Azure Compute Customer Engagement Document Management Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations ISV Connect Integration Power Automate
card-catalog.jpg

Planning a document management investment with Dynamics 365 CRM: 5 ways to prioritize

by Sam Kumar

How to improve your productivity and select the right type of solution for your needs

Content Management Customer Engagement Customer Relationship Mgmt Data Integration Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Enterprise Content Mgmt Security

MSDW Podcast: Document visibility across Dynamics applications

by MSDW Reporter
Business Central Business Performance Mgmt Content Management Customer Engagement Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

LATEST VENDOR RESOURCES

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
More Customer Engagement Videos

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
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
More Customer Engagement Solutions