Customer Engagement news & resources

MSDW Podcast: Optimizing Dynamics 365 projects with business process modelling

by MSDW Reporter
Business Central Business Process Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations MSDW Podcast
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DUG team gives DynamicsUser forum a SaaS refresh

by Jason Gumpert

The team behind Dynamics User Group and DynamicsCon have modernized the forum with a migration to a SaaS Discourse deployment

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Power Platform

Microsoft Dynamics Partner Roundup: Construction win; Services billing integration; AP automation; UAE gold partner

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Billing Business Central Complex Billing Construction Customer Engagement Data Integration Dynamics 365 Finance and Operations Invoice Processing Project Operations
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DynamicsCon Fall 2021 Preview: How to become a Power Automate Desktop hero

by Jason Gumpert

Goloknath Mishra shares his perspective on the current and future value of PAD in Microsoft's RPA strategy

Business Process Mgmt Customer Engagement Dynamics 365 DynamicsCon September 2021 Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management

MSDW Podcast: How Microsoft business apps customers can improve change management

by MSDW Reporter
Business Central Customer Engagement Dynamics 365 Finance and Operations MSDW Podcast Power Apps Power Platform Training User Adoption
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DynamicsCon 2021 Preview: Learning from business transformation successes with Power Platform and Dynamics 365

by Eamon McCarthy Earls

Consultant and author Lipi Sarkar will co-present two sessions, one focused on Power Platform and another exploring a transition to Dynamics 365

Customer Engagement Dynamics 365 DynamicsCon September 2021 Power Platform
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Updates to Dynamics 365 media and entertainment accelerator adds Teams integration, content workflow support

by Jason Gumpert

Version 2.0 expands the data model for events, adds portals, uses Teams API for new guest participation

Content Management Customer Engagement Dataverse (CDS) Dynamics 365 Enterprise Asset Mgmt Enterprise Content Mgmt Media & Entertainment Portals Power Apps Power Automate Power BI Power Pages
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How the Canadian public sector is using Microsoft Dynamics 365 and Azure

by Eamon McCarthy Earls

Canada's public sector is moving quickly to adopt Azure and Microsoft business apps, experts say

Azure Compute Customer Engagement Databases Development Dynamics 365 Dynamics CRM Government Integration Security Storage
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Solution Match: New Dynamics matchmaking event opens for registration

by Jason Gumpert

Solution Match 2021 offers a unique way for the Dynamics and Power Platform community to discover and research new ISV solutions

Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Apps Power Platform

From the Microsoft Dynamics 365 Customer Engagement & CRM Blogs: Date fields; Proactive chats; Entity relationship; Required fields

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM

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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
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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
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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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