Customer Engagement news & resources

From the Microsoft Dynamics 365 CE/CRM Blogs: Revenue pipeline; Caching; Refresh limitation; Customer Voice

by MSDW Reporter

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

BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Sales & Marketing
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Nintex acquires eSignature vendor AssureSign

by Jason Gumpert

The company plans to integrate eSignatures into the Nintex Process Platform

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Sales & Marketing Workflow Management
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Commvault expands SaaS data management with Metallic Backup for Microsoft Dynamics 365

by Jason Gumpert

Backup and recovery SaaS offering will cover D365 Marketing, Sales, Customer Service, and Field Service applications

Customer Engagement Customer Service Dynamics 365 Field Service Marketing

Microsoft Dynamics Partner Roundup: Learning management; Private capital; Sales performance; New hire

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Learning Management System Sales & Marketing
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Microsoft promotes dozens of sales-related job openings for Dynamics 365, Power Platform

by MSDW Reporter

Openings posted in the last week cover 25+ countries for sales, technical sales, and management.

Customer Engagement Dynamics 365 Finance and Operations Microsoft Corporate Power Platform Sales & Marketing Software
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Microsoft Cloud for Nonprofit updates roadmap with Volunteer Management app, new fundraising features

by Jason Gumpert

LinkedIn integration, donations workflow to arrive in May, with volunteer app and more due in autumn 2021

Azure Compute Credit Card Processing Customer Engagement Dataverse (CDS) Donor Management Dynamics 365 Not For Profit Payment Processing Power Apps Power Pages Power Platform

Microsoft Dynamics Partner Roundup: e-Signatures; Customer journey; FP&A capabilities; CPQ self-service

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Financial Management Marketing Power Platform Sales & Marketing Sales Quoting
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Microsoft introduces Telecommunications Accelerator for Dynamics 365 and Power Platform

by Jason Gumpert

Place entity and others are based on industry group's framework

BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Field Service Portals Power Apps Power Platform Sales & Marketing Telecommunications
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How to create a milestone in Dynamics 365 Project Operations

by Kuldeep Gupta

Milestones can now be created in Project Operations -- if you follow these steps

Customer Engagement Dynamics 365 Project Operations
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Demandbase buys InsideView and DemandMatrix, strengthening data services for B2B sales and marketing

by Jason Gumpert

Demandbase announced two new acquisitions to extend its Demandbase One suite

Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Sales Sales & Marketing

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
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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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