Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: Finance training; New CEO; Compliance-centric tools; GenAI tools

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Copilot Customer Engagement Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Financial Management Food & Beverage Governance, Risk, and Compliance (GRC) Life Sciences Regulatory Compliance

Microsoft Dynamics Partner Roundup: Property management; D365 win; Contract intelligence; Construction solution

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Construction Contract Management Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Field Service Finance and Operations Financial Management Property Management Sales

From the Microsoft Dynamics 365 CRM Blogs: Show/hide content; Duplicate icons; Favorite marketing features

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Relationship Mgmt Dynamics 365 Email Management Marketing Marketing Automation Portals Power Pages Power Platform Sales Sales & Marketing

MSDW Podcast: Expanding the marketing automation landscape, with emfluence CEO David Cacioppo

by MSDW Reporter
Discussing the technology marketers need to expand their support for customer journeys
Customer Engagement Customer Experience (CX) Dataverse (CDS) Dynamics 365 Dynamics CRM MSDW Podcast Marketing Automation Power Platform Sales & Marketing
Alithya

Alithya acquires Microsoft Biz Apps specialist XRM Vision for C$35 million

by MSDW Reporter
Deal adds Dynamics 365, Power Platform, and project portfolio management IP and resources to Alithya's Microsoft practice
Copilot Customer Engagement Customer Relationship Mgmt Customer Relationship Mgmt Dynamics 365 Power Platform Project Management Sales & Marketing xRM

Microsoft Dynamics Partner Roundup: Live chat; Accounts payable; New hire; Order management

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
AP Automation Business Central Customer Engagement Dynamics 365 Finance and Operations Order Management Printing

From the Microsoft Dynamics 365 CRM Blogs: Auto assign leads; Resource allocation; Hierarchical view button; Outbound sales

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Customer Engagement Customer Insights Dynamics 365 Field Service Field Service Marketing Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Acquisition; D365BC affiliate program; Credit cards for D365 Field Service; Contract management

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Contract Management Credit Card Processing Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics NAV Finance and Operations Payment Processing Supply Chain Management

MSDW Podcast: Kuldeep Gupta's favorite Copilot features in Dynamics 365 Project Operations

by MSDW Reporter
Task plan generation, risk assessments, PSA migration, and more
Copilot Customer Engagement Dynamics 365 MSDW Podcast Project Management Project Operations Project Service Automation Time & Attendance

From the Microsoft Dynamics 365 CRM Blogs: Contact point consent records; Extending Copilot; Email tracking; Quick scheduling

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Copilot Customer Engagement Dynamics 365 Dynamics CRM Email Management Field Service Marketing Marketing Automation Sales Sales & Marketing

LATEST VENDOR RESOURCES

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

The Impact of AI on (our) Business - Dynamics 365 Customer Service

WebSan Solutions

Countdown to June 30: Transition to Real-Time Journeys in D365 Customer Insights

Coffee + Dunn
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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

Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

emfluence
Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing
More Customer Engagement White Papers

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

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

How This Wedding Venue Business Nailed Their Salesforce to Dynamics 365 Sales Migration

Dynamics Square USA
A smarter move from Salesforce to Dynamics 365 Sales
Customer Engagement Data Migration Dynamics 365 Sales
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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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