Customer Engagement news & resources

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Microsoft's Dynamics 365, Power Platform 2020 release wave 2 materials arrive in July

by MSDW Reporter

Release plan documents due July 8, with early access in August

AI Business Central Commerce Customer Engagement Dataverse (CDS) Dynamics 365 Finance and Operations Human Resources (Talent) Mixed Reality Power Apps Power Automate Power BI
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Microsoft Dynamics 365 nonprofit accelerator improves project, finance, case management

by MSDW Reporter

Updates to the data model, solutions, and mobile app.

Customer Engagement Dataverse (CDS) Dynamics 365 Expense Management Financial Management Mobile Applications Not For Profit Power Apps Power Platform Project Management Service Management Time & Attendance

Microsoft Dynamics Partner Roundup: PSA partnership; Cloud migration; New hire; EDI integration

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Data Integration Data Migration Dynamics 365 EDI Project Management Service Management

Flows from the field: Service Bus Queues; Maintaining user security settings; Generating data; Grouping and summing

by Eamon McCarthy Earls

Recent Power Automate flows from intrepid D365 professionals - and beyond

Azure Customer Engagement Dynamics 365 Integration Power Automate Power Platform Robotic Process Automation (RPA) Sales Security Storage
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Navigating the dangerous waters of data management to find a practical solution

by Adam Perry

Two concepts about data management will help you focus your team's efforts and investments. 

Customer Engagement Data Management Dynamics 365 Dynamics CRM Power Platform Sales & Marketing

MSDW Podcast: Mike Dickerson on marketing in a crisis and the needs of Microsoft partners

by MSDW Reporter
Customer Engagement Dynamics 365 Dynamics CRM ISV Connect MSDW Podcast Marketing Marketing Automation Sales & Marketing

MSDW Podcast: Guus Krabbenborg on the challenge of better enterprise software projects

by MSDW Reporter
Business Central Customer Engagement Dynamics 365 Dynamics NAV Finance and Operations MSDW Podcast
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Insurance models and apps coming to Microsoft Dynamics 365 Financial Services Accelerator

by Jason Gumpert

Microsoft rolls out the new Dynamics 365 Financial Services Accelerator, focusing on insurance

Azure BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Financial Services Insurance Portals Power Apps Power Automate
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Former Microsoft business applications sales chief heads to Pega

by MSDW Reporter

Hayden Stafford will lead client engagement for Pega, reporting to the CEO

Business Central Customer Engagement Dynamics 365 Dynamics GP Dynamics NAV Finance and Operations Microsoft Corporate Power Platform

Microsoft Dynamics Partner Roundup: European expansion; GP interface; Integration; Sales, customer service

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Banking Customer Engagement Customer Service Dynamics 365 Dynamics AX Dynamics CRM Field Service Finance and Operations Financial Management Healthcare Service Management

LATEST VENDOR RESOURCES

Preventative Maintenance in Dynamics 365 Field Service

WebSan Solutions

Introducing The Knowledge Hub

Coffee + Dunn

Default Views in Dynamics 365 CRM

Encore Business Solutions

Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights

Coffee + Dunn

DUG Webcast: Optimizing Customer Experience with Dynamics 365 Contact Center

Dynamics User Group (DUG)
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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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