Customer Engagement news & resources

MSDW Podcast: Frieda Maher on the challenges of the sales back office

by MSDW Reporter
Agile Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM MSDW Podcast Project Management Sales & Marketing Scrum

MSDW Podcast: News Roundup on coronavirus, conferences, release wave, virtual accounting, and more

by MSDW Reporter
AP Automation Accounting Architecture Business Central Business Process Mgmt Collections Management Construction Customer Engagement Customer Relationship Mgmt Customer Service Data Integration Dataverse (CDS)

From the Microsoft Dynamics 365 for Customer Engagement Blogs: System configuration; Omnichannel engagement; Command checker tool

by MSDW Reporter

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

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing
walkme-logo.png

WalkMe supports digital adoption platform on Microsoft Dynamics 365 Sales

by MSDW Reporter

Partnership aims to increase productivity and user adoption among sales teams. 

AppSource Customer Engagement Dynamics 365 Sales Sales & Marketing Training User Adoption

More Microsoft, channel conferences upended in response to coronavirus

by MSDW Reporter

Ignite 2020 goes digital-only; Directions North America postponed to December

Business Central Customer Engagement Directions NA 2020 Dynamics 365 Dynamics NAV Ignite 2020
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Microsoft prepares launch of Dynamics 365 dual-write for bi-directional ERP-CRM integration

by Jason Gumpert

Microsoft brings dual-write for Dynamics 365 closer to general availability

Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Finance and Operations Power Platform
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Microsoft has finally deprecated the Dynamics 365 for Outlook COM add-in

by MSDW Reporter

D365 App for Outlook is the supported solution for the future, but shortcomings remain.

Customer Engagement Dynamics 365 Email Management Power Apps Power Platform

Azure Updates: Responding to Covid-19; Dedicated Hosts; Stack Edge

by MSDW Reporter

The latest Azure updates from Microsoft.

Azure Chemicals Customer Engagement Customer Service Data Management Dynamics 365 Life Sciences Microsoft Corporate Research
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Getting started with event management in Microsoft Dynamics 365 Marketing

by Stefano Tempesta

The entities and tools to get you started managing your events with D365.

Customer Engagement Dynamics 365 Event Management Marketing Sales & Marketing

Flows from the field: Time zone conversion; Customer field; Quick Create form; Exchange rate conversion; Forms Pro

by Eamon McCarthy Earls

Recent flows from intrepid Dynamics 365 and Power Platform professionals - and beyond

Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Power Automate Power Platform Workflow Management

LATEST VENDOR RESOURCES

Copilot Wizardry in Dynamics 365 Customer Insights

Coffee + Dunn

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

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
More Customer Engagement Videos

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

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
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