Customer Engagement news & resources

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The race to tune large-scale Dynamics 365 Finance & Operations implementations

by Eamon McCarthy Earls

Senior D365 Finance and Operations architect and trainer Brandon Ahmad shares some of the key challenges facing new, large-scale implementations

Azure Business Central Business Performance Mgmt Customer Engagement Development Dynamics 365 Finance and Operations

Microsoft Dynamics Partner Roundup: CRM IP deal; CPQ partnership; Process automation; New hire

by MSDW Reporter

The latest partner news in the Microsoft Dynamics ecosystem.

Accounting Azure Billing Business Central Business Process Mgmt CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations

Podcast Review: The challenge of unifying sales front and back offices

by Eamon McCarthy Earls

Dynamics 365 professional Frieda Maher shares her thoughts on current day deployment strategies and the changes brought by cloud-based apps

Agile Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Power Platform Project Management Sales & Marketing Scrum

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
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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

LATEST VENDOR RESOURCES

DUG Webcast: Optimizing Customer Experience with Dynamics 365 Contact Center

Dynamics User Group (DUG)

Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

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
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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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