Customer Engagement news & resources

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Discover a new superpower with ClickLearn at User Group Summit NA 2019 (Sponsored)

by MSDW Reporter

E-learning, documentation and live assistance solution maker ClickLearn is a platinum sponsor of User Group Summit 2019.

CRMUG Summit 2019 Customer Engagement D365UG Summit 2019 Document Management Dynamics 365 Dynamics CRM Power Apps Power Platform Training UG Summit 2019

Dynamic Communities fuels user group and conference growth with recent investments

by Jason Gumpert

Outside funding taken in 2018 has fueled the company's efforts to adapt to the evolving Microsoft business applications landscape, says CEO.

AXUG Business Central Customer Engagement D365UG Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations GPUG

MSDW Podcast: A product and conference update with ClickLearn

by MSDW Reporter
Customer Engagement Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations MSDW Podcast Training UG Summit 2019

Microsoft Dynamics Partner Roundup: QGate intelli-CTi; Dev community update; Secure emails and docs for NAV; Partner merger in FinServ

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Aerospace & Defense Azure Business Central Customer Engagement Document Management Dynamics 365 Dynamics NAV Email Management Finance and Operations Financial Services Government Security

MSDW Podcast: Paul Greenberg on the Commonwealth of Self-Interest and Microsoft's CRM stance

by Jason Gumpert
Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM MSDW Podcast Power Apps Power Automate Power Platform Sales & Marketing
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Newly promoted Microsoft CVP talks Dynamics 365 APIs, PowerApps licensing, CDS advances

by MSDW Reporter

API limits expected to have low impact, Charles Lamanna said on recent MVP podcast. Also: restricted entities in D365 apps will continue and Open Data Initiative is still ...

Customer Engagement Dataverse (CDS) Dynamics 365 Open Data Initiative Power Apps Power Automate Power Platform
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With three new Dynamics 365 solutions, Microsoft offers on ramp to IoT

by Jason Gumpert

Dynamics 365 Product Insights, IoT Intelligence, and Connected Store offer pre-built ways to tie sensor data to business operations.

Azure IoT Central Azure IoT Hub Commerce Customer Engagement Customer Service Dynamics 365 Field Service Finance and Operations Internet of Things (IoT)

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Spam detection; Canvas PowerApp; Insight cards; Postman

by MSDW Reporter

A selection of the latest insight from the Dynamics 365-CRM blogs

Azure Customer Engagement Dynamics 365

MSDW Podcast: News Roundup for Microsoft Dynamics and Power Platform, September 2019

by MSDW Reporter
Azure Business Central Customer Engagement Data Warehousing Dynamics 365 Dynamics AX Dynamics GP Finance and Operations MSDW Podcast Manufacturing Power Apps Power Automate
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RPA meets Microsoft Dynamics 365: Where native and third-party solutions fit as customer strategies evolve

by Eamon McCarthy Earls

Robotic process automation is here and it's redefining how customers and VARs approach processes for Microsoft Dynamics  365 apps.

Business Central Business Process Mgmt Customer Engagement Customer Relationship Mgmt Document Automation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

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
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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
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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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