Customer Engagement news & resources

Managing expenses in Microsoft Dynamics 365 Project Service Automation for fixed bid and T&M contracts

by Kuldeep Gupta

Discover how to fix a configuration problem in Dynamics 365 Project Service Automation that causes the wrong amount value to show in Actuals

Customer Engagement Dynamics 365 Expense Management Project Management Project Service Automation Time & Attendance
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Create a Change Management Team: Change management best practices for your Dynamics 365 CE project

by Heidi Neuhauser

To embrace the change that comes along with a D365 CRM project or enhancement, make sure that you have established an internal change management team.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Project Management

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Workflows; User settings; Canvas PowerApp; CRM upgrades

by MSDW Reporter

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

CRM 2016 Customer Engagement Dynamics 365 Dynamics CRM Power Apps Power Platform
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The role of the modern CMO: A whole different ball game

by Sugeshni Subroyen

As marketers demand data-driven insights to ensure positive CX, marketing technology also continues to evolve and campaigns success is now determined by the resulting data.

Artificial Intelligence (AI) Azure Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Machine Learning (ML) Marketing Automation Sales & Marketing
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User Group Summit North America 2019 Preview: Optimizing CRM in the midst of a cloud transformation

by Eamon McCarthy Earls

The CRM team from a major financial services firm in the midst of a cloud transformation initiative expects a major presence at Summit 2019. 

CRMUG Summit 2019 Customer Engagement Customer Service D365UG Summit 2019 Dynamics 365 Dynamics CRM Marketing Sales UG Summit 2019 crmug
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Change management best practices for your Dynamics 365 CE project: Understand change as a process

by Heidi Neuhauser

When you are planning for a Dynamics 365 Customer Experience project or enhancement, change is coming to your organization. 

Adoption Customer Engagement Dynamics 365 Dynamics CRM Project Management Training

Microsoft Dynamics partners on the 2019 Inc. 5000: Fewer make the list, reasons will vary

by MSDW Reporter

Only a handful of Microsoft partners focused on Dynamics and Power Platform remain on the list of fast-growing US-based businesses.

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations
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Microsoft Dynamics 365 Updates: Industry accelerators; Insights; Business Central modules; Customer Service bots; Password safety

by MSDW Reporter

The latest Dynamics 365 updates and announcements from Microsoft.

Business Central Customer Engagement Dynamics 365 Field Service Power Apps Power BI Power Platform Project Service Automation Training

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Lookups; Contact cards; Opportunity close; Images in reports

by MSDW Reporter

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

Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Marketing Power Apps Power Platform Project Service Automation Sales

Microsoft Dynamics Partner Roundup: Channel partners; CRM project; Practice management; Retail connector

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Data Integration Dynamics 365 Legal Not For Profit

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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