Customer Engagement news & resources

MSDW Podcast: Running a growth business in the Microsoft Dynamics channel, with Mike Dickerson of ClickDimensions

by Jason Gumpert
Business Central Customer Engagement Dynamics 365 Dynamics CRM Finance and Operations MSDW Podcast Marketing Automation
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Two priorities are driving Microsoft PowerApps Portals product and licensing, manager explains

by Jason Gumpert

In a newly released interview, Microsoft positions the Portals sales opportunity in the context of Office 365 deals, and for organizations struggling with simple challenges.

Customer Engagement Dataverse (CDS) Dynamics 365 Portals Power Apps Power Pages Power Platform

Microsoft showcases new industry opportunities with the Automotive Accelerator

by MSDW Reporter

Microsoft and Annata promote the Automotive Accelerator in the lead-up to IAA New Mobility World 2019

Automotive Azure Customer Engagement Dataverse (CDS) Dynamics 365 Power Platform Sales

How to use Flow to update a quote marked as won in Dynamics 365 Project Service Automation V3.X

by Kuldeep Gupta

Find out how to leverage Flow to circumvent a nagging problem with Quotes in Dynamics 365 Project Service Automation

Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Power Automate Power Platform Project Management Project Service Automation Sales Quoting Service Management Workflow Management
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The newest Microsoft Power Platform hackathon will be education-focused and broadcasting globally

by MSDW Reporter

The TDGI Hack for Education on Saturday will raise money for charity as teams broadcasting live from around the world.

Customer Engagement Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power BI Power Platform
portals-licensing-table.png

Licensing Update: Microsoft PowerApps Portal pricing will be tiered for external users

by Jason Gumpert

The update from Microsoft reduces concerns about excessively high authenticated user login costs, but questions remain.

Business Portal Customer Engagement Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power Pages Power Platform
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Licensing Updates: Microsoft Dynamics 365 and Power Platform October 2019 changes for API consumption, customization, apps come into focus

by Jason Gumpert

Microsoft continues to clarify the new pricing, rules and restrictions planned for October 2019.

Customer Engagement Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power Platform licenses

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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SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

Inogic

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
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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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Inogic Productivity Apps for Microsoft Business Solutions

Inogic is a leading Microsoft Microsoft Dynamics 365 CRM ISV, delivering innovative apps and professional services on...
AI Azure Copilot Copilot Studio Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Fabric Power Apps Power Automate Power BI

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
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