Customer Engagement news & resources

From the Microsoft Dynamics 365 Customer Engagement & CRM Blogs: Azure AD; Alternate key creation; Editable grids; D365 Outlook app

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM
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Microsoft brings Teams, Power Platform, new certifications to its US Government cloud offering

by MSDW Reporter

PowerApps, Flow, Teams, Dynamics 365 Customer Engagement meet new impact levels for US government cloud and Department of Defense.

Customer Engagement Dynamics 365 Dynamics CRM Flow Government Microsoft Teams Power Apps Power Automate Power Platform PowerApps Regulatory Compliance Security
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A Brief History of Microsoft Dynamics 365 Portal: Where We've Been, and Where We're Going

by Nicholas Hayduk

With Portal's three-year anniversary approaching, let's examine why it continues to add value and how it stacks up against the rest of the Power Platform.

Adxstudio Customer Engagement Dynamics 365 Dynamics CRM Portals
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Inventory management with Microsoft Dynamics 365 for Field Service: A real growth opportunity

by Allan Lee

Integrated inventory management with Dynamics 365 for Field Service is vital for fixing service contractor inefficiencies

Business Performance Mgmt Customer Engagement Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Field Service Field Service Inventory Management Project Service Automation Service Management
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Flows from the field: Excel to JSON; Multi-select inputs; Working with PSA; Solution enabled Flow; Flow Conditioner Builder

by Eamon McCarthy Earls

Recent flows from intrepid Dynamics 365 professionals - and beyond.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Project Service Automation Service Management
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Microsoft partner Velosio announces new investment

by MSDW Reporter

Private equity funds will fuel growth, company states.

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Dynamics SL Finance and Operations
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MSDW Podcast: eXtreme365 Europe 2019 preview with Mark Smith

by MSDW Reporter

Microsoft MVP Mark Smith discusses his participation at this year's event, with a focus on the business decisions and opportunities partners of the coming years.

Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Extreme365 Europe 2019 MSDW Podcast MVP Power Apps Power Platform PowerApps UG Summit Europe 2019

Microsoft Dynamics Partner Roundup: ISV growth; SMB partnership; D365 Talent add-in; Payments integration

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Credit Card Processing Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Education Finance and Operations Human Resources (Talent) Marketing Payment Processing Sales Sales & Marketing
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Microsoft Dynamics Profile: Building a strong partner presence in the Czech Republic

by Linda Rosencrance

MVP Jaromir Sponar and the  Konica Minolta IT Solutions team in the Czech Republic are working to collaborate more closely with Microsoft and make customers aware of ...

Customer Engagement Dynamics 365 Dynamics CRM MVP
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Extreme365 Europe 2019 Preview: Microsoft partners anticipate latest Business Apps priorities

by Eamon McCarthy Earls

ClickLearn's Jakob Bjorning anticipates an opportunity for his team to absorb plenty from other partners and Microsoft at Extreme365

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Extreme365 Europe 2019 Finance and Operations UG Summit Europe 2019

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
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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
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
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