Customer Engagement news & resources

sandy-ussia.jpg

Summit Europe 2019 Preview: Go with (Microsoft) Flow

by Eamon McCarthy Earls

The Summit Europe event, taking place in Amsterdam in March 2019, will look at the robust capabilities of Microsoft Flow

Customer Engagement Dynamics 365 Dynamics CRM Power Platform Power platform UG Summit Europe 2019

Recent Microsoft Teams, Azure updates meet healthcare industry needs, company says

by MSDW Reporter

Microsoft issues updates to help Teams meet the needs of healthcare organizations

Customer Engagement Dynamics 365 Dynamics CRM HIPAA Healthcare Power Automate Regulatory Compliance Security Teams
palace-estate.jpg

When deploying your data estate to Azure, automation is the key

by Heine Krog Iversen

Time-to-data matters when migrating a data warehouse, and using automation for Azure might be the key

BI and Reporting Business Central Business Performance Mgmt Cloud Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations
summit-eu-logo_full-color-resized.png

User Group Summit Europe 2019 Preview: Priming CRM users for the Power Platform

by Eamon McCarthy Earls

The User Group Summit Europe event, taking place in Amsterdam in March 2019, will highlight the impact of the Power Platform and other updates to the Dynamics product line.

BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Flow Microsoft Power BI Power Apps Power Automate Power BI Power BI Power Platform
d365ai-marketinsights.jpg

Say hello to the new ones: Microsoft Dynamics 365 AI for Customer Service, Sales, and Market Insights

by Hannes Holst

Microsoft continues to integrate the benefits of artificial intelligence (AI) technology into its products, including with the latest additions to the Dynamics 365  A...

3PL Artificial Intelligence (AI) BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Power Automate Sales
click_on_bulk_record_delete.png

Bulk delete project task allocations in Microsoft Dynamics 365 / CRM

by Kuldeep Gupta

When it comes to deleting allocations in Dynamics 365 for Customer Engagement, bulk deletion can be very helpful

Customer Engagement Dynamics 365 Dynamics CRM

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Read Auditing; Phones app; Competitors entity; PowerBI URL query

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
or-xray-tablet.jpg

Microsoft Dynamics 365 in Healthcare: Delivering on the need for value-based metrics

by Sara Camden Hou

Microsoft's Dynamics 365 Healthcare Accelerator helps with interoperability needed to uphold FHIR and HIPAA compliant data models in Dynamics 365 for Customer Engagement

Customer Engagement Data Management Dynamics 365 Dynamics CRM Healthcare Power Automate
msflow-icon.png

Flows from the field: April 2019 release notes; Security workflows; Flow, Dropbox auto-backup; Price lists; CRM on-prem; SharePoint

by Eamon McCarthy Earls

Recent flows from intrepid D365 professionals - and beyond

Advanced Pricing Customer Engagement Data Integration Document Automation Document Management Dynamics 365 Dynamics CRM Flow Power Automate Power Platform
dxc_logo_300.png

DXC Technology to acquire service business of Scandinavian Microsoft Dynamics partner EG A / S

by MSDW Reporter

EG's service division to become part of DXC's Eclipse unit, adding 570 employees, 4,000 clients

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Infor SAP

LATEST VENDOR RESOURCES

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

The Impact of AI on (our) Business - Dynamics 365 Customer Service

WebSan 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
More Customer Engagement White Papers

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
More Customer Engagement Solutions