Customer Engagement news & resources

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Microsoft to discontinue Social Engagement, focus efforts on Dynamics 365 Market Insights

by Jason Gumpert

Microsoft to discontinue Social Engagement, focus efforts on Dynamics 365 Market Insights

Artificial Intelligence (AI) Customer Engagement Dynamics 365 Dynamics CRM Marketing Microsoft Social Engagement NetBreeze Sales Sales & Marketing

Mavenlink integrates with Microsoft Dynamics 365 for Sales, Finance and Operations

by MSDW Reporter

Automation solution aims to aid professional and marketing services organizations

Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Invoice Processing Marketing Sales Sales & Marketing
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You've been hacked. Now what?

by Mark Hughes

After a hack, remediation efforts entail more than just plugging that one hole through which attackers gained entry.

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Regulatory Compliance Security
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April 2019 release notes out now for Microsoft Dynamics 365, Power Platform

by Jason Gumpert

Bulky new release document offers GA and preview features coming to all apps and services

AI Business Central Commerce Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL
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What are the biggest trends in the CRM market heading into the 2020s?

by Denis Pombriant

As CRM companies shift to being platform providers, new offerings will target specific verticals, while AI and machine learning top out and integration remains as importan...

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Software

Microsoft Dynamics Partner Roundup: Field service; Web agent; Nonprofits solution; Sportswear win

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Commerce Customer Engagement Dynamics 365 Field Service Field Service Not For Profit Retail Sales and Operations Planning
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Use Outlook categories to simplify activity tracking in Microsoft Dynamics 365/CRM

by Clinton D’Mello

Category-based tracking with the Microsoft Dynamics 365 App for Outlook can help with tracking emails, appointments and tasks

Customer Engagement Dynamics 365 Dynamics CRM Planning and Scheduling
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Ten useful features of XrmToolBox for Microsoft Dynamics 365/CRM

by Krishna Bhanushali

From Web Resource Manager to the Metadata Browser, discover the top 10 most useful XrmToolBox plugins for Microsoft Dynamics 365 CRM

Customer Engagement Data Management Dynamics 365 Dynamics CRM Software

Microsoft to end OEM deals with Dynamics 365 Customer Engagement ISVs

by Jason Gumpert

Microsoft began alerting customers today that InsideView Insights and Versium Predict will be discontinued as OEM offerings.

AppSource Automated Data Collection Customer Engagement Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
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Retail in 2019: What we've learned from NRF Big Show pre-event PR

by Jason Gumpert

From top exhibitors like Microsoft to niche players, the PR influx in advance of this year's Big Show offers a hint at where exhibitors are working to gain traction.

Business Central Commerce Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Finance and Operations Mobile Applications NRF BIG Show 2019 Power Automate

LATEST VENDOR RESOURCES

Specialized Views in Dynamics 365 CRM

Encore Business Solutions

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
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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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