Customer Engagement news & resources

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
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Microsoft Dynamics Profile: Ringing in the new year with MVP award for an XRM veteran

by Linda Rosencrance

James Novak's focus on xRM solution architecture and development in the government sector has provided broad exposure to Dynamics 365/CRM technology.

Aerospace & Defense BI and Reporting Configuration & Development Customer Engagement Dynamics 365 Dynamics CRM Government MVP Power Automate Project Management XrmToolBox xRM

Microsoft Dynamics Partner Roundup: E-Commerce and AP solutions on AppSource; VAR acquisition; Exec hire

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Business Central Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics GP E-Commerce Finance and Operations
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Dynamic Communities buys Comunidad365, expanding regional access

by Jason Gumpert

Site to be migrated to DCI web platform within weeks.

Customer Engagement D365UG Dynamic Communities Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations
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MSDW Podcast: John Silvani on building a business in the Microsoft channel atop PowerApps and CDS

by Jason Gumpert

The app development opportunity on Microsoft's business applications platform continues to evolve in complex ways, says John Silvani.

Accounting Azure Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Financial Management Financial Services MSDW Podcast Power Apps Power BI
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How B2B prospect data is transforming to meet a changing market

by Heidi Tucker

Market changes have forced businesses to reimagine the value and use of prospect data.

Customer Engagement Dynamics 365 Dynamics CRM Marketing

LATEST VENDOR RESOURCES

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

DUG Webcast: Optimizing Customer Experience with Dynamics 365 Contact Center

Dynamics User Group (DUG)
More Customer Engagement Videos

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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